Home > First Midwest Bank > Number of Fiduciary and Related Asset Accounts
First Midwest Bank, Number of Fiduciary and Related Asset Accounts
| 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 | $5,450,000 | 56 |
| Number of Managed Accounts | $4,765,000 | 47 |
| Personal Trust and Agency Accounts | $1,558,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $40,000 | 68 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 40 |
| Number of other employee benefit and retirement-related accounts | $1,381,000 | 40 |
| Corporate Trust and Agency Accounts | $0 | 160 |
| Number of managed investment management and investment advisory agency accounts | $1,668,000 | 43 |
| Number of foundation and endowment trust and agency accounts, managed assets | $100,000 | 74 |
| Other Fiduciary Accounts | $0 | 222 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,381,000 | 40 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Number of Non-Managed Accounts | $685,000 | 67 |
| Personal Trust and Agency Accounts | $95,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $177,000 | 35 |
| Employee Benefit-defined Benefit Accounts | $112,000 | 18 |
| Number non-managed other employee benefit and retirement-related accounts | $194,000 | 52 |
| Corporate Trust and Agency Accounts | $2,000 | 150 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 346 |
| Number (#) individual retirement, health savings, and other similar accounts | $15,000 | 27 |
| Other Fiduciary Accounts | $90,000 | 27 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $511,000 | 76 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $194,000 | 74 |
| 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 | $5,555,000 | 56 |
| Number of Managed Accounts | $4,786,000 | 47 |
| Personal Trust and Agency Accounts | $1,561,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $39,000 | 70 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 38 |
| Number of other employee benefit and retirement-related accounts | $1,394,000 | 41 |
| Corporate Trust and Agency Accounts | $0 | 71 |
| Number of managed investment management and investment advisory agency accounts | $1,674,000 | 43 |
| Number of foundation and endowment trust and agency accounts, managed assets | $99,000 | 71 |
| Other Fiduciary Accounts | $0 | 97 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,394,000 | 41 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $769,000 | 60 |
| Personal Trust and Agency Accounts | $91,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $177,000 | 35 |
| Employee Benefit-defined Benefit Accounts | $115,000 | 17 |
| Number non-managed other employee benefit and retirement-related accounts | $197,000 | 40 |
| Corporate Trust and Agency Accounts | $2,000 | 84 |
| Number of investment management and advisory agency accounts, non-managed assets | $67,000 | 31 |
| Number (#) individual retirement, health savings, and other similar accounts | $15,000 | 28 |
| Other Fiduciary Accounts | $105,000 | 20 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $541,000 | 66 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $197,000 | 50 |
| 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 | $5,624,000 | 51 |
| Number of Managed Accounts | $4,788,000 | 49 |
| Personal Trust and Agency Accounts | $1,560,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $38,000 | 73 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 38 |
| Number of other employee benefit and retirement-related accounts | $1,399,000 | 40 |
| Corporate Trust and Agency Accounts | $0 | 76 |
| Number of managed investment management and investment advisory agency accounts | $1,671,000 | 44 |
| Number of foundation and endowment trust and agency accounts, managed assets | $101,000 | 72 |
| Other Fiduciary Accounts | $0 | 113 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,399,000 | 40 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $836,000 | 58 |
| Personal Trust and Agency Accounts | $98,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $178,000 | 35 |
| Employee Benefit-defined Benefit Accounts | $114,000 | 17 |
| Number non-managed other employee benefit and retirement-related accounts | $239,000 | 38 |
| Corporate Trust and Agency Accounts | $2,000 | 99 |
| Number of investment management and advisory agency accounts, non-managed assets | $60,000 | 31 |
| Number (#) individual retirement, health savings, and other similar accounts | $16,000 | 28 |
| Other Fiduciary Accounts | $129,000 | 17 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $563,000 | 64 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $239,000 | 52 |
| 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 | $5,644,000 | 51 |
| Number of Managed Accounts | $4,812,000 | 48 |
| Personal Trust and Agency Accounts | $1,573,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $40,000 | 71 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 37 |
| Number of other employee benefit and retirement-related accounts | $1,398,000 | 40 |
| Corporate Trust and Agency Accounts | $0 | 70 |
| Number of managed investment management and investment advisory agency accounts | $1,675,000 | 43 |
| Number of foundation and endowment trust and agency accounts, managed assets | $107,000 | 70 |
| Other Fiduciary Accounts | $0 | 98 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,398,000 | 40 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $832,000 | 61 |
| Personal Trust and Agency Accounts | $89,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $171,000 | 40 |
| Employee Benefit-defined Benefit Accounts | $115,000 | 18 |
| Number non-managed other employee benefit and retirement-related accounts | $246,000 | 35 |
| Corporate Trust and Agency Accounts | $2,000 | 88 |
| Number of investment management and advisory agency accounts, non-managed assets | $51,000 | 35 |
| Number (#) individual retirement, health savings, and other similar accounts | $15,000 | 31 |
| Other Fiduciary Accounts | $143,000 | 17 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $578,000 | 61 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $246,000 | 50 |
| 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 | $5,730,000 | 52 |
| Number of Managed Accounts | $4,850,000 | 48 |
| Personal Trust and Agency Accounts | $1,568,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $40,000 | 73 |
| Employee Benefit-defined Benefit Accounts | $20,000 | 38 |
| Number of other employee benefit and retirement-related accounts | $1,390,000 | 40 |
| Corporate Trust and Agency Accounts | $0 | 158 |
| Number of managed investment management and investment advisory agency accounts | $1,724,000 | 42 |
| Number of foundation and endowment trust and agency accounts, managed assets | $107,000 | 69 |
| Other Fiduciary Accounts | $1,000 | 159 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,390,000 | 40 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Number of Non-Managed Accounts | $880,000 | 66 |
| Personal Trust and Agency Accounts | $89,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $177,000 | 40 |
| Employee Benefit-defined Benefit Accounts | $114,000 | 18 |
| Number non-managed other employee benefit and retirement-related accounts | $259,000 | 46 |
| Corporate Trust and Agency Accounts | $2,000 | 164 |
| Number of investment management and advisory agency accounts, non-managed assets | $36,000 | 54 |
| Number (#) individual retirement, health savings, and other similar accounts | $15,000 | 31 |
| Other Fiduciary Accounts | $188,000 | 17 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $611,000 | 65 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $259,000 | 65 |
| 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 | $5,603,000 | 53 |
| Number of Managed Accounts | $4,735,000 | 50 |
| Personal Trust and Agency Accounts | $1,478,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $41,000 | 73 |
| Employee Benefit-defined Benefit Accounts | $20,000 | 38 |
| Number of other employee benefit and retirement-related accounts | $1,396,000 | 41 |
| Corporate Trust and Agency Accounts | $0 | 74 |
| Number of managed investment management and investment advisory agency accounts | $1,692,000 | 43 |
| Number of foundation and endowment trust and agency accounts, managed assets | $107,000 | 69 |
| Other Fiduciary Accounts | $1,000 | 84 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,396,000 | 40 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $868,000 | 62 |
| Personal Trust and Agency Accounts | $99,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $172,000 | 42 |
| Employee Benefit-defined Benefit Accounts | $116,000 | 18 |
| Number non-managed other employee benefit and retirement-related accounts | $258,000 | 36 |
| Corporate Trust and Agency Accounts | $2,000 | 87 |
| Number of investment management and advisory agency accounts, non-managed assets | $25,000 | 53 |
| Number (#) individual retirement, health savings, and other similar accounts | $16,000 | 30 |
| Other Fiduciary Accounts | $180,000 | 15 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $620,000 | 56 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $258,000 | 49 |
| 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 | $5,621,000 | 53 |
| Number of Managed Accounts | $4,751,000 | 50 |
| Personal Trust and Agency Accounts | $1,496,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $41,000 | 76 |
| Employee Benefit-defined Benefit Accounts | $21,000 | 37 |
| Number of other employee benefit and retirement-related accounts | $1,400,000 | 39 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $1,685,000 | 46 |
| Number of foundation and endowment trust and agency accounts, managed assets | $107,000 | 68 |
| Other Fiduciary Accounts | $1,000 | 96 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,400,000 | 36 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $870,000 | 63 |
| Personal Trust and Agency Accounts | $98,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $174,000 | 42 |
| Employee Benefit-defined Benefit Accounts | $116,000 | 18 |
| Number non-managed other employee benefit and retirement-related accounts | $253,000 | 40 |
| Corporate Trust and Agency Accounts | $2,000 | 95 |
| Number of investment management and advisory agency accounts, non-managed assets | $24,000 | 57 |
| Number (#) individual retirement, health savings, and other similar accounts | $16,000 | 31 |
| Other Fiduciary Accounts | $187,000 | 15 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $597,000 | 57 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $253,000 | 56 |
| 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 | $5,778,000 | 52 |
| Number of Managed Accounts | $4,844,000 | 49 |
| Personal Trust and Agency Accounts | $1,614,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $41,000 | 76 |
| Employee Benefit-defined Benefit Accounts | $21,000 | 36 |
| Number of other employee benefit and retirement-related accounts | $1,393,000 | 39 |
| Corporate Trust and Agency Accounts | $0 | 73 |
| Number of managed investment management and investment advisory agency accounts | $1,666,000 | 45 |
| Number of foundation and endowment trust and agency accounts, managed assets | $108,000 | 66 |
| Other Fiduciary Accounts | $1,000 | 94 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,393,000 | 38 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $934,000 | 60 |
| Personal Trust and Agency Accounts | $91,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $182,000 | 41 |
| Employee Benefit-defined Benefit Accounts | $116,000 | 18 |
| Number non-managed other employee benefit and retirement-related accounts | $263,000 | 37 |
| Corporate Trust and Agency Accounts | $2,000 | 91 |
| Number of investment management and advisory agency accounts, non-managed assets | $24,000 | 57 |
| Number (#) individual retirement, health savings, and other similar accounts | $16,000 | 31 |
| Other Fiduciary Accounts | $240,000 | 14 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $582,000 | 59 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $263,000 | 52 |
| 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 | $5,798,000 | 52 |
| Number of Managed Accounts | $4,819,000 | 47 |
| Personal Trust and Agency Accounts | $1,625,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $40,000 | 79 |
| Employee Benefit-defined Benefit Accounts | $22,000 | 37 |
| Number of other employee benefit and retirement-related accounts | $1,386,000 | 41 |
| Corporate Trust and Agency Accounts | $0 | 158 |
| Number of managed investment management and investment advisory agency accounts | $1,636,000 | 43 |
| Number of foundation and endowment trust and agency accounts, managed assets | $109,000 | 66 |
