Home > First Security Bank > Number of Fiduciary and Related Asset Accounts
First Security Bank, Number of Fiduciary and Related Asset Accounts
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,123,000 | 231 |
| Number of Managed Accounts | $1,055,000 | 196 |
| Personal Trust and Agency Accounts | $219,000 | 248 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $42,000 | 105 |
| Employee Benefit-defined Benefit Accounts | $0 | 229 |
| Number of other employee benefit and retirement-related accounts | $381,000 | 200 |
| Corporate Trust and Agency Accounts | $105,000 | 9 |
| Number of managed investment management and investment advisory agency accounts | $279,000 | 206 |
| Number of foundation and endowment trust and agency accounts, managed assets | $26,000 | 193 |
| Other Fiduciary Accounts | $3,000 | 116 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $381,000 | 165 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Number of Non-Managed Accounts | $68,000 | 319 |
| Personal Trust and Agency Accounts | $29,000 | 211 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 178 |
| Employee Benefit-defined Benefit Accounts | $0 | 185 |
| Number non-managed other employee benefit and retirement-related accounts | $10,000 | 405 |
| Corporate Trust and Agency Accounts | $5,000 | 159 |
| Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 180 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 150 |
| Other Fiduciary Accounts | $7,000 | 73 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $349,000 | 97 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $260,000 | 97 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,061,000 | 224 |
| Number of Managed Accounts | $1,006,000 | 193 |
| Personal Trust and Agency Accounts | $211,000 | 221 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $39,000 | 107 |
| Employee Benefit-defined Benefit Accounts | $0 | 168 |
| Number of other employee benefit and retirement-related accounts | $366,000 | 185 |
| Corporate Trust and Agency Accounts | $84,000 | 11 |
| Number of managed investment management and investment advisory agency accounts | $278,000 | 193 |
| Number of foundation and endowment trust and agency accounts, managed assets | $26,000 | 171 |
| Other Fiduciary Accounts | $2,000 | 71 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $366,000 | 151 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $55,000 | 245 |
| Personal Trust and Agency Accounts | $27,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $6,000 | 156 |
| Employee Benefit-defined Benefit Accounts | $0 | 158 |
| Number non-managed other employee benefit and retirement-related accounts | $4,000 | 249 |
| Corporate Trust and Agency Accounts | $4,000 | 85 |
| Number of investment management and advisory agency accounts, non-managed assets | $8,000 | 143 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 123 |
| Other Fiduciary Accounts | $5,000 | 56 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $352,000 | 78 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $251,000 | 78 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,041,000 | 236 |
| Number of Managed Accounts | $985,000 | 200 |
| Personal Trust and Agency Accounts | $205,000 | 247 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $43,000 | 107 |
| Employee Benefit-defined Benefit Accounts | $0 | 184 |
| Number of other employee benefit and retirement-related accounts | $359,000 | 201 |
| Corporate Trust and Agency Accounts | $85,000 | 10 |
| Number of managed investment management and investment advisory agency accounts | $266,000 | 206 |
| Number of foundation and endowment trust and agency accounts, managed assets | $25,000 | 183 |
| Other Fiduciary Accounts | $2,000 | 91 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $359,000 | 164 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $56,000 | 270 |
| Personal Trust and Agency Accounts | $27,000 | 166 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 177 |
| Employee Benefit-defined Benefit Accounts | $0 | 165 |
| Number non-managed other employee benefit and retirement-related accounts | $4,000 | 326 |
| Corporate Trust and Agency Accounts | $5,000 | 127 |
| Number of investment management and advisory agency accounts, non-managed assets | $7,000 | 169 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 134 |
| Other Fiduciary Accounts | $7,000 | 62 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $355,000 | 80 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $255,000 | 86 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,033,000 | 231 |
| Number of Managed Accounts | $963,000 | 201 |
| Personal Trust and Agency Accounts | $204,000 | 226 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $41,000 | 66 |
| Employee Benefit-defined Benefit Accounts | $0 | 171 |
| Number of other employee benefit and retirement-related accounts | $350,000 | 161 |
| Corporate Trust and Agency Accounts | $85,000 | 12 |
| Number of managed investment management and investment advisory agency accounts | $256,000 | 207 |
| Number of foundation and endowment trust and agency accounts, managed assets | $25,000 | 176 |
| Other Fiduciary Accounts | $2,000 | 72 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $350,000 | 156 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $70,000 | 228 |
| Personal Trust and Agency Accounts | $31,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 164 |
| Employee Benefit-defined Benefit Accounts | $0 | 122 |
| Number non-managed other employee benefit and retirement-related accounts | $3,000 | 263 |
| Corporate Trust and Agency Accounts | $5,000 | 75 |
| Number of investment management and advisory agency accounts, non-managed assets | $16,000 | 75 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 108 |
| Other Fiduciary Accounts | $9,000 | 40 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $348,000 | 86 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $255,000 | 46 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,041,000 | 244 |
| Number of Managed Accounts | $974,000 | 209 |
| Personal Trust and Agency Accounts | $221,000 | 245 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $43,000 | 68 |
| Employee Benefit-defined Benefit Accounts | $0 | 238 |
| Number of other employee benefit and retirement-related accounts | $347,000 | 182 |
| Corporate Trust and Agency Accounts | $81,000 | 14 |
| Number of managed investment management and investment advisory agency accounts | $255,000 | 219 |
| Number of foundation and endowment trust and agency accounts, managed assets | $25,000 | 206 |
| Other Fiduciary Accounts | $2,000 | 138 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $347,000 | 176 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Number of Non-Managed Accounts | $67,000 | 328 |
| Personal Trust and Agency Accounts | $26,000 | 217 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 211 |
| Employee Benefit-defined Benefit Accounts | $0 | 148 |
| Number non-managed other employee benefit and retirement-related accounts | $4,000 | 477 |
| Corporate Trust and Agency Accounts | $5,000 | 121 |
| Number of investment management and advisory agency accounts, non-managed assets | $11,000 | 124 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 141 |
| Other Fiduciary Accounts | $15,000 | 45 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $339,000 | 102 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $255,000 | 65 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,004,000 | 238 |
| Number of Managed Accounts | $946,000 | 205 |
| Personal Trust and Agency Accounts | $221,000 | 220 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $41,000 | 71 |
| Employee Benefit-defined Benefit Accounts | $0 | 181 |
| Number of other employee benefit and retirement-related accounts | $335,000 | 176 |
| Corporate Trust and Agency Accounts | $74,000 | 14 |
| Number of managed investment management and investment advisory agency accounts | $247,000 | 212 |
| Number of foundation and endowment trust and agency accounts, managed assets | $25,000 | 184 |
| Other Fiduciary Accounts | $3,000 | 67 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $335,000 | 171 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $58,000 | 250 |
| Personal Trust and Agency Accounts | $25,000 | 143 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 179 |
| Employee Benefit-defined Benefit Accounts | $0 | 128 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 293 |
| Corporate Trust and Agency Accounts | $5,000 | 80 |
| Number of investment management and advisory agency accounts, non-managed assets | $7,000 | 113 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 108 |
| Other Fiduciary Accounts | $14,000 | 37 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $326,000 | 89 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $256,000 | 49 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,064,000 | 212 |
| Number of Managed Accounts | $998,000 | 185 |
| Personal Trust and Agency Accounts | $230,000 | 201 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $40,000 | 65 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 149 |
| Number of other employee benefit and retirement-related accounts | $339,000 | 174 |
| Corporate Trust and Agency Accounts | $113,000 | 10 |
| Number of managed investment management and investment advisory agency accounts | $247,000 | 206 |
| Number of foundation and endowment trust and agency accounts, managed assets | $25,000 | 181 |
| Other Fiduciary Accounts | $3,000 | 71 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $339,000 | 169 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $66,000 | 234 |
| Personal Trust and Agency Accounts | $21,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 189 |
| Employee Benefit-defined Benefit Accounts | $0 | 122 |
| Number non-managed other employee benefit and retirement-related accounts | $3,000 | 298 |
| Corporate Trust and Agency Accounts | $11,000 | 71 |
| Number of investment management and advisory agency accounts, non-managed assets | $8,000 | 106 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 110 |
| Other Fiduciary Accounts | $17,000 | 37 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $306,000 | 84 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $260,000 | 47 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,040,000 | 212 |
| Number of Managed Accounts | $988,000 | 183 |
| Personal Trust and Agency Accounts | $233,000 | 190 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $40,000 | 66 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 145 |
| Number of other employee benefit and retirement-related accounts | $339,000 | 167 |
| Corporate Trust and Agency Accounts | $101,000 | 9 |
| Number of managed investment management and investment advisory agency accounts | $246,000 | 196 |
| Number of foundation and endowment trust and agency accounts, managed assets | $25,000 | 173 |
| Other Fiduciary Accounts | $3,000 | 62 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $339,000 | 162 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $52,000 | 231 |
| Personal Trust and Agency Accounts | $20,000 | 141 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 172 |
| Employee Benefit-defined Benefit Accounts | $0 | 119 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 281 |
| Corporate Trust and Agency Accounts | $11,000 | 65 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 102 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 97 |
| Other Fiduciary Accounts | $8,000 | 48 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $306,000 | 82 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $262,000 | 44 |
| 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 | $1,010,000 | 228 |
| Number of Managed Accounts | $960,000 | 192 |
| Personal Trust and Agency Accounts | $226,000 | 215 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $37,000 | 72 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 166 |
| Number of other employee benefit and retirement-related accounts | $336,000 | 186 |
| Corporate Trust and Agency Accounts | $95,000 | 11 |
| Number of managed investment management and investment advisory agency accounts | $239,000 | 212 |
| Number of foundation and endowment trust and agency accounts, managed assets | $22,000 | 206 |
| Other Fiduciary Accounts | $4,000 | 102 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $336,000 | 180 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Number of Non-Managed Accounts | $50,000 | 374 |
| Personal Trust and Agency Accounts | $16,000 | 269 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 212 |
| Employee Benefit-defined Benefit Accounts | $0 | 144 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 557 |
| Corporate Trust and Agency Accounts | $9,000 | 98 |
| Number of investment management and advisory agency accounts, non-managed assets | $7,000 | 154 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 71 |
| Other Fiduciary Accounts | $9,000 | 61 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $310,000 | 97 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $264,000 | 58 |
| 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 | $1,008,000 | 217 |
| Number of Managed Accounts | $956,000 | 188 |
| Personal Trust and Agency Accounts | $231,000 | 191 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $38,000 | 72 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 140 |
| Number of other employee benefit and retirement-related accounts | $330,000 | 171 |
| Corporate Trust and Agency Accounts | $89,000 | 10 |
| Number of managed investment management and investment advisory agency accounts | $236,000 | 201 |
| Number of foundation and endowment trust and agency accounts, managed assets | $23,000 | 175 |
