Home > Home Federal Bank of Tennessee > Number of Fiduciary and Related Asset Accounts
Home Federal Bank of Tennessee, Number of Fiduciary and Related Asset Accounts
| 2025-03-31 | 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 | $1,220,000 | 214 |
| Number of Managed Accounts | $1,170,000 | 182 |
| Personal Trust and Agency Accounts | $273,000 | 193 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $12,000 | 158 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 128 |
| Number of other employee benefit and retirement-related accounts | $521,000 | 161 |
| Corporate Trust and Agency Accounts | $0 | 78 |
| Number of managed investment management and investment advisory agency accounts | $360,000 | 171 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 306 |
| Other Fiduciary Accounts | $0 | 110 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $458,000 | 137 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $50,000 | 260 |
| Personal Trust and Agency Accounts | $0 | 307 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $25,000 | 139 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 77 |
| Number non-managed other employee benefit and retirement-related accounts | $9,000 | 199 |
| Corporate Trust and Agency Accounts | $0 | 126 |
| Number of investment management and advisory agency accounts, non-managed assets | $13,000 | 85 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 153 |
| Other Fiduciary Accounts | $0 | 92 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $540,000 | 70 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $8,000 | 293 |
| 2024-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 6 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,211,000 | 221 |
| Number of Managed Accounts | $1,161,000 | 183 |
| Personal Trust and Agency Accounts | $270,000 | 217 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $13,000 | 160 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 134 |
| Number of other employee benefit and retirement-related accounts | $515,000 | 166 |
| Corporate Trust and Agency Accounts | $0 | 186 |
| Number of managed investment management and investment advisory agency accounts | $359,000 | 171 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 503 |
| Other Fiduciary Accounts | $0 | 247 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $451,000 | 146 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 47 |
| Number of Non-Managed Accounts | $50,000 | 381 |
| Personal Trust and Agency Accounts | $0 | 633 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $25,000 | 140 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 78 |
| Number non-managed other employee benefit and retirement-related accounts | $10,000 | 406 |
| Corporate Trust and Agency Accounts | $0 | 245 |
| Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 124 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 177 |
| Other Fiduciary Accounts | $0 | 179 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $546,000 | 79 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $9,000 | 490 |
| 2024-09-30 | 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 | $1,203,000 | 214 |
| Number of Managed Accounts | $1,154,000 | 177 |
| Personal Trust and Agency Accounts | $265,000 | 195 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $13,000 | 151 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 121 |
| Number of other employee benefit and retirement-related accounts | $509,000 | 162 |
| Corporate Trust and Agency Accounts | $0 | 74 |
| Number of managed investment management and investment advisory agency accounts | $362,000 | 164 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 303 |
| 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 | $447,000 | 136 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $49,000 | 258 |
| Personal Trust and Agency Accounts | $0 | 312 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $25,000 | 131 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 89 |
| Number non-managed other employee benefit and retirement-related accounts | $10,000 | 210 |
| Corporate Trust and Agency Accounts | $0 | 121 |
| Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 92 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 150 |
| Other Fiduciary Accounts | $0 | 96 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $542,000 | 70 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $9,000 | 289 |
| 2024-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 2 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,203,000 | 218 |
| Number of Managed Accounts | $1,154,000 | 180 |
| Personal Trust and Agency Accounts | $270,000 | 206 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $13,000 | 159 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 123 |
| Number of other employee benefit and retirement-related accounts | $509,000 | 162 |
| Corporate Trust and Agency Accounts | $0 | 118 |
| Number of managed investment management and investment advisory agency accounts | $357,000 | 167 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 361 |
| Other Fiduciary Accounts | $0 | 163 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $502,000 | 132 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $49,000 | 289 |
| Personal Trust and Agency Accounts | $0 | 365 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $26,000 | 142 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 94 |
| Number non-managed other employee benefit and retirement-related accounts | $9,000 | 290 |
| Corporate Trust and Agency Accounts | $0 | 173 |
| Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 102 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 163 |
| Other Fiduciary Accounts | $0 | 129 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $565,000 | 74 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $8,000 | 342 |
| 2024-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 7 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,190,000 | 217 |
| Number of Managed Accounts | $1,141,000 | 185 |
| Personal Trust and Agency Accounts | $268,000 | 209 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 151 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 82 |
| Number of other employee benefit and retirement-related accounts | $496,000 | 170 |
| Corporate Trust and Agency Accounts | $0 | 72 |
| Number of managed investment management and investment advisory agency accounts | $357,000 | 166 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 307 |
| 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 | $491,000 | 130 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $49,000 | 258 |
| Personal Trust and Agency Accounts | $0 | 322 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $26,000 | 116 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 140 |
| Number non-managed other employee benefit and retirement-related accounts | $9,000 | 219 |
| Corporate Trust and Agency Accounts | $0 | 121 |
| Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 135 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 123 |
| Other Fiduciary Accounts | $0 | 94 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $573,000 | 70 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $8,000 | 294 |
| 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 | $1,182,000 | 218 |
| Number of Managed Accounts | $1,134,000 | 182 |
| Personal Trust and Agency Accounts | $265,000 | 211 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 161 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 85 |
| Number of other employee benefit and retirement-related accounts | $496,000 | 170 |
| Corporate Trust and Agency Accounts | $0 | 193 |
| Number of managed investment management and investment advisory agency accounts | $353,000 | 168 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 500 |
| Other Fiduciary Accounts | $0 | 249 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $491,000 | 136 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Number of Non-Managed Accounts | $48,000 | 391 |
| Personal Trust and Agency Accounts | $0 | 637 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $25,000 | 123 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 145 |
| Number non-managed other employee benefit and retirement-related accounts | $9,000 | 419 |
| Corporate Trust and Agency Accounts | $0 | 248 |
| Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 163 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 150 |
| Other Fiduciary Accounts | $0 | 190 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $565,000 | 77 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $8,000 | 493 |
| 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 | $0 | 375 |
| Number of Managed Accounts | $0 | 366 |
| Personal Trust and Agency Accounts | $0 | 365 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 283 |
| Employee Benefit-defined Benefit Accounts | $0 | 168 |
| Number of other employee benefit and retirement-related accounts | $0 | 363 |
| Corporate Trust and Agency Accounts | $0 | 79 |
| Number of managed investment management and investment advisory agency accounts | $0 | 333 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 298 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 317 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 365 |
| Personal Trust and Agency Accounts | $0 | 313 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 249 |
| Employee Benefit-defined Benefit Accounts | $0 | 158 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 298 |
| Corporate Trust and Agency Accounts | $0 | 118 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 251 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 194 |
| Other Fiduciary Accounts | $0 | 95 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 340 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 346 |
| 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 | $1,186,000 | 208 |
| Number of Managed Accounts | $1,137,000 | 174 |
| Personal Trust and Agency Accounts | $266,000 | 202 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $16,000 | 149 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 82 |
| Number of other employee benefit and retirement-related accounts | $487,000 | 162 |
| Corporate Trust and Agency Accounts | $0 | 125 |
| Number of managed investment management and investment advisory agency accounts | $363,000 | 159 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 348 |
| Other Fiduciary Accounts | $0 | 158 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $482,000 | 125 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $49,000 | 287 |
| Personal Trust and Agency Accounts | $0 | 369 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $24,000 | 123 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 139 |
| Number non-managed other employee benefit and retirement-related accounts | $11,000 | 266 |
| Corporate Trust and Agency Accounts | $0 | 169 |
| Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 144 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 134 |
| Other Fiduciary Accounts | $0 | 135 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $575,000 | 66 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $9,000 | 329 |
| 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 | $0 | 384 |
| Number of Managed Accounts | $0 | 375 |
| Personal Trust and Agency Accounts | $0 | 367 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 248 |
| Employee Benefit-defined Benefit Accounts | $0 | 171 |
| Number of other employee benefit and retirement-related accounts | $0 | 335 |
| Corporate Trust and Agency Accounts | $0 | 74 |
| Number of managed investment management and investment advisory agency accounts | $0 | 341 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 305 |
| Other Fiduciary Accounts | $0 | 108 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 325 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 373 |
| Personal Trust and Agency Accounts | $0 | 307 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 231 |
| Employee Benefit-defined Benefit Accounts | $0 | 122 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 297 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 147 |
| Other Fiduciary Accounts | $0 | 92 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 348 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 313 |
| 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 | $1,191,000 | 219 |
| Number of Managed Accounts | $1,142,000 | 183 |
| Personal Trust and Agency Accounts | $271,000 | 211 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 113 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 91 |
| Number of other employee benefit and retirement-related accounts | $484,000 | 141 |
| Corporate Trust and Agency Accounts | $0 | 160 |
| Number of managed investment management and investment advisory agency accounts | $365,000 | 167 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 513 |
| Other Fiduciary Accounts | $0 | 220 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $481,000 | 136 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Number of Non-Managed Accounts | $49,000 | 398 |
| Personal Trust and Agency Accounts | $0 | 651 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $24,000 | 131 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 106 |
| Number non-managed other employee benefit and retirement-related accounts | $11,000 | 364 |
| Corporate Trust and Agency Accounts | $0 | 212 |
| Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 119 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 141 |
| Other Fiduciary Accounts | $0 | 175 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $545,000 | 83 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $9,000 | 470 |
| 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 | $1,192,000 | 217 |
| Number of Managed Accounts | $1,143,000 | 180 |
| Personal Trust and Agency Accounts | $273,000 | 196 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 108 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 89 |
| Number of other employee benefit and retirement-related accounts | $481,000 | 135 |
| Corporate Trust and Agency Accounts | $0 | 76 |
| Number of managed investment management and investment advisory agency accounts | $367,000 | 169 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 319 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $478,000 | 132 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $49,000 | 264 |