| Other Fiduciary Accounts | $1,000 | 178 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,386,000 | 40 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Number of Non-Managed Accounts | $979,000 | 64 |
| Personal Trust and Agency Accounts | $109,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $181,000 | 42 |
| Employee Benefit-defined Benefit Accounts | $113,000 | 18 |
| Number non-managed other employee benefit and retirement-related accounts | $274,000 | 45 |
| Corporate Trust and Agency Accounts | $2,000 | 166 |
| Number of investment management and advisory agency accounts, non-managed assets | $24,000 | 75 |
| Number (#) individual retirement, health savings, and other similar accounts | $16,000 | 30 |
| Other Fiduciary Accounts | $260,000 | 14 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $561,000 | 71 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $274,000 | 62 |
| 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 | $5,838,000 | 53 |
| Number of Managed Accounts | $4,877,000 | 48 |
| Personal Trust and Agency Accounts | $1,632,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $47,000 | 70 |
| Employee Benefit-defined Benefit Accounts | $21,000 | 37 |
| Number of other employee benefit and retirement-related accounts | $1,430,000 | 36 |
| Corporate Trust and Agency Accounts | $0 | 79 |
| Number of managed investment management and investment advisory agency accounts | $1,634,000 | 44 |
| Number of foundation and endowment trust and agency accounts, managed assets | $110,000 | 63 |
| Other Fiduciary Accounts | $3,000 | 74 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,430,000 | 36 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $961,000 | 64 |
| Personal Trust and Agency Accounts | $100,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $176,000 | 43 |
| Employee Benefit-defined Benefit Accounts | $115,000 | 19 |
| Number non-managed other employee benefit and retirement-related accounts | $265,000 | 37 |
| Corporate Trust and Agency Accounts | $2,000 | 89 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 191 |
| Number (#) individual retirement, health savings, and other similar accounts | $19,000 | 32 |
| Other Fiduciary Accounts | $284,000 | 13 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $572,000 | 59 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $265,000 | 48 |
| 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 | $5,808,000 | 53 |
| Number of Managed Accounts | $4,853,000 | 48 |
| Personal Trust and Agency Accounts | $1,626,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $46,000 | 73 |
| Employee Benefit-defined Benefit Accounts | $22,000 | 36 |
| Number of other employee benefit and retirement-related accounts | $1,421,000 | 35 |
| Corporate Trust and Agency Accounts | $0 | 77 |
| Number of managed investment management and investment advisory agency accounts | $1,624,000 | 43 |
| Number of foundation and endowment trust and agency accounts, managed assets | $111,000 | 64 |
| 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 | $1,421,000 | 34 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $955,000 | 65 |
| Personal Trust and Agency Accounts | $114,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $178,000 | 43 |
| Employee Benefit-defined Benefit Accounts | $115,000 | 19 |
| Number non-managed other employee benefit and retirement-related accounts | $279,000 | 39 |
| Corporate Trust and Agency Accounts | $2,000 | 99 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Number (#) individual retirement, health savings, and other similar accounts | $18,000 | 31 |
| Other Fiduciary Accounts | $249,000 | 14 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $565,000 | 62 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $279,000 | 54 |
| 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 | $5,742,000 | 53 |
| Number of Managed Accounts | $4,839,000 | 47 |
| Personal Trust and Agency Accounts | $1,618,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $47,000 | 74 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 37 |
| Number of other employee benefit and retirement-related accounts | $1,421,000 | 36 |
| Corporate Trust and Agency Accounts | $0 | 77 |
| Number of managed investment management and investment advisory agency accounts | $1,613,000 | 43 |
| Number of foundation and endowment trust and agency accounts, managed assets | $113,000 | 63 |
| Other Fiduciary Accounts | $2,000 | 97 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,421,000 | 35 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $903,000 | 68 |
| Personal Trust and Agency Accounts | $96,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $180,000 | 44 |
| Employee Benefit-defined Benefit Accounts | $118,000 | 18 |
| Number non-managed other employee benefit and retirement-related accounts | $274,000 | 39 |
| Corporate Trust and Agency Accounts | $2,000 | 101 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Number (#) individual retirement, health savings, and other similar accounts | $17,000 | 32 |
| Other Fiduciary Accounts | $216,000 | 15 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $563,000 | 61 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $274,000 | 54 |
| 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 | $5,754,000 | 55 |
| Number of Managed Accounts | $4,828,000 | 47 |
| Personal Trust and Agency Accounts | $1,614,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $48,000 | 75 |
| Employee Benefit-defined Benefit Accounts | $26,000 | 38 |
| Number of other employee benefit and retirement-related accounts | $1,429,000 | 36 |
| Corporate Trust and Agency Accounts | $0 | 155 |
| Number of managed investment management and investment advisory agency accounts | $1,595,000 | 42 |
| Number of foundation and endowment trust and agency accounts, managed assets | $115,000 | 61 |
| Other Fiduciary Accounts | $1,000 | 173 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,429,000 | 35 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Number of Non-Managed Accounts | $926,000 | 71 |
| Personal Trust and Agency Accounts | $108,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $180,000 | 42 |
| Employee Benefit-defined Benefit Accounts | $128,000 | 17 |
| Number non-managed other employee benefit and retirement-related accounts | $307,000 | 44 |
| Corporate Trust and Agency Accounts | $2,000 | 170 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 360 |
| Number (#) individual retirement, health savings, and other similar accounts | $18,000 | 32 |
| Other Fiduciary Accounts | $183,000 | 21 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $548,000 | 65 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $307,000 | 60 |
| 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 | $5,755,000 | 52 |
| Number of Managed Accounts | $4,842,000 | 46 |
| Personal Trust and Agency Accounts | $1,624,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $53,000 | 71 |
| Employee Benefit-defined Benefit Accounts | $26,000 | 36 |
| Number of other employee benefit and retirement-related accounts | $1,433,000 | 37 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $1,589,000 | 43 |
| Number of foundation and endowment trust and agency accounts, managed assets | $116,000 | 61 |
| Other Fiduciary Accounts | $1,000 | 107 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,433,000 | 37 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $913,000 | 66 |
| Personal Trust and Agency Accounts | $95,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $183,000 | 39 |
| Employee Benefit-defined Benefit Accounts | $127,000 | 18 |
| Number non-managed other employee benefit and retirement-related accounts | $316,000 | 35 |
| Corporate Trust and Agency Accounts | $4,000 | 89 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Number (#) individual retirement, health savings, and other similar accounts | $19,000 | 33 |
| Other Fiduciary Accounts | $169,000 | 18 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $526,000 | 62 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $316,000 | 48 |
| 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 | $5,752,000 | 50 |
| Number of Managed Accounts | $4,838,000 | 46 |
| Personal Trust and Agency Accounts | $1,623,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $53,000 | 69 |
| Employee Benefit-defined Benefit Accounts | $28,000 | 35 |
| Number of other employee benefit and retirement-related accounts | $1,438,000 | 37 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $1,579,000 | 43 |
| Number of foundation and endowment trust and agency accounts, managed assets | $117,000 | 60 |
| 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 | $1,438,000 | 36 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $914,000 | 65 |
| Personal Trust and Agency Accounts | $104,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $184,000 | 38 |
| Employee Benefit-defined Benefit Accounts | $124,000 | 19 |
| Number non-managed other employee benefit and retirement-related accounts | $354,000 | 33 |
| Corporate Trust and Agency Accounts | $4,000 | 95 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Number (#) individual retirement, health savings, and other similar accounts | $18,000 | 32 |
| Other Fiduciary Accounts | $126,000 | 20 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $515,000 | 63 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $354,000 | 47 |
| 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 | $5,755,000 | 53 |
| Number of Managed Accounts | $4,859,000 | 45 |
| Personal Trust and Agency Accounts | $1,623,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $55,000 | 68 |
| Employee Benefit-defined Benefit Accounts | $30,000 | 34 |
| Number of other employee benefit and retirement-related accounts | $1,434,000 | 38 |
| Corporate Trust and Agency Accounts | $0 | 85 |
| Number of managed investment management and investment advisory agency accounts | $1,596,000 | 44 |
| Number of foundation and endowment trust and agency accounts, managed assets | $118,000 | 60 |
| 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 | $1,434,000 | 37 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $896,000 | 68 |
| Personal Trust and Agency Accounts | $104,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $182,000 | 40 |
| Employee Benefit-defined Benefit Accounts | $138,000 | 18 |
| Number non-managed other employee benefit and retirement-related accounts | $367,000 | 31 |
| Corporate Trust and Agency Accounts | $4,000 | 94 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Number (#) individual retirement, health savings, and other similar accounts | $19,000 | 32 |
| Other Fiduciary Accounts | $82,000 | 28 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $452,000 | 66 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $367,000 | 46 |
| 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 | $5,698,000 | 57 |
| Number of Managed Accounts | $4,822,000 | 46 |
| Personal Trust and Agency Accounts | $1,633,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $55,000 | 64 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 36 |
| Number of other employee benefit and retirement-related accounts | $1,447,000 | 36 |
| Corporate Trust and Agency Accounts | $0 | 174 |
| Number of managed investment management and investment advisory agency accounts | $1,537,000 | 46 |
| Number of foundation and endowment trust and agency accounts, managed assets | $117,000 | 59 |
| Other Fiduciary Accounts | $2,000 | 152 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,447,000 | 36 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 47 |
| Number of Non-Managed Accounts | $876,000 | 73 |
| Personal Trust and Agency Accounts | $99,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $179,000 | 40 |
| Employee Benefit-defined Benefit Accounts | $140,000 | 17 |
| Number non-managed other employee benefit and retirement-related accounts | $365,000 | 40 |
| Corporate Trust and Agency Accounts | $4,000 | 152 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 374 |
| Number (#) individual retirement, health savings, and other similar accounts | $20,000 | 33 |
| Other Fiduciary Accounts | $69,000 | 34 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $464,000 | 71 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $365,000 | 55 |
| 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 | $5,729,000 | 55 |
| Number of Managed Accounts | $4,835,000 | 45 |
| Personal Trust and Agency Accounts | $1,633,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $59,000 | 62 |
| Employee Benefit-defined Benefit Accounts | $33,000 | 31 |