| Other Fiduciary Accounts | $8,000 | 43 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $330,000 | 166 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $52,000 | 233 |
| Personal Trust and Agency Accounts | $17,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 178 |
| Employee Benefit-defined Benefit Accounts | $0 | 118 |
| Number non-managed other employee benefit and retirement-related accounts | $2,000 | 263 |
| Corporate Trust and Agency Accounts | $9,000 | 70 |
| Number of investment management and advisory agency accounts, non-managed assets | $7,000 | 105 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 92 |
| Other Fiduciary Accounts | $11,000 | 42 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $321,000 | 81 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $271,000 | 42 |
| 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 | $997,000 | 223 |
| Number of Managed Accounts | $944,000 | 197 |
| Personal Trust and Agency Accounts | $233,000 | 204 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $39,000 | 72 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 147 |
| Number of other employee benefit and retirement-related accounts | $327,000 | 183 |
| Corporate Trust and Agency Accounts | $80,000 | 11 |
| Number of managed investment management and investment advisory agency accounts | $234,000 | 211 |
| Number of foundation and endowment trust and agency accounts, managed assets | $23,000 | 186 |
| Other Fiduciary Accounts | $7,000 | 51 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $327,000 | 176 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $53,000 | 258 |
| Personal Trust and Agency Accounts | $17,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 204 |
| Employee Benefit-defined Benefit Accounts | $0 | 128 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 321 |
| Corporate Trust and Agency Accounts | $9,000 | 78 |
| Number of investment management and advisory agency accounts, non-managed assets | $7,000 | 114 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 103 |
| Other Fiduciary Accounts | $13,000 | 38 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $319,000 | 84 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $269,000 | 48 |
| 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 | $965,000 | 222 |
| Number of Managed Accounts | $921,000 | 196 |
| Personal Trust and Agency Accounts | $230,000 | 198 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $40,000 | 71 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 141 |
| Number of other employee benefit and retirement-related accounts | $320,000 | 174 |
| Corporate Trust and Agency Accounts | $78,000 | 11 |
| Number of managed investment management and investment advisory agency accounts | $219,000 | 211 |
| Number of foundation and endowment trust and agency accounts, managed assets | $23,000 | 175 |
| Other Fiduciary Accounts | $10,000 | 40 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $320,000 | 167 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $44,000 | 248 |
| Personal Trust and Agency Accounts | $17,000 | 151 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 182 |
| Employee Benefit-defined Benefit Accounts | $0 | 120 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 279 |
| Corporate Trust and Agency Accounts | $4,000 | 78 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 109 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 92 |
| Other Fiduciary Accounts | $10,000 | 44 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $324,000 | 83 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $274,000 | 47 |
| 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 | $921,000 | 238 |
| Number of Managed Accounts | $878,000 | 208 |
| Personal Trust and Agency Accounts | $220,000 | 227 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $37,000 | 79 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 170 |
| Number of other employee benefit and retirement-related accounts | $298,000 | 197 |
| Corporate Trust and Agency Accounts | $80,000 | 12 |
| Number of managed investment management and investment advisory agency accounts | $209,000 | 226 |
| Number of foundation and endowment trust and agency accounts, managed assets | $23,000 | 198 |
| Other Fiduciary Accounts | $10,000 | 61 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $298,000 | 189 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Number of Non-Managed Accounts | $43,000 | 414 |
| Personal Trust and Agency Accounts | $20,000 | 239 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 224 |
| Employee Benefit-defined Benefit Accounts | $0 | 150 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 560 |
| Corporate Trust and Agency Accounts | $3,000 | 149 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 176 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 125 |
| Other Fiduciary Accounts | $7,000 | 77 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $330,000 | 92 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $277,000 | 62 |
| 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 | $875,000 | 226 |
| Number of Managed Accounts | $838,000 | 206 |
| Personal Trust and Agency Accounts | $215,000 | 200 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $35,000 | 83 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 141 |
| Number of other employee benefit and retirement-related accounts | $283,000 | 190 |
| Corporate Trust and Agency Accounts | $79,000 | 10 |
| Number of managed investment management and investment advisory agency accounts | $194,000 | 214 |
| Number of foundation and endowment trust and agency accounts, managed assets | $23,000 | 172 |
| Other Fiduciary Accounts | $8,000 | 48 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $283,000 | 185 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $37,000 | 262 |
| Personal Trust and Agency Accounts | $16,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 183 |
| Employee Benefit-defined Benefit Accounts | $0 | 124 |
| Number non-managed other employee benefit and retirement-related accounts | $2,000 | 270 |
| Corporate Trust and Agency Accounts | $4,000 | 80 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 139 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 93 |
| Other Fiduciary Accounts | $6,000 | 53 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $325,000 | 75 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $276,000 | 48 |
| 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 | $878,000 | 238 |
| Number of Managed Accounts | $844,000 | 209 |
| Personal Trust and Agency Accounts | $230,000 | 205 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $38,000 | 82 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 149 |
| Number of other employee benefit and retirement-related accounts | $280,000 | 200 |
| Corporate Trust and Agency Accounts | $79,000 | 9 |
| Number of managed investment management and investment advisory agency accounts | $190,000 | 226 |
| Number of foundation and endowment trust and agency accounts, managed assets | $23,000 | 181 |
| Other Fiduciary Accounts | $3,000 | 74 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $280,000 | 191 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $34,000 | 295 |
| Personal Trust and Agency Accounts | $15,000 | 170 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 208 |
| Employee Benefit-defined Benefit Accounts | $0 | 135 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 320 |
| Corporate Trust and Agency Accounts | $1,000 | 112 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 160 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 102 |
| Other Fiduciary Accounts | $8,000 | 52 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $334,000 | 77 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $282,000 | 54 |
| 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 | $895,000 | 225 |
| Number of Managed Accounts | $857,000 | 199 |
| Personal Trust and Agency Accounts | $232,000 | 190 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $37,000 | 83 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 120 |
| Number of other employee benefit and retirement-related accounts | $278,000 | 190 |
| Corporate Trust and Agency Accounts | $92,000 | 8 |
| Number of managed investment management and investment advisory agency accounts | $190,000 | 216 |
| Number of foundation and endowment trust and agency accounts, managed assets | $23,000 | 170 |
| Other Fiduciary Accounts | $3,000 | 74 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $278,000 | 183 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $38,000 | 259 |
| Personal Trust and Agency Accounts | $13,000 | 164 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 183 |
| Employee Benefit-defined Benefit Accounts | $0 | 127 |
| Number non-managed other employee benefit and retirement-related accounts | $3,000 | 264 |
| Corporate Trust and Agency Accounts | $1,000 | 102 |
| Number of investment management and advisory agency accounts, non-managed assets | $5,000 | 120 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 95 |
| Other Fiduciary Accounts | $10,000 | 48 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $332,000 | 78 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $283,000 | 51 |
| 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 | $877,000 | 246 |
| Number of Managed Accounts | $837,000 | 214 |
| Personal Trust and Agency Accounts | $230,000 | 216 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $36,000 | 86 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 141 |
| Number of other employee benefit and retirement-related accounts | $273,000 | 210 |
| Corporate Trust and Agency Accounts | $91,000 | 11 |
| Number of managed investment management and investment advisory agency accounts | $181,000 | 240 |
| Number of foundation and endowment trust and agency accounts, managed assets | $22,000 | 196 |
| Other Fiduciary Accounts | $2,000 | 144 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $273,000 | 201 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Number of Non-Managed Accounts | $40,000 | 447 |
| Personal Trust and Agency Accounts | $10,000 | 334 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 227 |
| Employee Benefit-defined Benefit Accounts | $0 | 156 |
| Number non-managed other employee benefit and retirement-related accounts | $3,000 | 524 |
| Corporate Trust and Agency Accounts | $1,000 | 194 |
| Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 140 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 125 |
| Other Fiduciary Accounts | $11,000 | 66 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $333,000 | 91 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $286,000 | 60 |
| 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 | $833,000 | 234 |
| Number of Managed Accounts | $794,000 | 209 |
| Personal Trust and Agency Accounts | $230,000 | 195 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $35,000 | 85 |
| Employee Benefit-defined Benefit Accounts | $0 | 184 |
| Number of other employee benefit and retirement-related accounts | $241,000 | 195 |
| Corporate Trust and Agency Accounts | $84,000 | 10 |
| Number of managed investment management and investment advisory agency accounts | $180,000 | 220 |
| Number of foundation and endowment trust and agency accounts, managed assets | $22,000 | 170 |
| Other Fiduciary Accounts | $2,000 | 84 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $241,000 | 191 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $39,000 | 265 |
| Personal Trust and Agency Accounts | $7,000 | 197 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 184 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 101 |
| Number non-managed other employee benefit and retirement-related accounts | $2,000 | 278 |
| Corporate Trust and Agency Accounts | $1,000 | 101 |
| Number of investment management and advisory agency accounts, non-managed assets | $11,000 | 92 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 103 |
| Other Fiduciary Accounts | $11,000 | 50 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $331,000 | 77 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $291,000 | 47 |
| 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 | $812,000 | 241 |
| Number of Managed Accounts | $776,000 | 217 |
| Personal Trust and Agency Accounts | $236,000 | 204 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $33,000 | 90 |
| Employee Benefit-defined Benefit Accounts | $0 | 197 |
| Number of other employee benefit and retirement-related accounts | $233,000 | 205 |
| Corporate Trust and Agency Accounts | $80,000 | 11 |
| Number of managed investment management and investment advisory agency accounts | $170,000 | 236 |
| Number of foundation and endowment trust and agency accounts, managed assets | $22,000 | 177 |
| Other Fiduciary Accounts | $2,000 | 92 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $233,000 | 201 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $36,000 | 289 |
| Personal Trust and Agency Accounts | $8,000 | 204 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 203 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 102 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 311 |
| Corporate Trust and Agency Accounts | $1,000 | 112 |
| Number of investment management and advisory agency accounts, non-managed assets | $8,000 | 116 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 109 |
| Other Fiduciary Accounts | $11,000 | 48 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $337,000 | 79 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $296,000 | 52 |
| 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 | $799,000 | 243 |
| Number of Managed Accounts | $763,000 | 217 |
| Personal Trust and Agency Accounts | $230,000 | 210 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $36,000 | 86 |
| Employee Benefit-defined Benefit Accounts | $0 | 197 |