| Personal Trust and Agency Accounts | $0 | 309 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $23,000 | 126 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 99 |
| Number non-managed other employee benefit and retirement-related accounts | $12,000 | 202 |
| Corporate Trust and Agency Accounts | $0 | 115 |
| Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 81 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 108 |
| Other Fiduciary Accounts | $0 | 98 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $494,000 | 75 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $10,000 | 252 |
| 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 | $1,188,000 | 198 |
| Number of Managed Accounts | $1,138,000 | 168 |
| Personal Trust and Agency Accounts | $278,000 | 176 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 106 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 85 |
| Number of other employee benefit and retirement-related accounts | $480,000 | 133 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $358,000 | 162 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 337 |
| 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 | $477,000 | 131 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $50,000 | 263 |
| Personal Trust and Agency Accounts | $0 | 335 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $23,000 | 121 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 92 |
| Number non-managed other employee benefit and retirement-related accounts | $13,000 | 217 |
| Corporate Trust and Agency Accounts | $0 | 126 |
| Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 89 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 110 |
| Other Fiduciary Accounts | $0 | 109 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $457,000 | 72 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $11,000 | 274 |
| 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 | $1,205,000 | 193 |
| Number of Managed Accounts | $1,157,000 | 160 |
| Personal Trust and Agency Accounts | $289,000 | 165 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $36,000 | 71 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 82 |
| Number of other employee benefit and retirement-related accounts | $479,000 | 128 |
| Corporate Trust and Agency Accounts | $0 | 72 |
| Number of managed investment management and investment advisory agency accounts | $348,000 | 164 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 291 |
| Other Fiduciary Accounts | $0 | 101 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $476,000 | 128 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $48,000 | 236 |
| Personal Trust and Agency Accounts | $0 | 284 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $21,000 | 120 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 91 |
| Number non-managed other employee benefit and retirement-related accounts | $13,000 | 187 |
| Corporate Trust and Agency Accounts | $0 | 109 |
| Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 76 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 97 |
| Other Fiduciary Accounts | $0 | 94 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $446,000 | 70 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $11,000 | 233 |
| 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 | $1,188,000 | 199 |
| Number of Managed Accounts | $1,139,000 | 164 |
| Personal Trust and Agency Accounts | $282,000 | 184 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $36,000 | 74 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 90 |
| Number of other employee benefit and retirement-related accounts | $472,000 | 137 |
| Corporate Trust and Agency Accounts | $0 | 160 |
| Number of managed investment management and investment advisory agency accounts | $344,000 | 168 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 487 |
| Other Fiduciary Accounts | $0 | 222 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $472,000 | 134 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Number of Non-Managed Accounts | $49,000 | 380 |
| Personal Trust and Agency Accounts | $0 | 626 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $21,000 | 131 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 101 |
| Number non-managed other employee benefit and retirement-related accounts | $13,000 | 345 |
| Corporate Trust and Agency Accounts | $0 | 213 |
| Number of investment management and advisory agency accounts, non-managed assets | $13,000 | 105 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 127 |
| Other Fiduciary Accounts | $0 | 174 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $452,000 | 83 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $11,000 | 442 |
| 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 | $1,183,000 | 197 |
| Number of Managed Accounts | $1,133,000 | 164 |
| Personal Trust and Agency Accounts | $282,000 | 173 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $36,000 | 75 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 86 |
| Number of other employee benefit and retirement-related accounts | $477,000 | 128 |
| Corporate Trust and Agency Accounts | $0 | 71 |
| Number of managed investment management and investment advisory agency accounts | $333,000 | 165 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
| Other Fiduciary Accounts | $0 | 97 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $477,000 | 126 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $50,000 | 236 |
| Personal Trust and Agency Accounts | $0 | 273 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $21,000 | 124 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 91 |
| Number non-managed other employee benefit and retirement-related accounts | $13,000 | 195 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of investment management and advisory agency accounts, non-managed assets | $14,000 | 75 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 92 |
| Other Fiduciary Accounts | $0 | 90 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $457,000 | 69 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $11,000 | 232 |
| 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 | $1,177,000 | 199 |
| Number of Managed Accounts | $1,128,000 | 168 |
| Personal Trust and Agency Accounts | $280,000 | 182 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $36,000 | 78 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 86 |
| Number of other employee benefit and retirement-related accounts | $475,000 | 134 |
| Corporate Trust and Agency Accounts | $0 | 76 |
| Number of managed investment management and investment advisory agency accounts | $331,000 | 170 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 313 |
| Other Fiduciary Accounts | $0 | 113 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $475,000 | 131 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $49,000 | 263 |
| Personal Trust and Agency Accounts | $0 | 318 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $20,000 | 134 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 99 |
| Number non-managed other employee benefit and retirement-related accounts | $14,000 | 206 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of investment management and advisory agency accounts, non-managed assets | $14,000 | 81 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 146 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $441,000 | 69 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $12,000 | 262 |
| 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 | $1,164,000 | 193 |
| Number of Managed Accounts | $1,110,000 | 168 |
| Personal Trust and Agency Accounts | $285,000 | 172 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $37,000 | 74 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 85 |
| Number of other employee benefit and retirement-related accounts | $459,000 | 129 |
| Corporate Trust and Agency Accounts | $0 | 70 |
| Number of managed investment management and investment advisory agency accounts | $323,000 | 168 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 269 |
| Other Fiduciary Accounts | $0 | 98 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $459,000 | 127 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $54,000 | 234 |
| Personal Trust and Agency Accounts | $0 | 274 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $21,000 | 127 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 90 |
| Number non-managed other employee benefit and retirement-related accounts | $17,000 | 178 |
| Corporate Trust and Agency Accounts | $0 | 111 |
| Number of investment management and advisory agency accounts, non-managed assets | $15,000 | 75 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 129 |
| Other Fiduciary Accounts | $0 | 88 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $479,000 | 65 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $14,000 | 225 |
| 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 | $1,147,000 | 203 |
| Number of Managed Accounts | $1,095,000 | 171 |
| Personal Trust and Agency Accounts | $287,000 | 186 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $38,000 | 78 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 89 |
| Number of other employee benefit and retirement-related accounts | $451,000 | 137 |
| Corporate Trust and Agency Accounts | $0 | 158 |
| Number of managed investment management and investment advisory agency accounts | $313,000 | 177 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 445 |
| Other Fiduciary Accounts | $0 | 217 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $451,000 | 135 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Number of Non-Managed Accounts | $52,000 | 378 |
| Personal Trust and Agency Accounts | $0 | 649 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $19,000 | 144 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 102 |
| Number non-managed other employee benefit and retirement-related accounts | $17,000 | 321 |
| Corporate Trust and Agency Accounts | $0 | 228 |
| Number of investment management and advisory agency accounts, non-managed assets | $15,000 | 105 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 195 |
| Other Fiduciary Accounts | $0 | 171 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $491,000 | 75 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $14,000 | 433 |
| 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 | $0 | 346 |
| Number of Managed Accounts | $0 | 338 |
| Personal Trust and Agency Accounts | $0 | 337 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 256 |
| Employee Benefit-defined Benefit Accounts | $0 | 178 |
| Number of other employee benefit and retirement-related accounts | $0 | 320 |
| Corporate Trust and Agency Accounts | $0 | 74 |
| Number of managed investment management and investment advisory agency accounts | $0 | 318 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 277 |
| Other Fiduciary Accounts | $0 | 101 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 311 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 335 |
| Personal Trust and Agency Accounts | $0 | 277 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 234 |
| Employee Benefit-defined Benefit Accounts | $0 | 124 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 293 |
| Corporate Trust and Agency Accounts | $0 | 117 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 190 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 135 |
| Other Fiduciary Accounts | $0 | 88 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 324 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 304 |
| 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 | $1,139,000 | 201 |
| Number of Managed Accounts | $1,084,000 | 173 |
| Personal Trust and Agency Accounts | $288,000 | 175 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $39,000 | 80 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 78 |
| Number of other employee benefit and retirement-related accounts | $444,000 | 133 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $306,000 | 179 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 303 |
| 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 | $444,000 | 128 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $55,000 | 252 |
| Personal Trust and Agency Accounts | $0 | 319 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $20,000 | 135 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 99 |
| Number non-managed other employee benefit and retirement-related accounts | $19,000 | 190 |
| Corporate Trust and Agency Accounts | $0 | 133 |
| Number of investment management and advisory agency accounts, non-managed assets | $15,000 | 81 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 148 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $524,000 | 63 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $16,000 | 244 |
| 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 | $0 | 351 |
| Number of Managed Accounts | $0 | 342 |
| Personal Trust and Agency Accounts | $0 | 338 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 257 |
| Employee Benefit-defined Benefit Accounts | $0 | 180 |
| Number of other employee benefit and retirement-related accounts | $0 | 323 |
| Corporate Trust and Agency Accounts | $0 | 73 |
| Number of managed investment management and investment advisory agency accounts | $0 | 321 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 280 |
| Other Fiduciary Accounts | $0 | 109 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 310 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 338 |
| Personal Trust and Agency Accounts | $0 | 279 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 234 |
| Employee Benefit-defined Benefit Accounts | $0 | 127 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 296 |
| Corporate Trust and Agency Accounts | $0 | 116 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 191 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 140 |
| Other Fiduciary Accounts | $0 | 94 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 329 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 309 |
| 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 | $1,127,000 | 208 |
| Number of Managed Accounts | $1,071,000 | 173 |
| Personal Trust and Agency Accounts | $289,000 | 181 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $40,000 | 79 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 85 |
