Home > First Hawaiian Bank > Number of Fiduciary and Related Asset Accounts
First Hawaiian 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 | $2,865,000 | 106 |
| Number of Managed Accounts | $2,327,000 | 96 |
| Personal Trust and Agency Accounts | $311,000 | 183 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $67,000 | 88 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 30 |
| Number of other employee benefit and retirement-related accounts | $619,000 | 144 |
| Corporate Trust and Agency Accounts | $4,000 | 67 |
| Number of managed investment management and investment advisory agency accounts | $1,141,000 | 67 |
| Number of foundation and endowment trust and agency accounts, managed assets | $153,000 | 59 |
| Other Fiduciary Accounts | $7,000 | 78 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $619,000 | 114 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $333,000 | 36 |
| Number of Non-Managed Accounts | $538,000 | 83 |
| Personal Trust and Agency Accounts | $36,000 | 185 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $316,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $140,000 | 53 |
| Number non-managed other employee benefit and retirement-related accounts | $22,000 | 301 |
| Corporate Trust and Agency Accounts | $0 | 248 |
| Number of investment management and advisory agency accounts, non-managed assets | $22,000 | 114 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 107 |
| Other Fiduciary Accounts | $0 | 190 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $275,000 | 109 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 38 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $19,000 | 397 |
| 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 | $2,884,000 | 102 |
| Number of Managed Accounts | $2,334,000 | 93 |
| Personal Trust and Agency Accounts | $320,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $68,000 | 84 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 30 |
| Number of other employee benefit and retirement-related accounts | $611,000 | 136 |
| Corporate Trust and Agency Accounts | $4,000 | 39 |
| Number of managed investment management and investment advisory agency accounts | $1,147,000 | 65 |
| Number of foundation and endowment trust and agency accounts, managed assets | $153,000 | 57 |
| Other Fiduciary Accounts | $7,000 | 48 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $611,000 | 106 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $550,000 | 78 |
| Personal Trust and Agency Accounts | $37,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $319,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $145,000 | 50 |
| Number non-managed other employee benefit and retirement-related accounts | $24,000 | 153 |
| Corporate Trust and Agency Accounts | $0 | 118 |
| Number of investment management and advisory agency accounts, non-managed assets | $23,000 | 98 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 94 |
| Other Fiduciary Accounts | $0 | 95 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $272,000 | 89 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $22,000 | 229 |
| 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 | $2,859,000 | 102 |
| Number of Managed Accounts | $2,324,000 | 92 |
| Personal Trust and Agency Accounts | $318,000 | 173 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $71,000 | 90 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 28 |
| Number of other employee benefit and retirement-related accounts | $609,000 | 142 |
| Corporate Trust and Agency Accounts | $4,000 | 42 |
| Number of managed investment management and investment advisory agency accounts | $1,135,000 | 64 |
| Number of foundation and endowment trust and agency accounts, managed assets | $154,000 | 55 |
| Other Fiduciary Accounts | $9,000 | 46 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $609,000 | 109 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $535,000 | 83 |
| Personal Trust and Agency Accounts | $35,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $314,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $141,000 | 54 |
| Number non-managed other employee benefit and retirement-related accounts | $20,000 | 228 |
| Corporate Trust and Agency Accounts | $0 | 169 |
| Number of investment management and advisory agency accounts, non-managed assets | $23,000 | 104 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 103 |
| Other Fiduciary Accounts | $0 | 135 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $266,000 | 91 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 37 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $18,000 | 283 |
| 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 | $2,867,000 | 108 |
| Number of Managed Accounts | $2,328,000 | 99 |
| Personal Trust and Agency Accounts | $324,000 | 164 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $71,000 | 48 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 30 |
| Number of other employee benefit and retirement-related accounts | $611,000 | 114 |
| Corporate Trust and Agency Accounts | $4,000 | 37 |
| Number of managed investment management and investment advisory agency accounts | $1,134,000 | 69 |
| Number of foundation and endowment trust and agency accounts, managed assets | $153,000 | 59 |
| Other Fiduciary Accounts | $7,000 | 48 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $611,000 | 113 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $539,000 | 83 |
| Personal Trust and Agency Accounts | $36,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $316,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $144,000 | 14 |
| Number non-managed other employee benefit and retirement-related accounts | $19,000 | 165 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of investment management and advisory agency accounts, non-managed assets | $22,000 | 53 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 84 |
| Other Fiduciary Accounts | $0 | 92 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $267,000 | 93 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $17,000 | 210 |
| 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 | $2,852,000 | 110 |
| Number of Managed Accounts | $2,330,000 | 99 |
| Personal Trust and Agency Accounts | $327,000 | 177 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $71,000 | 51 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 33 |
| Number of other employee benefit and retirement-related accounts | $617,000 | 115 |
| Corporate Trust and Agency Accounts | $4,000 | 72 |
| Number of managed investment management and investment advisory agency accounts | $1,127,000 | 69 |
| Number of foundation and endowment trust and agency accounts, managed assets | $153,000 | 59 |
| Other Fiduciary Accounts | $7,000 | 75 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $617,000 | 112 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $357,000 | 38 |
| Number of Non-Managed Accounts | $522,000 | 90 |
| Personal Trust and Agency Accounts | $35,000 | 187 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $315,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $130,000 | 16 |
| Number non-managed other employee benefit and retirement-related accounts | $18,000 | 294 |
| Corporate Trust and Agency Accounts | $0 | 212 |
| Number of investment management and advisory agency accounts, non-managed assets | $22,000 | 72 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 101 |
| Other Fiduciary Accounts | $0 | 175 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $272,000 | 113 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $16,000 | 397 |
| 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 | $2,817,000 | 107 |
| Number of Managed Accounts | $2,300,000 | 101 |
| Personal Trust and Agency Accounts | $338,000 | 166 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $72,000 | 51 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 33 |
| Number of other employee benefit and retirement-related accounts | $613,000 | 110 |
| Corporate Trust and Agency Accounts | $4,000 | 38 |
| Number of managed investment management and investment advisory agency accounts | $1,089,000 | 72 |
| Number of foundation and endowment trust and agency accounts, managed assets | $153,000 | 59 |
| Other Fiduciary Accounts | $7,000 | 49 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $613,000 | 108 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $517,000 | 84 |
| Personal Trust and Agency Accounts | $32,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $317,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $126,000 | 16 |
| Number non-managed other employee benefit and retirement-related accounts | $18,000 | 175 |
| Corporate Trust and Agency Accounts | $0 | 115 |
| Number of investment management and advisory agency accounts, non-managed assets | $22,000 | 60 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 87 |
| Other Fiduciary Accounts | $0 | 98 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $270,000 | 95 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $16,000 | 220 |
| 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 | $2,803,000 | 95 |
| Number of Managed Accounts | $2,280,000 | 95 |
| Personal Trust and Agency Accounts | $348,000 | 144 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $70,000 | 47 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 30 |
| Number of other employee benefit and retirement-related accounts | $612,000 | 106 |
| Corporate Trust and Agency Accounts | $4,000 | 38 |
| Number of managed investment management and investment advisory agency accounts | $1,064,000 | 67 |
| Number of foundation and endowment trust and agency accounts, managed assets | $153,000 | 52 |
| Other Fiduciary Accounts | $5,000 | 59 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $612,000 | 104 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $523,000 | 74 |
| Personal Trust and Agency Accounts | $34,000 | 121 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $319,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $129,000 | 14 |
| Number non-managed other employee benefit and retirement-related accounts | $18,000 | 185 |
| Corporate Trust and Agency Accounts | $0 | 126 |
| Number of investment management and advisory agency accounts, non-managed assets | $21,000 | 59 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 82 |
| Other Fiduciary Accounts | $0 | 109 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $268,000 | 87 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $16,000 | 243 |
| 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 | $2,753,000 | 98 |
| Number of Managed Accounts | $2,235,000 | 97 |
| Personal Trust and Agency Accounts | $351,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $70,000 | 47 |
| Employee Benefit-defined Benefit Accounts | $26,000 | 30 |
| Number of other employee benefit and retirement-related accounts | $606,000 | 107 |
| Corporate Trust and Agency Accounts | $4,000 | 36 |
| Number of managed investment management and investment advisory agency accounts | $1,028,000 | 69 |
| Number of foundation and endowment trust and agency accounts, managed assets | $145,000 | 55 |
| Other Fiduciary Accounts | $5,000 | 53 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $606,000 | 105 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $518,000 | 72 |
| Personal Trust and Agency Accounts | $32,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $319,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $124,000 | 15 |
| Number non-managed other employee benefit and retirement-related accounts | $21,000 | 154 |
| Corporate Trust and Agency Accounts | $0 | 109 |
| Number of investment management and advisory agency accounts, non-managed assets | $20,000 | 59 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 75 |
| Other Fiduciary Accounts | $0 | 94 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $262,000 | 88 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $19,000 | 201 |
| 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 | $2,748,000 | 99 |
| Number of Managed Accounts | $2,224,000 | 96 |
| Personal Trust and Agency Accounts | $348,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $70,000 | 52 |
| Employee Benefit-defined Benefit Accounts | $26,000 | 31 |
| Number of other employee benefit and retirement-related accounts | $608,000 | 109 |
| Corporate Trust and Agency Accounts | $4,000 | 65 |
| Number of managed investment management and investment advisory agency accounts | $1,017,000 | 66 |
| Number of foundation and endowment trust and agency accounts, managed assets | $145,000 | 53 |
| Other Fiduciary Accounts | $6,000 | 79 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $608,000 | 107 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $374,000 | 26 |
| Number of Non-Managed Accounts | $524,000 | 77 |
| Personal Trust and Agency Accounts | $32,000 | 182 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $321,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $124,000 | 16 |
| Number non-managed other employee benefit and retirement-related accounts | $25,000 | 251 |
| Corporate Trust and Agency Accounts | $0 | 213 |
| Number of investment management and advisory agency accounts, non-managed assets | $20,000 | 78 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 92 |
| Other Fiduciary Accounts | $0 | 174 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $260,000 | 109 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $23,000 | 339 |
| 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 | $2,703,000 | 98 |