| Number of other employee benefit and retirement-related accounts | $226,000 | 206 |
| Corporate Trust and Agency Accounts | $76,000 | 11 |
| Number of managed investment management and investment advisory agency accounts | $171,000 | 234 |
| Number of foundation and endowment trust and agency accounts, managed assets | $22,000 | 178 |
| Other Fiduciary Accounts | $2,000 | 97 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $226,000 | 203 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $36,000 | 290 |
| Personal Trust and Agency Accounts | $8,000 | 201 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 203 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 85 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 313 |
| Corporate Trust and Agency Accounts | $1,000 | 113 |
| Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 111 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 111 |
| Other Fiduciary Accounts | $9,000 | 54 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $342,000 | 79 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $302,000 | 51 |
| 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 | $812,000 | 254 |
| Number of Managed Accounts | $771,000 | 217 |
| Personal Trust and Agency Accounts | $233,000 | 219 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $38,000 | 85 |
| Employee Benefit-defined Benefit Accounts | $0 | 267 |
| Number of other employee benefit and retirement-related accounts | $223,000 | 220 |
| Corporate Trust and Agency Accounts | $84,000 | 13 |
| Number of managed investment management and investment advisory agency accounts | $168,000 | 243 |
| Number of foundation and endowment trust and agency accounts, managed assets | $22,000 | 191 |
| Other Fiduciary Accounts | $3,000 | 123 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $223,000 | 211 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Number of Non-Managed Accounts | $41,000 | 449 |
| Personal Trust and Agency Accounts | $5,000 | 429 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 247 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 91 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 586 |
| Corporate Trust and Agency Accounts | $10,000 | 111 |
| Number of investment management and advisory agency accounts, non-managed assets | $10,000 | 136 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 129 |
| Other Fiduciary Accounts | $8,000 | 83 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $353,000 | 86 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $311,000 | 58 |
| 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 | $787,000 | 245 |
| Number of Managed Accounts | $753,000 | 216 |
| Personal Trust and Agency Accounts | $342,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $35,000 | 87 |
| Employee Benefit-defined Benefit Accounts | $0 | 200 |
| Number of other employee benefit and retirement-related accounts | $214,000 | 208 |
| Corporate Trust and Agency Accounts | $86,000 | 11 |
| Number of managed investment management and investment advisory agency accounts | $72,000 | 297 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 311 |
| Other Fiduciary Accounts | $4,000 | 72 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $214,000 | 204 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $34,000 | 295 |
| Personal Trust and Agency Accounts | $17,000 | 161 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 211 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 85 |
| Number non-managed other employee benefit and retirement-related accounts | $2,000 | 300 |
| Corporate Trust and Agency Accounts | $1,000 | 116 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 150 |
| Other Fiduciary Accounts | $8,000 | 56 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $354,000 | 80 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $311,000 | 50 |
| 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 | $885,000 | 234 |
| Number of Managed Accounts | $753,000 | 215 |
| Personal Trust and Agency Accounts | $333,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $34,000 | 90 |
| Employee Benefit-defined Benefit Accounts | $0 | 205 |
| Number of other employee benefit and retirement-related accounts | $208,000 | 211 |
| Corporate Trust and Agency Accounts | $108,000 | 9 |
| Number of managed investment management and investment advisory agency accounts | $67,000 | 304 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 312 |
| Other Fiduciary Accounts | $3,000 | 83 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $208,000 | 206 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $132,000 | 179 |
| Personal Trust and Agency Accounts | $28,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $6,000 | 204 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 105 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 329 |
| Corporate Trust and Agency Accounts | $84,000 | 50 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 136 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 153 |
| Other Fiduciary Accounts | $9,000 | 55 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $339,000 | 82 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $313,000 | 51 |
| 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 | $1,159,000 | 191 |
| Number of Managed Accounts | $741,000 | 218 |
| Personal Trust and Agency Accounts | $330,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $19,000 | 131 |
| Employee Benefit-defined Benefit Accounts | $0 | 204 |
| Number of other employee benefit and retirement-related accounts | $211,000 | 210 |
| Corporate Trust and Agency Accounts | $113,000 | 9 |
| Number of managed investment management and investment advisory agency accounts | $64,000 | 310 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 308 |
| Other Fiduciary Accounts | $4,000 | 71 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $27,000 | 330 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $418,000 | 99 |
| Personal Trust and Agency Accounts | $31,000 | 123 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 204 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 105 |
| Number non-managed other employee benefit and retirement-related accounts | $289,000 | 40 |
| Corporate Trust and Agency Accounts | $64,000 | 56 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 156 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 150 |
| Other Fiduciary Accounts | $25,000 | 35 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $63,000 | 193 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $47,000 | 155 |
| 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 | $1,148,000 | 201 |
| Number of Managed Accounts | $741,000 | 223 |
| Personal Trust and Agency Accounts | $330,000 | 162 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $20,000 | 133 |
| Employee Benefit-defined Benefit Accounts | $0 | 275 |
| Number of other employee benefit and retirement-related accounts | $207,000 | 228 |
| Corporate Trust and Agency Accounts | $116,000 | 10 |
| Number of managed investment management and investment advisory agency accounts | $65,000 | 391 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 492 |
| Other Fiduciary Accounts | $3,000 | 131 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $25,000 | 458 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 47 |
| Number of Non-Managed Accounts | $407,000 | 112 |
| Personal Trust and Agency Accounts | $32,000 | 186 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 237 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 118 |
| Number non-managed other employee benefit and retirement-related accounts | $289,000 | 51 |
| Corporate Trust and Agency Accounts | $54,000 | 67 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 225 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 206 |
| Other Fiduciary Accounts | $23,000 | 46 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $60,000 | 253 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $46,000 | 246 |
| 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 | $1,141,000 | 197 |
| Number of Managed Accounts | $730,000 | 222 |
| Personal Trust and Agency Accounts | $320,000 | 159 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $20,000 | 124 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 161 |
| Number of other employee benefit and retirement-related accounts | $202,000 | 215 |
| Corporate Trust and Agency Accounts | $117,000 | 10 |
| Number of managed investment management and investment advisory agency accounts | $67,000 | 312 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 304 |
| Other Fiduciary Accounts | $3,000 | 84 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $24,000 | 328 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $411,000 | 98 |
| Personal Trust and Agency Accounts | $39,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 202 |
| Employee Benefit-defined Benefit Accounts | $0 | 132 |
| Number non-managed other employee benefit and retirement-related accounts | $295,000 | 40 |
| Corporate Trust and Agency Accounts | $45,000 | 58 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 151 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 152 |
| Other Fiduciary Accounts | $24,000 | 36 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $60,000 | 195 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $49,000 | 146 |
| 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 | $1,149,000 | 192 |
| Number of Managed Accounts | $736,000 | 221 |
| Personal Trust and Agency Accounts | $318,000 | 160 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $20,000 | 122 |
| Employee Benefit-defined Benefit Accounts | $0 | 205 |
| Number of other employee benefit and retirement-related accounts | $203,000 | 215 |
| Corporate Trust and Agency Accounts | $125,000 | 11 |
| Number of managed investment management and investment advisory agency accounts | $67,000 | 313 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 305 |
| Other Fiduciary Accounts | $3,000 | 84 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $25,000 | 329 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $413,000 | 97 |
| Personal Trust and Agency Accounts | $36,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 203 |
| Employee Benefit-defined Benefit Accounts | $0 | 131 |
| Number non-managed other employee benefit and retirement-related accounts | $302,000 | 39 |
| Corporate Trust and Agency Accounts | $46,000 | 58 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 157 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 153 |
| Other Fiduciary Accounts | $21,000 | 38 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $62,000 | 194 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $46,000 | 154 |
| 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 | $1,146,000 | 191 |
| Number of Managed Accounts | $728,000 | 221 |
| Personal Trust and Agency Accounts | $314,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $19,000 | 126 |
| Employee Benefit-defined Benefit Accounts | $0 | 208 |
| Number of other employee benefit and retirement-related accounts | $201,000 | 212 |
| Corporate Trust and Agency Accounts | $128,000 | 10 |
| Number of managed investment management and investment advisory agency accounts | $63,000 | 316 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 310 |
| Other Fiduciary Accounts | $3,000 | 84 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $26,000 | 332 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $418,000 | 96 |
| Personal Trust and Agency Accounts | $39,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 203 |
| Employee Benefit-defined Benefit Accounts | $0 | 131 |
| Number non-managed other employee benefit and retirement-related accounts | $306,000 | 40 |
| Corporate Trust and Agency Accounts | $45,000 | 58 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 154 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 152 |
| Other Fiduciary Accounts | $20,000 | 40 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $51,000 | 212 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $45,000 | 154 |
| 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 | $1,160,000 | 190 |
| Number of Managed Accounts | $739,000 | 219 |
| Personal Trust and Agency Accounts | $323,000 | 164 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $19,000 | 135 |
| Employee Benefit-defined Benefit Accounts | $0 | 281 |
| Number of other employee benefit and retirement-related accounts | $198,000 | 221 |
| Corporate Trust and Agency Accounts | $135,000 | 11 |
| Number of managed investment management and investment advisory agency accounts | $61,000 | 400 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 494 |
| Other Fiduciary Accounts | $3,000 | 129 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $24,000 | 462 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 55 |
| Number of Non-Managed Accounts | $421,000 | 108 |
| Personal Trust and Agency Accounts | $40,000 | 162 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $6,000 | 229 |
| Employee Benefit-defined Benefit Accounts | $0 | 167 |
| Number non-managed other employee benefit and retirement-related accounts | $306,000 | 47 |
| Corporate Trust and Agency Accounts | $47,000 | 68 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 222 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 203 |
| Other Fiduciary Accounts | $19,000 | 60 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $54,000 | 276 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $48,000 | 249 |
| 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 | $1,140,000 | 190 |
| Number of Managed Accounts | $709,000 | 220 |
| Personal Trust and Agency Accounts | $312,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $18,000 | 135 |
| Employee Benefit-defined Benefit Accounts | $0 | 214 |