| Number of other employee benefit and retirement-related accounts | $1,464,000 | 34 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $1,514,000 | 46 |
| Number of foundation and endowment trust and agency accounts, managed assets | $129,000 | 54 |
| 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 | $1,464,000 | 34 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $894,000 | 66 |
| Personal Trust and Agency Accounts | $106,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $181,000 | 39 |
| Employee Benefit-defined Benefit Accounts | $147,000 | 17 |
| Number non-managed other employee benefit and retirement-related accounts | $362,000 | 35 |
| Corporate Trust and Agency Accounts | $4,000 | 93 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 211 |
| Number (#) individual retirement, health savings, and other similar accounts | $20,000 | 31 |
| Other Fiduciary Accounts | $74,000 | 28 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $442,000 | 67 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $362,000 | 45 |
| 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 | $5,738,000 | 53 |
| Number of Managed Accounts | $4,815,000 | 44 |
| Personal Trust and Agency Accounts | $1,655,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $59,000 | 63 |
| Employee Benefit-defined Benefit Accounts | $34,000 | 31 |
| Number of other employee benefit and retirement-related accounts | $1,452,000 | 34 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $1,485,000 | 43 |
| Number of foundation and endowment trust and agency accounts, managed assets | $130,000 | 54 |
| Other Fiduciary Accounts | $0 | 127 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,452,000 | 34 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $923,000 | 65 |
| Personal Trust and Agency Accounts | $121,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $182,000 | 38 |
| Employee Benefit-defined Benefit Accounts | $144,000 | 17 |
| Number non-managed other employee benefit and retirement-related accounts | $381,000 | 32 |
| Corporate Trust and Agency Accounts | $11,000 | 80 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 213 |
| Number (#) individual retirement, health savings, and other similar accounts | $20,000 | 32 |
| Other Fiduciary Accounts | $64,000 | 28 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $442,000 | 67 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $381,000 | 44 |
| 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 | $5,793,000 | 53 |
| Number of Managed Accounts | $4,707,000 | 44 |
| Personal Trust and Agency Accounts | $1,655,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $59,000 | 62 |
| Employee Benefit-defined Benefit Accounts | $34,000 | 30 |
| Number of other employee benefit and retirement-related accounts | $1,384,000 | 35 |
| Corporate Trust and Agency Accounts | $0 | 84 |
| Number of managed investment management and investment advisory agency accounts | $1,444,000 | 44 |
| Number of foundation and endowment trust and agency accounts, managed assets | $131,000 | 53 |
| 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 | $1,384,000 | 35 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,086,000 | 61 |
| Personal Trust and Agency Accounts | $148,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $187,000 | 41 |
| Employee Benefit-defined Benefit Accounts | $141,000 | 18 |
| Number non-managed other employee benefit and retirement-related accounts | $512,000 | 26 |
| Corporate Trust and Agency Accounts | $11,000 | 79 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 215 |
| Number (#) individual retirement, health savings, and other similar accounts | $22,000 | 27 |
| Other Fiduciary Accounts | $65,000 | 28 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $508,000 | 64 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $512,000 | 40 |
| 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 | $5,253,000 | 56 |
| Number of Managed Accounts | $4,507,000 | 48 |
| Personal Trust and Agency Accounts | $1,595,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $55,000 | 66 |
| Employee Benefit-defined Benefit Accounts | $33,000 | 31 |
| Number of other employee benefit and retirement-related accounts | $1,307,000 | 37 |
| Corporate Trust and Agency Accounts | $0 | 181 |
| Number of managed investment management and investment advisory agency accounts | $1,385,000 | 46 |
| Number of foundation and endowment trust and agency accounts, managed assets | $132,000 | 52 |
| 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 | $1,307,000 | 35 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 55 |
| Number of Non-Managed Accounts | $746,000 | 76 |
| Personal Trust and Agency Accounts | $103,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $174,000 | 43 |
| Employee Benefit-defined Benefit Accounts | $138,000 | 18 |
| Number non-managed other employee benefit and retirement-related accounts | $239,000 | 56 |
| Corporate Trust and Agency Accounts | $10,000 | 120 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 371 |
| Number (#) individual retirement, health savings, and other similar accounts | $22,000 | 26 |
| Other Fiduciary Accounts | $60,000 | 36 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $284,000 | 96 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $239,000 | 72 |
| 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 | $5,220,000 | 55 |
| Number of Managed Accounts | $4,508,000 | 47 |
| Personal Trust and Agency Accounts | $1,608,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $51,000 | 69 |
| Employee Benefit-defined Benefit Accounts | $33,000 | 31 |
| Number of other employee benefit and retirement-related accounts | $1,316,000 | 33 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $1,367,000 | 46 |
| Number of foundation and endowment trust and agency accounts, managed assets | $133,000 | 48 |
| 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 | $1,316,000 | 32 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $712,000 | 73 |
| Personal Trust and Agency Accounts | $84,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $175,000 | 42 |
| Employee Benefit-defined Benefit Accounts | $137,000 | 19 |
| Number non-managed other employee benefit and retirement-related accounts | $230,000 | 47 |
| Corporate Trust and Agency Accounts | $10,000 | 84 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
| Number (#) individual retirement, health savings, and other similar accounts | $20,000 | 32 |
| Other Fiduciary Accounts | $56,000 | 29 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $282,000 | 89 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $230,000 | 61 |
| 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 | $5,243,000 | 55 |
| Number of Managed Accounts | $4,500,000 | 49 |
| Personal Trust and Agency Accounts | $1,594,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $53,000 | 69 |
| Employee Benefit-defined Benefit Accounts | $35,000 | 29 |
| Number of other employee benefit and retirement-related accounts | $1,309,000 | 32 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $1,374,000 | 46 |
| Number of foundation and endowment trust and agency accounts, managed assets | $135,000 | 49 |
| 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 | $1,309,000 | 31 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $743,000 | 73 |
| Personal Trust and Agency Accounts | $99,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $179,000 | 41 |
| Employee Benefit-defined Benefit Accounts | $141,000 | 19 |
| Number non-managed other employee benefit and retirement-related accounts | $241,000 | 46 |
| Corporate Trust and Agency Accounts | $11,000 | 86 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 223 |
| Number (#) individual retirement, health savings, and other similar accounts | $22,000 | 29 |
| Other Fiduciary Accounts | $50,000 | 28 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $271,000 | 92 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $241,000 | 57 |
| 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 | $5,264,000 | 55 |
| Number of Managed Accounts | $4,540,000 | 48 |
| Personal Trust and Agency Accounts | $1,608,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $53,000 | 69 |
| Employee Benefit-defined Benefit Accounts | $34,000 | 30 |
| Number of other employee benefit and retirement-related accounts | $1,332,000 | 32 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $1,367,000 | 47 |
| Number of foundation and endowment trust and agency accounts, managed assets | $140,000 | 47 |
| Other Fiduciary Accounts | $6,000 | 72 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,332,000 | 31 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $724,000 | 74 |
| Personal Trust and Agency Accounts | $96,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $176,000 | 43 |
| Employee Benefit-defined Benefit Accounts | $139,000 | 19 |
| Number non-managed other employee benefit and retirement-related accounts | $229,000 | 51 |
| Corporate Trust and Agency Accounts | $11,000 | 84 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 226 |
| Number (#) individual retirement, health savings, and other similar accounts | $21,000 | 30 |
| Other Fiduciary Accounts | $52,000 | 28 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $265,000 | 92 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $229,000 | 60 |
| 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 | $4,063,000 | 69 |
| Number of Managed Accounts | $3,447,000 | 54 |
| Personal Trust and Agency Accounts | $1,369,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $39,000 | 88 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 33 |
| Number of other employee benefit and retirement-related accounts | $923,000 | 47 |
| Corporate Trust and Agency Accounts | $0 | 191 |
| Number of managed investment management and investment advisory agency accounts | $1,019,000 | 57 |
| Number of foundation and endowment trust and agency accounts, managed assets | $66,000 | 90 |
| 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 | $923,000 | 42 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 60 |
| Number of Non-Managed Accounts | $616,000 | 86 |
| Personal Trust and Agency Accounts | $99,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $120,000 | 61 |
| Employee Benefit-defined Benefit Accounts | $139,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $178,000 | 75 |
| Corporate Trust and Agency Accounts | $11,000 | 115 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 395 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 77 |
| Other Fiduciary Accounts | $65,000 | 31 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $247,000 | 110 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $178,000 | 101 |
| 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 | $4,068,000 | 66 |
| Number of Managed Accounts | $3,469,000 | 53 |
| Personal Trust and Agency Accounts | $1,387,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $39,000 | 89 |
| Employee Benefit-defined Benefit Accounts | $30,000 | 30 |
| Number of other employee benefit and retirement-related accounts | $921,000 | 47 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $1,025,000 | 57 |
| Number of foundation and endowment trust and agency accounts, managed assets | $67,000 | 83 |
| 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 | $921,000 | 44 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $599,000 | 81 |
| Personal Trust and Agency Accounts | $104,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $119,000 | 58 |
| Employee Benefit-defined Benefit Accounts | $130,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $170,000 | 56 |
| Corporate Trust and Agency Accounts | $11,000 | 84 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 221 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 77 |
| Other Fiduciary Accounts | $61,000 | 27 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $233,000 | 101 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $170,000 | 76 |
| 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 | $4,017,000 | 67 |
| Number of Managed Accounts | $3,436,000 | 54 |
| Personal Trust and Agency Accounts | $1,372,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $40,000 | 90 |
| Employee Benefit-defined Benefit Accounts | $30,000 | 30 |
| Number of other employee benefit and retirement-related accounts | $904,000 | 49 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $1,022,000 | 58 |
| Number of foundation and endowment trust and agency accounts, managed assets | $68,000 | 85 |