| Number of Managed Accounts | $2,225,000 | 96 |
| Personal Trust and Agency Accounts | $365,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $70,000 | 53 |
| Employee Benefit-defined Benefit Accounts | $26,000 | 31 |
| Number of other employee benefit and retirement-related accounts | $611,000 | 106 |
| Corporate Trust and Agency Accounts | $4,000 | 32 |
| Number of managed investment management and investment advisory agency accounts | $998,000 | 66 |
| Number of foundation and endowment trust and agency accounts, managed assets | $145,000 | 52 |
| Other Fiduciary Accounts | $6,000 | 49 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $611,000 | 105 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $478,000 | 78 |
| Personal Trust and Agency Accounts | $32,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $290,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $105,000 | 18 |
| Number non-managed other employee benefit and retirement-related accounts | $30,000 | 140 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of investment management and advisory agency accounts, non-managed assets | $19,000 | 62 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 76 |
| Other Fiduciary Accounts | $0 | 90 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $281,000 | 85 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $28,000 | 173 |
| 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 | $2,698,000 | 100 |
| Number of Managed Accounts | $2,210,000 | 98 |
| Personal Trust and Agency Accounts | $374,000 | 143 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $70,000 | 56 |
| Employee Benefit-defined Benefit Accounts | $26,000 | 32 |
| Number of other employee benefit and retirement-related accounts | $599,000 | 110 |
| Corporate Trust and Agency Accounts | $4,000 | 39 |
| Number of managed investment management and investment advisory agency accounts | $985,000 | 69 |
| Number of foundation and endowment trust and agency accounts, managed assets | $145,000 | 53 |
| Other Fiduciary Accounts | $7,000 | 51 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $599,000 | 109 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $488,000 | 80 |
| Personal Trust and Agency Accounts | $33,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $293,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $105,000 | 19 |
| Number non-managed other employee benefit and retirement-related accounts | $35,000 | 139 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of investment management and advisory agency accounts, non-managed assets | $20,000 | 65 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 83 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $321,000 | 83 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $33,000 | 185 |
| 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 | $2,677,000 | 100 |
| Number of Managed Accounts | $2,190,000 | 100 |
| Personal Trust and Agency Accounts | $369,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $69,000 | 51 |
| Employee Benefit-defined Benefit Accounts | $26,000 | 32 |
| Number of other employee benefit and retirement-related accounts | $600,000 | 107 |
| Corporate Trust and Agency Accounts | $4,000 | 35 |
| Number of managed investment management and investment advisory agency accounts | $969,000 | 67 |
| Number of foundation and endowment trust and agency accounts, managed assets | $145,000 | 51 |
| Other Fiduciary Accounts | $8,000 | 46 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $600,000 | 105 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $487,000 | 82 |
| Personal Trust and Agency Accounts | $34,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $293,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $104,000 | 19 |
| Number non-managed other employee benefit and retirement-related accounts | $34,000 | 137 |
| Corporate Trust and Agency Accounts | $0 | 111 |
| Number of investment management and advisory agency accounts, non-managed assets | $20,000 | 61 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 75 |
| Other Fiduciary Accounts | $0 | 88 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $329,000 | 81 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $30,000 | 180 |
| 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 | $2,663,000 | 101 |
| Number of Managed Accounts | $2,173,000 | 101 |
| Personal Trust and Agency Accounts | $372,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $69,000 | 52 |
| Employee Benefit-defined Benefit Accounts | $26,000 | 32 |
| Number of other employee benefit and retirement-related accounts | $587,000 | 110 |
| Corporate Trust and Agency Accounts | $4,000 | 65 |
| Number of managed investment management and investment advisory agency accounts | $963,000 | 68 |
| Number of foundation and endowment trust and agency accounts, managed assets | $144,000 | 54 |
| Other Fiduciary Accounts | $8,000 | 68 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $587,000 | 109 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $413,000 | 32 |
| Number of Non-Managed Accounts | $490,000 | 89 |
| Personal Trust and Agency Accounts | $34,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $295,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $104,000 | 19 |
| Number non-managed other employee benefit and retirement-related accounts | $35,000 | 222 |
| Corporate Trust and Agency Accounts | $0 | 228 |
| Number of investment management and advisory agency accounts, non-managed assets | $20,000 | 85 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 88 |
| Other Fiduciary Accounts | $0 | 171 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $359,000 | 88 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $32,000 | 299 |
| 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 | $2,674,000 | 97 |
| Number of Managed Accounts | $2,173,000 | 100 |
| Personal Trust and Agency Accounts | $390,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $71,000 | 51 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 33 |
| Number of other employee benefit and retirement-related accounts | $573,000 | 106 |
| Corporate Trust and Agency Accounts | $9,000 | 24 |
| Number of managed investment management and investment advisory agency accounts | $952,000 | 67 |
| Number of foundation and endowment trust and agency accounts, managed assets | $142,000 | 54 |
| Other Fiduciary Accounts | $9,000 | 44 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $573,000 | 105 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $501,000 | 79 |
| Personal Trust and Agency Accounts | $41,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $298,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $101,000 | 19 |
| Number non-managed other employee benefit and retirement-related accounts | $38,000 | 131 |
| Corporate Trust and Agency Accounts | $0 | 117 |
| Number of investment management and advisory agency accounts, non-managed assets | $20,000 | 66 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 65 |
| Other Fiduciary Accounts | $0 | 88 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $404,000 | 65 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $36,000 | 168 |
| 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 | $2,643,000 | 99 |
| Number of Managed Accounts | $2,167,000 | 103 |
| Personal Trust and Agency Accounts | $391,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $72,000 | 52 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 31 |
| Number of other employee benefit and retirement-related accounts | $563,000 | 111 |
| Corporate Trust and Agency Accounts | $9,000 | 27 |
| Number of managed investment management and investment advisory agency accounts | $951,000 | 66 |
| Number of foundation and endowment trust and agency accounts, managed assets | $144,000 | 53 |
| Other Fiduciary Accounts | $10,000 | 45 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $563,000 | 105 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $476,000 | 86 |
| Personal Trust and Agency Accounts | $26,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $301,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $96,000 | 21 |
| Number non-managed other employee benefit and retirement-related accounts | $30,000 | 157 |
| Corporate Trust and Agency Accounts | $0 | 133 |
| Number of investment management and advisory agency accounts, non-managed assets | $21,000 | 69 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 79 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $437,000 | 67 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $30,000 | 193 |
| 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 | $2,604,000 | 100 |
| Number of Managed Accounts | $2,117,000 | 103 |
| Personal Trust and Agency Accounts | $381,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $72,000 | 53 |
| Employee Benefit-defined Benefit Accounts | $30,000 | 28 |
| Number of other employee benefit and retirement-related accounts | $556,000 | 107 |
| Corporate Trust and Agency Accounts | $9,000 | 24 |
| Number of managed investment management and investment advisory agency accounts | $915,000 | 70 |
| Number of foundation and endowment trust and agency accounts, managed assets | $144,000 | 52 |
| Other Fiduciary Accounts | $10,000 | 46 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $556,000 | 104 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $487,000 | 81 |
| Personal Trust and Agency Accounts | $35,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $303,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $95,000 | 21 |
| Number non-managed other employee benefit and retirement-related accounts | $31,000 | 147 |
| Corporate Trust and Agency Accounts | $0 | 116 |
| Number of investment management and advisory agency accounts, non-managed assets | $21,000 | 62 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 76 |
| Other Fiduciary Accounts | $0 | 94 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $474,000 | 67 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $29,000 | 186 |
| 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 | $2,623,000 | 104 |
| Number of Managed Accounts | $2,121,000 | 105 |
| Personal Trust and Agency Accounts | $378,000 | 148 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $74,000 | 51 |
| Employee Benefit-defined Benefit Accounts | $30,000 | 30 |
| Number of other employee benefit and retirement-related accounts | $553,000 | 111 |
| Corporate Trust and Agency Accounts | $9,000 | 48 |
| Number of managed investment management and investment advisory agency accounts | $924,000 | 69 |
| Number of foundation and endowment trust and agency accounts, managed assets | $144,000 | 53 |
| Other Fiduciary Accounts | $9,000 | 73 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $553,000 | 108 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $440,000 | 35 |
| Number of Non-Managed Accounts | $502,000 | 91 |
| Personal Trust and Agency Accounts | $44,000 | 143 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $306,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $97,000 | 21 |
| Number non-managed other employee benefit and retirement-related accounts | $32,000 | 237 |
| Corporate Trust and Agency Accounts | $0 | 235 |
| Number of investment management and advisory agency accounts, non-managed assets | $21,000 | 81 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 92 |
| Other Fiduciary Accounts | $0 | 181 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $509,000 | 76 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $30,000 | 315 |
| 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 | $2,593,000 | 102 |
| Number of Managed Accounts | $2,102,000 | 103 |
| Personal Trust and Agency Accounts | $379,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $77,000 | 49 |
| Employee Benefit-defined Benefit Accounts | $29,000 | 30 |
| Number of other employee benefit and retirement-related accounts | $537,000 | 108 |
| Corporate Trust and Agency Accounts | $9,000 | 25 |
| Number of managed investment management and investment advisory agency accounts | $918,000 | 68 |
| Number of foundation and endowment trust and agency accounts, managed assets | $144,000 | 52 |
| Other Fiduciary Accounts | $9,000 | 50 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $536,000 | 105 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $491,000 | 85 |
| Personal Trust and Agency Accounts | $31,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $307,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $97,000 | 21 |
| Number non-managed other employee benefit and retirement-related accounts | $35,000 | 144 |
| Corporate Trust and Agency Accounts | $0 | 114 |
| Number of investment management and advisory agency accounts, non-managed assets | $19,000 | 67 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 82 |
| Other Fiduciary Accounts | $0 | 95 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $504,000 | 66 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $32,000 | 180 |
| 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 | $2,582,000 | 102 |
| Number of Managed Accounts | $2,094,000 | 103 |
| Personal Trust and Agency Accounts | $392,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $81,000 | 47 |
| Employee Benefit-defined Benefit Accounts | $29,000 | 30 |
| Number of other employee benefit and retirement-related accounts | $522,000 | 112 |
| Corporate Trust and Agency Accounts | $9,000 | 28 |
| Number of managed investment management and investment advisory agency accounts | $905,000 | 71 |