| Number of other employee benefit and retirement-related accounts | $182,000 | 213 |
| Corporate Trust and Agency Accounts | $137,000 | 10 |
| Number of managed investment management and investment advisory agency accounts | $57,000 | 315 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 300 |
| Other Fiduciary Accounts | $3,000 | 81 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $22,000 | 327 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $431,000 | 99 |
| Personal Trust and Agency Accounts | $41,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $6,000 | 199 |
| Employee Benefit-defined Benefit Accounts | $0 | 139 |
| Number non-managed other employee benefit and retirement-related accounts | $311,000 | 37 |
| Corporate Trust and Agency Accounts | $51,000 | 59 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 159 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 155 |
| Other Fiduciary Accounts | $20,000 | 41 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $55,000 | 210 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $51,000 | 149 |
| 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 | $1,168,000 | 189 |
| Number of Managed Accounts | $734,000 | 217 |
| Personal Trust and Agency Accounts | $322,000 | 160 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 140 |
| Employee Benefit-defined Benefit Accounts | $0 | 220 |
| Number of other employee benefit and retirement-related accounts | $185,000 | 210 |
| Corporate Trust and Agency Accounts | $146,000 | 11 |
| Number of managed investment management and investment advisory agency accounts | $56,000 | 318 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 301 |
| Other Fiduciary Accounts | $8,000 | 61 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $21,000 | 331 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $434,000 | 99 |
| Personal Trust and Agency Accounts | $43,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $6,000 | 203 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 107 |
| Number non-managed other employee benefit and retirement-related accounts | $314,000 | 37 |
| Corporate Trust and Agency Accounts | $45,000 | 60 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 150 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 159 |
| Other Fiduciary Accounts | $22,000 | 39 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $55,000 | 208 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $48,000 | 158 |
| 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 | $1,172,000 | 185 |
| Number of Managed Accounts | $755,000 | 213 |
| Personal Trust and Agency Accounts | $323,000 | 159 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 143 |
| Employee Benefit-defined Benefit Accounts | $0 | 220 |
| Number of other employee benefit and retirement-related accounts | $188,000 | 211 |
| Corporate Trust and Agency Accounts | $154,000 | 8 |
| Number of managed investment management and investment advisory agency accounts | $60,000 | 314 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 299 |
| Other Fiduciary Accounts | $13,000 | 46 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $20,000 | 332 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $417,000 | 102 |
| Personal Trust and Agency Accounts | $36,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 200 |
| Employee Benefit-defined Benefit Accounts | $0 | 138 |
| Number non-managed other employee benefit and retirement-related accounts | $314,000 | 37 |
| Corporate Trust and Agency Accounts | $33,000 | 65 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 149 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 158 |
| Other Fiduciary Accounts | $24,000 | 35 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $55,000 | 210 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $50,000 | 151 |
| 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 | $1,150,000 | 197 |
| Number of Managed Accounts | $741,000 | 217 |
| Personal Trust and Agency Accounts | $318,000 | 174 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 152 |
| Employee Benefit-defined Benefit Accounts | $0 | 299 |
| Number of other employee benefit and retirement-related accounts | $182,000 | 222 |
| Corporate Trust and Agency Accounts | $157,000 | 8 |
| Number of managed investment management and investment advisory agency accounts | $55,000 | 422 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 494 |
| Other Fiduciary Accounts | $12,000 | 60 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $16,000 | 492 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 60 |
| Number of Non-Managed Accounts | $409,000 | 114 |
| Personal Trust and Agency Accounts | $35,000 | 190 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $6,000 | 245 |
| Employee Benefit-defined Benefit Accounts | $0 | 175 |
| Number non-managed other employee benefit and retirement-related accounts | $317,000 | 46 |
| Corporate Trust and Agency Accounts | $27,000 | 81 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 233 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 210 |
| Other Fiduciary Accounts | $21,000 | 55 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $54,000 | 285 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $52,000 | 240 |
| 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 | $833,000 | 241 |
| Number of Managed Accounts | $734,000 | 215 |
| Personal Trust and Agency Accounts | $312,000 | 169 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $16,000 | 144 |
| Employee Benefit-defined Benefit Accounts | $0 | 218 |
| Number of other employee benefit and retirement-related accounts | $182,000 | 211 |
| Corporate Trust and Agency Accounts | $161,000 | 8 |
| Number of managed investment management and investment advisory agency accounts | $48,000 | 322 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 296 |
| Other Fiduciary Accounts | $15,000 | 44 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $176,000 | 204 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $99,000 | 200 |
| Personal Trust and Agency Accounts | $34,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $6,000 | 204 |
| Employee Benefit-defined Benefit Accounts | $0 | 142 |
| Number non-managed other employee benefit and retirement-related accounts | $4,000 | 290 |
| Corporate Trust and Agency Accounts | $26,000 | 68 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 144 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 154 |
| Other Fiduciary Accounts | $26,000 | 34 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $368,000 | 80 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $365,000 | 43 |
| 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 | $828,000 | 244 |
| Number of Managed Accounts | $726,000 | 222 |
| Personal Trust and Agency Accounts | $303,000 | 174 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 150 |
| Employee Benefit-defined Benefit Accounts | $0 | 218 |
| Number of other employee benefit and retirement-related accounts | $181,000 | 210 |
| Corporate Trust and Agency Accounts | $173,000 | 7 |
| Number of managed investment management and investment advisory agency accounts | $47,000 | 324 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 295 |
| Other Fiduciary Accounts | $7,000 | 65 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $175,000 | 203 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $102,000 | 201 |
| Personal Trust and Agency Accounts | $34,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $6,000 | 209 |
| Employee Benefit-defined Benefit Accounts | $0 | 141 |
| Number non-managed other employee benefit and retirement-related accounts | $4,000 | 288 |
| Corporate Trust and Agency Accounts | $28,000 | 69 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 141 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
| Other Fiduciary Accounts | $27,000 | 35 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $378,000 | 79 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $375,000 | 42 |
| 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 | $774,000 | 254 |
| Number of Managed Accounts | $689,000 | 225 |
| Personal Trust and Agency Accounts | $302,000 | 178 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 153 |
| Employee Benefit-defined Benefit Accounts | $0 | 219 |
| Number of other employee benefit and retirement-related accounts | $165,000 | 223 |
| Corporate Trust and Agency Accounts | $159,000 | 6 |
| Number of managed investment management and investment advisory agency accounts | $42,000 | 327 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 292 |
| Other Fiduciary Accounts | $6,000 | 66 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $160,000 | 210 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $85,000 | 210 |
| Personal Trust and Agency Accounts | $35,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $6,000 | 209 |
| Employee Benefit-defined Benefit Accounts | $0 | 139 |
| Number non-managed other employee benefit and retirement-related accounts | $9,000 | 253 |
| Corporate Trust and Agency Accounts | $28,000 | 68 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 148 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
| Other Fiduciary Accounts | $4,000 | 73 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $372,000 | 77 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $376,000 | 44 |
| 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 | $777,000 | 266 |
| Number of Managed Accounts | $682,000 | 234 |
| Personal Trust and Agency Accounts | $291,000 | 191 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 158 |
| Employee Benefit-defined Benefit Accounts | $0 | 307 |
| Number of other employee benefit and retirement-related accounts | $165,000 | 235 |
| Corporate Trust and Agency Accounts | $162,000 | 6 |
| Number of managed investment management and investment advisory agency accounts | $43,000 | 461 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 495 |
| Other Fiduciary Accounts | $4,000 | 125 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $144,000 | 242 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Number of Non-Managed Accounts | $95,000 | 299 |
| Personal Trust and Agency Accounts | $33,000 | 210 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 289 |
| Employee Benefit-defined Benefit Accounts | $0 | 180 |
| Number non-managed other employee benefit and retirement-related accounts | $2,000 | 640 |
| Corporate Trust and Agency Accounts | $28,000 | 82 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 228 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 222 |
| Other Fiduciary Accounts | $25,000 | 53 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $381,000 | 85 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $381,000 | 56 |
| 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 | $733,000 | 263 |
| Number of Managed Accounts | $619,000 | 246 |
| Personal Trust and Agency Accounts | $291,000 | 181 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 165 |
| Employee Benefit-defined Benefit Accounts | $0 | 224 |
| Number of other employee benefit and retirement-related accounts | $101,000 | 259 |
| Corporate Trust and Agency Accounts | $169,000 | 6 |
| Number of managed investment management and investment advisory agency accounts | $38,000 | 334 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 293 |
| Other Fiduciary Accounts | $6,000 | 61 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $101,000 | 245 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $114,000 | 186 |
| Personal Trust and Agency Accounts | $39,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 198 |
| Employee Benefit-defined Benefit Accounts | $0 | 143 |
| Number non-managed other employee benefit and retirement-related accounts | $4,000 | 289 |
| Corporate Trust and Agency Accounts | $28,000 | 66 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 151 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 160 |
| Other Fiduciary Accounts | $32,000 | 32 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $384,000 | 73 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $384,000 | 46 |
| 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 | $751,000 | 257 |
| Number of Managed Accounts | $627,000 | 245 |
| Personal Trust and Agency Accounts | $294,000 | 179 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 215 |
| Employee Benefit-defined Benefit Accounts | $0 | 227 |
| Number of other employee benefit and retirement-related accounts | $126,000 | 242 |
| Corporate Trust and Agency Accounts | $164,000 | 7 |
| Number of managed investment management and investment advisory agency accounts | $32,000 | 340 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 291 |
| Other Fiduciary Accounts | $6,000 | 61 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $125,000 | 228 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $124,000 | 180 |
| Personal Trust and Agency Accounts | $47,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 169 |
| Employee Benefit-defined Benefit Accounts | $0 | 143 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 321 |
| Corporate Trust and Agency Accounts | $28,000 | 65 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 156 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
| Other Fiduciary Accounts | $30,000 | 34 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $390,000 | 74 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $388,000 | 47 |
| 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 | $760,000 | 259 |
| Number of Managed Accounts | $643,000 | 238 |
| Personal Trust and Agency Accounts | $307,000 | 173 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $6,000 | 209 |
| Employee Benefit-defined Benefit Accounts | $0 | 230 |
| Number of other employee benefit and retirement-related accounts | $112,000 | 247 |