| Number of other employee benefit and retirement-related accounts | $430,000 | 136 |
| Corporate Trust and Agency Accounts | $0 | 158 |
| Number of managed investment management and investment advisory agency accounts | $305,000 | 176 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 449 |
| Other Fiduciary Accounts | $0 | 226 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $430,000 | 132 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Number of Non-Managed Accounts | $56,000 | 374 |
| Personal Trust and Agency Accounts | $0 | 670 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $18,000 | 152 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 112 |
| Number non-managed other employee benefit and retirement-related accounts | $22,000 | 291 |
| Corporate Trust and Agency Accounts | $0 | 235 |
| Number of investment management and advisory agency accounts, non-managed assets | $15,000 | 105 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 204 |
| Other Fiduciary Accounts | $0 | 181 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $567,000 | 70 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $19,000 | 388 |
| 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 | $1,117,000 | 196 |
| Number of Managed Accounts | $1,060,000 | 170 |
| Personal Trust and Agency Accounts | $289,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $39,000 | 80 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 82 |
| Number of other employee benefit and retirement-related accounts | $427,000 | 130 |
| Corporate Trust and Agency Accounts | $0 | 79 |
| Number of managed investment management and investment advisory agency accounts | $296,000 | 176 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,000 | 258 |
| Other Fiduciary Accounts | $0 | 110 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $426,000 | 125 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $57,000 | 234 |
| Personal Trust and Agency Accounts | $0 | 282 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 149 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 101 |
| Number non-managed other employee benefit and retirement-related accounts | $24,000 | 165 |
| Corporate Trust and Agency Accounts | $0 | 114 |
| Number of investment management and advisory agency accounts, non-managed assets | $16,000 | 74 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 143 |
| Other Fiduciary Accounts | $1,000 | 80 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $576,000 | 58 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $19,000 | 210 |
| 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 | $1,111,000 | 199 |
| Number of Managed Accounts | $1,051,000 | 173 |
| Personal Trust and Agency Accounts | $281,000 | 180 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $39,000 | 80 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 81 |
| Number of other employee benefit and retirement-related accounts | $426,000 | 132 |
| Corporate Trust and Agency Accounts | $0 | 77 |
| Number of managed investment management and investment advisory agency accounts | $296,000 | 175 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,000 | 282 |
| 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 | $425,000 | 129 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $60,000 | 240 |
| Personal Trust and Agency Accounts | $0 | 311 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $16,000 | 153 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 102 |
| Number non-managed other employee benefit and retirement-related accounts | $27,000 | 165 |
| Corporate Trust and Agency Accounts | $0 | 126 |
| Number of investment management and advisory agency accounts, non-managed assets | $15,000 | 83 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 149 |
| Other Fiduciary Accounts | $1,000 | 89 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $575,000 | 60 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $22,000 | 224 |
| 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 | $1,102,000 | 202 |
| Number of Managed Accounts | $1,043,000 | 176 |
| Personal Trust and Agency Accounts | $275,000 | 185 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $39,000 | 81 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 82 |
| Number of other employee benefit and retirement-related accounts | $423,000 | 132 |
| Corporate Trust and Agency Accounts | $0 | 77 |
| Number of managed investment management and investment advisory agency accounts | $297,000 | 173 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,000 | 281 |
| Other Fiduciary Accounts | $0 | 133 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $421,000 | 130 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $59,000 | 246 |
| Personal Trust and Agency Accounts | $0 | 309 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $16,000 | 156 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 104 |
| Number non-managed other employee benefit and retirement-related accounts | $26,000 | 171 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of investment management and advisory agency accounts, non-managed assets | $16,000 | 81 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 151 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $587,000 | 59 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $22,000 | 220 |
| 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 | $1,094,000 | 205 |
| Number of Managed Accounts | $1,035,000 | 174 |
| Personal Trust and Agency Accounts | $276,000 | 188 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $39,000 | 84 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 91 |
| Number of other employee benefit and retirement-related accounts | $417,000 | 134 |
| Corporate Trust and Agency Accounts | $0 | 155 |
| Number of managed investment management and investment advisory agency accounts | $294,000 | 172 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,000 | 385 |
| Other Fiduciary Accounts | $0 | 229 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $414,000 | 129 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Number of Non-Managed Accounts | $59,000 | 363 |
| Personal Trust and Agency Accounts | $0 | 688 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $16,000 | 166 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 114 |
| Number non-managed other employee benefit and retirement-related accounts | $26,000 | 280 |
| Corporate Trust and Agency Accounts | $0 | 243 |
| Number of investment management and advisory agency accounts, non-managed assets | $16,000 | 101 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 205 |
| Other Fiduciary Accounts | $0 | 180 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $598,000 | 64 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $23,000 | 369 |
| 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 | $1,080,000 | 202 |
| Number of Managed Accounts | $1,021,000 | 176 |
| Personal Trust and Agency Accounts | $271,000 | 181 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $39,000 | 79 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 89 |
| Number of other employee benefit and retirement-related accounts | $408,000 | 131 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $294,000 | 170 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,000 | 282 |
| 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 | $406,000 | 129 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $59,000 | 241 |
| Personal Trust and Agency Accounts | $0 | 314 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $16,000 | 157 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 105 |
| Number non-managed other employee benefit and retirement-related accounts | $26,000 | 170 |
| Corporate Trust and Agency Accounts | $0 | 131 |
| Number of investment management and advisory agency accounts, non-managed assets | $16,000 | 85 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 150 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $598,000 | 59 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $24,000 | 212 |
| 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 | $1,083,000 | 201 |
| Number of Managed Accounts | $1,023,000 | 176 |
| Personal Trust and Agency Accounts | $274,000 | 182 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $40,000 | 80 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 90 |
| Number of other employee benefit and retirement-related accounts | $407,000 | 132 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $293,000 | 173 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,000 | 283 |
| 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 | $405,000 | 129 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $60,000 | 245 |
| Personal Trust and Agency Accounts | $0 | 318 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 149 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 105 |
| Number non-managed other employee benefit and retirement-related accounts | $26,000 | 166 |
| Corporate Trust and Agency Accounts | $0 | 131 |
| Number of investment management and advisory agency accounts, non-managed assets | $16,000 | 79 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 153 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $590,000 | 60 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $24,000 | 212 |
| 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 | $1,090,000 | 205 |
| Number of Managed Accounts | $1,028,000 | 173 |
| Personal Trust and Agency Accounts | $281,000 | 180 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $41,000 | 81 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 91 |
| Number of other employee benefit and retirement-related accounts | $405,000 | 131 |
| Corporate Trust and Agency Accounts | $0 | 85 |
| Number of managed investment management and investment advisory agency accounts | $292,000 | 176 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,000 | 284 |
| Other Fiduciary Accounts | $0 | 126 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $403,000 | 127 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $62,000 | 244 |
| Personal Trust and Agency Accounts | $0 | 321 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 150 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 105 |
| Number non-managed other employee benefit and retirement-related accounts | $26,000 | 168 |
| Corporate Trust and Agency Accounts | $1,000 | 117 |
| Number of investment management and advisory agency accounts, non-managed assets | $17,000 | 80 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 150 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $595,000 | 58 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $24,000 | 213 |
| 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 | $1,074,000 | 213 |
| Number of Managed Accounts | $1,019,000 | 177 |
| Personal Trust and Agency Accounts | $281,000 | 191 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $48,000 | 74 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 96 |
| Number of other employee benefit and retirement-related accounts | $393,000 | 134 |
| Corporate Trust and Agency Accounts | $0 | 174 |
| Number of managed investment management and investment advisory agency accounts | $288,000 | 179 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,000 | 389 |
| Other Fiduciary Accounts | $0 | 227 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $391,000 | 131 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 47 |
| Number of Non-Managed Accounts | $55,000 | 394 |
| Personal Trust and Agency Accounts | $0 | 719 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 200 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 118 |
| Number non-managed other employee benefit and retirement-related accounts | $27,000 | 278 |
| Corporate Trust and Agency Accounts | $1,000 | 205 |
| Number of investment management and advisory agency accounts, non-managed assets | $17,000 | 97 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 206 |
| Other Fiduciary Accounts | $0 | 192 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $599,000 | 63 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $25,000 | 360 |
| 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 | $1,072,000 | 205 |
| Number of Managed Accounts | $1,013,000 | 174 |
| Personal Trust and Agency Accounts | $286,000 | 179 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $50,000 | 71 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 87 |
| Number of other employee benefit and retirement-related accounts | $387,000 | 128 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $281,000 | 175 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,000 | 279 |
| 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 | $385,000 | 125 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $59,000 | 246 |
| Personal Trust and Agency Accounts | $0 | 316 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 181 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 101 |
| Number non-managed other employee benefit and retirement-related accounts | $31,000 | 154 |
| Corporate Trust and Agency Accounts | $1,000 | 117 |
| Number of investment management and advisory agency accounts, non-managed assets | $17,000 | 80 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 152 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $604,000 | 58 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $23,000 | 212 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,058,000 | 207 |
| Number of Managed Accounts | $1,000,000 | 175 |
| Personal Trust and Agency Accounts | $290,000 | 176 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $49,000 | 72 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 87 |
| Number of other employee benefit and retirement-related accounts | $379,000 | 128 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $273,000 | 176 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,000 | 276 |
| 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 | $378,000 | 124 |
| 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 | $0 | 318 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 180 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 101 |
| Number non-managed other employee benefit and retirement-related accounts | $30,000 | 156 |
| Corporate Trust and Agency Accounts | $1,000 | 116 |