| Number of foundation and endowment trust and agency accounts, managed assets | $145,000 | 53 |
| Other Fiduciary Accounts | $11,000 | 51 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $521,000 | 107 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $488,000 | 89 |
| Personal Trust and Agency Accounts | $29,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $306,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $97,000 | 21 |
| Number non-managed other employee benefit and retirement-related accounts | $34,000 | 150 |
| Corporate Trust and Agency Accounts | $0 | 126 |
| Number of investment management and advisory agency accounts, non-managed assets | $20,000 | 71 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 88 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $508,000 | 69 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $32,000 | 195 |
| 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 | $2,579,000 | 102 |
| Number of Managed Accounts | $2,092,000 | 106 |
| Personal Trust and Agency Accounts | $391,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $82,000 | 48 |
| Employee Benefit-defined Benefit Accounts | $29,000 | 31 |
| Number of other employee benefit and retirement-related accounts | $515,000 | 112 |
| Corporate Trust and Agency Accounts | $9,000 | 27 |
| Number of managed investment management and investment advisory agency accounts | $913,000 | 69 |
| Number of foundation and endowment trust and agency accounts, managed assets | $145,000 | 54 |
| Other Fiduciary Accounts | $8,000 | 59 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $514,000 | 110 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $487,000 | 88 |
| Personal Trust and Agency Accounts | $29,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $308,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $96,000 | 22 |
| Number non-managed other employee benefit and retirement-related accounts | $32,000 | 160 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of investment management and advisory agency accounts, non-managed assets | $20,000 | 67 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 90 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $495,000 | 68 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $30,000 | 197 |
| 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 | $2,601,000 | 102 |
| Number of Managed Accounts | $2,104,000 | 100 |
| Personal Trust and Agency Accounts | $382,000 | 144 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $82,000 | 47 |
| Employee Benefit-defined Benefit Accounts | $30,000 | 32 |
| Number of other employee benefit and retirement-related accounts | $510,000 | 111 |
| Corporate Trust and Agency Accounts | $9,000 | 46 |
| Number of managed investment management and investment advisory agency accounts | $935,000 | 66 |
| Number of foundation and endowment trust and agency accounts, managed assets | $145,000 | 54 |
| Other Fiduciary Accounts | $11,000 | 61 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $502,000 | 110 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $446,000 | 32 |
| Number of Non-Managed Accounts | $497,000 | 97 |
| Personal Trust and Agency Accounts | $30,000 | 191 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $308,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $106,000 | 21 |
| Number non-managed other employee benefit and retirement-related accounts | $29,000 | 263 |
| Corporate Trust and Agency Accounts | $0 | 243 |
| Number of investment management and advisory agency accounts, non-managed assets | $22,000 | 80 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 103 |
| Other Fiduciary Accounts | $0 | 180 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $475,000 | 74 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $27,000 | 341 |
| 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 | $2,597,000 | 98 |
| Number of Managed Accounts | $2,104,000 | 97 |
| Personal Trust and Agency Accounts | $377,000 | 141 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $85,000 | 46 |
| Employee Benefit-defined Benefit Accounts | $30,000 | 31 |
| Number of other employee benefit and retirement-related accounts | $510,000 | 109 |
| Corporate Trust and Agency Accounts | $9,000 | 29 |
| Number of managed investment management and investment advisory agency accounts | $939,000 | 66 |
| Number of foundation and endowment trust and agency accounts, managed assets | $146,000 | 53 |
| Other Fiduciary Accounts | $8,000 | 57 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $510,000 | 107 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $493,000 | 88 |
| Personal Trust and Agency Accounts | $28,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $302,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $108,000 | 21 |
| Number non-managed other employee benefit and retirement-related accounts | $27,000 | 166 |
| Corporate Trust and Agency Accounts | $0 | 131 |
| Number of investment management and advisory agency accounts, non-managed assets | $26,000 | 63 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 90 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $435,000 | 71 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $27,000 | 206 |
| 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 | $2,567,000 | 98 |
| Number of Managed Accounts | $2,104,000 | 94 |
| Personal Trust and Agency Accounts | $522,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $36,000 | 84 |
| Employee Benefit-defined Benefit Accounts | $70,000 | 19 |
| Number of other employee benefit and retirement-related accounts | $498,000 | 108 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $948,000 | 67 |
| Number of foundation and endowment trust and agency accounts, managed assets | $27,000 | 162 |
| Other Fiduciary Accounts | $3,000 | 83 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $498,000 | 106 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $463,000 | 91 |
| Personal Trust and Agency Accounts | $26,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $206,000 | 34 |
| Employee Benefit-defined Benefit Accounts | $206,000 | 12 |
| Number non-managed other employee benefit and retirement-related accounts | $22,000 | 178 |
| 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 | $2,000 | 89 |
| Other Fiduciary Accounts | $1,000 | 86 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $419,000 | 69 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $22,000 | 216 |
| 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 | $2,587,000 | 100 |
| Number of Managed Accounts | $2,117,000 | 97 |
| Personal Trust and Agency Accounts | $536,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $70,000 | 54 |
| Employee Benefit-defined Benefit Accounts | $33,000 | 32 |
| Number of other employee benefit and retirement-related accounts | $500,000 | 109 |
| Corporate Trust and Agency Accounts | $0 | 85 |
| Number of managed investment management and investment advisory agency accounts | $952,000 | 65 |
| Number of foundation and endowment trust and agency accounts, managed assets | $23,000 | 178 |
| Other Fiduciary Accounts | $3,000 | 83 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $500,000 | 105 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $470,000 | 90 |
| Personal Trust and Agency Accounts | $27,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $305,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $105,000 | 22 |
| Number non-managed other employee benefit and retirement-related accounts | $25,000 | 172 |
| Corporate Trust and Agency Accounts | $0 | 134 |
| Number of investment management and advisory agency accounts, non-managed assets | $8,000 | 115 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 150 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $380,000 | 72 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $25,000 | 208 |
| 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 | $2,669,000 | 99 |
| Number of Managed Accounts | $2,129,000 | 98 |
| Personal Trust and Agency Accounts | $554,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $73,000 | 52 |
| Employee Benefit-defined Benefit Accounts | $33,000 | 33 |
| Number of other employee benefit and retirement-related accounts | $498,000 | 108 |
| Corporate Trust and Agency Accounts | $0 | 174 |
| Number of managed investment management and investment advisory agency accounts | $961,000 | 64 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,000 | 307 |
| Other Fiduciary Accounts | $3,000 | 131 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $498,000 | 106 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $451,000 | 32 |
| Number of Non-Managed Accounts | $540,000 | 96 |
| Personal Trust and Agency Accounts | $27,000 | 212 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $378,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $104,000 | 23 |
| Number non-managed other employee benefit and retirement-related accounts | $22,000 | 309 |
| Corporate Trust and Agency Accounts | $0 | 255 |
| Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 143 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 206 |
| Other Fiduciary Accounts | $0 | 192 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $350,000 | 84 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $22,000 | 385 |
| 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 | $2,632,000 | 97 |
| Number of Managed Accounts | $2,158,000 | 95 |
| Personal Trust and Agency Accounts | $572,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $75,000 | 50 |
| Employee Benefit-defined Benefit Accounts | $33,000 | 31 |
| Number of other employee benefit and retirement-related accounts | $490,000 | 105 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $978,000 | 64 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,000 | 238 |
| Other Fiduciary Accounts | $3,000 | 84 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $490,000 | 103 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $474,000 | 87 |
| Personal Trust and Agency Accounts | $27,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $306,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $110,000 | 22 |
| Number non-managed other employee benefit and retirement-related accounts | $23,000 | 176 |
| Corporate Trust and Agency Accounts | $0 | 132 |
| Number of investment management and advisory agency accounts, non-managed assets | $8,000 | 109 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 152 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $319,000 | 80 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $23,000 | 212 |
| 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 | $2,651,000 | 91 |
| Number of Managed Accounts | $2,163,000 | 91 |
| Personal Trust and Agency Accounts | $585,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $79,000 | 49 |
| Employee Benefit-defined Benefit Accounts | $28,000 | 33 |
| Number of other employee benefit and retirement-related accounts | $493,000 | 102 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $968,000 | 61 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,000 | 238 |
| Other Fiduciary Accounts | $3,000 | 84 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $493,000 | 100 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $488,000 | 86 |
| Personal Trust and Agency Accounts | $29,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $317,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $112,000 | 22 |
| Number non-managed other employee benefit and retirement-related accounts | $22,000 | 179 |
| Corporate Trust and Agency Accounts | $0 | 130 |
| Number of investment management and advisory agency accounts, non-managed assets | $8,000 | 110 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 153 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $260,000 | 88 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $22,000 | 213 |
| 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 | $2,645,000 | 89 |
| Number of Managed Accounts | $2,164,000 | 88 |
| Personal Trust and Agency Accounts | $604,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $80,000 | 47 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 32 |
| Number of other employee benefit and retirement-related accounts | $482,000 | 100 |
| Corporate Trust and Agency Accounts | $0 | 84 |
| Number of managed investment management and investment advisory agency accounts | $960,000 | 60 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,000 | 243 |
| Other Fiduciary Accounts | $0 | 122 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $482,000 | 96 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $481,000 | 87 |
| Personal Trust and Agency Accounts | $27,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $308,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $113,000 | 22 |
| Number non-managed other employee benefit and retirement-related accounts | $23,000 | 174 |
| Corporate Trust and Agency Accounts | $0 | 130 |
| Number of investment management and advisory agency accounts, non-managed assets | $10,000 | 94 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 152 |
| Other Fiduciary Accounts | $0 | 104 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $237,000 | 98 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $23,000 | 211 |
| 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 | $2,634,000 | 91 |
| Number of Managed Accounts | $2,134,000 | 91 |
| Personal Trust and Agency Accounts | $606,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $78,000 | 48 |