| Corporate Trust and Agency Accounts | $181,000 | 7 |
| Number of managed investment management and investment advisory agency accounts | $30,000 | 343 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 290 |
| Other Fiduciary Accounts | $7,000 | 60 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $111,000 | 233 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $117,000 | 191 |
| Personal Trust and Agency Accounts | $48,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 176 |
| Employee Benefit-defined Benefit Accounts | $0 | 145 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 325 |
| Corporate Trust and Agency Accounts | $23,000 | 65 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 154 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 159 |
| Other Fiduciary Accounts | $28,000 | 36 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $411,000 | 71 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $409,000 | 42 |
| 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 | $766,000 | 269 |
| Number of Managed Accounts | $646,000 | 242 |
| Personal Trust and Agency Accounts | $321,000 | 173 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 220 |
| Employee Benefit-defined Benefit Accounts | $0 | 320 |
| Number of other employee benefit and retirement-related accounts | $105,000 | 290 |
| Corporate Trust and Agency Accounts | $199,000 | 7 |
| Number of managed investment management and investment advisory agency accounts | $6,000 | 666 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 489 |
| Other Fiduciary Accounts | $7,000 | 86 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $104,000 | 273 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Number of Non-Managed Accounts | $120,000 | 273 |
| Personal Trust and Agency Accounts | $53,000 | 148 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 234 |
| Employee Benefit-defined Benefit Accounts | $0 | 188 |
| Number non-managed other employee benefit and retirement-related accounts | $4,000 | 606 |
| Corporate Trust and Agency Accounts | $26,000 | 84 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 323 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 221 |
| Other Fiduciary Accounts | $26,000 | 54 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $409,000 | 80 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $413,000 | 51 |
| 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 | $824,000 | 236 |
| Number of Managed Accounts | $543,000 | 257 |
| Personal Trust and Agency Accounts | $313,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 190 |
| Employee Benefit-defined Benefit Accounts | $0 | 220 |
| Number of other employee benefit and retirement-related accounts | $12,000 | 335 |
| Corporate Trust and Agency Accounts | $197,000 | 7 |
| Number of managed investment management and investment advisory agency accounts | $6,000 | 346 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
| Other Fiduciary Accounts | $7,000 | 55 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $12,000 | 315 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $281,000 | 126 |
| Personal Trust and Agency Accounts | $58,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 187 |
| Employee Benefit-defined Benefit Accounts | $0 | 142 |
| Number non-managed other employee benefit and retirement-related accounts | $165,000 | 58 |
| Corporate Trust and Agency Accounts | $20,000 | 68 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 178 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 154 |
| Other Fiduciary Accounts | $27,000 | 37 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $255,000 | 93 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $420,000 | 38 |
| 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 | $810,000 | 236 |
| Number of Managed Accounts | $546,000 | 254 |
| Personal Trust and Agency Accounts | $286,000 | 178 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 191 |
| Employee Benefit-defined Benefit Accounts | $0 | 220 |
| Number of other employee benefit and retirement-related accounts | $49,000 | 292 |
| Corporate Trust and Agency Accounts | $191,000 | 7 |
| Number of managed investment management and investment advisory agency accounts | $5,000 | 349 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
| Other Fiduciary Accounts | $7,000 | 58 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $49,000 | 272 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $264,000 | 133 |
| Personal Trust and Agency Accounts | $73,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 179 |
| Employee Benefit-defined Benefit Accounts | $0 | 145 |
| Number non-managed other employee benefit and retirement-related accounts | $131,000 | 71 |
| Corporate Trust and Agency Accounts | $19,000 | 70 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 176 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 155 |
| Other Fiduciary Accounts | $29,000 | 36 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $255,000 | 91 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $386,000 | 45 |
| 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 | $824,000 | 235 |
| Number of Managed Accounts | $512,000 | 262 |
| Personal Trust and Agency Accounts | $286,000 | 180 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 202 |
| Employee Benefit-defined Benefit Accounts | $0 | 219 |
| Number of other employee benefit and retirement-related accounts | $9,000 | 341 |
| Corporate Trust and Agency Accounts | $198,000 | 7 |
| Number of managed investment management and investment advisory agency accounts | $5,000 | 355 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 276 |
| Other Fiduciary Accounts | $7,000 | 58 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,000 | 326 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $312,000 | 123 |
| Personal Trust and Agency Accounts | $77,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $12,000 | 181 |
| Employee Benefit-defined Benefit Accounts | $0 | 148 |
| Number non-managed other employee benefit and retirement-related accounts | $175,000 | 61 |
| Corporate Trust and Agency Accounts | $19,000 | 70 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 178 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 158 |
| Other Fiduciary Accounts | $28,000 | 39 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $270,000 | 87 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $406,000 | 44 |
| 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 | $896,000 | 232 |
| Number of Managed Accounts | $578,000 | 253 |
| Personal Trust and Agency Accounts | $283,000 | 192 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 292 |
| Employee Benefit-defined Benefit Accounts | $0 | 330 |
| Number of other employee benefit and retirement-related accounts | $88,000 | 314 |
| Corporate Trust and Agency Accounts | $190,000 | 7 |
| Number of managed investment management and investment advisory agency accounts | $5,000 | 686 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 482 |
| Other Fiduciary Accounts | $8,000 | 78 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $87,000 | 290 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 71 |
| Number of Non-Managed Accounts | $318,000 | 152 |
| Personal Trust and Agency Accounts | $81,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 236 |
| Employee Benefit-defined Benefit Accounts | $0 | 200 |
| Number non-managed other employee benefit and retirement-related accounts | $179,000 | 86 |
| Corporate Trust and Agency Accounts | $19,000 | 94 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 335 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 220 |
| Other Fiduciary Accounts | $27,000 | 53 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $271,000 | 106 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $274,000 | 85 |
| 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 | $657,000 | 267 |
| Number of Managed Accounts | $514,000 | 252 |
| Personal Trust and Agency Accounts | $285,000 | 183 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 224 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 180 |
| Number of other employee benefit and retirement-related accounts | $87,000 | 253 |
| Corporate Trust and Agency Accounts | $123,000 | 9 |
| Number of managed investment management and investment advisory agency accounts | $5,000 | 339 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other Fiduciary Accounts | $9,000 | 48 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $87,000 | 233 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $143,000 | 171 |
| Personal Trust and Agency Accounts | $92,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 180 |
| Employee Benefit-defined Benefit Accounts | $0 | 147 |
| Number non-managed other employee benefit and retirement-related accounts | $7,000 | 254 |
| Corporate Trust and Agency Accounts | $5,000 | 95 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 170 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 149 |
| Other Fiduciary Accounts | $27,000 | 37 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $489,000 | 61 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $481,000 | 35 |
| 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 | $686,000 | 255 |
| Number of Managed Accounts | $182,000 | 339 |
| Personal Trust and Agency Accounts | $121,000 | 292 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 274 |
| Employee Benefit-defined Benefit Accounts | $0 | 214 |
| Number of other employee benefit and retirement-related accounts | $41,000 | 299 |
| Corporate Trust and Agency Accounts | $16,000 | 26 |
| Number of managed investment management and investment advisory agency accounts | $1,000 | 346 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other Fiduciary Accounts | $2,000 | 81 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $34,000 | 280 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $504,000 | 92 |
| Personal Trust and Agency Accounts | $259,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 170 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 105 |
| Number non-managed other employee benefit and retirement-related accounts | $22,000 | 186 |
| Corporate Trust and Agency Accounts | $166,000 | 48 |
| Number of investment management and advisory agency accounts, non-managed assets | $5,000 | 121 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 147 |
| Other Fiduciary Accounts | $36,000 | 34 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $535,000 | 61 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $549,000 | 34 |
| 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 | $803,000 | 235 |
| Number of Managed Accounts | $120,000 | 344 |
| Personal Trust and Agency Accounts | $104,000 | 300 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 274 |
| Employee Benefit-defined Benefit Accounts | $0 | 213 |
| Number of other employee benefit and retirement-related accounts | $6,000 | 334 |
| Corporate Trust and Agency Accounts | $6,000 | 43 |
| Number of managed investment management and investment advisory agency accounts | $1,000 | 345 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 265 |
| Other Fiduciary Accounts | $2,000 | 79 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $6,000 | 307 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $683,000 | 79 |
| Personal Trust and Agency Accounts | $308,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 173 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 108 |
| Number non-managed other employee benefit and retirement-related accounts | $114,000 | 86 |
| Corporate Trust and Agency Accounts | $192,000 | 46 |
| Number of investment management and advisory agency accounts, non-managed assets | $5,000 | 117 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 148 |
| Other Fiduciary Accounts | $49,000 | 31 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $548,000 | 61 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $198,000 | 62 |
| 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 | $818,000 | 253 |
| Number of Managed Accounts | $86,000 | 695 |
| Personal Trust and Agency Accounts | $73,000 | 560 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 548 |
| Employee Benefit-defined Benefit Accounts | $0 | 330 |
| Number of other employee benefit and retirement-related accounts | $4,000 | 636 |
| Corporate Trust and Agency Accounts | $6,000 | 81 |
| Number of managed investment management and investment advisory agency accounts | $1,000 | 762 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 473 |
| Other Fiduciary Accounts | $2,000 | 148 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,000 | 581 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 67 |
| Number of Non-Managed Accounts | $732,000 | 84 |
| Personal Trust and Agency Accounts | $351,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 210 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 131 |
| Number non-managed other employee benefit and retirement-related accounts | $117,000 | 134 |
| Corporate Trust and Agency Accounts | $193,000 | 49 |
| Number of investment management and advisory agency accounts, non-managed assets | $5,000 | 203 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 211 |
| Other Fiduciary Accounts | $51,000 | 46 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $551,000 | 69 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $660,000 | 36 |
| 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 | $827,000 | 231 |
| Number of Managed Accounts | $77,000 | 358 |
| Personal Trust and Agency Accounts | $69,000 | 324 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 293 |
| Employee Benefit-defined Benefit Accounts | $0 | 220 |
| Number of other employee benefit and retirement-related accounts | $0 | 352 |
| Corporate Trust and Agency Accounts | $7,000 | 42 |