| 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 | $904,000 | 44 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $581,000 | 81 |
| Personal Trust and Agency Accounts | $99,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $116,000 | 60 |
| Employee Benefit-defined Benefit Accounts | $130,000 | 21 |
| Number non-managed other employee benefit and retirement-related accounts | $166,000 | 57 |
| Corporate Trust and Agency Accounts | $11,000 | 86 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 75 |
| Other Fiduciary Accounts | $55,000 | 28 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $226,000 | 105 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $166,000 | 75 |
| 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 | $3,968,000 | 68 |
| Number of Managed Accounts | $3,391,000 | 54 |
| Personal Trust and Agency Accounts | $1,364,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $41,000 | 86 |
| Employee Benefit-defined Benefit Accounts | $30,000 | 32 |
| Number of other employee benefit and retirement-related accounts | $905,000 | 47 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $982,000 | 60 |
| Number of foundation and endowment trust and agency accounts, managed assets | $69,000 | 84 |
| 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 | $905,000 | 43 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $577,000 | 85 |
| Personal Trust and Agency Accounts | $103,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $119,000 | 63 |
| Employee Benefit-defined Benefit Accounts | $115,000 | 21 |
| Number non-managed other employee benefit and retirement-related accounts | $166,000 | 59 |
| Corporate Trust and Agency Accounts | $11,000 | 85 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 76 |
| Other Fiduciary Accounts | $59,000 | 29 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $224,000 | 105 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $166,000 | 77 |
| 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 | $3,940,000 | 68 |
| Number of Managed Accounts | $3,372,000 | 53 |
| Personal Trust and Agency Accounts | $1,371,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $41,000 | 92 |
| Employee Benefit-defined Benefit Accounts | $30,000 | 35 |
| Number of other employee benefit and retirement-related accounts | $904,000 | 48 |
| Corporate Trust and Agency Accounts | $0 | 193 |
| Number of managed investment management and investment advisory agency accounts | $957,000 | 60 |
| Number of foundation and endowment trust and agency accounts, managed assets | $69,000 | 83 |
| 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 | $904,000 | 43 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Number of Non-Managed Accounts | $568,000 | 96 |
| Personal Trust and Agency Accounts | $97,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $121,000 | 63 |
| Employee Benefit-defined Benefit Accounts | $118,000 | 21 |
| Number non-managed other employee benefit and retirement-related accounts | $161,000 | 92 |
| Corporate Trust and Agency Accounts | $11,000 | 114 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 382 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 84 |
| Other Fiduciary Accounts | $56,000 | 37 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $217,000 | 123 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $161,000 | 115 |
| 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 | $3,890,000 | 65 |
| Number of Managed Accounts | $3,334,000 | 54 |
| Personal Trust and Agency Accounts | $1,364,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $42,000 | 87 |
| Employee Benefit-defined Benefit Accounts | $30,000 | 31 |
| Number of other employee benefit and retirement-related accounts | $893,000 | 46 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $935,000 | 62 |
| Number of foundation and endowment trust and agency accounts, managed assets | $70,000 | 80 |
| 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 | $893,000 | 41 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $556,000 | 88 |
| Personal Trust and Agency Accounts | $87,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $121,000 | 57 |
| Employee Benefit-defined Benefit Accounts | $118,000 | 23 |
| Number non-managed other employee benefit and retirement-related accounts | $160,000 | 58 |
| Corporate Trust and Agency Accounts | $13,000 | 77 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 215 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 77 |
| Other Fiduciary Accounts | $53,000 | 26 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $216,000 | 105 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $160,000 | 77 |
| 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 | $3,849,000 | 64 |
| Number of Managed Accounts | $3,285,000 | 53 |
| Personal Trust and Agency Accounts | $1,355,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $44,000 | 81 |
| Employee Benefit-defined Benefit Accounts | $36,000 | 30 |
| Number of other employee benefit and retirement-related accounts | $890,000 | 44 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $891,000 | 60 |
| Number of foundation and endowment trust and agency accounts, managed assets | $69,000 | 78 |
| 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 | $890,000 | 39 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $564,000 | 86 |
| Personal Trust and Agency Accounts | $88,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $121,000 | 56 |
| Employee Benefit-defined Benefit Accounts | $118,000 | 23 |
| Number non-managed other employee benefit and retirement-related accounts | $161,000 | 59 |
| Corporate Trust and Agency Accounts | $14,000 | 76 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 220 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 81 |
| Other Fiduciary Accounts | $58,000 | 25 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $225,000 | 102 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $161,000 | 73 |
| 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 | $3,834,000 | 67 |
| Number of Managed Accounts | $3,249,000 | 55 |
| Personal Trust and Agency Accounts | $1,350,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $44,000 | 81 |
| Employee Benefit-defined Benefit Accounts | $38,000 | 30 |
| Number of other employee benefit and retirement-related accounts | $882,000 | 44 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $866,000 | 62 |
| Number of foundation and endowment trust and agency accounts, managed assets | $69,000 | 78 |
| 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 | $882,000 | 39 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $585,000 | 87 |
| Personal Trust and Agency Accounts | $100,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $127,000 | 57 |
| Employee Benefit-defined Benefit Accounts | $118,000 | 23 |
| Number non-managed other employee benefit and retirement-related accounts | $164,000 | 60 |
| Corporate Trust and Agency Accounts | $14,000 | 76 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 67 |
| Other Fiduciary Accounts | $57,000 | 29 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $225,000 | 101 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $164,000 | 76 |
| 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 | $3,844,000 | 68 |
| Number of Managed Accounts | $3,237,000 | 53 |
| Personal Trust and Agency Accounts | $1,365,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $45,000 | 85 |
| Employee Benefit-defined Benefit Accounts | $38,000 | 31 |
| Number of other employee benefit and retirement-related accounts | $877,000 | 42 |
| Corporate Trust and Agency Accounts | $0 | 208 |
| Number of managed investment management and investment advisory agency accounts | $841,000 | 62 |
| Number of foundation and endowment trust and agency accounts, managed assets | $71,000 | 72 |
| 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 | $877,000 | 38 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Number of Non-Managed Accounts | $607,000 | 94 |
| Personal Trust and Agency Accounts | $102,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $125,000 | 60 |
| Employee Benefit-defined Benefit Accounts | $126,000 | 22 |
| Number non-managed other employee benefit and retirement-related accounts | $165,000 | 91 |
| Corporate Trust and Agency Accounts | $14,000 | 104 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 395 |
| Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 69 |
| Other Fiduciary Accounts | $70,000 | 37 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $226,000 | 121 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $165,000 | 114 |
| 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 | $3,825,000 | 66 |
| Number of Managed Accounts | $3,219,000 | 53 |
| Personal Trust and Agency Accounts | $1,367,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $47,000 | 79 |
| Employee Benefit-defined Benefit Accounts | $36,000 | 32 |
| Number of other employee benefit and retirement-related accounts | $884,000 | 40 |
| Corporate Trust and Agency Accounts | $0 | 92 |
| Number of managed investment management and investment advisory agency accounts | $813,000 | 65 |
| Number of foundation and endowment trust and agency accounts, managed assets | $72,000 | 69 |
| 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 | $884,000 | 38 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $606,000 | 85 |
| Personal Trust and Agency Accounts | $101,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $123,000 | 59 |
| Employee Benefit-defined Benefit Accounts | $129,000 | 22 |
| Number non-managed other employee benefit and retirement-related accounts | $163,000 | 59 |
| Corporate Trust and Agency Accounts | $14,000 | 73 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 205 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 76 |
| Other Fiduciary Accounts | $72,000 | 28 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $225,000 | 103 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $163,000 | 73 |
| 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 | $3,796,000 | 67 |
| Number of Managed Accounts | $3,192,000 | 53 |
| Personal Trust and Agency Accounts | $1,365,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $47,000 | 77 |
| Employee Benefit-defined Benefit Accounts | $39,000 | 32 |
| Number of other employee benefit and retirement-related accounts | $883,000 | 39 |
| Corporate Trust and Agency Accounts | $3,000 | 58 |
| Number of managed investment management and investment advisory agency accounts | $783,000 | 67 |
| Number of foundation and endowment trust and agency accounts, managed assets | $72,000 | 68 |
| 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 | $883,000 | 37 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $604,000 | 84 |
| Personal Trust and Agency Accounts | $109,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $127,000 | 58 |
| Employee Benefit-defined Benefit Accounts | $132,000 | 21 |
| Number non-managed other employee benefit and retirement-related accounts | $153,000 | 61 |
| Corporate Trust and Agency Accounts | $14,000 | 73 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 77 |
| Other Fiduciary Accounts | $65,000 | 29 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $225,000 | 100 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $153,000 | 80 |
| 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 | $3,792,000 | 66 |
| Number of Managed Accounts | $3,187,000 | 52 |
| Personal Trust and Agency Accounts | $1,378,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $48,000 | 75 |
| Employee Benefit-defined Benefit Accounts | $39,000 | 31 |
| Number of other employee benefit and retirement-related accounts | $876,000 | 39 |
| Corporate Trust and Agency Accounts | $3,000 | 55 |
| Number of managed investment management and investment advisory agency accounts | $771,000 | 69 |
| Number of foundation and endowment trust and agency accounts, managed assets | $72,000 | 69 |
| 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 | $876,000 | 37 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $605,000 | 87 |
| Personal Trust and Agency Accounts | $115,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $125,000 | 56 |
| Employee Benefit-defined Benefit Accounts | $132,000 | 22 |
| Number non-managed other employee benefit and retirement-related accounts | $159,000 | 66 |
| Corporate Trust and Agency Accounts | $14,000 | 75 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 206 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 78 |
| Other Fiduciary Accounts | $56,000 | 31 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $228,000 | 99 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $159,000 | 84 |