| Employee Benefit-defined Benefit Accounts | $30,000 | 34 |
| Number of other employee benefit and retirement-related accounts | $473,000 | 103 |
| Corporate Trust and Agency Accounts | $0 | 181 |
| Number of managed investment management and investment advisory agency accounts | $940,000 | 60 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,000 | 307 |
| Other Fiduciary Accounts | $0 | 216 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $473,000 | 98 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $489,000 | 33 |
| Number of Non-Managed Accounts | $500,000 | 95 |
| Personal Trust and Agency Accounts | $27,000 | 219 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $317,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $123,000 | 21 |
| Number non-managed other employee benefit and retirement-related accounts | $23,000 | 315 |
| Corporate Trust and Agency Accounts | $0 | 256 |
| Number of investment management and advisory agency accounts, non-managed assets | $10,000 | 125 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 203 |
| Other Fiduciary Accounts | $0 | 194 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $242,000 | 106 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $23,000 | 383 |
| 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 | $2,640,000 | 89 |
| Number of Managed Accounts | $2,131,000 | 90 |
| Personal Trust and Agency Accounts | $610,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $79,000 | 48 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 32 |
| Number of other employee benefit and retirement-related accounts | $462,000 | 102 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $942,000 | 60 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,000 | 239 |
| Other Fiduciary Accounts | $0 | 118 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $462,000 | 95 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $509,000 | 86 |
| Personal Trust and Agency Accounts | $28,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $329,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $122,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $23,000 | 182 |
| Corporate Trust and Agency Accounts | $0 | 140 |
| Number of investment management and advisory agency accounts, non-managed assets | $7,000 | 111 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 155 |
| Other Fiduciary Accounts | $0 | 102 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $265,000 | 93 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $23,000 | 215 |
| 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 | $2,637,000 | 91 |
| Number of Managed Accounts | $2,115,000 | 91 |
| Personal Trust and Agency Accounts | $632,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $79,000 | 49 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 32 |
| Number of other employee benefit and retirement-related accounts | $458,000 | 101 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $908,000 | 62 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,000 | 240 |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $458,000 | 94 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $522,000 | 85 |
| Personal Trust and Agency Accounts | $27,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $335,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $128,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $25,000 | 182 |
| Corporate Trust and Agency Accounts | $0 | 143 |
| Number of investment management and advisory agency accounts, non-managed assets | $7,000 | 112 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 159 |
| Other Fiduciary Accounts | $0 | 102 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $267,000 | 93 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $25,000 | 213 |
| 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 | $2,676,000 | 93 |
| Number of Managed Accounts | $2,156,000 | 87 |
| Personal Trust and Agency Accounts | $639,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $81,000 | 50 |
| Employee Benefit-defined Benefit Accounts | $29,000 | 35 |
| Number of other employee benefit and retirement-related accounts | $458,000 | 104 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $942,000 | 62 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,000 | 241 |
| Other Fiduciary Accounts | $0 | 126 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $458,000 | 97 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $520,000 | 87 |
| Personal Trust and Agency Accounts | $28,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $336,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $127,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $25,000 | 183 |
| Corporate Trust and Agency Accounts | $0 | 148 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 139 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 158 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $263,000 | 93 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $25,000 | 212 |
| 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 | $2,663,000 | 92 |
| Number of Managed Accounts | $2,140,000 | 84 |
| Personal Trust and Agency Accounts | $638,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $81,000 | 50 |
| Employee Benefit-defined Benefit Accounts | $29,000 | 36 |
| Number of other employee benefit and retirement-related accounts | $453,000 | 103 |
| Corporate Trust and Agency Accounts | $0 | 191 |
| Number of managed investment management and investment advisory agency accounts | $932,000 | 61 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,000 | 303 |
| Other Fiduciary Accounts | $0 | 237 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $453,000 | 97 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $345,000 | 39 |
| Number of Non-Managed Accounts | $523,000 | 94 |
| Personal Trust and Agency Accounts | $28,000 | 220 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $339,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $127,000 | 21 |
| Number non-managed other employee benefit and retirement-related accounts | $25,000 | 319 |
| Corporate Trust and Agency Accounts | $0 | 270 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 208 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 210 |
| Other Fiduciary Accounts | $0 | 200 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $262,000 | 106 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $25,000 | 384 |
| 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 | $2,660,000 | 92 |
| Number of Managed Accounts | $2,135,000 | 84 |
| Personal Trust and Agency Accounts | $650,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $83,000 | 47 |
| Employee Benefit-defined Benefit Accounts | $30,000 | 30 |
| Number of other employee benefit and retirement-related accounts | $435,000 | 104 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $929,000 | 61 |
| Number of foundation and endowment trust and agency accounts, managed assets | $8,000 | 239 |
| Other Fiduciary Accounts | $0 | 130 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $435,000 | 97 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $525,000 | 88 |
| Personal Trust and Agency Accounts | $28,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $340,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $128,000 | 21 |
| Number non-managed other employee benefit and retirement-related accounts | $25,000 | 175 |
| Corporate Trust and Agency Accounts | $0 | 146 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 131 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 154 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $263,000 | 95 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $25,000 | 205 |
| 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 | $2,639,000 | 93 |
| Number of Managed Accounts | $2,104,000 | 85 |
| Personal Trust and Agency Accounts | $655,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $81,000 | 48 |
| Employee Benefit-defined Benefit Accounts | $29,000 | 32 |
| Number of other employee benefit and retirement-related accounts | $425,000 | 107 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $906,000 | 62 |
| Number of foundation and endowment trust and agency accounts, managed assets | $8,000 | 238 |
| Other Fiduciary Accounts | $0 | 133 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $425,000 | 98 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $535,000 | 88 |
| Personal Trust and Agency Accounts | $32,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $345,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $129,000 | 22 |
| Number non-managed other employee benefit and retirement-related accounts | $26,000 | 171 |
| Corporate Trust and Agency Accounts | $0 | 146 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 141 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
| Other Fiduciary Accounts | $0 | 111 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $261,000 | 96 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $26,000 | 199 |
| 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 | $2,658,000 | 91 |
| Number of Managed Accounts | $2,109,000 | 83 |
| Personal Trust and Agency Accounts | $667,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $79,000 | 49 |
| Employee Benefit-defined Benefit Accounts | $28,000 | 35 |
| Number of other employee benefit and retirement-related accounts | $416,000 | 105 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $911,000 | 62 |
| Number of foundation and endowment trust and agency accounts, managed assets | $8,000 | 237 |
| Other Fiduciary Accounts | $0 | 128 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $416,000 | 96 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $549,000 | 89 |
| Personal Trust and Agency Accounts | $45,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $342,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $131,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $28,000 | 169 |
| Corporate Trust and Agency Accounts | $0 | 152 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 148 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
| Other Fiduciary Accounts | $0 | 108 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $266,000 | 95 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $28,000 | 203 |
| 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 | $2,626,000 | 93 |
| Number of Managed Accounts | $2,085,000 | 86 |
| Personal Trust and Agency Accounts | $673,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $78,000 | 57 |
| Employee Benefit-defined Benefit Accounts | $28,000 | 39 |
| Number of other employee benefit and retirement-related accounts | $402,000 | 111 |
| Corporate Trust and Agency Accounts | $0 | 193 |
| Number of managed investment management and investment advisory agency accounts | $897,000 | 61 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,000 | 303 |
| Other Fiduciary Accounts | $0 | 236 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $402,000 | 103 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $1,055,000 | 33 |
| Number of Non-Managed Accounts | $541,000 | 98 |
| Personal Trust and Agency Accounts | $37,000 | 191 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $342,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $132,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $28,000 | 314 |
| Corporate Trust and Agency Accounts | $0 | 275 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 264 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 222 |
| Other Fiduciary Accounts | $0 | 217 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $263,000 | 107 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $28,000 | 376 |
| 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 | $2,631,000 | 89 |
| Number of Managed Accounts | $2,084,000 | 86 |
| Personal Trust and Agency Accounts | $683,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $80,000 | 54 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 38 |
| Number of other employee benefit and retirement-related accounts | $400,000 | 107 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $886,000 | 63 |
| Number of foundation and endowment trust and agency accounts, managed assets | $8,000 | 234 |
| Other Fiduciary Accounts | $0 | 128 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $400,000 | 98 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $547,000 | 89 |
| Personal Trust and Agency Accounts | $37,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $345,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $134,000 | 22 |
| Number non-managed other employee benefit and retirement-related accounts | $29,000 | 168 |
| Corporate Trust and Agency Accounts | $0 | 144 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 168 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 160 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $267,000 | 90 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $29,000 | 198 |
| 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 | $2,598,000 | 89 |
| Number of Managed Accounts | $2,060,000 | 86 |
| Personal Trust and Agency Accounts | $690,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $81,000 | 51 |
| Employee Benefit-defined Benefit Accounts | $28,000 | 33 |
| Number of other employee benefit and retirement-related accounts | $388,000 | 106 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $866,000 | 62 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,000 | 240 |