| Number of managed investment management and investment advisory agency accounts | $1,000 | 354 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 264 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 320 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $750,000 | 76 |
| Personal Trust and Agency Accounts | $357,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 170 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 111 |
| Number non-managed other employee benefit and retirement-related accounts | $124,000 | 80 |
| Corporate Trust and Agency Accounts | $199,000 | 47 |
| Number of investment management and advisory agency accounts, non-managed assets | $5,000 | 110 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 143 |
| Other Fiduciary Accounts | $50,000 | 29 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $555,000 | 63 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $671,000 | 31 |
| 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 | $1,388,000 | 152 |
| Number of Managed Accounts | $269,000 | 317 |
| Personal Trust and Agency Accounts | $244,000 | 203 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 224 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 189 |
| Number of other employee benefit and retirement-related accounts | $3,000 | 344 |
| Corporate Trust and Agency Accounts | $10,000 | 37 |
| Number of managed investment management and investment advisory agency accounts | $1,000 | 361 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other Fiduciary Accounts | $5,000 | 60 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,000 | 319 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,119,000 | 57 |
| Personal Trust and Agency Accounts | $182,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $22,000 | 155 |
| Employee Benefit-defined Benefit Accounts | $0 | 154 |
| Number non-managed other employee benefit and retirement-related accounts | $665,000 | 24 |
| Corporate Trust and Agency Accounts | $246,000 | 46 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 118 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 139 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,000 | 344 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $381,000 | 42 |
| 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 | $1,399,000 | 147 |
| Number of Managed Accounts | $272,000 | 320 |
| Personal Trust and Agency Accounts | $246,000 | 208 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 229 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 191 |
| Number of other employee benefit and retirement-related accounts | $3,000 | 349 |
| Corporate Trust and Agency Accounts | $11,000 | 38 |
| Number of managed investment management and investment advisory agency accounts | $1,000 | 365 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 266 |
| Other Fiduciary Accounts | $5,000 | 60 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,000 | 321 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,127,000 | 59 |
| Personal Trust and Agency Accounts | $174,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $22,000 | 162 |
| Employee Benefit-defined Benefit Accounts | $0 | 155 |
| Number non-managed other employee benefit and retirement-related accounts | $670,000 | 24 |
| Corporate Trust and Agency Accounts | $258,000 | 43 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 129 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
| Other Fiduciary Accounts | $0 | 109 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,000 | 350 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $385,000 | 41 |
| 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 | $1,413,000 | 154 |
| Number of Managed Accounts | $286,000 | 406 |
| Personal Trust and Agency Accounts | $259,000 | 215 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 308 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 186 |
| Number of other employee benefit and retirement-related accounts | $3,000 | 667 |
| Corporate Trust and Agency Accounts | $11,000 | 67 |
| Number of managed investment management and investment advisory agency accounts | $1,000 | 794 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 476 |
| Other Fiduciary Accounts | $5,000 | 109 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,000 | 632 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 79 |
| Number of Non-Managed Accounts | $1,127,000 | 64 |
| Personal Trust and Agency Accounts | $172,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $22,000 | 188 |
| Employee Benefit-defined Benefit Accounts | $0 | 217 |
| Number non-managed other employee benefit and retirement-related accounts | $671,000 | 30 |
| Corporate Trust and Agency Accounts | $260,000 | 45 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 276 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 201 |
| Other Fiduciary Accounts | $0 | 239 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,000 | 727 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $377,000 | 57 |
| 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 | $1,403,000 | 149 |
| Number of Managed Accounts | $284,000 | 303 |
| Personal Trust and Agency Accounts | $257,000 | 201 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 224 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 160 |
| Number of other employee benefit and retirement-related accounts | $3,000 | 333 |
| Corporate Trust and Agency Accounts | $11,000 | 36 |
| Number of managed investment management and investment advisory agency accounts | $1,000 | 350 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 263 |
| Other Fiduciary Accounts | $5,000 | 62 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,000 | 303 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,119,000 | 62 |
| Personal Trust and Agency Accounts | $174,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $22,000 | 157 |
| Employee Benefit-defined Benefit Accounts | $0 | 151 |
| Number non-managed other employee benefit and retirement-related accounts | $677,000 | 24 |
| Corporate Trust and Agency Accounts | $246,000 | 43 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,000 | 352 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $677,000 | 29 |
| 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 | $1,421,000 | 148 |
| Number of Managed Accounts | $284,000 | 304 |
| Personal Trust and Agency Accounts | $257,000 | 202 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 224 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 162 |
| Number of other employee benefit and retirement-related accounts | $3,000 | 335 |
| Corporate Trust and Agency Accounts | $11,000 | 37 |
| Number of managed investment management and investment advisory agency accounts | $1,000 | 354 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 264 |
| Other Fiduciary Accounts | $5,000 | 64 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,000 | 298 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,137,000 | 64 |
| Personal Trust and Agency Accounts | $176,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $24,000 | 157 |
| Employee Benefit-defined Benefit Accounts | $0 | 156 |
| Number non-managed other employee benefit and retirement-related accounts | $672,000 | 29 |
| Corporate Trust and Agency Accounts | $265,000 | 41 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 170 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 133 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,000 | 349 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $672,000 | 29 |
| 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 | $1,426,000 | 149 |
| Number of Managed Accounts | $293,000 | 308 |
| Personal Trust and Agency Accounts | $266,000 | 192 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 226 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 164 |
| Number of other employee benefit and retirement-related accounts | $3,000 | 341 |
| Corporate Trust and Agency Accounts | $11,000 | 37 |
| Number of managed investment management and investment advisory agency accounts | $1,000 | 357 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 260 |
| Other Fiduciary Accounts | $5,000 | 63 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,000 | 305 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,133,000 | 63 |
| Personal Trust and Agency Accounts | $169,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $24,000 | 158 |
| Employee Benefit-defined Benefit Accounts | $0 | 155 |
| Number non-managed other employee benefit and retirement-related accounts | $673,000 | 27 |
| Corporate Trust and Agency Accounts | $267,000 | 44 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 136 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,000 | 364 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $441,000 | 35 |
| 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 | $1,429,000 | 157 |
| Number of Managed Accounts | $298,000 | 391 |
| Personal Trust and Agency Accounts | $268,000 | 210 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 306 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 197 |
| Number of other employee benefit and retirement-related accounts | $3,000 | 690 |
| Corporate Trust and Agency Accounts | $11,000 | 69 |
| Number of managed investment management and investment advisory agency accounts | $4,000 | 755 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 459 |
| Other Fiduciary Accounts | $5,000 | 118 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,000 | 594 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 82 |
| Number of Non-Managed Accounts | $1,131,000 | 72 |
| Personal Trust and Agency Accounts | $171,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 330 |
| Employee Benefit-defined Benefit Accounts | $0 | 225 |
| Number non-managed other employee benefit and retirement-related accounts | $692,000 | 34 |
| Corporate Trust and Agency Accounts | $263,000 | 47 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 358 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 193 |
| Other Fiduciary Accounts | $0 | 229 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,000 | 739 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $692,000 | 34 |
| 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 | $1,422,000 | 147 |
| Number of Managed Accounts | $273,000 | 299 |
| Personal Trust and Agency Accounts | $247,000 | 210 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $6,000 | 212 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 164 |
| Number of other employee benefit and retirement-related accounts | $2,000 | 331 |
| Corporate Trust and Agency Accounts | $11,000 | 44 |
| Number of managed investment management and investment advisory agency accounts | $5,000 | 343 |
| 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 | $1,149,000 | 67 |
| Personal Trust and Agency Accounts | $201,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 237 |
| Employee Benefit-defined Benefit Accounts | $0 | 156 |
| Number non-managed other employee benefit and retirement-related accounts | $702,000 | 27 |
| Corporate Trust and Agency Accounts | $243,000 | 47 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,000 | 331 |
| 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 | $1,412,000 | 150 |
| Number of Managed Accounts | $273,000 | 306 |
| Personal Trust and Agency Accounts | $247,000 | 210 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $6,000 | 223 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 164 |
| Number of other employee benefit and retirement-related accounts | $2,000 | 334 |
| Corporate Trust and Agency Accounts | $11,000 | 45 |
| Number of managed investment management and investment advisory agency accounts | $5,000 | 352 |
| 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 | $1,139,000 | 65 |
| Personal Trust and Agency Accounts | $188,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 254 |
| Employee Benefit-defined Benefit Accounts | $0 | 155 |
| Number non-managed other employee benefit and retirement-related accounts | $698,000 | 24 |
| Corporate Trust and Agency Accounts | $251,000 | 46 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,000 | 341 |
| 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 | $1,435,000 | 145 |
| Number of Managed Accounts | $287,000 | 305 |
| Personal Trust and Agency Accounts | $260,000 | 203 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $6,000 | 226 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 164 |
| Number of other employee benefit and retirement-related accounts | $2,000 | 337 |
| Corporate Trust and Agency Accounts | $12,000 | 44 |
| Number of managed investment management and investment advisory agency accounts | $5,000 | 354 |
| 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 | $1,148,000 | 62 |
| Personal Trust and Agency Accounts | $193,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 257 |
| Employee Benefit-defined Benefit Accounts | $0 | 154 |
| Number non-managed other employee benefit and retirement-related accounts | $701,000 | 23 |
| Corporate Trust and Agency Accounts | $252,000 | 46 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 120 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,000 | 358 |
| 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 | $1,416,000 | 158 |
| Number of Managed Accounts | $285,000 | 406 |
| Personal Trust and Agency Accounts | $259,000 | 218 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $6,000 | 322 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 195 |
| Number of other employee benefit and retirement-related accounts | $2,000 | 710 |
| Corporate Trust and Agency Accounts | $12,000 | 80 |
| Number of managed investment management and investment advisory agency accounts | $4,000 | 782 |
| 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 | $1,131,000 | 75 |
| Personal Trust and Agency Accounts | $199,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 427 |