| Number of investment management and advisory agency accounts, non-managed assets | $17,000 | 79 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 153 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $606,000 | 58 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $22,000 | 213 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,055,000 | 206 |
| Number of Managed Accounts | $998,000 | 172 |
| Personal Trust and Agency Accounts | $293,000 | 180 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $49,000 | 70 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 87 |
| Number of other employee benefit and retirement-related accounts | $372,000 | 128 |
| Corporate Trust and Agency Accounts | $0 | 84 |
| Number of managed investment management and investment advisory agency accounts | $275,000 | 171 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,000 | 279 |
| 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 | $371,000 | 124 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $57,000 | 251 |
| Personal Trust and Agency Accounts | $0 | 320 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 179 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 98 |
| Number non-managed other employee benefit and retirement-related accounts | $30,000 | 153 |
| Corporate Trust and Agency Accounts | $1,000 | 116 |
| Number of investment management and advisory agency accounts, non-managed assets | $16,000 | 76 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 152 |
| Other Fiduciary Accounts | $0 | 104 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $610,000 | 60 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $26,000 | 201 |
| 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 | $1,039,000 | 210 |
| Number of Managed Accounts | $985,000 | 172 |
| Personal Trust and Agency Accounts | $295,000 | 184 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $52,000 | 68 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 98 |
| Number of other employee benefit and retirement-related accounts | $356,000 | 137 |
| Corporate Trust and Agency Accounts | $0 | 181 |
| Number of managed investment management and investment advisory agency accounts | $273,000 | 174 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,000 | 387 |
| Other Fiduciary Accounts | $0 | 216 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $355,000 | 130 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 55 |
| Number of Non-Managed Accounts | $54,000 | 414 |
| Personal Trust and Agency Accounts | $0 | 737 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 214 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 116 |
| Number non-managed other employee benefit and retirement-related accounts | $28,000 | 282 |
| Corporate Trust and Agency Accounts | $1,000 | 211 |
| Number of investment management and advisory agency accounts, non-managed assets | $16,000 | 99 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 203 |
| Other Fiduciary Accounts | $0 | 194 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $616,000 | 65 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $27,000 | 352 |
| 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 | $1,037,000 | 206 |
| Number of Managed Accounts | $985,000 | 170 |
| Personal Trust and Agency Accounts | $297,000 | 175 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $52,000 | 67 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 91 |
| Number of other employee benefit and retirement-related accounts | $352,000 | 133 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $275,000 | 172 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,000 | 274 |
| Other Fiduciary Accounts | $0 | 118 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $351,000 | 125 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $52,000 | 269 |
| Personal Trust and Agency Accounts | $0 | 328 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 189 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 107 |
| Number non-managed other employee benefit and retirement-related accounts | $27,000 | 170 |
| Corporate Trust and Agency Accounts | $0 | 140 |
| Number of investment management and advisory agency accounts, non-managed assets | $16,000 | 79 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 155 |
| Other Fiduciary Accounts | $0 | 102 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $608,000 | 62 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $27,000 | 204 |
| 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 | $1,045,000 | 207 |
| Number of Managed Accounts | $993,000 | 171 |
| Personal Trust and Agency Accounts | $310,000 | 170 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $52,000 | 72 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 89 |
| Number of other employee benefit and retirement-related accounts | $350,000 | 133 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $272,000 | 172 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,000 | 274 |
| 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 | $349,000 | 126 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $52,000 | 268 |
| Personal Trust and Agency Accounts | $0 | 327 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 195 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 107 |
| Number non-managed other employee benefit and retirement-related accounts | $28,000 | 174 |
| Corporate Trust and Agency Accounts | $0 | 143 |
| Number of investment management and advisory agency accounts, non-managed assets | $15,000 | 86 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 159 |
| Other Fiduciary Accounts | $1,000 | 87 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $623,000 | 61 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $28,000 | 203 |
| 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 | $1,045,000 | 201 |
| Number of Managed Accounts | $995,000 | 170 |
| Personal Trust and Agency Accounts | $318,000 | 162 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $54,000 | 67 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 97 |
| Number of other employee benefit and retirement-related accounts | $345,000 | 136 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $270,000 | 173 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,000 | 275 |
| Other Fiduciary Accounts | $0 | 126 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $344,000 | 126 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $50,000 | 272 |
| Personal Trust and Agency Accounts | $0 | 326 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 208 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 107 |
| Number non-managed other employee benefit and retirement-related accounts | $28,000 | 174 |
| Corporate Trust and Agency Accounts | $0 | 148 |
| Number of investment management and advisory agency accounts, non-managed assets | $15,000 | 82 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 158 |
| Other Fiduciary Accounts | $1,000 | 86 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $626,000 | 62 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $28,000 | 201 |
| 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 | $1,079,000 | 205 |
| Number of Managed Accounts | $1,034,000 | 164 |
| Personal Trust and Agency Accounts | $352,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $57,000 | 68 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 101 |
| Number of other employee benefit and retirement-related accounts | $347,000 | 135 |
| Corporate Trust and Agency Accounts | $0 | 191 |
| Number of managed investment management and investment advisory agency accounts | $270,000 | 176 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,000 | 387 |
| Other Fiduciary Accounts | $0 | 237 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $345,000 | 127 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 60 |
| Number of Non-Managed Accounts | $45,000 | 461 |
| Personal Trust and Agency Accounts | $0 | 756 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 319 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 123 |
| Number non-managed other employee benefit and retirement-related accounts | $25,000 | 319 |
| Corporate Trust and Agency Accounts | $0 | 270 |
| Number of investment management and advisory agency accounts, non-managed assets | $16,000 | 100 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 210 |
| Other Fiduciary Accounts | $1,000 | 156 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $630,000 | 68 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $26,000 | 372 |
| 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 | $1,072,000 | 200 |
| Number of Managed Accounts | $1,030,000 | 160 |
| Personal Trust and Agency Accounts | $351,000 | 155 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $57,000 | 66 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 97 |
| Number of other employee benefit and retirement-related accounts | $344,000 | 133 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $270,000 | 175 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,000 | 273 |
| 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 | $343,000 | 123 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $42,000 | 284 |
| Personal Trust and Agency Accounts | $0 | 322 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 243 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 110 |
| Number non-managed other employee benefit and retirement-related accounts | $22,000 | 186 |
| Corporate Trust and Agency Accounts | $0 | 146 |
| Number of investment management and advisory agency accounts, non-managed assets | $17,000 | 71 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 154 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $639,000 | 64 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $23,000 | 216 |
| 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 | $1,076,000 | 199 |
| Number of Managed Accounts | $1,034,000 | 162 |
| Personal Trust and Agency Accounts | $357,000 | 157 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $57,000 | 69 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 98 |
| Number of other employee benefit and retirement-related accounts | $345,000 | 134 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $266,000 | 177 |
| Number of foundation and endowment trust and agency accounts, managed assets | $4,000 | 267 |
| Other Fiduciary Accounts | $0 | 133 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $344,000 | 122 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $42,000 | 285 |
| Personal Trust and Agency Accounts | $0 | 324 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 244 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 111 |
| Number non-managed other employee benefit and retirement-related accounts | $22,000 | 183 |
| Corporate Trust and Agency Accounts | $0 | 146 |
| Number of investment management and advisory agency accounts, non-managed assets | $17,000 | 76 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
| Other Fiduciary Accounts | $0 | 111 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $36,000 | 253 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $20,000 | 231 |
| 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 | $1,071,000 | 199 |
| Number of Managed Accounts | $1,026,000 | 161 |
| Personal Trust and Agency Accounts | $350,000 | 159 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $58,000 | 66 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 97 |
| Number of other employee benefit and retirement-related accounts | $345,000 | 130 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $264,000 | 178 |
| Number of foundation and endowment trust and agency accounts, managed assets | $4,000 | 261 |
| 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 | $344,000 | 120 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $45,000 | 285 |
| Personal Trust and Agency Accounts | $0 | 326 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 225 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 110 |
| Number non-managed other employee benefit and retirement-related accounts | $22,000 | 191 |
| Corporate Trust and Agency Accounts | $0 | 152 |
| Number of investment management and advisory agency accounts, non-managed assets | $18,000 | 74 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
| Other Fiduciary Accounts | $0 | 108 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $37,000 | 253 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $20,000 | 242 |
| 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 | $1,072,000 | 203 |
| Number of Managed Accounts | $1,024,000 | 163 |
| Personal Trust and Agency Accounts | $349,000 | 162 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $58,000 | 70 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 106 |
| Number of other employee benefit and retirement-related accounts | $339,000 | 132 |
| Corporate Trust and Agency Accounts | $0 | 193 |
| Number of managed investment management and investment advisory agency accounts | $269,000 | 177 |
| Number of foundation and endowment trust and agency accounts, managed assets | $4,000 | 355 |
| Other Fiduciary Accounts | $0 | 236 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $338,000 | 122 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Number of Non-Managed Accounts | $48,000 | 469 |
| Personal Trust and Agency Accounts | $0 | 790 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 289 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 126 |
| Number non-managed other employee benefit and retirement-related accounts | $23,000 | 346 |
| Corporate Trust and Agency Accounts | $0 | 275 |
| Number of investment management and advisory agency accounts, non-managed assets | $20,000 | 82 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 222 |
| Other Fiduciary Accounts | $0 | 217 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $37,000 | 359 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $21,000 | 429 |
| 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 | $1,074,000 | 200 |
| Number of Managed Accounts | $1,025,000 | 163 |
| Personal Trust and Agency Accounts | $350,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $57,000 | 69 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 99 |
| Number of other employee benefit and retirement-related accounts | $340,000 | 128 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $269,000 | 178 |
| Number of foundation and endowment trust and agency accounts, managed assets | $4,000 | 256 |
| 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 | $338,000 | 117 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $49,000 | 275 |