| Other Fiduciary Accounts | $0 | 124 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $388,000 | 98 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $538,000 | 88 |
| Personal Trust and Agency Accounts | $37,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $334,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $133,000 | 22 |
| Number non-managed other employee benefit and retirement-related accounts | $32,000 | 156 |
| Corporate Trust and Agency Accounts | $0 | 147 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 167 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
| Other Fiduciary Accounts | $0 | 110 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $269,000 | 91 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $32,000 | 190 |
| 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 | $2,584,000 | 91 |
| Number of Managed Accounts | $2,057,000 | 87 |
| Personal Trust and Agency Accounts | $699,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $84,000 | 53 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 32 |
| Number of other employee benefit and retirement-related accounts | $386,000 | 107 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $850,000 | 63 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,000 | 237 |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $386,000 | 98 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $527,000 | 93 |
| Personal Trust and Agency Accounts | $38,000 | 121 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $320,000 | 32 |
| Employee Benefit-defined Benefit Accounts | $134,000 | 22 |
| Number non-managed other employee benefit and retirement-related accounts | $29,000 | 169 |
| Corporate Trust and Agency Accounts | $0 | 143 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 125 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 159 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $262,000 | 92 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $29,000 | 207 |
| 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 | $2,580,000 | 93 |
| Number of Managed Accounts | $2,024,000 | 87 |
| Personal Trust and Agency Accounts | $697,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $83,000 | 56 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 36 |
| Number of other employee benefit and retirement-related accounts | $385,000 | 107 |
| Corporate Trust and Agency Accounts | $0 | 208 |
| Number of managed investment management and investment advisory agency accounts | $821,000 | 64 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,000 | 298 |
| Other Fiduciary Accounts | $0 | 240 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $385,000 | 98 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $1,074,000 | 37 |
| Number of Non-Managed Accounts | $556,000 | 101 |
| Personal Trust and Agency Accounts | $55,000 | 144 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $332,000 | 31 |
| Employee Benefit-defined Benefit Accounts | $137,000 | 21 |
| Number non-managed other employee benefit and retirement-related accounts | $29,000 | 303 |
| Corporate Trust and Agency Accounts | $0 | 294 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 243 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 221 |
| Other Fiduciary Accounts | $0 | 215 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $267,000 | 103 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $29,000 | 372 |
| 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 | $2,687,000 | 91 |
| Number of Managed Accounts | $2,064,000 | 84 |
| Personal Trust and Agency Accounts | $716,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $95,000 | 47 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 36 |
| Number of other employee benefit and retirement-related accounts | $382,000 | 99 |
| Corporate Trust and Agency Accounts | $0 | 92 |
| Number of managed investment management and investment advisory agency accounts | $832,000 | 63 |
| Number of foundation and endowment trust and agency accounts, managed assets | $8,000 | 220 |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $382,000 | 91 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $623,000 | 83 |
| Personal Trust and Agency Accounts | $58,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $398,000 | 29 |
| Employee Benefit-defined Benefit Accounts | $134,000 | 21 |
| Number non-managed other employee benefit and retirement-related accounts | $30,000 | 168 |
| Corporate Trust and Agency Accounts | $0 | 145 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 144 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 154 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $274,000 | 87 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $30,000 | 203 |
| 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 | $2,625,000 | 91 |
| Number of Managed Accounts | $2,062,000 | 81 |
| Personal Trust and Agency Accounts | $732,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $100,000 | 42 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 36 |
| Number of other employee benefit and retirement-related accounts | $373,000 | 98 |
| Corporate Trust and Agency Accounts | $0 | 93 |
| Number of managed investment management and investment advisory agency accounts | $818,000 | 63 |
| Number of foundation and endowment trust and agency accounts, managed assets | $8,000 | 222 |
| Other Fiduciary Accounts | $0 | 119 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $373,000 | 90 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $563,000 | 88 |
| Personal Trust and Agency Accounts | $59,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $344,000 | 32 |
| Employee Benefit-defined Benefit Accounts | $128,000 | 22 |
| Number non-managed other employee benefit and retirement-related accounts | $30,000 | 170 |
| Corporate Trust and Agency Accounts | $0 | 143 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 157 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 155 |
| Other Fiduciary Accounts | $0 | 104 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $281,000 | 85 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $30,000 | 204 |
| 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 | $2,614,000 | 93 |
| Number of Managed Accounts | $2,054,000 | 79 |
| Personal Trust and Agency Accounts | $744,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $97,000 | 43 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 35 |
| Number of other employee benefit and retirement-related accounts | $372,000 | 98 |
| Corporate Trust and Agency Accounts | $0 | 93 |
| Number of managed investment management and investment advisory agency accounts | $802,000 | 65 |
| Number of foundation and endowment trust and agency accounts, managed assets | $8,000 | 223 |
| Other Fiduciary Accounts | $0 | 118 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $372,000 | 88 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $560,000 | 90 |
| Personal Trust and Agency Accounts | $58,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $340,000 | 31 |
| Employee Benefit-defined Benefit Accounts | $133,000 | 21 |
| Number non-managed other employee benefit and retirement-related accounts | $29,000 | 174 |
| Corporate Trust and Agency Accounts | $0 | 140 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 206 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 158 |
| Other Fiduciary Accounts | $0 | 110 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $297,000 | 81 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $29,000 | 209 |
| 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 | $2,566,000 | 92 |
| Number of Managed Accounts | $1,996,000 | 80 |
| Personal Trust and Agency Accounts | $746,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $92,000 | 45 |
| Employee Benefit-defined Benefit Accounts | $30,000 | 36 |
| Number of other employee benefit and retirement-related accounts | $370,000 | 99 |
| Corporate Trust and Agency Accounts | $0 | 221 |
| Number of managed investment management and investment advisory agency accounts | $750,000 | 67 |
| Number of foundation and endowment trust and agency accounts, managed assets | $8,000 | 285 |
| Other Fiduciary Accounts | $0 | 246 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $370,000 | 86 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $521,000 | 44 |
| Number of Non-Managed Accounts | $570,000 | 98 |
| Personal Trust and Agency Accounts | $60,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $344,000 | 31 |
| Employee Benefit-defined Benefit Accounts | $134,000 | 21 |
| Number non-managed other employee benefit and retirement-related accounts | $32,000 | 308 |
| Corporate Trust and Agency Accounts | $0 | 295 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 418 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 220 |
| Other Fiduciary Accounts | $0 | 221 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $293,000 | 97 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $32,000 | 373 |
| 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 | $2,884,000 | 81 |
| Number of Managed Accounts | $2,309,000 | 73 |
| Personal Trust and Agency Accounts | $760,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $110,000 | 36 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 33 |
| Number of other employee benefit and retirement-related accounts | $364,000 | 95 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $1,035,000 | 52 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,000 | 206 |
| Other Fiduciary Accounts | $0 | 115 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $364,000 | 85 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $575,000 | 84 |
| Personal Trust and Agency Accounts | $58,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $347,000 | 30 |
| Employee Benefit-defined Benefit Accounts | $137,000 | 21 |
| Number non-managed other employee benefit and retirement-related accounts | $33,000 | 159 |
| Corporate Trust and Agency Accounts | $0 | 131 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 149 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $295,000 | 82 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $33,000 | 190 |
| 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 | $2,791,000 | 81 |
| Number of Managed Accounts | $2,096,000 | 78 |
| Personal Trust and Agency Accounts | $794,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $123,000 | 34 |
| Employee Benefit-defined Benefit Accounts | $32,000 | 32 |
| Number of other employee benefit and retirement-related accounts | $373,000 | 91 |
| Corporate Trust and Agency Accounts | $0 | 85 |
| Number of managed investment management and investment advisory agency accounts | $765,000 | 64 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,000 | 200 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $373,000 | 83 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $695,000 | 80 |
| Personal Trust and Agency Accounts | $58,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $434,000 | 29 |
| Employee Benefit-defined Benefit Accounts | $167,000 | 22 |
| Number non-managed other employee benefit and retirement-related accounts | $36,000 | 151 |
| Corporate Trust and Agency Accounts | $0 | 137 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 147 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $340,000 | 77 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $36,000 | 181 |
| 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 | $2,830,000 | 81 |
| Number of Managed Accounts | $2,171,000 | 75 |
| Personal Trust and Agency Accounts | $811,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $134,000 | 29 |
| Employee Benefit-defined Benefit Accounts | $32,000 | 30 |
| Number of other employee benefit and retirement-related accounts | $397,000 | 82 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $789,000 | 61 |
| Number of foundation and endowment trust and agency accounts, managed assets | $8,000 | 214 |
| Other Fiduciary Accounts | $0 | 113 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $397,000 | 74 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $659,000 | 81 |
| Personal Trust and Agency Accounts | $39,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $431,000 | 30 |
| Employee Benefit-defined Benefit Accounts | $149,000 | 22 |
| Number non-managed other employee benefit and retirement-related accounts | $40,000 | 146 |
| Corporate Trust and Agency Accounts | $0 | 139 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 202 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 148 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $352,000 | 76 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $40,000 | 176 |
| 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 | $2,894,000 | 83 |
| Number of Managed Accounts | $2,217,000 | 72 |
| Personal Trust and Agency Accounts | $829,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $139,000 | 31 |
| Employee Benefit-defined Benefit Accounts | $33,000 | 33 |
| Number of other employee benefit and retirement-related accounts | $411,000 | 77 |
| Corporate Trust and Agency Accounts | $0 | 226 |
| Number of managed investment management and investment advisory agency accounts | $796,000 | 61 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,000 | 258 |
| Other Fiduciary Accounts | $0 | 233 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $411,000 | 70 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $699,000 | 45 |
| Number of Non-Managed Accounts | $677,000 | 91 |