| Employee Benefit-defined Benefit Accounts | $0 | 235 |
| Number non-managed other employee benefit and retirement-related accounts | $596,000 | 37 |
| Corporate Trust and Agency Accounts | $334,000 | 43 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 263 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,000 | 760 |
| 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 | $1,409,000 | 149 |
| Number of Managed Accounts | $294,000 | 316 |
| Personal Trust and Agency Accounts | $267,000 | 205 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $6,000 | 237 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 165 |
| Number of other employee benefit and retirement-related accounts | $2,000 | 363 |
| Corporate Trust and Agency Accounts | $13,000 | 41 |
| Number of managed investment management and investment advisory agency accounts | $4,000 | 382 |
| 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 | $1,115,000 | 68 |
| Personal Trust and Agency Accounts | $206,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 274 |
| Employee Benefit-defined Benefit Accounts | $0 | 163 |
| Number non-managed other employee benefit and retirement-related accounts | $653,000 | 28 |
| Corporate Trust and Agency Accounts | $254,000 | 48 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 132 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $9,000 | 357 |
| 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 | $1,371,000 | 152 |
| Number of Managed Accounts | $296,000 | 318 |
| Personal Trust and Agency Accounts | $269,000 | 208 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $6,000 | 243 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 162 |
| Number of other employee benefit and retirement-related accounts | $2,000 | 369 |
| Corporate Trust and Agency Accounts | $13,000 | 43 |
| Number of managed investment management and investment advisory agency accounts | $4,000 | 385 |
| 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 | $1,075,000 | 70 |
| Personal Trust and Agency Accounts | $200,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 281 |
| Employee Benefit-defined Benefit Accounts | $0 | 167 |
| Number non-managed other employee benefit and retirement-related accounts | $622,000 | 30 |
| Corporate Trust and Agency Accounts | $251,000 | 49 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 136 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $9,000 | 357 |
| 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 | $1,371,000 | 158 |
| Number of Managed Accounts | $310,000 | 319 |
| Personal Trust and Agency Accounts | $284,000 | 203 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 251 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 162 |
| Number of other employee benefit and retirement-related accounts | $2,000 | 377 |
| Corporate Trust and Agency Accounts | $13,000 | 43 |
| Number of managed investment management and investment advisory agency accounts | $4,000 | 391 |
| 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 | $1,061,000 | 69 |
| Personal Trust and Agency Accounts | $193,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 287 |
| Employee Benefit-defined Benefit Accounts | $0 | 174 |
| Number non-managed other employee benefit and retirement-related accounts | $622,000 | 29 |
| Corporate Trust and Agency Accounts | $244,000 | 50 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 134 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,000 | 381 |
| 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 | $1,351,000 | 172 |
| Number of Managed Accounts | $309,000 | 395 |
| Personal Trust and Agency Accounts | $285,000 | 215 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 364 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 188 |
| Number of other employee benefit and retirement-related accounts | $0 | 791 |
| Corporate Trust and Agency Accounts | $13,000 | 76 |
| Number of managed investment management and investment advisory agency accounts | $4,000 | 796 |
| 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 | $1,042,000 | 78 |
| Personal Trust and Agency Accounts | $189,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 456 |
| Employee Benefit-defined Benefit Accounts | $0 | 244 |
| Number non-managed other employee benefit and retirement-related accounts | $613,000 | 37 |
| Corporate Trust and Agency Accounts | $238,000 | 52 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 264 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,000 | 755 |
| 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 | $965,000 | 210 |
| Number of Managed Accounts | $226,000 | 335 |
| Personal Trust and Agency Accounts | $200,000 | 251 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 249 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 158 |
| Number of other employee benefit and retirement-related accounts | $2,000 | 356 |
| Corporate Trust and Agency Accounts | $13,000 | 45 |
| Number of managed investment management and investment advisory agency accounts | $4,000 | 370 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 121 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | 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 | $739,000 | 85 |
| Personal Trust and Agency Accounts | $162,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 279 |
| Employee Benefit-defined Benefit Accounts | $0 | 170 |
| Number non-managed other employee benefit and retirement-related accounts | $350,000 | 43 |
| Corporate Trust and Agency Accounts | $225,000 | 49 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 127 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,000 | 374 |
| 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 | $947,000 | 218 |
| Number of Managed Accounts | $235,000 | 331 |
| Personal Trust and Agency Accounts | $210,000 | 247 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 252 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 161 |
| Number of other employee benefit and retirement-related accounts | $0 | 373 |
| Corporate Trust and Agency Accounts | $13,000 | 46 |
| Number of managed investment management and investment advisory agency accounts | $5,000 | 374 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 124 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | 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 | $712,000 | 87 |
| Personal Trust and Agency Accounts | $161,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 285 |
| Employee Benefit-defined Benefit Accounts | $0 | 174 |
| Number non-managed other employee benefit and retirement-related accounts | $350,000 | 43 |
| Corporate Trust and Agency Accounts | $199,000 | 49 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,000 | 381 |
| 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 | $957,000 | 208 |
| Number of Managed Accounts | $234,000 | 335 |
| Personal Trust and Agency Accounts | $211,000 | 248 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 257 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 163 |
| Number of other employee benefit and retirement-related accounts | $0 | 374 |
| Corporate Trust and Agency Accounts | $13,000 | 45 |
| Number of managed investment management and investment advisory agency accounts | $3,000 | 378 |
| 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 | 88 |
| Personal Trust and Agency Accounts | $177,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 288 |
| Employee Benefit-defined Benefit Accounts | $0 | 175 |
| Number non-managed other employee benefit and retirement-related accounts | $351,000 | 43 |
| Corporate Trust and Agency Accounts | $193,000 | 49 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 121 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,000 | 375 |
| 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 | $926,000 | 233 |
| Number of Managed Accounts | $244,000 | 452 |
| Personal Trust and Agency Accounts | $222,000 | 266 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 394 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 199 |
| Number of other employee benefit and retirement-related accounts | $0 | 788 |
| Corporate Trust and Agency Accounts | $15,000 | 78 |
| Number of managed investment management and investment advisory agency accounts | $0 | 891 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 293 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | 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 | $682,000 | 105 |
| Personal Trust and Agency Accounts | $161,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 653 |
| Employee Benefit-defined Benefit Accounts | $0 | 260 |
| Number non-managed other employee benefit and retirement-related accounts | $345,000 | 57 |
| Corporate Trust and Agency Accounts | $176,000 | 54 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 263 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,000 | 813 |
| 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 | $907,000 | 229 |
| Number of Managed Accounts | $247,000 | 326 |
| Personal Trust and Agency Accounts | $228,000 | 240 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 260 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 172 |
| Number of other employee benefit and retirement-related accounts | $0 | 356 |
| Corporate Trust and Agency Accounts | $10,000 | 53 |
| Number of managed investment management and investment advisory agency accounts | $2,000 | 361 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 122 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | 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 | $660,000 | 94 |
| Personal Trust and Agency Accounts | $154,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 287 |
| Employee Benefit-defined Benefit Accounts | $0 | 176 |
| Number non-managed other employee benefit and retirement-related accounts | $339,000 | 44 |
| Corporate Trust and Agency Accounts | $165,000 | 54 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 121 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,000 | 362 |
| 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 | $895,000 | 231 |
| Number of Managed Accounts | $267,000 | 322 |
| Personal Trust and Agency Accounts | $247,000 | 237 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $6,000 | 256 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 185 |
| Number of other employee benefit and retirement-related accounts | $0 | 358 |
| Corporate Trust and Agency Accounts | $10,000 | 52 |
| Number of managed investment management and investment advisory agency accounts | $2,000 | 364 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 130 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | 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 | $628,000 | 96 |
| Personal Trust and Agency Accounts | $143,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 302 |
| Employee Benefit-defined Benefit Accounts | $0 | 185 |
| Number non-managed other employee benefit and retirement-related accounts | $332,000 | 42 |
| Corporate Trust and Agency Accounts | $152,000 | 58 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 129 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,000 | 370 |
| 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 | $876,000 | 236 |
| Number of Managed Accounts | $268,000 | 329 |
| Personal Trust and Agency Accounts | $245,000 | 239 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 235 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 182 |
| Number of other employee benefit and retirement-related accounts | $0 | 369 |
| Corporate Trust and Agency Accounts | $10,000 | 52 |
| Number of managed investment management and investment advisory agency accounts | $2,000 | 373 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 139 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | 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 | $608,000 | 98 |
| Personal Trust and Agency Accounts | $142,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 305 |
| Employee Benefit-defined Benefit Accounts | $0 | 185 |
| Number non-managed other employee benefit and retirement-related accounts | $337,000 | 43 |
| Corporate Trust and Agency Accounts | $128,000 | 61 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 129 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,000 | 374 |
| 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 | $879,000 | 255 |
| Number of Managed Accounts | $271,000 | 440 |
| Personal Trust and Agency Accounts | $249,000 | 263 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 361 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 236 |
| Number of other employee benefit and retirement-related accounts | $0 | 819 |
| Corporate Trust and Agency Accounts | $10,000 | 102 |
| Number of managed investment management and investment advisory agency accounts | $2,000 | 852 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 320 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | 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 | $608,000 | 114 |
| Personal Trust and Agency Accounts | $140,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 573 |
| Employee Benefit-defined Benefit Accounts | $0 | 282 |
| Number non-managed other employee benefit and retirement-related accounts | $344,000 | 56 |
| Corporate Trust and Agency Accounts | $123,000 | 59 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 282 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $8,000 | 730 |
| 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 | $878,000 | 231 |
| Number of Managed Accounts | $267,000 | 321 |
| Personal Trust and Agency Accounts | $246,000 | 235 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 243 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 180 |
| Number of other employee benefit and retirement-related accounts | $0 | 357 |