| Personal Trust and Agency Accounts | $0 | 325 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 230 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 110 |
| Number non-managed other employee benefit and retirement-related accounts | $23,000 | 187 |
| Corporate Trust and Agency Accounts | $0 | 144 |
| Number of investment management and advisory agency accounts, non-managed assets | $21,000 | 65 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 160 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $38,000 | 254 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $21,000 | 230 |
| 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 | $1,074,000 | 200 |
| Number of Managed Accounts | $1,023,000 | 164 |
| Personal Trust and Agency Accounts | $356,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $58,000 | 66 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 96 |
| Number of other employee benefit and retirement-related accounts | $335,000 | 124 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $265,000 | 177 |
| Number of foundation and endowment trust and agency accounts, managed assets | $4,000 | 257 |
| 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 | $333,000 | 113 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $51,000 | 271 |
| Personal Trust and Agency Accounts | $0 | 329 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 231 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 111 |
| Number non-managed other employee benefit and retirement-related accounts | $25,000 | 181 |
| Corporate Trust and Agency Accounts | $0 | 147 |
| Number of investment management and advisory agency accounts, non-managed assets | $21,000 | 66 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
| Other Fiduciary Accounts | $0 | 110 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $38,000 | 255 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $23,000 | 223 |
| 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 | $1,064,000 | 203 |
| Number of Managed Accounts | $1,011,000 | 166 |
| Personal Trust and Agency Accounts | $361,000 | 151 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $58,000 | 69 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 99 |
| Number of other employee benefit and retirement-related accounts | $325,000 | 125 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $258,000 | 178 |
| Number of foundation and endowment trust and agency accounts, managed assets | $4,000 | 258 |
| 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 | $323,000 | 114 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $53,000 | 271 |
| Personal Trust and Agency Accounts | $0 | 331 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 232 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 109 |
| Number non-managed other employee benefit and retirement-related accounts | $27,000 | 175 |
| Corporate Trust and Agency Accounts | $0 | 143 |
| Number of investment management and advisory agency accounts, non-managed assets | $21,000 | 68 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 159 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $40,000 | 255 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $25,000 | 220 |
| 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 | $1,070,000 | 208 |
| Number of Managed Accounts | $1,014,000 | 168 |
| Personal Trust and Agency Accounts | $361,000 | 159 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $61,000 | 70 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 105 |
| Number of other employee benefit and retirement-related accounts | $317,000 | 132 |
| Corporate Trust and Agency Accounts | $0 | 208 |
| Number of managed investment management and investment advisory agency accounts | $266,000 | 177 |
| Number of foundation and endowment trust and agency accounts, managed assets | $4,000 | 354 |
| Other Fiduciary Accounts | $0 | 240 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $315,000 | 116 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Number of Non-Managed Accounts | $56,000 | 441 |
| Personal Trust and Agency Accounts | $0 | 821 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 300 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 126 |
| Number non-managed other employee benefit and retirement-related accounts | $27,000 | 321 |
| Corporate Trust and Agency Accounts | $0 | 294 |
| Number of investment management and advisory agency accounts, non-managed assets | $23,000 | 81 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 221 |
| Other Fiduciary Accounts | $1,000 | 175 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $41,000 | 356 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $24,000 | 417 |
| 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 | $1,061,000 | 193 |
| Number of Managed Accounts | $1,006,000 | 162 |
| Personal Trust and Agency Accounts | $357,000 | 151 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $62,000 | 65 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 101 |
| Number of other employee benefit and retirement-related accounts | $315,000 | 120 |
| Corporate Trust and Agency Accounts | $0 | 92 |
| Number of managed investment management and investment advisory agency accounts | $263,000 | 170 |
| Number of foundation and endowment trust and agency accounts, managed assets | $4,000 | 242 |
| 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 | $313,000 | 109 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $55,000 | 262 |
| Personal Trust and Agency Accounts | $0 | 325 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 225 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 105 |
| Number non-managed other employee benefit and retirement-related accounts | $27,000 | 175 |
| Corporate Trust and Agency Accounts | $0 | 145 |
| Number of investment management and advisory agency accounts, non-managed assets | $24,000 | 62 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 154 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $40,000 | 245 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $23,000 | 224 |
| 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 | $1,071,000 | 190 |
| Number of Managed Accounts | $1,009,000 | 156 |
| Personal Trust and Agency Accounts | $366,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $62,000 | 65 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 101 |
| Number of other employee benefit and retirement-related accounts | $312,000 | 122 |
| Corporate Trust and Agency Accounts | $0 | 93 |
| Number of managed investment management and investment advisory agency accounts | $260,000 | 166 |
| Number of foundation and endowment trust and agency accounts, managed assets | $4,000 | 241 |
| 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 | $310,000 | 111 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $62,000 | 247 |
| Personal Trust and Agency Accounts | $0 | 328 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 214 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 106 |
| Number non-managed other employee benefit and retirement-related accounts | $32,000 | 164 |
| Corporate Trust and Agency Accounts | $0 | 143 |
| Number of investment management and advisory agency accounts, non-managed assets | $24,000 | 61 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 155 |
| Other Fiduciary Accounts | $0 | 104 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $40,000 | 249 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $25,000 | 221 |
| 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 | $1,073,000 | 195 |
| Number of Managed Accounts | $1,010,000 | 156 |
| Personal Trust and Agency Accounts | $370,000 | 141 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $63,000 | 63 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 100 |
| Number of other employee benefit and retirement-related accounts | $310,000 | 119 |
| Corporate Trust and Agency Accounts | $0 | 93 |
| Number of managed investment management and investment advisory agency accounts | $258,000 | 168 |
| Number of foundation and endowment trust and agency accounts, managed assets | $4,000 | 246 |
| Other Fiduciary Accounts | $0 | 118 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $308,000 | 107 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $63,000 | 249 |
| Personal Trust and Agency Accounts | $0 | 330 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 215 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 105 |
| Number non-managed other employee benefit and retirement-related accounts | $33,000 | 166 |
| Corporate Trust and Agency Accounts | $0 | 140 |
| Number of investment management and advisory agency accounts, non-managed assets | $24,000 | 60 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 158 |
| Other Fiduciary Accounts | $0 | 110 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $38,000 | 251 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $25,000 | 218 |
| 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 | $1,078,000 | 197 |
| Number of Managed Accounts | $1,007,000 | 154 |
| Personal Trust and Agency Accounts | $370,000 | 146 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $63,000 | 70 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 110 |
| Number of other employee benefit and retirement-related accounts | $309,000 | 122 |
| Corporate Trust and Agency Accounts | $0 | 221 |
| Number of managed investment management and investment advisory agency accounts | $256,000 | 174 |
| Number of foundation and endowment trust and agency accounts, managed assets | $4,000 | 347 |
| Other Fiduciary Accounts | $0 | 246 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $307,000 | 106 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 71 |
| Number of Non-Managed Accounts | $71,000 | 396 |
| Personal Trust and Agency Accounts | $0 | 849 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $6,000 | 283 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 98 |
| Number non-managed other employee benefit and retirement-related accounts | $37,000 | 284 |
| Corporate Trust and Agency Accounts | $0 | 295 |
| Number of investment management and advisory agency accounts, non-managed assets | $26,000 | 72 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 220 |
| Other Fiduciary Accounts | $0 | 221 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $40,000 | 367 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $26,000 | 409 |
| 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 | $1,063,000 | 189 |
| Number of Managed Accounts | $994,000 | 154 |
| Personal Trust and Agency Accounts | $370,000 | 143 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $64,000 | 64 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 104 |
| Number of other employee benefit and retirement-related accounts | $299,000 | 121 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $252,000 | 170 |
| Number of foundation and endowment trust and agency accounts, managed assets | $4,000 | 233 |
| 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 | $298,000 | 109 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $69,000 | 233 |
| Personal Trust and Agency Accounts | $0 | 313 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $6,000 | 206 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 89 |
| Number non-managed other employee benefit and retirement-related accounts | $35,000 | 157 |
| Corporate Trust and Agency Accounts | $0 | 131 |
| Number of investment management and advisory agency accounts, non-managed assets | $26,000 | 52 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 149 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $40,000 | 241 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $28,000 | 200 |
| 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 | $1,056,000 | 191 |
| Number of Managed Accounts | $989,000 | 154 |
| Personal Trust and Agency Accounts | $365,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $67,000 | 64 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 103 |
| Number of other employee benefit and retirement-related accounts | $296,000 | 121 |
| Corporate Trust and Agency Accounts | $0 | 85 |
| Number of managed investment management and investment advisory agency accounts | $252,000 | 170 |
| Number of foundation and endowment trust and agency accounts, managed assets | $4,000 | 230 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $295,000 | 108 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $67,000 | 236 |
| Personal Trust and Agency Accounts | $0 | 315 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 201 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 90 |
| Number non-managed other employee benefit and retirement-related accounts | $34,000 | 156 |
| Corporate Trust and Agency Accounts | $0 | 137 |
| Number of investment management and advisory agency accounts, non-managed assets | $24,000 | 57 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 147 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $39,000 | 247 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $27,000 | 205 |
| 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 | $1,063,000 | 192 |
| Number of Managed Accounts | $995,000 | 153 |
| Personal Trust and Agency Accounts | $352,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $67,000 | 66 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 106 |
| Number of other employee benefit and retirement-related accounts | $294,000 | 121 |
| Corporate Trust and Agency Accounts | $15,000 | 27 |
| Number of managed investment management and investment advisory agency accounts | $258,000 | 168 |
| Number of foundation and endowment trust and agency accounts, managed assets | $4,000 | 233 |
| Other Fiduciary Accounts | $0 | 113 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $293,000 | 106 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $68,000 | 228 |
| Personal Trust and Agency Accounts | $1,000 | 300 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 202 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 91 |
| Number non-managed other employee benefit and retirement-related accounts | $30,000 | 167 |
| Corporate Trust and Agency Accounts | $2,000 | 114 |
| Number of investment management and advisory agency accounts, non-managed assets | $26,000 | 55 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 148 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $38,000 | 250 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $24,000 | 214 |