| Personal Trust and Agency Accounts | $42,000 | 183 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $448,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $146,000 | 21 |
| Number non-managed other employee benefit and retirement-related accounts | $41,000 | 275 |
| Corporate Trust and Agency Accounts | $0 | 326 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 414 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 211 |
| Other Fiduciary Accounts | $0 | 233 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $352,000 | 87 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $41,000 | 332 |
| 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 | $2,906,000 | 82 |
| Number of Managed Accounts | $2,233,000 | 72 |
| Personal Trust and Agency Accounts | $838,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $139,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $33,000 | 31 |
| Number of other employee benefit and retirement-related accounts | $418,000 | 76 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $796,000 | 61 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,000 | 192 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $418,000 | 68 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $673,000 | 79 |
| Personal Trust and Agency Accounts | $42,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $442,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $145,000 | 21 |
| Number non-managed other employee benefit and retirement-related accounts | $44,000 | 139 |
| Corporate Trust and Agency Accounts | $0 | 146 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 189 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 143 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $360,000 | 76 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $44,000 | 161 |
| 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 | $2,941,000 | 83 |
| Number of Managed Accounts | $2,254,000 | 73 |
| Personal Trust and Agency Accounts | $854,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $139,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 32 |
| Number of other employee benefit and retirement-related accounts | $424,000 | 77 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $797,000 | 63 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,000 | 190 |
| Other Fiduciary Accounts | $0 | 113 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $424,000 | 68 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $687,000 | 83 |
| Personal Trust and Agency Accounts | $49,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $450,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $143,000 | 22 |
| Number non-managed other employee benefit and retirement-related accounts | $45,000 | 143 |
| Corporate Trust and Agency Accounts | $0 | 146 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 185 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 139 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $370,000 | 75 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $45,000 | 159 |
| 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 | $2,982,000 | 83 |
| Number of Managed Accounts | $2,342,000 | 69 |
| Personal Trust and Agency Accounts | $868,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $138,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 33 |
| Number of other employee benefit and retirement-related accounts | $422,000 | 75 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $874,000 | 58 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,000 | 194 |
| Other Fiduciary Accounts | $0 | 113 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $422,000 | 65 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $640,000 | 84 |
| Personal Trust and Agency Accounts | $18,000 | 157 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $435,000 | 30 |
| Employee Benefit-defined Benefit Accounts | $137,000 | 22 |
| Number non-managed other employee benefit and retirement-related accounts | $50,000 | 141 |
| Corporate Trust and Agency Accounts | $0 | 150 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
| Other Fiduciary Accounts | $0 | 109 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $384,000 | 75 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $50,000 | 157 |
| 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 | $2,988,000 | 85 |
| Number of Managed Accounts | $2,334,000 | 70 |
| Personal Trust and Agency Accounts | $878,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $137,000 | 34 |
| Employee Benefit-defined Benefit Accounts | $29,000 | 38 |
| Number of other employee benefit and retirement-related accounts | $421,000 | 75 |
| Corporate Trust and Agency Accounts | $0 | 246 |
| Number of managed investment management and investment advisory agency accounts | $861,000 | 57 |
| Number of foundation and endowment trust and agency accounts, managed assets | $8,000 | 272 |
| Other Fiduciary Accounts | $0 | 259 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $421,000 | 66 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $724,000 | 46 |
| Number of Non-Managed Accounts | $654,000 | 97 |
| Personal Trust and Agency Accounts | $19,000 | 317 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $441,000 | 30 |
| Employee Benefit-defined Benefit Accounts | $135,000 | 22 |
| Number non-managed other employee benefit and retirement-related accounts | $59,000 | 231 |
| Corporate Trust and Agency Accounts | $0 | 347 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 407 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 201 |
| Other Fiduciary Accounts | $0 | 239 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $387,000 | 82 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $59,000 | 269 |
| 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 | $2,996,000 | 81 |
| Number of Managed Accounts | $2,344,000 | 67 |
| Personal Trust and Agency Accounts | $889,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $141,000 | 32 |
| Employee Benefit-defined Benefit Accounts | $29,000 | 36 |
| Number of other employee benefit and retirement-related accounts | $408,000 | 75 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $869,000 | 55 |
| Number of foundation and endowment trust and agency accounts, managed assets | $8,000 | 194 |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 8 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $408,000 | 65 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $652,000 | 87 |
| Personal Trust and Agency Accounts | $19,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $439,000 | 30 |
| Employee Benefit-defined Benefit Accounts | $134,000 | 23 |
| Number non-managed other employee benefit and retirement-related accounts | $60,000 | 127 |
| Corporate Trust and Agency Accounts | $0 | 159 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $417,000 | 71 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $60,000 | 134 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,053,000 | 81 |
| Number of Managed Accounts | $2,394,000 | 67 |
| Personal Trust and Agency Accounts | $911,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $133,000 | 32 |
| Employee Benefit-defined Benefit Accounts | $33,000 | 36 |
| Number of other employee benefit and retirement-related accounts | $412,000 | 72 |
| Corporate Trust and Agency Accounts | $0 | 95 |
| Number of managed investment management and investment advisory agency accounts | $897,000 | 55 |
| Number of foundation and endowment trust and agency accounts, managed assets | $8,000 | 193 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $412,000 | 62 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $659,000 | 87 |
| Personal Trust and Agency Accounts | $18,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $448,000 | 31 |
| Employee Benefit-defined Benefit Accounts | $129,000 | 23 |
| Number non-managed other employee benefit and retirement-related accounts | $64,000 | 119 |
| Corporate Trust and Agency Accounts | $0 | 164 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 170 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 133 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $427,000 | 68 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $64,000 | 126 |
| 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 | $3,010,000 | 81 |
| Number of Managed Accounts | $2,389,000 | 66 |
| Personal Trust and Agency Accounts | $918,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $115,000 | 38 |
| Employee Benefit-defined Benefit Accounts | $39,000 | 33 |
| Number of other employee benefit and retirement-related accounts | $416,000 | 69 |
| Corporate Trust and Agency Accounts | $0 | 91 |
| Number of managed investment management and investment advisory agency accounts | $893,000 | 53 |
| Number of foundation and endowment trust and agency accounts, managed assets | $8,000 | 195 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $416,000 | 61 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $621,000 | 92 |
| Personal Trust and Agency Accounts | $19,000 | 155 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $403,000 | 34 |
| Employee Benefit-defined Benefit Accounts | $133,000 | 23 |
| Number non-managed other employee benefit and retirement-related accounts | $66,000 | 114 |
| Corporate Trust and Agency Accounts | $0 | 163 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 136 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $452,000 | 68 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $66,000 | 122 |
| 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 | $2,983,000 | 88 |
| Number of Managed Accounts | $2,381,000 | 71 |
| Personal Trust and Agency Accounts | $916,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $112,000 | 48 |
| Employee Benefit-defined Benefit Accounts | $37,000 | 38 |
| Number of other employee benefit and retirement-related accounts | $406,000 | 75 |
| Corporate Trust and Agency Accounts | $0 | 253 |
| Number of managed investment management and investment advisory agency accounts | $902,000 | 53 |
| Number of foundation and endowment trust and agency accounts, managed assets | $8,000 | 261 |
| Other Fiduciary Accounts | $0 | 261 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $406,000 | 65 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $837,000 | 45 |
| Number of Non-Managed Accounts | $602,000 | 112 |
| Personal Trust and Agency Accounts | $20,000 | 317 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $467,000 | 33 |
| Employee Benefit-defined Benefit Accounts | $50,000 | 37 |
| Number non-managed other employee benefit and retirement-related accounts | $65,000 | 207 |
| Corporate Trust and Agency Accounts | $0 | 372 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 358 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 193 |
| Other Fiduciary Accounts | $0 | 229 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $486,000 | 69 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $65,000 | 240 |
| 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 | $2,840,000 | 89 |
| Number of Managed Accounts | $2,403,000 | 70 |
| Personal Trust and Agency Accounts | $940,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $103,000 | 51 |
| Employee Benefit-defined Benefit Accounts | $33,000 | 36 |
| Number of other employee benefit and retirement-related accounts | $419,000 | 67 |
| Corporate Trust and Agency Accounts | $0 | 98 |
| Number of managed investment management and investment advisory agency accounts | $908,000 | 62 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $437,000 | 115 |
| Personal Trust and Agency Accounts | $21,000 | 155 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $267,000 | 45 |
| Employee Benefit-defined Benefit Accounts | $70,000 | 31 |
| Number non-managed other employee benefit and retirement-related accounts | $79,000 | 108 |
| 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 | 117 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $771,000 | 55 |
| 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 | $2,885,000 | 90 |
| Number of Managed Accounts | $2,460,000 | 71 |
| Personal Trust and Agency Accounts | $967,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $90,000 | 57 |
| Employee Benefit-defined Benefit Accounts | $29,000 | 39 |
| Number of other employee benefit and retirement-related accounts | $439,000 | 66 |
| Corporate Trust and Agency Accounts | $0 | 100 |
| Number of managed investment management and investment advisory agency accounts | $935,000 | 63 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 115 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $425,000 | 118 |
| Personal Trust and Agency Accounts | $21,000 | 161 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $256,000 | 50 |
| Employee Benefit-defined Benefit Accounts | $60,000 | 33 |
| Number non-managed other employee benefit and retirement-related accounts | $88,000 | 108 |
| 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 | $818,000 | 59 |
| 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 | $2,954,000 | 86 |
| Number of Managed Accounts | $2,530,000 | 69 |
| Personal Trust and Agency Accounts | $978,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $93,000 | 55 |
| Employee Benefit-defined Benefit Accounts | $37,000 | 38 |
| Number of other employee benefit and retirement-related accounts | $460,000 | 65 |
| Corporate Trust and Agency Accounts | $0 | 99 |
| Number of managed investment management and investment advisory agency accounts | $962,000 | 62 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 119 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $424,000 | 118 |