| 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 | $3,827,000 | 66 |
| Number of Managed Accounts | $3,220,000 | 50 |
| Personal Trust and Agency Accounts | $1,381,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $56,000 | 74 |
| Employee Benefit-defined Benefit Accounts | $39,000 | 33 |
| Number of other employee benefit and retirement-related accounts | $869,000 | 39 |
| Corporate Trust and Agency Accounts | $2,000 | 124 |
| Number of managed investment management and investment advisory agency accounts | $725,000 | 69 |
| Number of foundation and endowment trust and agency accounts, managed assets | $147,000 | 40 |
| Other Fiduciary Accounts | $1,000 | 192 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $869,000 | 37 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 71 |
| Number of Non-Managed Accounts | $607,000 | 94 |
| Personal Trust and Agency Accounts | $113,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $127,000 | 64 |
| Employee Benefit-defined Benefit Accounts | $125,000 | 22 |
| Number non-managed other employee benefit and retirement-related accounts | $159,000 | 96 |
| Corporate Trust and Agency Accounts | $14,000 | 106 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 418 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 81 |
| Other Fiduciary Accounts | $65,000 | 39 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $235,000 | 119 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $159,000 | 125 |
| 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 | $3,796,000 | 62 |
| Number of Managed Accounts | $3,219,000 | 51 |
| Personal Trust and Agency Accounts | $1,403,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $54,000 | 74 |
| Employee Benefit-defined Benefit Accounts | $39,000 | 30 |
| Number of other employee benefit and retirement-related accounts | $869,000 | 39 |
| Corporate Trust and Agency Accounts | $2,000 | 62 |
| Number of managed investment management and investment advisory agency accounts | $705,000 | 70 |
| Number of foundation and endowment trust and agency accounts, managed assets | $145,000 | 39 |
| Other Fiduciary Accounts | $2,000 | 80 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $869,000 | 37 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $577,000 | 83 |
| Personal Trust and Agency Accounts | $103,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $120,000 | 63 |
| Employee Benefit-defined Benefit Accounts | $119,000 | 22 |
| Number non-managed other employee benefit and retirement-related accounts | $154,000 | 60 |
| Corporate Trust and Agency Accounts | $14,000 | 68 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 70 |
| Other Fiduciary Accounts | $63,000 | 28 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $219,000 | 102 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $154,000 | 78 |
| 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 | $3,782,000 | 62 |
| Number of Managed Accounts | $3,197,000 | 50 |
| Personal Trust and Agency Accounts | $1,402,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $53,000 | 77 |
| Employee Benefit-defined Benefit Accounts | $38,000 | 30 |
| Number of other employee benefit and retirement-related accounts | $858,000 | 39 |
| Corporate Trust and Agency Accounts | $2,000 | 61 |
| Number of managed investment management and investment advisory agency accounts | $697,000 | 72 |
| Number of foundation and endowment trust and agency accounts, managed assets | $145,000 | 38 |
| Other Fiduciary Accounts | $2,000 | 81 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $858,000 | 36 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $585,000 | 84 |
| Personal Trust and Agency Accounts | $109,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $116,000 | 64 |
| Employee Benefit-defined Benefit Accounts | $119,000 | 24 |
| Number non-managed other employee benefit and retirement-related accounts | $162,000 | 59 |
| Corporate Trust and Agency Accounts | $14,000 | 75 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 79 |
| Other Fiduciary Accounts | $62,000 | 29 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $222,000 | 105 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $162,000 | 75 |
| 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 | $3,668,000 | 68 |
| Number of Managed Accounts | $3,057,000 | 52 |
| Personal Trust and Agency Accounts | $1,294,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $53,000 | 79 |
| Employee Benefit-defined Benefit Accounts | $38,000 | 29 |
| Number of other employee benefit and retirement-related accounts | $854,000 | 37 |
| Corporate Trust and Agency Accounts | $2,000 | 62 |
| Number of managed investment management and investment advisory agency accounts | $682,000 | 68 |
| Number of foundation and endowment trust and agency accounts, managed assets | $132,000 | 42 |
| Other Fiduciary Accounts | $2,000 | 79 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $854,000 | 34 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $611,000 | 85 |
| Personal Trust and Agency Accounts | $123,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $122,000 | 65 |
| Employee Benefit-defined Benefit Accounts | $122,000 | 23 |
| Number non-managed other employee benefit and retirement-related accounts | $173,000 | 56 |
| Corporate Trust and Agency Accounts | $14,000 | 74 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 202 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 80 |
| Other Fiduciary Accounts | $54,000 | 29 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $218,000 | 106 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $173,000 | 69 |
| 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 | $3,638,000 | 70 |
| Number of Managed Accounts | $3,069,000 | 52 |
| Personal Trust and Agency Accounts | $1,304,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $73,000 | 65 |
| Employee Benefit-defined Benefit Accounts | $40,000 | 29 |
| Number of other employee benefit and retirement-related accounts | $861,000 | 36 |
| Corporate Trust and Agency Accounts | $2,000 | 139 |
| Number of managed investment management and investment advisory agency accounts | $656,000 | 71 |
| Number of foundation and endowment trust and agency accounts, managed assets | $131,000 | 42 |
| Other Fiduciary Accounts | $2,000 | 148 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $861,000 | 34 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 67 |
| Number of Non-Managed Accounts | $569,000 | 99 |
| Personal Trust and Agency Accounts | $110,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $99,000 | 83 |
| Employee Benefit-defined Benefit Accounts | $113,000 | 23 |
| Number non-managed other employee benefit and retirement-related accounts | $171,000 | 86 |
| Corporate Trust and Agency Accounts | $14,000 | 114 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 414 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 90 |
| Other Fiduciary Accounts | $59,000 | 42 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $229,000 | 122 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $171,000 | 105 |
| 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 | $3,590,000 | 71 |
| Number of Managed Accounts | $3,020,000 | 56 |
| Personal Trust and Agency Accounts | $1,298,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $78,000 | 55 |
| Employee Benefit-defined Benefit Accounts | $39,000 | 28 |
| Number of other employee benefit and retirement-related accounts | $843,000 | 40 |
| Corporate Trust and Agency Accounts | $2,000 | 65 |
| Number of managed investment management and investment advisory agency accounts | $620,000 | 73 |
| Number of foundation and endowment trust and agency accounts, managed assets | $130,000 | 44 |
| Other Fiduciary Accounts | $10,000 | 47 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $843,000 | 37 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $570,000 | 87 |
| Personal Trust and Agency Accounts | $120,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $102,000 | 72 |
| Employee Benefit-defined Benefit Accounts | $115,000 | 23 |
| Number non-managed other employee benefit and retirement-related accounts | $163,000 | 56 |
| Corporate Trust and Agency Accounts | $15,000 | 77 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 189 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 71 |
| Other Fiduciary Accounts | $51,000 | 28 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $225,000 | 104 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $163,000 | 71 |
| 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 | $3,569,000 | 72 |
| Number of Managed Accounts | $3,019,000 | 56 |
| Personal Trust and Agency Accounts | $1,298,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $80,000 | 53 |
| Employee Benefit-defined Benefit Accounts | $39,000 | 29 |
| Number of other employee benefit and retirement-related accounts | $843,000 | 38 |
| Corporate Trust and Agency Accounts | $1,000 | 75 |
| Number of managed investment management and investment advisory agency accounts | $616,000 | 76 |
| Number of foundation and endowment trust and agency accounts, managed assets | $135,000 | 40 |
| Other Fiduciary Accounts | $7,000 | 56 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $843,000 | 36 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $550,000 | 93 |
| Personal Trust and Agency Accounts | $113,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $102,000 | 75 |
| Employee Benefit-defined Benefit Accounts | $91,000 | 25 |
| Number non-managed other employee benefit and retirement-related accounts | $173,000 | 57 |
| Corporate Trust and Agency Accounts | $16,000 | 77 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 185 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 82 |
| Other Fiduciary Accounts | $52,000 | 30 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $232,000 | 102 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $173,000 | 64 |
| 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 | $3,561,000 | 73 |
| Number of Managed Accounts | $2,992,000 | 56 |
| Personal Trust and Agency Accounts | $1,303,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $79,000 | 56 |
| Employee Benefit-defined Benefit Accounts | $38,000 | 30 |
| Number of other employee benefit and retirement-related accounts | $841,000 | 38 |
| Corporate Trust and Agency Accounts | $1,000 | 76 |
| Number of managed investment management and investment advisory agency accounts | $584,000 | 79 |
| Number of foundation and endowment trust and agency accounts, managed assets | $138,000 | 39 |
| Other Fiduciary Accounts | $8,000 | 52 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $841,000 | 36 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $569,000 | 92 |
| Personal Trust and Agency Accounts | $121,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $105,000 | 74 |
| Employee Benefit-defined Benefit Accounts | $88,000 | 25 |
| Number non-managed other employee benefit and retirement-related accounts | $176,000 | 56 |
| Corporate Trust and Agency Accounts | $20,000 | 71 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 106 |
| Other Fiduciary Accounts | $58,000 | 31 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $243,000 | 100 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $176,000 | 64 |
| 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 | $3,615,000 | 75 |
| Number of Managed Accounts | $2,881,000 | 57 |
| Personal Trust and Agency Accounts | $1,273,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $76,000 | 67 |
| Employee Benefit-defined Benefit Accounts | $37,000 | 35 |
| Number of other employee benefit and retirement-related accounts | $722,000 | 45 |
| Corporate Trust and Agency Accounts | $1,000 | 178 |
| Number of managed investment management and investment advisory agency accounts | $634,000 | 73 |
| Number of foundation and endowment trust and agency accounts, managed assets | $138,000 | 37 |
| Other Fiduciary Accounts | $0 | 259 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $656,000 | 44 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 79 |
| Number of Non-Managed Accounts | $734,000 | 92 |
| Personal Trust and Agency Accounts | $124,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $110,000 | 78 |
| Employee Benefit-defined Benefit Accounts | $88,000 | 25 |
| Number non-managed other employee benefit and retirement-related accounts | $333,000 | 56 |
| Corporate Trust and Agency Accounts | $22,000 | 100 |
| 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 | $57,000 | 51 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $261,000 | 111 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $177,000 | 102 |