| 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 | $1,072,000 | 200 |
| Number of Managed Accounts | $998,000 | 153 |
| Personal Trust and Agency Accounts | $352,000 | 155 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $66,000 | 74 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 116 |
| Number of other employee benefit and retirement-related accounts | $301,000 | 120 |
| Corporate Trust and Agency Accounts | $15,000 | 48 |
| Number of managed investment management and investment advisory agency accounts | $255,000 | 171 |
| Number of foundation and endowment trust and agency accounts, managed assets | $4,000 | 335 |
| Other Fiduciary Accounts | $0 | 233 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $273,000 | 118 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 67 |
| Number of Non-Managed Accounts | $74,000 | 383 |
| Personal Trust and Agency Accounts | $1,000 | 750 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 282 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 91 |
| Number non-managed other employee benefit and retirement-related accounts | $33,000 | 303 |
| Corporate Trust and Agency Accounts | $3,000 | 209 |
| Number of investment management and advisory agency accounts, non-managed assets | $27,000 | 67 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 211 |
| Other Fiduciary Accounts | $0 | 233 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $39,000 | 389 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $26,000 | 418 |
| 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 | $1,073,000 | 191 |
| Number of Managed Accounts | $1,000,000 | 149 |
| Personal Trust and Agency Accounts | $352,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $65,000 | 66 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 108 |
| Number of other employee benefit and retirement-related accounts | $299,000 | 112 |
| Corporate Trust and Agency Accounts | $15,000 | 29 |
| Number of managed investment management and investment advisory agency accounts | $260,000 | 159 |
| Number of foundation and endowment trust and agency accounts, managed assets | $4,000 | 225 |
| 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 | $271,000 | 109 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $73,000 | 223 |
| Personal Trust and Agency Accounts | $1,000 | 306 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 201 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 83 |
| Number non-managed other employee benefit and retirement-related accounts | $32,000 | 160 |
| Corporate Trust and Agency Accounts | $3,000 | 114 |
| Number of investment management and advisory agency accounts, non-managed assets | $26,000 | 46 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 143 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $38,000 | 249 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $27,000 | 197 |
| 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 | $1,066,000 | 193 |
| Number of Managed Accounts | $997,000 | 150 |
| Personal Trust and Agency Accounts | $353,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $67,000 | 64 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 118 |
| Number of other employee benefit and retirement-related accounts | $295,000 | 117 |
| Corporate Trust and Agency Accounts | $15,000 | 31 |
| Number of managed investment management and investment advisory agency accounts | $260,000 | 160 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,000 | 232 |
| Other Fiduciary Accounts | $0 | 113 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $267,000 | 113 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $69,000 | 239 |
| Personal Trust and Agency Accounts | $1,000 | 307 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 204 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 86 |
| Number non-managed other employee benefit and retirement-related accounts | $28,000 | 174 |
| Corporate Trust and Agency Accounts | $3,000 | 114 |
| Number of investment management and advisory agency accounts, non-managed assets | $26,000 | 48 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 139 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $39,000 | 250 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $21,000 | 208 |
| 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 | $1,066,000 | 193 |
| Number of Managed Accounts | $999,000 | 145 |
| Personal Trust and Agency Accounts | $360,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $66,000 | 64 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 119 |
| Number of other employee benefit and retirement-related accounts | $293,000 | 113 |
| Corporate Trust and Agency Accounts | $14,000 | 32 |
| Number of managed investment management and investment advisory agency accounts | $259,000 | 160 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,000 | 236 |
| Other Fiduciary Accounts | $0 | 113 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $265,000 | 109 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $67,000 | 244 |
| Personal Trust and Agency Accounts | $1,000 | 313 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 204 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 86 |
| Number non-managed other employee benefit and retirement-related accounts | $29,000 | 170 |
| Corporate Trust and Agency Accounts | $3,000 | 119 |
| Number of investment management and advisory agency accounts, non-managed assets | $23,000 | 47 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
| Other Fiduciary Accounts | $0 | 109 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $39,000 | 252 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $21,000 | 207 |
| 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 | $1,054,000 | 208 |
| Number of Managed Accounts | $988,000 | 153 |
| Personal Trust and Agency Accounts | $364,000 | 157 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $64,000 | 78 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 133 |
| Number of other employee benefit and retirement-related accounts | $284,000 | 122 |
| Corporate Trust and Agency Accounts | $14,000 | 60 |
| Number of managed investment management and investment advisory agency accounts | $255,000 | 168 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,000 | 373 |
| Other Fiduciary Accounts | $0 | 259 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $254,000 | 119 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 79 |
| Number of Non-Managed Accounts | $66,000 | 436 |
| Personal Trust and Agency Accounts | $0 | 899 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 276 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 96 |
| Number non-managed other employee benefit and retirement-related accounts | $30,000 | 324 |
| Corporate Trust and Agency Accounts | $3,000 | 226 |
| Number of investment management and advisory agency accounts, non-managed assets | $22,000 | 72 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 201 |
| Other Fiduciary Accounts | $0 | 239 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $39,000 | 406 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $23,000 | 435 |
| 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 | $1,063,000 | 194 |
| Number of Managed Accounts | $995,000 | 145 |
| Personal Trust and Agency Accounts | $372,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $63,000 | 73 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 124 |
| Number of other employee benefit and retirement-related accounts | $286,000 | 112 |
| Corporate Trust and Agency Accounts | $14,000 | 30 |
| Number of managed investment management and investment advisory agency accounts | $250,000 | 160 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,000 | 233 |
| 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 | $256,000 | 112 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $68,000 | 238 |
| Personal Trust and Agency Accounts | $0 | 328 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 192 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 86 |
| Number non-managed other employee benefit and retirement-related accounts | $32,000 | 161 |
| Corporate Trust and Agency Accounts | $3,000 | 127 |
| Number of investment management and advisory agency accounts, non-managed assets | $20,000 | 51 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $42,000 | 250 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $25,000 | 195 |
| 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 | $1,049,000 | 195 |
| Number of Managed Accounts | $980,000 | 145 |
| Personal Trust and Agency Accounts | $366,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $64,000 | 73 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 121 |
| Number of other employee benefit and retirement-related accounts | $283,000 | 112 |
| Corporate Trust and Agency Accounts | $14,000 | 33 |
| Number of managed investment management and investment advisory agency accounts | $243,000 | 164 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,000 | 232 |
| Other Fiduciary Accounts | $3,000 | 75 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $253,000 | 106 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $69,000 | 240 |
| Personal Trust and Agency Accounts | $0 | 331 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 192 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 88 |
| Number non-managed other employee benefit and retirement-related accounts | $32,000 | 162 |
| Corporate Trust and Agency Accounts | $3,000 | 129 |
| Number of investment management and advisory agency accounts, non-managed assets | $21,000 | 47 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 133 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $41,000 | 253 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $25,000 | 194 |
| 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 | $1,042,000 | 201 |
| Number of Managed Accounts | $975,000 | 149 |
| Personal Trust and Agency Accounts | $365,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $63,000 | 72 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 121 |
| Number of other employee benefit and retirement-related accounts | $281,000 | 111 |
| Corporate Trust and Agency Accounts | $14,000 | 36 |
| Number of managed investment management and investment advisory agency accounts | $240,000 | 165 |
| Number of foundation and endowment trust and agency accounts, managed assets | $4,000 | 222 |
| 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 | $267,000 | 101 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $67,000 | 247 |
| Personal Trust and Agency Accounts | $0 | 339 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 201 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 91 |
| Number non-managed other employee benefit and retirement-related accounts | $32,000 | 163 |
| Corporate Trust and Agency Accounts | $3,000 | 129 |
| Number of investment management and advisory agency accounts, non-managed assets | $20,000 | 44 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 136 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $38,000 | 266 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $25,000 | 191 |
| 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 | $1,021,000 | 218 |
| Number of Managed Accounts | $954,000 | 155 |
| Personal Trust and Agency Accounts | $348,000 | 171 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $63,000 | 87 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 136 |
| Number of other employee benefit and retirement-related accounts | $280,000 | 118 |
| Corporate Trust and Agency Accounts | $14,000 | 62 |
| Number of managed investment management and investment advisory agency accounts | $233,000 | 182 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,000 | 240 |
| Other Fiduciary Accounts | $3,000 | 146 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $278,000 | 100 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 82 |
| Number of Non-Managed Accounts | $67,000 | 445 |
| Personal Trust and Agency Accounts | $0 | 925 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 281 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 103 |
| Number non-managed other employee benefit and retirement-related accounts | $32,000 | 328 |
| Corporate Trust and Agency Accounts | $3,000 | 247 |
| Number of investment management and advisory agency accounts, non-managed assets | $19,000 | 71 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 139 |
| Other Fiduciary Accounts | $0 | 229 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $43,000 | 397 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $26,000 | 416 |
| 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 | $1,022,000 | 207 |
| Number of Managed Accounts | $977,000 | 150 |
| Personal Trust and Agency Accounts | $347,000 | 162 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $64,000 | 75 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 121 |
| Number of other employee benefit and retirement-related accounts | $280,000 | 110 |
| Corporate Trust and Agency Accounts | $14,000 | 39 |
| Number of managed investment management and investment advisory agency accounts | $264,000 | 169 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $4,000 | 76 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $45,000 | 266 |
| Personal Trust and Agency Accounts | $0 | 330 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 202 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 94 |
| Number non-managed other employee benefit and retirement-related accounts | $29,000 | 168 |
| Corporate Trust and Agency Accounts | $3,000 | 136 |
| 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 | $43,000 | 250 |
| 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 | $1,022,000 | 210 |
| Number of Managed Accounts | $962,000 | 158 |
| Personal Trust and Agency Accounts | $345,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $64,000 | 75 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 122 |
| Number of other employee benefit and retirement-related accounts | $276,000 | 111 |
| Corporate Trust and Agency Accounts | $13,000 | 39 |
| Number of managed investment management and investment advisory agency accounts | $257,000 | 170 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $3,000 | 77 |
| 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 | $60,000 | 249 |