| Corporate Trust and Agency Accounts | $9,000 | 59 |
| Number of managed investment management and investment advisory agency accounts | $1,000 | 366 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 135 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | 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 | $611,000 | 95 |
| Personal Trust and Agency Accounts | $135,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 310 |
| Employee Benefit-defined Benefit Accounts | $0 | 188 |
| Number non-managed other employee benefit and retirement-related accounts | $349,000 | 41 |
| Corporate Trust and Agency Accounts | $126,000 | 58 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 134 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $8,000 | 356 |
| 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 | $851,000 | 232 |
| Number of Managed Accounts | $259,000 | 332 |
| Personal Trust and Agency Accounts | $238,000 | 247 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 251 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 177 |
| Number of other employee benefit and retirement-related accounts | $0 | 373 |
| Corporate Trust and Agency Accounts | $9,000 | 60 |
| Number of managed investment management and investment advisory agency accounts | $1,000 | 381 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 140 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | 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 | $592,000 | 100 |
| Personal Trust and Agency Accounts | $125,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 320 |
| Employee Benefit-defined Benefit Accounts | $0 | 181 |
| Number non-managed other employee benefit and retirement-related accounts | $349,000 | 42 |
| Corporate Trust and Agency Accounts | $117,000 | 62 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 136 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $8,000 | 374 |
| 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 | $861,000 | 231 |
| Number of Managed Accounts | $265,000 | 333 |
| Personal Trust and Agency Accounts | $242,000 | 242 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 253 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 180 |
| Number of other employee benefit and retirement-related accounts | $0 | 372 |
| Corporate Trust and Agency Accounts | $11,000 | 52 |
| Number of managed investment management and investment advisory agency accounts | $1,000 | 378 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 144 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | 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 | $596,000 | 104 |
| Personal Trust and Agency Accounts | $120,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 321 |
| Employee Benefit-defined Benefit Accounts | $0 | 184 |
| Number non-managed other employee benefit and retirement-related accounts | $356,000 | 42 |
| Corporate Trust and Agency Accounts | $119,000 | 62 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 132 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $8,000 | 373 |
| 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 | $851,000 | 256 |
| Number of Managed Accounts | $260,000 | 445 |
| Personal Trust and Agency Accounts | $238,000 | 281 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 358 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 244 |
| Number of other employee benefit and retirement-related accounts | $0 | 797 |
| Corporate Trust and Agency Accounts | $11,000 | 95 |
| Number of managed investment management and investment advisory agency accounts | $0 | 911 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 337 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | 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 | $591,000 | 126 |
| Personal Trust and Agency Accounts | $117,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 582 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 206 |
| Number non-managed other employee benefit and retirement-related accounts | $356,000 | 56 |
| Corporate Trust and Agency Accounts | $116,000 | 68 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 286 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $8,000 | 758 |
| 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 | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Personal Trust and Agency Accounts | $0 | 411 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 338 |
| Employee Benefit-defined Benefit Accounts | $0 | 243 |
| Number of other employee benefit and retirement-related accounts | $0 | 357 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $0 | 367 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | 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 | $0 | 423 |
| Personal Trust and Agency Accounts | $0 | 346 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 334 |
| Employee Benefit-defined Benefit Accounts | $0 | 189 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 327 |
| Corporate Trust and Agency Accounts | $0 | 201 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 126 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 404 |
| 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 | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Personal Trust and Agency Accounts | $0 | 418 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 338 |
| Employee Benefit-defined Benefit Accounts | $0 | 247 |
| Number of other employee benefit and retirement-related accounts | $0 | 357 |
| Corporate Trust and Agency Accounts | $0 | 113 |
| Number of managed investment management and investment advisory agency accounts | $0 | 372 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 127 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | 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 | $0 | 432 |
| Personal Trust and Agency Accounts | $0 | 352 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 343 |
| Employee Benefit-defined Benefit Accounts | $0 | 195 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 338 |
| Corporate Trust and Agency Accounts | $0 | 206 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 128 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 409 |
| 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 | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Personal Trust and Agency Accounts | $0 | 426 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 344 |
| Employee Benefit-defined Benefit Accounts | $0 | 247 |
| Number of other employee benefit and retirement-related accounts | $0 | 364 |
| Corporate Trust and Agency Accounts | $0 | 110 |
| Number of managed investment management and investment advisory agency accounts | $0 | 380 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 130 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | 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 | $0 | 438 |
| Personal Trust and Agency Accounts | $0 | 364 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 347 |
| Employee Benefit-defined Benefit Accounts | $0 | 195 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 340 |
| Corporate Trust and Agency Accounts | $0 | 205 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 134 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 417 |
| 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 | $549,000 | 372 |
| Number of Managed Accounts | $113,000 | 732 |
| Personal Trust and Agency Accounts | $91,000 | 578 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 375 |
| Employee Benefit-defined Benefit Accounts | $0 | 450 |
| Number of other employee benefit and retirement-related accounts | $0 | 809 |
| Corporate Trust and Agency Accounts | $0 | 340 |
| Number of managed investment management and investment advisory agency accounts | $13,000 | 713 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 331 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | 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 | $436,000 | 168 |
| Personal Trust and Agency Accounts | $30,000 | 316 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 596 |
| Employee Benefit-defined Benefit Accounts | $0 | 304 |
| Number non-managed other employee benefit and retirement-related accounts | $349,000 | 63 |
| Corporate Trust and Agency Accounts | $56,000 | 105 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 293 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $58,000 | 412 |
| 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 | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Personal Trust and Agency Accounts | $0 | 432 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 347 |
| Employee Benefit-defined Benefit Accounts | $0 | 256 |
| Number of other employee benefit and retirement-related accounts | $0 | 364 |
| Corporate Trust and Agency Accounts | $0 | 121 |
| Number of managed investment management and investment advisory agency accounts | $0 | 379 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 143 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | 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 | $0 | 446 |
| Personal Trust and Agency Accounts | $0 | 370 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 351 |
| Employee Benefit-defined Benefit Accounts | $0 | 213 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 350 |
| Corporate Trust and Agency Accounts | $0 | 209 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 152 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 430 |
| 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 | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Personal Trust and Agency Accounts | $0 | 436 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 353 |
| Employee Benefit-defined Benefit Accounts | $0 | 257 |
| Number of other employee benefit and retirement-related accounts | $0 | 369 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of managed investment management and investment advisory agency accounts | $0 | 387 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 151 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | 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 | $0 | 448 |
| Personal Trust and Agency Accounts | $0 | 377 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 354 |
| Employee Benefit-defined Benefit Accounts | $0 | 214 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 350 |
| Corporate Trust and Agency Accounts | $0 | 211 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 161 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 431 |
| 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 | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Personal Trust and Agency Accounts | $0 | 450 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 360 |
| Employee Benefit-defined Benefit Accounts | $0 | 261 |
| Number of other employee benefit and retirement-related accounts | $0 | 377 |
| Corporate Trust and Agency Accounts | $0 | 138 |
| Number of managed investment management and investment advisory agency accounts | $0 | 391 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 156 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | 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 | $0 | 460 |
| Personal Trust and Agency Accounts | $0 | 390 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 359 |
| Employee Benefit-defined Benefit Accounts | $0 | 215 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 355 |
| Corporate Trust and Agency Accounts | $0 | 216 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 158 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 442 |
| 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 | $483,000 | 418 |
| Number of Managed Accounts | $104,000 | 770 |
| Personal Trust and Agency Accounts | $77,000 | 659 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 339 |
| Employee Benefit-defined Benefit Accounts | $0 | 477 |
| Number of other employee benefit and retirement-related accounts | $0 | 820 |
| Corporate Trust and Agency Accounts | $0 | 378 |
| Number of managed investment management and investment advisory agency accounts | $12,000 | 722 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 352 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | 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 | $379,000 | 198 |
| Personal Trust and Agency Accounts | $26,000 | 358 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 378 |
| Employee Benefit-defined Benefit Accounts | $0 | 309 |
| Number non-managed other employee benefit and retirement-related accounts | $290,000 | 73 |
| Corporate Trust and Agency Accounts | $52,000 | 115 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 305 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $77,000 | 381 |
| 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 | $472,000 | 403 |
| Number of Managed Accounts | $99,000 | 751 |
| Personal Trust and Agency Accounts | $75,000 | 669 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 342 |
| Employee Benefit-defined Benefit Accounts | $0 | 447 |
| Number of other employee benefit and retirement-related accounts | $0 | 769 |
| Corporate Trust and Agency Accounts | $0 | 351 |
| Number of managed investment management and investment advisory agency accounts | $9,000 | 685 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 365 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | 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 | $373,000 | 184 |
| Personal Trust and Agency Accounts | $26,000 | 324 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 372 |
| Employee Benefit-defined Benefit Accounts | $0 | 284 |
| Number non-managed other employee benefit and retirement-related accounts | $298,000 | 76 |
| Corporate Trust and Agency Accounts | $38,000 | 140 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 297 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $59,000 | 415 |
| 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 |