| Personal Trust and Agency Accounts | $22,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $262,000 | 49 |
| Employee Benefit-defined Benefit Accounts | $52,000 | 36 |
| Number non-managed other employee benefit and retirement-related accounts | $88,000 | 106 |
| 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 | $845,000 | 58 |
| 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 | $3,055,000 | 92 |
| Number of Managed Accounts | $2,593,000 | 69 |
| Personal Trust and Agency Accounts | $996,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $67,000 | 81 |
| Employee Benefit-defined Benefit Accounts | $35,000 | 41 |
| Number of other employee benefit and retirement-related accounts | $493,000 | 63 |
| Corporate Trust and Agency Accounts | $0 | 267 |
| Number of managed investment management and investment advisory agency accounts | $1,002,000 | 60 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 285 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $462,000 | 143 |
| Personal Trust and Agency Accounts | $34,000 | 248 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $262,000 | 49 |
| Employee Benefit-defined Benefit Accounts | $71,000 | 37 |
| Number non-managed other employee benefit and retirement-related accounts | $95,000 | 176 |
| 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 | $906,000 | 62 |
| 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 | $3,053,000 | 88 |
| Number of Managed Accounts | $2,609,000 | 69 |
| Personal Trust and Agency Accounts | $999,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $69,000 | 76 |
| Employee Benefit-defined Benefit Accounts | $35,000 | 37 |
| Number of other employee benefit and retirement-related accounts | $501,000 | 59 |
| Corporate Trust and Agency Accounts | $0 | 108 |
| Number of managed investment management and investment advisory agency accounts | $1,005,000 | 60 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 120 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $444,000 | 120 |
| Personal Trust and Agency Accounts | $21,000 | 164 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $264,000 | 48 |
| Employee Benefit-defined Benefit Accounts | $72,000 | 33 |
| Number non-managed other employee benefit and retirement-related accounts | $87,000 | 111 |
| 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 | $939,000 | 56 |
| 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 | $3,091,000 | 89 |
| Number of Managed Accounts | $2,631,000 | 69 |
| Personal Trust and Agency Accounts | $1,026,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $69,000 | 77 |
| Employee Benefit-defined Benefit Accounts | $36,000 | 37 |
| Number of other employee benefit and retirement-related accounts | $494,000 | 59 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $1,006,000 | 61 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 123 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $460,000 | 123 |
| Personal Trust and Agency Accounts | $22,000 | 163 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $278,000 | 50 |
| Employee Benefit-defined Benefit Accounts | $71,000 | 37 |
| Number non-managed other employee benefit and retirement-related accounts | $89,000 | 110 |
| 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 | $920,000 | 61 |
| 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 | $3,067,000 | 89 |
| Number of Managed Accounts | $2,601,000 | 71 |
| Personal Trust and Agency Accounts | $1,019,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $71,000 | 75 |
| Employee Benefit-defined Benefit Accounts | $37,000 | 35 |
| Number of other employee benefit and retirement-related accounts | $506,000 | 59 |
| Corporate Trust and Agency Accounts | $0 | 103 |
| Number of managed investment management and investment advisory agency accounts | $968,000 | 63 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 128 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $466,000 | 119 |
| Personal Trust and Agency Accounts | $23,000 | 157 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $279,000 | 49 |
| Employee Benefit-defined Benefit Accounts | $69,000 | 37 |
| Number non-managed other employee benefit and retirement-related accounts | $95,000 | 106 |
| 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 | $878,000 | 59 |
| 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 | $3,025,000 | 91 |
| Number of Managed Accounts | $2,554,000 | 69 |
| Personal Trust and Agency Accounts | $1,026,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $72,000 | 84 |
| Employee Benefit-defined Benefit Accounts | $38,000 | 38 |
| Number of other employee benefit and retirement-related accounts | $495,000 | 58 |
| Corporate Trust and Agency Accounts | $0 | 273 |
| Number of managed investment management and investment advisory agency accounts | $923,000 | 64 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 300 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $471,000 | 140 |
| Personal Trust and Agency Accounts | $24,000 | 309 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $282,000 | 50 |
| Employee Benefit-defined Benefit Accounts | $69,000 | 40 |
| Number non-managed other employee benefit and retirement-related accounts | $96,000 | 169 |
| 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 | $833,000 | 65 |
| 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 | $3,064,000 | 83 |
| Number of Managed Accounts | $2,553,000 | 67 |
| Personal Trust and Agency Accounts | $1,024,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $80,000 | 72 |
| Employee Benefit-defined Benefit Accounts | $39,000 | 36 |
| Number of other employee benefit and retirement-related accounts | $504,000 | 56 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $906,000 | 61 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 121 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $511,000 | 106 |
| Personal Trust and Agency Accounts | $27,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $309,000 | 48 |
| Employee Benefit-defined Benefit Accounts | $72,000 | 38 |
| Number non-managed other employee benefit and retirement-related accounts | $103,000 | 96 |
| 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 | $817,000 | 58 |
| 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 | $3,034,000 | 84 |
| Number of Managed Accounts | $2,503,000 | 67 |
| Personal Trust and Agency Accounts | $1,009,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $85,000 | 65 |
| Employee Benefit-defined Benefit Accounts | $43,000 | 37 |
| Number of other employee benefit and retirement-related accounts | $499,000 | 57 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $867,000 | 60 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 124 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $531,000 | 105 |
| Personal Trust and Agency Accounts | $31,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $322,000 | 48 |
| Employee Benefit-defined Benefit Accounts | $71,000 | 43 |
| Number non-managed other employee benefit and retirement-related accounts | $107,000 | 100 |
| 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 | $819,000 | 61 |
| 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 | $3,130,000 | 82 |
| Number of Managed Accounts | $2,558,000 | 64 |
| Personal Trust and Agency Accounts | $1,021,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $93,000 | 63 |
| Employee Benefit-defined Benefit Accounts | $48,000 | 37 |
| Number of other employee benefit and retirement-related accounts | $518,000 | 54 |
| Corporate Trust and Agency Accounts | $0 | 102 |
| Number of managed investment management and investment advisory agency accounts | $878,000 | 59 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 119 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $572,000 | 96 |
| Personal Trust and Agency Accounts | $31,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $343,000 | 49 |
| Employee Benefit-defined Benefit Accounts | $78,000 | 41 |
| Number non-managed other employee benefit and retirement-related accounts | $120,000 | 91 |
| 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 | $828,000 | 60 |
| 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 | $3,097,000 | 85 |
| Number of Managed Accounts | $2,525,000 | 64 |
| Personal Trust and Agency Accounts | $1,033,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $94,000 | 67 |
| Employee Benefit-defined Benefit Accounts | $49,000 | 38 |
| Number of other employee benefit and retirement-related accounts | $497,000 | 54 |
| Corporate Trust and Agency Accounts | $0 | 281 |
| Number of managed investment management and investment advisory agency accounts | $852,000 | 59 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 293 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $572,000 | 117 |
| Personal Trust and Agency Accounts | $32,000 | 273 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $336,000 | 49 |
| Employee Benefit-defined Benefit Accounts | $80,000 | 45 |
| Number non-managed other employee benefit and retirement-related accounts | $124,000 | 152 |
| 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 | $831,000 | 67 |
| 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 | $3,104,000 | 89 |
| Number of Managed Accounts | $2,522,000 | 69 |
| Personal Trust and Agency Accounts | $1,046,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $88,000 | 70 |
| Employee Benefit-defined Benefit Accounts | $50,000 | 36 |
| Number of other employee benefit and retirement-related accounts | $485,000 | 54 |
| Corporate Trust and Agency Accounts | $0 | 101 |
| Number of managed investment management and investment advisory agency accounts | $853,000 | 62 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 122 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $582,000 | 101 |
| Personal Trust and Agency Accounts | $34,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $342,000 | 50 |
| Employee Benefit-defined Benefit Accounts | $83,000 | 40 |
| Number non-managed other employee benefit and retirement-related accounts | $123,000 | 92 |
| 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 | $833,000 | 59 |
| 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 | $3,088,000 | 92 |
| Number of Managed Accounts | $2,575,000 | 70 |
| Personal Trust and Agency Accounts | $1,075,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $90,000 | 69 |
| Employee Benefit-defined Benefit Accounts | $50,000 | 39 |
| Number of other employee benefit and retirement-related accounts | $509,000 | 53 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $851,000 | 63 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 130 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $513,000 | 109 |
| Personal Trust and Agency Accounts | $35,000 | 148 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $302,000 | 54 |
| Employee Benefit-defined Benefit Accounts | $86,000 | 45 |
| Number non-managed other employee benefit and retirement-related accounts | $90,000 | 110 |
| 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 | $783,000 | 61 |
| 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 | $3,149,000 | 92 |
| Number of Managed Accounts | $2,071,000 | 85 |
| Personal Trust and Agency Accounts | $1,074,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $51,000 | 111 |
| Employee Benefit-defined Benefit Accounts | $44,000 | 43 |
| Number of other employee benefit and retirement-related accounts | $51,000 | 263 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $851,000 | 63 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 139 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,078,000 | 70 |
| Personal Trust and Agency Accounts | $46,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $359,000 | 48 |
| Employee Benefit-defined Benefit Accounts | $95,000 | 40 |
| Number non-managed other employee benefit and retirement-related accounts | $578,000 | 31 |
| Corporate Trust and Agency Accounts | $0 | 196 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 129 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $786,000 | 61 |
| 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 | $3,190,000 | 98 |
| Number of Managed Accounts | $2,091,000 | 86 |
| Personal Trust and Agency Accounts | $1,107,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $53,000 | 123 |
| Employee Benefit-defined Benefit Accounts | $46,000 | 45 |
| Number of other employee benefit and retirement-related accounts | $49,000 | 362 |
| Corporate Trust and Agency Accounts | $0 | 303 |
| Number of managed investment management and investment advisory agency accounts | $836,000 | 61 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 320 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,099,000 | 76 |
| Personal Trust and Agency Accounts | $44,000 | 231 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $405,000 | 47 |
| Employee Benefit-defined Benefit Accounts | $69,000 | 49 |
| Number non-managed other employee benefit and retirement-related accounts | $581,000 | 40 |
| Corporate Trust and Agency Accounts | $0 | 423 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 282 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $749,000 | 66 |
| 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 | $2,770,000 | 96 |
| Number of Managed Accounts | $1,652,000 | 102 |
| Personal Trust and Agency Accounts | $1,123,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $53,000 | 108 |
| Employee Benefit-defined Benefit Accounts | $46,000 | 41 |
| Number of other employee benefit and retirement-related accounts | $49,000 | 249 |