| Personal Trust and Agency Accounts | $0 | 335 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 222 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 93 |
| Number non-managed other employee benefit and retirement-related accounts | $37,000 | 160 |
| Corporate Trust and Agency Accounts | $3,000 | 136 |
| 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 | $9,000 | 83 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $33,000 | 277 |
| 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 | $1,026,000 | 207 |
| Number of Managed Accounts | $963,000 | 160 |
| Personal Trust and Agency Accounts | $351,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $60,000 | 83 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 127 |
| Number of other employee benefit and retirement-related accounts | $277,000 | 107 |
| Corporate Trust and Agency Accounts | $13,000 | 41 |
| Number of managed investment management and investment advisory agency accounts | $254,000 | 171 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $4,000 | 75 |
| 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 | $63,000 | 245 |
| Personal Trust and Agency Accounts | $0 | 334 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 208 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 98 |
| Number non-managed other employee benefit and retirement-related accounts | $37,000 | 159 |
| Corporate Trust and Agency Accounts | $3,000 | 135 |
| 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 | $9,000 | 83 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $32,000 | 281 |
| 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 | $1,020,000 | 228 |
| Number of Managed Accounts | $954,000 | 167 |
| Personal Trust and Agency Accounts | $345,000 | 174 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $62,000 | 88 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 139 |
| Number of other employee benefit and retirement-related accounts | $272,000 | 119 |
| Corporate Trust and Agency Accounts | $13,000 | 73 |
| Number of managed investment management and investment advisory agency accounts | $254,000 | 181 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $4,000 | 129 |
| 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 | $66,000 | 472 |
| Personal Trust and Agency Accounts | $0 | 952 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 254 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 122 |
| Number non-managed other employee benefit and retirement-related accounts | $37,000 | 331 |
| Corporate Trust and Agency Accounts | $3,000 | 252 |
| 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 | $9,000 | 137 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $32,000 | 466 |
| 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 | $1,009,000 | 210 |
| Number of Managed Accounts | $942,000 | 166 |
| Personal Trust and Agency Accounts | $351,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $61,000 | 83 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 129 |
| Number of other employee benefit and retirement-related accounts | $270,000 | 113 |
| Corporate Trust and Agency Accounts | $9,000 | 51 |
| Number of managed investment management and investment advisory agency accounts | $244,000 | 179 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $3,000 | 87 |
| 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 | $67,000 | 259 |
| Personal Trust and Agency Accounts | $0 | 362 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $18,000 | 185 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 100 |
| Number non-managed other employee benefit and retirement-related accounts | $35,000 | 174 |
| Corporate Trust and Agency Accounts | $3,000 | 143 |
| 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 | $8,000 | 89 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $36,000 | 294 |
| 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 | $1,006,000 | 219 |
| Number of Managed Accounts | $941,000 | 168 |
| Personal Trust and Agency Accounts | $351,000 | 170 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $61,000 | 85 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 126 |
| Number of other employee benefit and retirement-related accounts | $261,000 | 115 |
| Corporate Trust and Agency Accounts | $10,000 | 51 |
| Number of managed investment management and investment advisory agency accounts | $251,000 | 183 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| 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 | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $65,000 | 266 |
| Personal Trust and Agency Accounts | $1,000 | 339 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $18,000 | 190 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 106 |
| Number non-managed other employee benefit and retirement-related accounts | $32,000 | 180 |
| Corporate Trust and Agency Accounts | $3,000 | 145 |
| 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 | $8,000 | 85 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $33,000 | 301 |
| 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 | $1,038,000 | 209 |
| Number of Managed Accounts | $968,000 | 165 |
| Personal Trust and Agency Accounts | $358,000 | 169 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $66,000 | 81 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 121 |
| Number of other employee benefit and retirement-related accounts | $259,000 | 111 |
| Corporate Trust and Agency Accounts | $10,000 | 52 |
| Number of managed investment management and investment advisory agency accounts | $261,000 | 177 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $10,000 | 63 |
| 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 | $70,000 | 258 |
| Personal Trust and Agency Accounts | $1,000 | 346 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $29,000 | 160 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 106 |
| Number non-managed other employee benefit and retirement-related accounts | $34,000 | 175 |
| Corporate Trust and Agency Accounts | $3,000 | 145 |
| 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 | $34,000 | 302 |
| 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 | $1,026,000 | 218 |
| Number of Managed Accounts | $962,000 | 167 |
| Personal Trust and Agency Accounts | $353,000 | 178 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $72,000 | 84 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 140 |
| Number of other employee benefit and retirement-related accounts | $254,000 | 118 |
| Corporate Trust and Agency Accounts | $10,000 | 87 |
| Number of managed investment management and investment advisory agency accounts | $259,000 | 181 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $10,000 | 102 |
| 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 | $64,000 | 485 |
| Personal Trust and Agency Accounts | $1,000 | 859 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $24,000 | 208 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 127 |
| Number non-managed other employee benefit and retirement-related accounts | $33,000 | 346 |
| Corporate Trust and Agency Accounts | $3,000 | 263 |
| 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 | $32,000 | 480 |
| 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 | $1,023,000 | 198 |
| Number of Managed Accounts | $956,000 | 161 |
| Personal Trust and Agency Accounts | $350,000 | 169 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $76,000 | 75 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 139 |
| Number of other employee benefit and retirement-related accounts | $254,000 | 112 |
| Corporate Trust and Agency Accounts | $10,000 | 51 |
| Number of managed investment management and investment advisory agency accounts | $253,000 | 180 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $10,000 | 68 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $67,000 | 247 |
| Personal Trust and Agency Accounts | $1,000 | 331 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $24,000 | 173 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 104 |
| Number non-managed other employee benefit and retirement-related accounts | $34,000 | 171 |
| Corporate Trust and Agency Accounts | $3,000 | 151 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $2,000 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $32,000 | 294 |
| 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 | $1,017,000 | 202 |
| Number of Managed Accounts | $954,000 | 162 |
| Personal Trust and Agency Accounts | $352,000 | 173 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $78,000 | 77 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 161 |
| Number of other employee benefit and retirement-related accounts | $252,000 | 109 |
| Corporate Trust and Agency Accounts | $11,000 | 51 |
| Number of managed investment management and investment advisory agency accounts | $249,000 | 181 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $10,000 | 64 |
| 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 | $63,000 | 261 |
| Personal Trust and Agency Accounts | $2,000 | 317 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $23,000 | 181 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 112 |
| Number non-managed other employee benefit and retirement-related accounts | $28,000 | 186 |
| Corporate Trust and Agency Accounts | $4,000 | 143 |
| 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 | $3,000 | 100 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $30,000 | 304 |
| 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 | $1,016,000 | 197 |
| Number of Managed Accounts | $954,000 | 156 |
| Personal Trust and Agency Accounts | $348,000 | 175 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $93,000 | 63 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 163 |
| Number of other employee benefit and retirement-related accounts | $242,000 | 110 |
| Corporate Trust and Agency Accounts | $11,000 | 49 |
| Number of managed investment management and investment advisory agency accounts | $248,000 | 178 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $10,000 | 65 |
| 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 | $62,000 | 267 |
| Personal Trust and Agency Accounts | $2,000 | 320 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $22,000 | 188 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 110 |
| Number non-managed other employee benefit and retirement-related accounts | $28,000 | 190 |
| Corporate Trust and Agency Accounts | $4,000 | 141 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $3,000 | 96 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $29,000 | 307 |
| 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 | $1,020,000 | 214 |
| Number of Managed Accounts | $951,000 | 162 |
| Personal Trust and Agency Accounts | $344,000 | 184 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $93,000 | 70 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 199 |
| Number of other employee benefit and retirement-related accounts | $241,000 | 113 |
| Corporate Trust and Agency Accounts | $11,000 | 94 |
| Number of managed investment management and investment advisory agency accounts | $248,000 | 180 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $12,000 | 87 |
| 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 | $69,000 | 470 |
| Personal Trust and Agency Accounts | $2,000 | 786 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $31,000 | 202 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 135 |
| Number non-managed other employee benefit and retirement-related accounts | $27,000 | 379 |
| Corporate Trust and Agency Accounts | $5,000 | 220 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $1,000 | 218 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $27,000 | 526 |
| 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 | $1,016,000 | 201 |
| Number of Managed Accounts | $947,000 | 162 |
| Personal Trust and Agency Accounts | $346,000 | 183 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $94,000 | 66 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 172 |
| Number of other employee benefit and retirement-related accounts | $239,000 | 111 |
| Corporate Trust and Agency Accounts | $11,000 | 52 |
| Number of managed investment management and investment advisory agency accounts | $246,000 | 176 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $9,000 | 69 |
| 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 | $69,000 | 259 |
| Personal Trust and Agency Accounts | $2,000 | 308 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $30,000 | 175 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 113 |
| Number non-managed other employee benefit and retirement-related accounts | $28,000 | 189 |
| Corporate Trust and Agency Accounts | $6,000 | 134 |
| 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 | $31,000 | 290 |
| 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 | $1,003,000 | 210 |
| Number of Managed Accounts | $929,000 | 171 |
| Personal Trust and Agency Accounts | $343,000 | 188 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $94,000 | 63 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 185 |
| Number of other employee benefit and retirement-related accounts | $231,000 | 114 |
| Corporate Trust and Agency Accounts | $9,000 | 56 |
| Number of managed investment management and investment advisory agency accounts | $242,000 | 179 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $8,000 | 80 |
| 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 | $74,000 | 265 |
| Personal Trust and Agency Accounts | $3,000 | 300 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $33,000 | 169 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 123 |
| Number non-managed other employee benefit and retirement-related accounts | $29,000 | 188 |
| Corporate Trust and Agency Accounts | $6,000 | 134 |
| 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 | $32,000 | 292 |
| 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 | $1,005,000 | 207 |
| Number of Managed Accounts | $925,000 | 173 |
| Personal Trust and Agency Accounts | $341,000 | 191 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $94,000 | 65 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 182 |
| Number of other employee benefit and retirement-related accounts | $224,000 | 111 |
| Corporate Trust and Agency Accounts | $10,000 | 52 |
| Number of managed investment management and investment advisory agency accounts | $247,000 | 179 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $7,000 | 84 |