| 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 | $3,627,000 | 70 |
| Number of Managed Accounts | $2,917,000 | 54 |
| Personal Trust and Agency Accounts | $1,294,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $80,000 | 58 |
| Employee Benefit-defined Benefit Accounts | $37,000 | 32 |
| Number of other employee benefit and retirement-related accounts | $727,000 | 44 |
| Corporate Trust and Agency Accounts | $1,000 | 74 |
| Number of managed investment management and investment advisory agency accounts | $636,000 | 70 |
| Number of foundation and endowment trust and agency accounts, managed assets | $135,000 | 39 |
| Other Fiduciary Accounts | $7,000 | 59 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $670,000 | 41 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $710,000 | 83 |
| Personal Trust and Agency Accounts | $125,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $111,000 | 74 |
| Employee Benefit-defined Benefit Accounts | $90,000 | 25 |
| Number non-managed other employee benefit and retirement-related accounts | $290,000 | 45 |
| Corporate Trust and Agency Accounts | $27,000 | 71 |
| 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 | $67,000 | 34 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $283,000 | 90 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $162,000 | 68 |
| 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 | $3,364,000 | 77 |
| Number of Managed Accounts | $2,680,000 | 60 |
| Personal Trust and Agency Accounts | $1,221,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $80,000 | 58 |
| Employee Benefit-defined Benefit Accounts | $37,000 | 32 |
| Number of other employee benefit and retirement-related accounts | $650,000 | 46 |
| Corporate Trust and Agency Accounts | $1,000 | 76 |
| Number of managed investment management and investment advisory agency accounts | $554,000 | 77 |
| Number of foundation and endowment trust and agency accounts, managed assets | $137,000 | 37 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $590,000 | 44 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $684,000 | 86 |
| Personal Trust and Agency Accounts | $115,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $111,000 | 71 |
| Employee Benefit-defined Benefit Accounts | $87,000 | 25 |
| Number non-managed other employee benefit and retirement-related accounts | $291,000 | 43 |
| Corporate Trust and Agency Accounts | $27,000 | 74 |
| 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 | $53,000 | 34 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $205,000 | 108 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $129,000 | 76 |
| 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 | $3,298,000 | 79 |
| Number of Managed Accounts | $2,662,000 | 61 |
| Personal Trust and Agency Accounts | $1,220,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $59,000 | 76 |
| Employee Benefit-defined Benefit Accounts | $36,000 | 34 |
| Number of other employee benefit and retirement-related accounts | $654,000 | 45 |
| Corporate Trust and Agency Accounts | $1,000 | 75 |
| Number of managed investment management and investment advisory agency accounts | $556,000 | 75 |
| Number of foundation and endowment trust and agency accounts, managed assets | $136,000 | 36 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $593,000 | 40 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $636,000 | 90 |
| Personal Trust and Agency Accounts | $124,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $107,000 | 76 |
| Employee Benefit-defined Benefit Accounts | $92,000 | 25 |
| Number non-managed other employee benefit and retirement-related accounts | $222,000 | 51 |
| Corporate Trust and Agency Accounts | $30,000 | 74 |
| 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 | $61,000 | 36 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $209,000 | 109 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $128,000 | 77 |
| 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 | $3,291,000 | 84 |
| Number of Managed Accounts | $2,580,000 | 66 |
| Personal Trust and Agency Accounts | $1,222,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $59,000 | 90 |
| Employee Benefit-defined Benefit Accounts | $35,000 | 39 |
| Number of other employee benefit and retirement-related accounts | $578,000 | 51 |
| Corporate Trust and Agency Accounts | $1,000 | 180 |
| Number of managed investment management and investment advisory agency accounts | $547,000 | 80 |
| Number of foundation and endowment trust and agency accounts, managed assets | $138,000 | 38 |
| Other Fiduciary Accounts | $0 | 261 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $578,000 | 44 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 82 |
| Number of Non-Managed Accounts | $711,000 | 100 |
| Personal Trust and Agency Accounts | $141,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $114,000 | 78 |
| Employee Benefit-defined Benefit Accounts | $82,000 | 26 |
| Number non-managed other employee benefit and retirement-related accounts | $282,000 | 68 |
| Corporate Trust and Agency Accounts | $32,000 | 95 |
| 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 | $60,000 | 47 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $192,000 | 141 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $133,000 | 147 |
| 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 | $3,405,000 | 80 |
| Number of Managed Accounts | $2,683,000 | 63 |
| Personal Trust and Agency Accounts | $1,361,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $60,000 | 81 |
| Employee Benefit-defined Benefit Accounts | $32,000 | 38 |
| Number of other employee benefit and retirement-related accounts | $626,000 | 49 |
| Corporate Trust and Agency Accounts | $1,000 | 80 |
| Number of managed investment management and investment advisory agency accounts | $603,000 | 77 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $722,000 | 85 |
| Personal Trust and Agency Accounts | $218,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $117,000 | 71 |
| Employee Benefit-defined Benefit Accounts | $81,000 | 28 |
| Number non-managed other employee benefit and retirement-related accounts | $210,000 | 53 |
| Corporate Trust and Agency Accounts | $32,000 | 74 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $64,000 | 40 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $211,000 | 111 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,395,000 | 83 |
| Number of Managed Accounts | $2,688,000 | 66 |
| Personal Trust and Agency Accounts | $1,363,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $62,000 | 81 |
| Employee Benefit-defined Benefit Accounts | $35,000 | 37 |
| Number of other employee benefit and retirement-related accounts | $626,000 | 50 |
| Corporate Trust and Agency Accounts | $1,000 | 83 |
| Number of managed investment management and investment advisory agency accounts | $601,000 | 78 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 115 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $707,000 | 86 |
| Personal Trust and Agency Accounts | $209,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $119,000 | 74 |
| Employee Benefit-defined Benefit Accounts | $81,000 | 27 |
| Number non-managed other employee benefit and retirement-related accounts | $204,000 | 58 |
| Corporate Trust and Agency Accounts | $32,000 | 74 |
| 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 | $62,000 | 39 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $219,000 | 117 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,406,000 | 78 |
| Number of Managed Accounts | $2,683,000 | 66 |
| Personal Trust and Agency Accounts | $1,370,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $62,000 | 81 |
| Employee Benefit-defined Benefit Accounts | $33,000 | 39 |
| Number of other employee benefit and retirement-related accounts | $629,000 | 48 |
| Corporate Trust and Agency Accounts | $1,000 | 83 |
| Number of managed investment management and investment advisory agency accounts | $588,000 | 79 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 119 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $723,000 | 85 |
| Personal Trust and Agency Accounts | $219,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $125,000 | 70 |
| Employee Benefit-defined Benefit Accounts | $79,000 | 29 |
| Number non-managed other employee benefit and retirement-related accounts | $194,000 | 59 |
| Corporate Trust and Agency Accounts | $32,000 | 75 |
| 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 | $74,000 | 39 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $225,000 | 113 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,378,000 | 86 |
| Number of Managed Accounts | $2,657,000 | 67 |
| Personal Trust and Agency Accounts | $1,375,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $61,000 | 90 |
| Employee Benefit-defined Benefit Accounts | $30,000 | 43 |
| Number of other employee benefit and retirement-related accounts | $636,000 | 50 |
| Corporate Trust and Agency Accounts | $1,000 | 199 |
| Number of managed investment management and investment advisory agency accounts | $554,000 | 85 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 285 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $721,000 | 103 |
| Personal Trust and Agency Accounts | $210,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $126,000 | 77 |
| Employee Benefit-defined Benefit Accounts | $59,000 | 40 |
| Number non-managed other employee benefit and retirement-related accounts | $198,000 | 96 |
| Corporate Trust and Agency Accounts | $41,000 | 88 |
| 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 | $87,000 | 50 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $253,000 | 121 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,413,000 | 82 |
| Number of Managed Accounts | $2,681,000 | 67 |
| Personal Trust and Agency Accounts | $1,406,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $65,000 | 78 |
| Employee Benefit-defined Benefit Accounts | $28,000 | 41 |
| Number of other employee benefit and retirement-related accounts | $629,000 | 47 |
| Corporate Trust and Agency Accounts | $1,000 | 90 |
| Number of managed investment management and investment advisory agency accounts | $552,000 | 85 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 120 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $732,000 | 89 |
| Personal Trust and Agency Accounts | $208,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $126,000 | 69 |
| Employee Benefit-defined Benefit Accounts | $55,000 | 37 |
| Number non-managed other employee benefit and retirement-related accounts | $201,000 | 61 |
| Corporate Trust and Agency Accounts | $54,000 | 67 |
| 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 | $88,000 | 35 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $231,000 | 119 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,407,000 | 84 |
| Number of Managed Accounts | $2,677,000 | 68 |
| Personal Trust and Agency Accounts | $1,399,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $63,000 | 82 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 42 |
| Number of other employee benefit and retirement-related accounts | $640,000 | 48 |
| Corporate Trust and Agency Accounts | $1,000 | 91 |
| Number of managed investment management and investment advisory agency accounts | $547,000 | 90 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 123 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $730,000 | 90 |
| Personal Trust and Agency Accounts | $203,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $131,000 | 71 |
| Employee Benefit-defined Benefit Accounts | $54,000 | 40 |
| Number non-managed other employee benefit and retirement-related accounts | $193,000 | 62 |
| Corporate Trust and Agency Accounts | $57,000 | 65 |
| 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 | $92,000 | 33 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $231,000 | 119 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,473,000 | 83 |
| Number of Managed Accounts | $2,709,000 | 69 |
| Personal Trust and Agency Accounts | $1,394,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $65,000 | 82 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 43 |
| Number of other employee benefit and retirement-related accounts | $661,000 | 46 |
| Corporate Trust and Agency Accounts | $1,000 | 89 |
| Number of managed investment management and investment advisory agency accounts | $561,000 | 87 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 128 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $764,000 | 86 |
| Personal Trust and Agency Accounts | $207,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $133,000 | 69 |