| Corporate Trust and Agency Accounts | $0 | 110 |
| Number of managed investment management and investment advisory agency accounts | $381,000 | 112 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 135 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,118,000 | 65 |
| Personal Trust and Agency Accounts | $45,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $414,000 | 46 |
| Employee Benefit-defined Benefit Accounts | $81,000 | 44 |
| Number non-managed other employee benefit and retirement-related accounts | $577,000 | 29 |
| Corporate Trust and Agency Accounts | $1,000 | 182 |
| 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 | $1,105,000 | 49 |
| 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 | $2,900,000 | 94 |
| Number of Managed Accounts | $1,702,000 | 100 |
| Personal Trust and Agency Accounts | $1,146,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $59,000 | 101 |
| Employee Benefit-defined Benefit Accounts | $51,000 | 38 |
| Number of other employee benefit and retirement-related accounts | $52,000 | 255 |
| Corporate Trust and Agency Accounts | $0 | 114 |
| Number of managed investment management and investment advisory agency accounts | $394,000 | 108 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 140 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,198,000 | 64 |
| Personal Trust and Agency Accounts | $47,000 | 129 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $463,000 | 43 |
| Employee Benefit-defined Benefit Accounts | $94,000 | 41 |
| Number non-managed other employee benefit and retirement-related accounts | $592,000 | 30 |
| Corporate Trust and Agency Accounts | $2,000 | 176 |
| 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 | $760,000 | 58 |
| 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 | $3,083,000 | 94 |
| Number of Managed Accounts | $1,716,000 | 100 |
| Personal Trust and Agency Accounts | $1,159,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $67,000 | 97 |
| Employee Benefit-defined Benefit Accounts | $41,000 | 47 |
| Number of other employee benefit and retirement-related accounts | $54,000 | 244 |
| Corporate Trust and Agency Accounts | $0 | 116 |
| Number of managed investment management and investment advisory agency accounts | $395,000 | 108 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 144 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,367,000 | 62 |
| Personal Trust and Agency Accounts | $49,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $574,000 | 39 |
| Employee Benefit-defined Benefit Accounts | $96,000 | 40 |
| Number non-managed other employee benefit and retirement-related accounts | $646,000 | 26 |
| Corporate Trust and Agency Accounts | $2,000 | 175 |
| 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 | $795,000 | 60 |
| 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 | $3,099,000 | 100 |
| Number of Managed Accounts | $1,701,000 | 105 |
| Personal Trust and Agency Accounts | $1,171,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $73,000 | 99 |
| Employee Benefit-defined Benefit Accounts | $41,000 | 48 |
| Number of other employee benefit and retirement-related accounts | $55,000 | 328 |
| Corporate Trust and Agency Accounts | $0 | 312 |
| Number of managed investment management and investment advisory agency accounts | $361,000 | 111 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 337 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,398,000 | 73 |
| Personal Trust and Agency Accounts | $49,000 | 226 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $598,000 | 39 |
| Employee Benefit-defined Benefit Accounts | $95,000 | 45 |
| Number non-managed other employee benefit and retirement-related accounts | $654,000 | 37 |
| Corporate Trust and Agency Accounts | $2,000 | 306 |
| 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 | $795,000 | 63 |
| 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 | $3,116,000 | 94 |
| Number of Managed Accounts | $1,714,000 | 100 |
| Personal Trust and Agency Accounts | $1,198,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $78,000 | 84 |
| Employee Benefit-defined Benefit Accounts | $37,000 | 46 |
| Number of other employee benefit and retirement-related accounts | $56,000 | 235 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $345,000 | 109 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,402,000 | 65 |
| Personal Trust and Agency Accounts | $50,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $645,000 | 38 |
| Employee Benefit-defined Benefit Accounts | $48,000 | 53 |
| Number non-managed other employee benefit and retirement-related accounts | $657,000 | 28 |
| Corporate Trust and Agency Accounts | $2,000 | 168 |
| 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 | $797,000 | 65 |
| 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 | $3,161,000 | 93 |
| Number of Managed Accounts | $1,749,000 | 99 |
| Personal Trust and Agency Accounts | $1,244,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $81,000 | 86 |
| Employee Benefit-defined Benefit Accounts | $32,000 | 47 |
| Number of other employee benefit and retirement-related accounts | $56,000 | 235 |
| Corporate Trust and Agency Accounts | $0 | 113 |
| Number of managed investment management and investment advisory agency accounts | $336,000 | 110 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 127 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,412,000 | 70 |
| Personal Trust and Agency Accounts | $56,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $669,000 | 37 |
| Employee Benefit-defined Benefit Accounts | $23,000 | 67 |
| Number non-managed other employee benefit and retirement-related accounts | $661,000 | 30 |
| Corporate Trust and Agency Accounts | $3,000 | 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 | 128 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $757,000 | 63 |
| 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 | $3,156,000 | 95 |
| Number of Managed Accounts | $1,754,000 | 97 |
| Personal Trust and Agency Accounts | $1,259,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $93,000 | 77 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 60 |
| Number of other employee benefit and retirement-related accounts | $52,000 | 239 |
| Corporate Trust and Agency Accounts | $0 | 110 |
| Number of managed investment management and investment advisory agency accounts | $325,000 | 113 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 130 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,402,000 | 67 |
| Personal Trust and Agency Accounts | $57,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $667,000 | 38 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 72 |
| Number non-managed other employee benefit and retirement-related accounts | $658,000 | 32 |
| Corporate Trust and Agency Accounts | $3,000 | 169 |
| 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 | $809,000 | 62 |
| 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 | $3,167,000 | 100 |
| Number of Managed Accounts | $1,770,000 | 106 |
| Personal Trust and Agency Accounts | $1,271,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $93,000 | 77 |
| Employee Benefit-defined Benefit Accounts | $26,000 | 65 |
| Number of other employee benefit and retirement-related accounts | $60,000 | 307 |
| Corporate Trust and Agency Accounts | $0 | 340 |
| Number of managed investment management and investment advisory agency accounts | $320,000 | 120 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 331 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,397,000 | 74 |
| Personal Trust and Agency Accounts | $60,000 | 211 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $652,000 | 41 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 73 |
| Number non-managed other employee benefit and retirement-related accounts | $658,000 | 45 |
| Corporate Trust and Agency Accounts | $3,000 | 298 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 293 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $815,000 | 67 |
| 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 | $3,191,000 | 96 |
| Number of Managed Accounts | $1,796,000 | 101 |
| Personal Trust and Agency Accounts | $1,293,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $94,000 | 80 |
| Employee Benefit-defined Benefit Accounts | $26,000 | 64 |
| Number of other employee benefit and retirement-related accounts | $59,000 | 237 |
| Corporate Trust and Agency Accounts | $0 | 121 |
| Number of managed investment management and investment advisory agency accounts | $324,000 | 113 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 143 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,395,000 | 73 |
| Personal Trust and Agency Accounts | $63,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $649,000 | 45 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 70 |
| Number non-managed other employee benefit and retirement-related accounts | $656,000 | 34 |
| Corporate Trust and Agency Accounts | $3,000 | 176 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 152 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $774,000 | 65 |
| 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 | $3,193,000 | 99 |
| Number of Managed Accounts | $1,784,000 | 101 |
| Personal Trust and Agency Accounts | $1,289,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $97,000 | 84 |
| Employee Benefit-defined Benefit Accounts | $26,000 | 64 |
| Number of other employee benefit and retirement-related accounts | $58,000 | 237 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of managed investment management and investment advisory agency accounts | $314,000 | 117 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 151 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,409,000 | 75 |
| Personal Trust and Agency Accounts | $61,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $647,000 | 46 |
| Employee Benefit-defined Benefit Accounts | $23,000 | 72 |
| Number non-managed other employee benefit and retirement-related accounts | $675,000 | 36 |
| Corporate Trust and Agency Accounts | $3,000 | 178 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 161 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $758,000 | 69 |
| 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 | $3,400,000 | 96 |
| Number of Managed Accounts | $2,030,000 | 98 |
| Personal Trust and Agency Accounts | $1,372,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $55,000 | 146 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 69 |
| Number of other employee benefit and retirement-related accounts | $64,000 | 234 |
| Corporate Trust and Agency Accounts | $1,000 | 116 |
| Number of managed investment management and investment advisory agency accounts | $514,000 | 79 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 156 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,370,000 | 77 |
| Personal Trust and Agency Accounts | $44,000 | 162 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $181,000 | 100 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 112 |
| Number non-managed other employee benefit and retirement-related accounts | $564,000 | 40 |
| Corporate Trust and Agency Accounts | $573,000 | 49 |
| 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 | $580,000 | 73 |
| 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 | $3,465,000 | 98 |
| Number of Managed Accounts | $2,064,000 | 99 |
| Personal Trust and Agency Accounts | $1,394,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $62,000 | 156 |
| Employee Benefit-defined Benefit Accounts | $23,000 | 76 |
| Number of other employee benefit and retirement-related accounts | $66,000 | 312 |
| Corporate Trust and Agency Accounts | $7,000 | 167 |
| Number of managed investment management and investment advisory agency accounts | $512,000 | 85 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 352 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,401,000 | 81 |
| Personal Trust and Agency Accounts | $45,000 | 268 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $179,000 | 108 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 117 |
| Number non-managed other employee benefit and retirement-related accounts | $584,000 | 46 |
| Corporate Trust and Agency Accounts | $583,000 | 50 |
| 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 | $603,000 | 80 |
| 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 | $4,040,000 | 80 |
| Number of Managed Accounts | $2,168,000 | 88 |
| Personal Trust and Agency Accounts | $1,492,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $79,000 | 147 |
| Employee Benefit-defined Benefit Accounts | $74,000 | 40 |
| Number of other employee benefit and retirement-related accounts | $81,000 | 243 |
| Corporate Trust and Agency Accounts | $4,000 | 188 |
| Number of managed investment management and investment advisory agency accounts | $438,000 | 83 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 365 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,872,000 | 65 |
| Personal Trust and Agency Accounts | $63,000 | 186 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $682,000 | 37 |
| Employee Benefit-defined Benefit Accounts | $374,000 | 22 |
| Number non-managed other employee benefit and retirement-related accounts | $747,000 | 42 |
| Corporate Trust and Agency Accounts | $6,000 | 238 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 297 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,174,000 | 50 |
| 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 |