| 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 | $80,000 | 263 |
| Personal Trust and Agency Accounts | $2,000 | 319 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $34,000 | 176 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 121 |
| Number non-managed other employee benefit and retirement-related accounts | $35,000 | 180 |
| Corporate Trust and Agency Accounts | $6,000 | 138 |
| 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 | $37,000 | 291 |
| 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 | $1,007,000 | 223 |
| Number of Managed Accounts | $925,000 | 176 |
| Personal Trust and Agency Accounts | $343,000 | 208 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $94,000 | 74 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 201 |
| Number of other employee benefit and retirement-related accounts | $224,000 | 112 |
| Corporate Trust and Agency Accounts | $12,000 | 89 |
| Number of managed investment management and investment advisory agency accounts | $244,000 | 184 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $5,000 | 153 |
| 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 | $82,000 | 435 |
| Personal Trust and Agency Accounts | $2,000 | 799 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $34,000 | 211 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 155 |
| Number non-managed other employee benefit and retirement-related accounts | $35,000 | 346 |
| Corporate Trust and Agency Accounts | $6,000 | 221 |
| 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 | $2,000 | 217 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $38,000 | 466 |
| 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 | $1,010,000 | 195 |
| Number of Managed Accounts | $919,000 | 165 |
| Personal Trust and Agency Accounts | $341,000 | 191 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $93,000 | 68 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 160 |
| Number of other employee benefit and retirement-related accounts | $223,000 | 101 |
| Corporate Trust and Agency Accounts | $12,000 | 50 |
| Number of managed investment management and investment advisory agency accounts | $244,000 | 171 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $3,000 | 100 |
| 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 | $91,000 | 249 |
| Personal Trust and Agency Accounts | $2,000 | 305 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $34,000 | 178 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 124 |
| Number non-managed other employee benefit and retirement-related accounts | $41,000 | 162 |
| Corporate Trust and Agency Accounts | $8,000 | 137 |
| 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 | $3,000 | 100 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $38,000 | 284 |
| 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 | $1,023,000 | 197 |
| Number of Managed Accounts | $933,000 | 166 |
| Personal Trust and Agency Accounts | $352,000 | 183 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $94,000 | 70 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 155 |
| Number of other employee benefit and retirement-related accounts | $223,000 | 104 |
| Corporate Trust and Agency Accounts | $12,000 | 50 |
| Number of managed investment management and investment advisory agency accounts | $244,000 | 171 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $5,000 | 94 |
| 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 | $90,000 | 251 |
| Personal Trust and Agency Accounts | $2,000 | 324 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $34,000 | 173 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 116 |
| Number non-managed other employee benefit and retirement-related accounts | $43,000 | 162 |
| Corporate Trust and Agency Accounts | $8,000 | 141 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 136 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $41,000 | 288 |
| 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 | $1,019,000 | 197 |
| Number of Managed Accounts | $927,000 | 166 |
| Personal Trust and Agency Accounts | $345,000 | 190 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $93,000 | 73 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 160 |
| Number of other employee benefit and retirement-related accounts | $228,000 | 104 |
| Corporate Trust and Agency Accounts | $12,000 | 50 |
| Number of managed investment management and investment advisory agency accounts | $243,000 | 172 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $3,000 | 108 |
| 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 | $92,000 | 250 |
| Personal Trust and Agency Accounts | $3,000 | 302 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $36,000 | 174 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 121 |
| Number non-managed other employee benefit and retirement-related accounts | $43,000 | 159 |
| Corporate Trust and Agency Accounts | $7,000 | 142 |
| 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 | $41,000 | 288 |
| 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 | $1,006,000 | 215 |
| Number of Managed Accounts | $920,000 | 172 |
| Personal Trust and Agency Accounts | $346,000 | 204 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $91,000 | 78 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 203 |
| Number of other employee benefit and retirement-related accounts | $226,000 | 109 |
| Corporate Trust and Agency Accounts | $12,000 | 88 |
| Number of managed investment management and investment advisory agency accounts | $239,000 | 177 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $3,000 | 205 |
| 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 | $86,000 | 441 |
| Personal Trust and Agency Accounts | $3,000 | 722 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $36,000 | 211 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 151 |
| Number non-managed other employee benefit and retirement-related accounts | $35,000 | 349 |
| Corporate Trust and Agency Accounts | $9,000 | 191 |
| 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 | $42,000 | 457 |
| 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 | $1,000,000 | 201 |
| Number of Managed Accounts | $914,000 | 169 |
| Personal Trust and Agency Accounts | $359,000 | 182 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $90,000 | 72 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 157 |
| Number of other employee benefit and retirement-related accounts | $227,000 | 101 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $235,000 | 166 |
| 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 | $86,000 | 262 |
| Personal Trust and Agency Accounts | $2,000 | 316 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $35,000 | 178 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 122 |
| Number non-managed other employee benefit and retirement-related accounts | $35,000 | 178 |
| Corporate Trust and Agency Accounts | $11,000 | 126 |
| 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 | $42,000 | 288 |
| 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 | $998,000 | 206 |
| Number of Managed Accounts | $915,000 | 170 |
| Personal Trust and Agency Accounts | $357,000 | 186 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $96,000 | 71 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 161 |
| Number of other employee benefit and retirement-related accounts | $226,000 | 103 |
| Corporate Trust and Agency Accounts | $0 | 113 |
| Number of managed investment management and investment advisory agency accounts | $233,000 | 166 |
| 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 | $83,000 | 274 |
| Personal Trust and Agency Accounts | $0 | 352 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $38,000 | 179 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 126 |
| Number non-managed other employee benefit and retirement-related accounts | $31,000 | 193 |
| Corporate Trust and Agency Accounts | $11,000 | 129 |
| 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 | $43,000 | 292 |
| 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 | $988,000 | 208 |
| Number of Managed Accounts | $918,000 | 168 |
| Personal Trust and Agency Accounts | $361,000 | 186 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $107,000 | 66 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 162 |
| Number of other employee benefit and retirement-related accounts | $224,000 | 101 |
| Corporate Trust and Agency Accounts | $0 | 110 |
| Number of managed investment management and investment advisory agency accounts | $223,000 | 167 |
| 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 | $70,000 | 291 |
| Personal Trust and Agency Accounts | $0 | 364 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $23,000 | 208 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 118 |
| Number non-managed other employee benefit and retirement-related accounts | $31,000 | 193 |
| Corporate Trust and Agency Accounts | $12,000 | 128 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 134 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $43,000 | 298 |
| 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 | $965,000 | 243 |
| Number of Managed Accounts | $907,000 | 182 |
| Personal Trust and Agency Accounts | $360,000 | 204 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $108,000 | 69 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 195 |
| Number of other employee benefit and retirement-related accounts | $227,000 | 101 |
| Corporate Trust and Agency Accounts | $0 | 340 |
| Number of managed investment management and investment advisory agency accounts | $209,000 | 183 |
| 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 | $58,000 | 578 |
| Personal Trust and Agency Accounts | $0 | 1,047 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $23,000 | 263 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 139 |
| Number non-managed other employee benefit and retirement-related accounts | $19,000 | 480 |
| Corporate Trust and Agency Accounts | $12,000 | 188 |
| 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 | $46,000 | 469 |
| 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 | $951,000 | 226 |
| Number of Managed Accounts | $894,000 | 179 |
| Personal Trust and Agency Accounts | $350,000 | 203 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $108,000 | 72 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 196 |
| Number of other employee benefit and retirement-related accounts | $226,000 | 92 |
| Corporate Trust and Agency Accounts | $0 | 121 |
| Number of managed investment management and investment advisory agency accounts | $208,000 | 174 |
| 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 | $57,000 | 317 |
| Personal Trust and Agency Accounts | $0 | 370 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $23,000 | 220 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 128 |
| Number non-managed other employee benefit and retirement-related accounts | $18,000 | 237 |
| Corporate Trust and Agency Accounts | $12,000 | 129 |
| 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 | $42,000 | 313 |
| 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 | $948,000 | 232 |
| Number of Managed Accounts | $892,000 | 181 |
| Personal Trust and Agency Accounts | $345,000 | 209 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $111,000 | 75 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 193 |
| Number of other employee benefit and retirement-related accounts | $226,000 | 93 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of managed investment management and investment advisory agency accounts | $208,000 | 174 |
| 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 | $56,000 | 326 |
| Personal Trust and Agency Accounts | $0 | 377 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $23,000 | 228 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 131 |
| Number non-managed other employee benefit and retirement-related accounts | $17,000 | 239 |
| Corporate Trust and Agency Accounts | $12,000 | 134 |
| 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 | $44,000 | 309 |
| 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 | $960,000 | 241 |
| Number of Managed Accounts | $904,000 | 186 |
| Personal Trust and Agency Accounts | $349,000 | 215 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $122,000 | 77 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 198 |
| Number of other employee benefit and retirement-related accounts | $224,000 | 98 |
| Corporate Trust and Agency Accounts | $0 | 138 |
| Number of managed investment management and investment advisory agency accounts | $206,000 | 174 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $1,000 | 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 | $56,000 | 328 |
| Personal Trust and Agency Accounts | $0 | 390 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $23,000 | 225 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 134 |
| Number non-managed other employee benefit and retirement-related accounts | $18,000 | 240 |
| Corporate Trust and Agency Accounts | $11,000 | 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 | 158 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $45,000 | 317 |
| 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 | $983,000 | 255 |
| Number of Managed Accounts | $919,000 | 187 |
| Personal Trust and Agency Accounts | $355,000 | 221 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $131,000 | 81 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 251 |
| Number of other employee benefit and retirement-related accounts | $230,000 | 104 |
| Corporate Trust and Agency Accounts | $0 | 378 |
| Number of managed investment management and investment advisory agency accounts | $201,000 | 197 |
| 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 | $64,000 | 550 |
| Personal Trust and Agency Accounts | $2,000 | 827 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $23,000 | 274 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 190 |
| Number non-managed other employee benefit and retirement-related accounts | $18,000 | 481 |
| Corporate Trust and Agency Accounts | $19,000 | 159 |
| 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 | $46,000 | 502 |
| 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 | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,869 |
| 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 |
| 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 |