| Employee Benefit-defined Benefit Accounts | $55,000 | 41 |
| Number non-managed other employee benefit and retirement-related accounts | $194,000 | 61 |
| Corporate Trust and Agency Accounts | $67,000 | 64 |
| 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 | $108,000 | 33 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $230,000 | 122 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,519,000 | 84 |
| Number of Managed Accounts | $2,751,000 | 68 |
| Personal Trust and Agency Accounts | $1,410,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $74,000 | 81 |
| Employee Benefit-defined Benefit Accounts | $28,000 | 45 |
| Number of other employee benefit and retirement-related accounts | $665,000 | 45 |
| Corporate Trust and Agency Accounts | $1,000 | 205 |
| Number of managed investment management and investment advisory agency accounts | $573,000 | 84 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 300 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $768,000 | 97 |
| Personal Trust and Agency Accounts | $214,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $132,000 | 78 |
| Employee Benefit-defined Benefit Accounts | $58,000 | 44 |
| Number non-managed other employee benefit and retirement-related accounts | $174,000 | 109 |
| Corporate Trust and Agency Accounts | $71,000 | 73 |
| 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 | $119,000 | 41 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $252,000 | 127 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,500,000 | 77 |
| Number of Managed Accounts | $2,812,000 | 63 |
| Personal Trust and Agency Accounts | $1,461,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $78,000 | 73 |
| Employee Benefit-defined Benefit Accounts | $29,000 | 43 |
| Number of other employee benefit and retirement-related accounts | $654,000 | 48 |
| Corporate Trust and Agency Accounts | $4,000 | 61 |
| Number of managed investment management and investment advisory agency accounts | $579,000 | 80 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $7,000 | 76 |
| 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 | $688,000 | 88 |
| Personal Trust and Agency Accounts | $155,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $127,000 | 75 |
| Employee Benefit-defined Benefit Accounts | $40,000 | 48 |
| Number non-managed other employee benefit and retirement-related accounts | $184,000 | 64 |
| Corporate Trust and Agency Accounts | $71,000 | 63 |
| 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 | $111,000 | 33 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $260,000 | 99 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,547,000 | 76 |
| Number of Managed Accounts | $2,849,000 | 61 |
| Personal Trust and Agency Accounts | $1,485,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $81,000 | 73 |
| Employee Benefit-defined Benefit Accounts | $28,000 | 44 |
| Number of other employee benefit and retirement-related accounts | $658,000 | 42 |
| Corporate Trust and Agency Accounts | $4,000 | 67 |
| Number of managed investment management and investment advisory agency accounts | $584,000 | 78 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $9,000 | 67 |
| 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 | $698,000 | 88 |
| Personal Trust and Agency Accounts | $169,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $132,000 | 78 |
| Employee Benefit-defined Benefit Accounts | $42,000 | 49 |
| Number non-managed other employee benefit and retirement-related accounts | $179,000 | 64 |
| Corporate Trust and Agency Accounts | $73,000 | 64 |
| 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 | $103,000 | 30 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $246,000 | 112 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,554,000 | 76 |
| Number of Managed Accounts | $2,896,000 | 60 |
| Personal Trust and Agency Accounts | $1,505,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $86,000 | 71 |
| Employee Benefit-defined Benefit Accounts | $29,000 | 45 |
| Number of other employee benefit and retirement-related accounts | $672,000 | 39 |
| Corporate Trust and Agency Accounts | $4,000 | 64 |
| Number of managed investment management and investment advisory agency accounts | $591,000 | 75 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $9,000 | 68 |
| 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 | $658,000 | 89 |
| Personal Trust and Agency Accounts | $136,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $137,000 | 75 |
| Employee Benefit-defined Benefit Accounts | $38,000 | 51 |
| Number non-managed other employee benefit and retirement-related accounts | $172,000 | 63 |
| Corporate Trust and Agency Accounts | $69,000 | 64 |
| 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 | $106,000 | 29 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $241,000 | 115 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,652,000 | 78 |
| Number of Managed Accounts | $2,984,000 | 58 |
| Personal Trust and Agency Accounts | $1,553,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $87,000 | 76 |
| Employee Benefit-defined Benefit Accounts | $30,000 | 49 |
| Number of other employee benefit and retirement-related accounts | $677,000 | 40 |
| Corporate Trust and Agency Accounts | $5,000 | 137 |
| Number of managed investment management and investment advisory agency accounts | $618,000 | 74 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $14,000 | 78 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | 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 | $668,000 | 107 |
| Personal Trust and Agency Accounts | $117,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $136,000 | 83 |
| Employee Benefit-defined Benefit Accounts | $41,000 | 57 |
| Number non-managed other employee benefit and retirement-related accounts | $167,000 | 110 |
| Corporate Trust and Agency Accounts | $80,000 | 72 |
| 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 | $127,000 | 38 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $236,000 | 144 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,677,000 | 80 |
| Number of Managed Accounts | $3,062,000 | 60 |
| Personal Trust and Agency Accounts | $1,585,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $90,000 | 68 |
| Employee Benefit-defined Benefit Accounts | $33,000 | 47 |
| Number of other employee benefit and retirement-related accounts | $696,000 | 40 |
| Corporate Trust and Agency Accounts | $13,000 | 48 |
| Number of managed investment management and investment advisory agency accounts | $623,000 | 76 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $22,000 | 46 |
| 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 | $615,000 | 97 |
| Personal Trust and Agency Accounts | $91,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $138,000 | 78 |
| Employee Benefit-defined Benefit Accounts | $40,000 | 53 |
| Number non-managed other employee benefit and retirement-related accounts | $147,000 | 76 |
| Corporate Trust and Agency Accounts | $76,000 | 66 |
| 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 | $123,000 | 31 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $245,000 | 108 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,623,000 | 86 |
| Number of Managed Accounts | $2,849,000 | 66 |
| Personal Trust and Agency Accounts | $1,594,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $94,000 | 63 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 54 |
| Number of other employee benefit and retirement-related accounts | $562,000 | 50 |
| Corporate Trust and Agency Accounts | $11,000 | 50 |
| Number of managed investment management and investment advisory agency accounts | $541,000 | 86 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $22,000 | 51 |
| 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 | $774,000 | 87 |
| Personal Trust and Agency Accounts | $79,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $168,000 | 73 |
| Employee Benefit-defined Benefit Accounts | $36,000 | 59 |
| Number non-managed other employee benefit and retirement-related accounts | $259,000 | 48 |
| Corporate Trust and Agency Accounts | $75,000 | 69 |
| 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 | $157,000 | 30 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $213,000 | 126 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,708,000 | 97 |
| Number of Managed Accounts | $2,243,000 | 77 |
| Personal Trust and Agency Accounts | $1,299,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $82,000 | 77 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 58 |
| Number of other employee benefit and retirement-related accounts | $439,000 | 64 |
| Corporate Trust and Agency Accounts | $11,000 | 51 |
| Number of managed investment management and investment advisory agency accounts | $363,000 | 126 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $25,000 | 48 |
| 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 | $465,000 | 113 |
| Personal Trust and Agency Accounts | $78,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $159,000 | 75 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 61 |
| Number non-managed other employee benefit and retirement-related accounts | $103,000 | 107 |
| Corporate Trust and Agency Accounts | $26,000 | 94 |
| 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 | $72,000 | 43 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $191,000 | 133 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,735,000 | 103 |
| Number of Managed Accounts | $2,267,000 | 80 |
| Personal Trust and Agency Accounts | $1,301,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $86,000 | 80 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 61 |
| Number of other employee benefit and retirement-related accounts | $446,000 | 60 |
| Corporate Trust and Agency Accounts | $11,000 | 93 |
| Number of managed investment management and investment advisory agency accounts | $371,000 | 116 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $27,000 | 60 |
| 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 | $468,000 | 137 |
| Personal Trust and Agency Accounts | $77,000 | 159 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $145,000 | 89 |
| Employee Benefit-defined Benefit Accounts | $22,000 | 70 |
| Number non-managed other employee benefit and retirement-related accounts | $108,000 | 175 |
| Corporate Trust and Agency Accounts | $28,000 | 118 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $88,000 | 50 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $186,000 | 170 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,747,000 | 97 |
| Number of Managed Accounts | $2,285,000 | 79 |
| Personal Trust and Agency Accounts | $1,323,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $89,000 | 72 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 56 |
| Number of other employee benefit and retirement-related accounts | $451,000 | 56 |
| Corporate Trust and Agency Accounts | $11,000 | 53 |
| Number of managed investment management and investment advisory agency accounts | $360,000 | 116 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $26,000 | 47 |
| 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 | $462,000 | 117 |
| Personal Trust and Agency Accounts | $78,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $148,000 | 83 |
| Employee Benefit-defined Benefit Accounts | $21,000 | 65 |
| Number non-managed other employee benefit and retirement-related accounts | $101,000 | 105 |
| Corporate Trust and Agency Accounts | $28,000 | 92 |
| 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 | $86,000 | 38 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $177,000 | 137 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,765,000 | 97 |
| Number of Managed Accounts | $2,294,000 | 75 |
| Personal Trust and Agency Accounts | $1,332,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $96,000 | 67 |
| Employee Benefit-defined Benefit Accounts | $26,000 | 53 |
| Number of other employee benefit and retirement-related accounts | $445,000 | 56 |
| Corporate Trust and Agency Accounts | $11,000 | 52 |
| Number of managed investment management and investment advisory agency accounts | $353,000 | 118 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $31,000 | 40 |
| 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 | $471,000 | 118 |
| Personal Trust and Agency Accounts | $78,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $149,000 | 79 |
| Employee Benefit-defined Benefit Accounts | $21,000 | 65 |
| Number non-managed other employee benefit and retirement-related accounts | $109,000 | 102 |
| Corporate Trust and Agency Accounts | $29,000 | 97 |
| 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 | $85,000 | 38 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $182,000 | 136 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,762,000 | 100 |
| Number of Managed Accounts | $2,276,000 | 79 |
| Personal Trust and Agency Accounts | $1,310,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $88,000 | 78 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 57 |
| Number of other employee benefit and retirement-related accounts | $440,000 | 58 |
| Corporate Trust and Agency Accounts | $13,000 | 46 |
| Number of managed investment management and investment advisory agency accounts | $363,000 | 114 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $35,000 | 39 |
| 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 | $486,000 | 120 |
| Personal Trust and Agency Accounts | $93,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $157,000 | 80 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 70 |
| Number non-managed other employee benefit and retirement-related accounts | $123,000 | 94 |
| Corporate Trust and Agency Accounts | $27,000 | 99 |
| 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 | $67,000 | 45 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $185,000 | 136 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,785,000 | 108 |
| Number of Managed Accounts | $2,287,000 | 82 |
| Personal Trust and Agency Accounts | $1,315,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $87,000 | 81 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 61 |
| Number of other employee benefit and retirement-related accounts | $443,000 | 58 |
| Corporate Trust and Agency Accounts | $13,000 | 84 |
| Number of managed investment management and investment advisory agency accounts | $366,000 | 109 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $36,000 | 53 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | 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 | $498,000 | 142 |
| Personal Trust and Agency Accounts | $91,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $162,000 | 86 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 81 |
| Number non-managed other employee benefit and retirement-related accounts | $123,000 | 155 |
| Corporate Trust and Agency Accounts | $25,000 | 125 |
| 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 | $79,000 | 56 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $191,000 | 168 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,777,000 | 99 |
| Number of Managed Accounts | $2,293,000 | 78 |
| Personal Trust and Agency Accounts | $1,325,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $86,000 | 75 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 57 |
| Number of other employee benefit and retirement-related accounts | $440,000 | 57 |
| Corporate Trust and Agency Accounts | $13,000 | 47 |
| Number of managed investment management and investment advisory agency accounts | $363,000 | 105 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $39,000 | 36 |
| 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 | $484,000 | 121 |
| Personal Trust and Agency Accounts | $89,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $158,000 | 82 |
| Employee Benefit-defined Benefit Accounts | $21,000 | 67 |
| Number non-managed other employee benefit and retirement-related accounts | $123,000 | 91 |
| Corporate Trust and Agency Accounts | $26,000 | 99 |
| 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 | $67,000 | 41 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $174,000 | 157 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,811,000 | 99 |
| Number of Managed Accounts | $2,320,000 | 76 |
| Personal Trust and Agency Accounts | $1,345,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $86,000 | 80 |
| Employee Benefit-defined Benefit Accounts | $28,000 | 54 |
| Number of other employee benefit and retirement-related accounts | $452,000 | 54 |
| Corporate Trust and Agency Accounts | $12,000 | 48 |
| Number of managed investment management and investment advisory agency accounts | $355,000 | 103 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $42,000 | 38 |
| 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 | $491,000 | 123 |
| Personal Trust and Agency Accounts | $90,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $157,000 | 86 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 65 |
| Number non-managed other employee benefit and retirement-related accounts | $123,000 | 98 |
| Corporate Trust and Agency Accounts | $28,000 | 103 |
| 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 | $69,000 | 42 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $143,000 | 166 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,792,000 | 101 |
| Number of Managed Accounts | $2,305,000 | 78 |
| Personal Trust and Agency Accounts | $1,348,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $88,000 | 80 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 58 |
| Number of other employee benefit and retirement-related accounts | $447,000 | 53 |
| Corporate Trust and Agency Accounts | $12,000 | 48 |
| Number of managed investment management and investment advisory agency accounts | $341,000 | 108 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $42,000 | 40 |
| 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 | $487,000 | 125 |
| Personal Trust and Agency Accounts | $92,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $152,000 | 87 |
| Employee Benefit-defined Benefit Accounts | $23,000 | 67 |
| Number non-managed other employee benefit and retirement-related accounts | $124,000 | 96 |
| Corporate Trust and Agency Accounts | $24,000 | 110 |
| 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 | $72,000 | 44 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $135,000 | 175 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,811,000 | 109 |
| Number of Managed Accounts | $2,316,000 | 85 |
| Personal Trust and Agency Accounts | $1,353,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $86,000 | 84 |
| Employee Benefit-defined Benefit Accounts | $28,000 | 60 |
| Number of other employee benefit and retirement-related accounts | $447,000 | 54 |
| Corporate Trust and Agency Accounts | $12,000 | 101 |
| Number of managed investment management and investment advisory agency accounts | $347,000 | 107 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $43,000 | 62 |
| 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 | $495,000 | 153 |
| Personal Trust and Agency Accounts | $92,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $144,000 | 103 |
| Employee Benefit-defined Benefit Accounts | $21,000 | 79 |
| Number non-managed other employee benefit and retirement-related accounts | $129,000 | 162 |
| Corporate Trust and Agency Accounts | $23,000 | 151 |
| 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 | $86,000 | 60 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $135,000 | 229 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,796,000 | 106 |
| Number of Managed Accounts | $2,287,000 | 82 |
| Personal Trust and Agency Accounts | $1,340,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $84,000 | 91 |
| Employee Benefit-defined Benefit Accounts | $26,000 | 64 |
| Number of other employee benefit and retirement-related accounts | $440,000 | 51 |
| Corporate Trust and Agency Accounts | $12,000 | 52 |
| Number of managed investment management and investment advisory agency accounts | $339,000 | 103 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $46,000 | 53 |
| 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 | $509,000 | 136 |
| Personal Trust and Agency Accounts | $101,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $142,000 | 103 |
| Employee Benefit-defined Benefit Accounts | $21,000 | 74 |
| Number non-managed other employee benefit and retirement-related accounts | $132,000 | 95 |
| Corporate Trust and Agency Accounts | $19,000 | 118 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $94,000 | 45 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $140,000 | 184 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,766,000 | 107 |
| Number of Managed Accounts | $2,273,000 | 83 |
| Personal Trust and Agency Accounts | $1,324,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $87,000 | 96 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 62 |
| Number of other employee benefit and retirement-related accounts | $443,000 | 54 |
| Corporate Trust and Agency Accounts | $12,000 | 58 |
| Number of managed investment management and investment advisory agency accounts | $337,000 | 110 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $43,000 | 54 |
| 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 | $493,000 | 141 |
| Personal Trust and Agency Accounts | $97,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $142,000 | 111 |
| Employee Benefit-defined Benefit Accounts | $21,000 | 75 |
| Number non-managed other employee benefit and retirement-related accounts | $124,000 | 105 |
| Corporate Trust and Agency Accounts | $19,000 | 122 |
| 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 | $90,000 | 43 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $139,000 | 188 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,750,000 | 111 |
| Number of Managed Accounts | $2,256,000 | 86 |
| Personal Trust and Agency Accounts | $1,326,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $88,000 | 103 |
| Employee Benefit-defined Benefit Accounts | $26,000 | 61 |
| Number of other employee benefit and retirement-related accounts | $430,000 | 53 |
| Corporate Trust and Agency Accounts | $12,000 | 64 |
| Number of managed investment management and investment advisory agency accounts | $332,000 | 111 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $42,000 | 54 |
| 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 | $494,000 | 142 |
| Personal Trust and Agency Accounts | $99,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $141,000 | 116 |
| Employee Benefit-defined Benefit Accounts | $23,000 | 72 |
| Number non-managed other employee benefit and retirement-related accounts | $122,000 | 107 |
| Corporate Trust and Agency Accounts | $19,000 | 128 |
| 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 | $90,000 | 49 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $142,000 | 189 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,755,000 | 115 |
| Number of Managed Accounts | $2,303,000 | 90 |
| Personal Trust and Agency Accounts | $1,328,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $91,000 | 112 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 61 |
| Number of other employee benefit and retirement-related accounts | $446,000 | 54 |
| Corporate Trust and Agency Accounts | $10,000 | 143 |
| Number of managed investment management and investment advisory agency accounts | $341,000 | 116 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $56,000 | 51 |
| 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 | $452,000 | 171 |
| Personal Trust and Agency Accounts | $87,000 | 160 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $136,000 | 130 |
| Employee Benefit-defined Benefit Accounts | $20,000 | 90 |
| Number non-managed other employee benefit and retirement-related accounts | $103,000 | 186 |
| Corporate Trust and Agency Accounts | $28,000 | 141 |
| 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 | $78,000 | 63 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $137,000 | 252 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,685,000 | 103 |
| Number of Managed Accounts | $2,216,000 | 86 |
| Personal Trust and Agency Accounts | $1,331,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $89,000 | 136 |
| Employee Benefit-defined Benefit Accounts | $43,000 | 57 |
| Number of other employee benefit and retirement-related accounts | $407,000 | 59 |
| Corporate Trust and Agency Accounts | $5,000 | 172 |
| Number of managed investment management and investment advisory agency accounts | $303,000 | 109 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $38,000 | 72 |
| 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 | $469,000 | 153 |
| Personal Trust and Agency Accounts | $119,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $116,000 | 130 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 101 |
| Number non-managed other employee benefit and retirement-related accounts | $111,000 | 180 |
| Corporate Trust and Agency Accounts | $22,000 | 160 |
| 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 | $87,000 | 57 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $123,000 | 246 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |