Home > LaSalle Bank > Number of Fiduciary and Related Asset Accounts
LaSalle Bank, Number of Fiduciary and Related Asset Accounts
| 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 | $23,809,000 | 28 |
| Number of Managed Accounts | $6,121,000 | 34 |
| Personal Trust and Agency Accounts | $2,910,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 322 |
| Employee Benefit-defined Benefit Accounts | $0 | 235 |
| Number of other employee benefit and retirement-related accounts | $526,000 | 57 |
| Corporate Trust and Agency Accounts | $106,000 | 8 |
| Number of managed investment management and investment advisory agency accounts | $2,576,000 | 31 |
| 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 | $0 | 10 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $17,688,000 | 17 |
| Personal Trust and Agency Accounts | $217,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 313 |
| Employee Benefit-defined Benefit Accounts | $0 | 163 |
| Number non-managed other employee benefit and retirement-related accounts | $119,000 | 93 |
| Corporate Trust and Agency Accounts | $17,211,000 | 7 |
| 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 | $141,000 | 30 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,119,000 | 27 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $25,045,000 | 25 |
| Number of Managed Accounts | $6,165,000 | 35 |
| Personal Trust and Agency Accounts | $2,903,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 324 |
| Employee Benefit-defined Benefit Accounts | $0 | 241 |
| Number of other employee benefit and retirement-related accounts | $549,000 | 54 |
| Corporate Trust and Agency Accounts | $85,000 | 12 |
| Number of managed investment management and investment advisory agency accounts | $2,625,000 | 31 |
| 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 | $0 | 11 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $18,880,000 | 17 |
| Personal Trust and Agency Accounts | $219,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 320 |
| Employee Benefit-defined Benefit Accounts | $0 | 167 |
| Number non-managed other employee benefit and retirement-related accounts | $115,000 | 94 |
| Corporate Trust and Agency Accounts | $18,406,000 | 6 |
| 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 | $140,000 | 28 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,964,000 | 28 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $25,190,000 | 24 |
| Number of Managed Accounts | $6,257,000 | 33 |
| Personal Trust and Agency Accounts | $2,914,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 327 |
| Employee Benefit-defined Benefit Accounts | $0 | 240 |
| Number of other employee benefit and retirement-related accounts | $549,000 | 55 |
| Corporate Trust and Agency Accounts | $64,000 | 15 |
| Number of managed investment management and investment advisory agency accounts | $2,727,000 | 29 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $3,000 | 88 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $18,933,000 | 17 |
| Personal Trust and Agency Accounts | $228,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 327 |
| Employee Benefit-defined Benefit Accounts | $0 | 174 |
| Number non-managed other employee benefit and retirement-related accounts | $121,000 | 89 |
| Corporate Trust and Agency Accounts | $18,442,000 | 6 |
| 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 | $142,000 | 31 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,988,000 | 27 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $25,293,000 | 25 |
| Number of Managed Accounts | $6,456,000 | 34 |
| Personal Trust and Agency Accounts | $2,937,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 667 |
| Employee Benefit-defined Benefit Accounts | $0 | 397 |
| Number of other employee benefit and retirement-related accounts | $581,000 | 53 |
| Corporate Trust and Agency Accounts | $44,000 | 30 |
| Number of managed investment management and investment advisory agency accounts | $2,891,000 | 27 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $3,000 | 175 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $18,837,000 | 17 |
| Personal Trust and Agency Accounts | $233,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 633 |
| Employee Benefit-defined Benefit Accounts | $0 | 244 |
| Number non-managed other employee benefit and retirement-related accounts | $116,000 | 151 |
| Corporate Trust and Agency Accounts | $18,324,000 | 6 |
| 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 | $164,000 | 37 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,092,000 | 27 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $26,515,000 | 23 |
| Number of Managed Accounts | $6,661,000 | 33 |
| Personal Trust and Agency Accounts | $2,984,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 317 |
| Employee Benefit-defined Benefit Accounts | $0 | 235 |
| Number of other employee benefit and retirement-related accounts | $614,000 | 50 |
| Corporate Trust and Agency Accounts | $13,000 | 45 |
| Number of managed investment management and investment advisory agency accounts | $3,047,000 | 26 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $3,000 | 92 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $19,854,000 | 17 |
| Personal Trust and Agency Accounts | $238,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 322 |
| Employee Benefit-defined Benefit Accounts | $0 | 170 |
| Number non-managed other employee benefit and retirement-related accounts | $118,000 | 86 |
| Corporate Trust and Agency Accounts | $19,252,000 | 6 |
| 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 | $246,000 | 21 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,021,000 | 25 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $25,263,000 | 25 |
| Number of Managed Accounts | $6,782,000 | 33 |
| Personal Trust and Agency Accounts | $3,067,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 323 |
| Employee Benefit-defined Benefit Accounts | $0 | 244 |
| Number of other employee benefit and retirement-related accounts | $633,000 | 48 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $3,077,000 | 25 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $5,000 | 81 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $18,481,000 | 18 |
| Personal Trust and Agency Accounts | $248,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 332 |
| Employee Benefit-defined Benefit Accounts | $0 | 174 |
| Number non-managed other employee benefit and retirement-related accounts | $115,000 | 94 |
| Corporate Trust and Agency Accounts | $17,135,000 | 6 |
| 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 | $983,000 | 10 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,025,000 | 26 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $24,472,000 | 25 |
| Number of Managed Accounts | $6,930,000 | 31 |
| Personal Trust and Agency Accounts | $3,097,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 324 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 198 |
| Number of other employee benefit and retirement-related accounts | $659,000 | 40 |
| Corporate Trust and Agency Accounts | $0 | 102 |
| Number of managed investment management and investment advisory agency accounts | $3,168,000 | 23 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $5,000 | 82 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $17,542,000 | 18 |
| Personal Trust and Agency Accounts | $259,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 333 |
| Employee Benefit-defined Benefit Accounts | $0 | 175 |
| Number non-managed other employee benefit and retirement-related accounts | $118,000 | 93 |
| Corporate Trust and Agency Accounts | $15,949,000 | 7 |
| 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 | $1,216,000 | 10 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,030,000 | 26 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $23,799,000 | 25 |
| Number of Managed Accounts | $7,004,000 | 32 |
| Personal Trust and Agency Accounts | $3,179,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 707 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 78 |
| Number of other employee benefit and retirement-related accounts | $662,000 | 41 |
| Corporate Trust and Agency Accounts | $0 | 281 |
| Number of managed investment management and investment advisory agency accounts | $3,145,000 | 23 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $4,000 | 149 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $16,795,000 | 17 |
| Personal Trust and Agency Accounts | $268,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 653 |
| Employee Benefit-defined Benefit Accounts | $253,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $116,000 | 160 |
| Corporate Trust and Agency Accounts | $14,787,000 | 7 |
| 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 | $1,371,000 | 12 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,047,000 | 27 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $25,715,000 | 24 |
| Number of Managed Accounts | $7,034,000 | 32 |
| Personal Trust and Agency Accounts | $3,218,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 320 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 63 |
| Number of other employee benefit and retirement-related accounts | $662,000 | 45 |
| Corporate Trust and Agency Accounts | $0 | 101 |
| Number of managed investment management and investment advisory agency accounts | $3,129,000 | 23 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $8,000 | 71 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $18,681,000 | 16 |
| Personal Trust and Agency Accounts | $278,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 212 |
| Employee Benefit-defined Benefit Accounts | $291,000 | 17 |
| Number non-managed other employee benefit and retirement-related accounts | $117,000 | 98 |
| Corporate Trust and Agency Accounts | $16,337,000 | 6 |
| 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 | $1,641,000 | 11 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,036,000 | 26 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $25,293,000 | 24 |
| Number of Managed Accounts | $7,045,000 | 32 |
| Personal Trust and Agency Accounts | $3,254,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 248 |
| Employee Benefit-defined Benefit Accounts | $20,000 | 61 |
| Number of other employee benefit and retirement-related accounts | $664,000 | 44 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $3,091,000 | 22 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $9,000 | 76 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $18,248,000 | 17 |
| Personal Trust and Agency Accounts | $290,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $27,000 | 180 |
| Employee Benefit-defined Benefit Accounts | $290,000 | 18 |
| Number non-managed other employee benefit and retirement-related accounts | $118,000 | 95 |
| Corporate Trust and Agency Accounts | $15,634,000 | 7 |
| 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 | $1,889,000 | 11 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,089,000 | 27 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $25,433,000 | 24 |
| Number of Managed Accounts | $7,128,000 | 33 |
| Personal Trust and Agency Accounts | $3,252,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $32,000 | 151 |
| Employee Benefit-defined Benefit Accounts | $62,000 | 34 |
| Number of other employee benefit and retirement-related accounts | $652,000 | 44 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $3,102,000 | 20 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $28,000 | 45 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $18,305,000 | 15 |
| Personal Trust and Agency Accounts | $334,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $104,000 | 100 |
| Employee Benefit-defined Benefit Accounts | $649,000 | 12 |
| Number non-managed other employee benefit and retirement-related accounts | $120,000 | 100 |
| Corporate Trust and Agency Accounts | $14,884,000 | 7 |
| 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 | $2,214,000 | 10 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,206,000 | 27 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $24,541,000 | 24 |
| Number of Managed Accounts | $7,032,000 | 36 |
| Personal Trust and Agency Accounts | $3,296,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $34,000 | 172 |
| Employee Benefit-defined Benefit Accounts | $67,000 | 33 |
| Number of other employee benefit and retirement-related accounts | $639,000 | 46 |
| Corporate Trust and Agency Accounts | $0 | 303 |
| Number of managed investment management and investment advisory agency accounts | $2,967,000 | 22 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $29,000 | 58 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $17,509,000 | 16 |
| Personal Trust and Agency Accounts | $337,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $158,000 | 82 |
| Employee Benefit-defined Benefit Accounts | $665,000 | 13 |
| Number non-managed other employee benefit and retirement-related accounts | $128,000 | 154 |
| Corporate Trust and Agency Accounts | $14,041,000 | 8 |
| 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 | $2,180,000 | 11 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,294,000 | 25 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $22,680,000 | 24 |
| Number of Managed Accounts | $6,919,000 | 33 |
| Personal Trust and Agency Accounts | $3,326,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $38,000 | 137 |
| Employee Benefit-defined Benefit Accounts | $67,000 | 32 |
| Number of other employee benefit and retirement-related accounts | $638,000 | 45 |
| Corporate Trust and Agency Accounts | $0 | 110 |
| Number of managed investment management and investment advisory agency accounts | $2,821,000 | 22 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $29,000 | 41 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $15,761,000 | 18 |
| Personal Trust and Agency Accounts | $362,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $198,000 | 66 |
| Employee Benefit-defined Benefit Accounts | $674,000 | 14 |
| Number non-managed other employee benefit and retirement-related accounts | $134,000 | 86 |
| Corporate Trust and Agency Accounts | $12,602,000 | 8 |
| 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 | $1,791,000 | 12 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,307,000 | 23 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $21,911,000 | 25 |
| Number of Managed Accounts | $6,765,000 | 34 |
| Personal Trust and Agency Accounts | $3,344,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $39,000 | 139 |
| Employee Benefit-defined Benefit Accounts | $65,000 | 31 |
| Number of other employee benefit and retirement-related accounts | $647,000 | 44 |
| Corporate Trust and Agency Accounts | $0 | 114 |
| Number of managed investment management and investment advisory agency accounts | $2,639,000 | 20 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $31,000 | 40 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $15,146,000 | 19 |
| Personal Trust and Agency Accounts | $364,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $202,000 | 66 |
| Employee Benefit-defined Benefit Accounts | $644,000 | 13 |
| Number non-managed other employee benefit and retirement-related accounts | $129,000 | 90 |
| Corporate Trust and Agency Accounts | $12,033,000 | 8 |
| 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 | $1,774,000 | 11 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,534,000 | 24 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $21,059,000 | 28 |
| Number of Managed Accounts | $6,795,000 | 35 |
| Personal Trust and Agency Accounts | $3,375,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $40,000 | 137 |
| Employee Benefit-defined Benefit Accounts | $64,000 | 34 |
| Number of other employee benefit and retirement-related accounts | $643,000 | 46 |
| Corporate Trust and Agency Accounts | $0 | 116 |
| Number of managed investment management and investment advisory agency accounts | $2,643,000 | 22 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $30,000 | 48 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $14,264,000 | 21 |
| Personal Trust and Agency Accounts | $372,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $201,000 | 71 |
| Employee Benefit-defined Benefit Accounts | $621,000 | 12 |
| Number non-managed other employee benefit and retirement-related accounts | $136,000 | 85 |
| Corporate Trust and Agency Accounts | $11,140,000 | 8 |
| 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 | $1,794,000 | 12 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,523,000 | 22 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $20,511,000 | 29 |
| Number of Managed Accounts | $6,799,000 | 37 |
| Personal Trust and Agency Accounts | $3,438,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $40,000 | 158 |
| Employee Benefit-defined Benefit Accounts | $62,000 | 36 |
| Number of other employee benefit and retirement-related accounts | $650,000 | 44 |
| Corporate Trust and Agency Accounts | $0 | 312 |
| Number of managed investment management and investment advisory agency accounts | $2,576,000 | 22 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $33,000 | 58 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $13,712,000 | 22 |
| Personal Trust and Agency Accounts | $369,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $212,000 | 75 |
| Employee Benefit-defined Benefit Accounts | $602,000 | 13 |
| Number non-managed other employee benefit and retirement-related accounts | $140,000 | 139 |
| Corporate Trust and Agency Accounts | $10,476,000 | 8 |
| 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 | $1,913,000 | 12 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,660,000 | 23 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $19,600,000 | 29 |
| Number of Managed Accounts | $6,780,000 | 34 |
| Personal Trust and Agency Accounts | $3,509,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $40,000 | 142 |
| Employee Benefit-defined Benefit Accounts | $61,000 | 38 |
| Number of other employee benefit and retirement-related accounts | $627,000 | 44 |
| Corporate Trust and Agency Accounts | $5,000 | 66 |
| Number of managed investment management and investment advisory agency accounts | $2,503,000 | 25 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $35,000 | 39 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $12,820,000 | 23 |
| Personal Trust and Agency Accounts | $362,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $205,000 | 72 |
| Employee Benefit-defined Benefit Accounts | $578,000 | 14 |
| Number non-managed other employee benefit and retirement-related accounts | $150,000 | 79 |
| Corporate Trust and Agency Accounts | $9,712,000 | 8 |
| 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 | $1,813,000 | 12 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,734,000 | 24 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $18,687,000 | 29 |
| Number of Managed Accounts | $6,546,000 | 35 |
| Personal Trust and Agency Accounts | $3,486,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $39,000 | 148 |
| Employee Benefit-defined Benefit Accounts | $67,000 | 37 |
| Number of other employee benefit and retirement-related accounts | $607,000 | 44 |
| Corporate Trust and Agency Accounts | $5,000 | 70 |
| Number of managed investment management and investment advisory agency accounts | $2,307,000 | 27 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $35,000 | 42 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $12,141,000 | 22 |
| Personal Trust and Agency Accounts | $365,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $199,000 | 74 |
| Employee Benefit-defined Benefit Accounts | $568,000 | 15 |
| Number non-managed other employee benefit and retirement-related accounts | $153,000 | 82 |
| Corporate Trust and Agency Accounts | $9,032,000 | 10 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $1,824,000 | 12 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,662,000 | 24 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $17,452,000 | 29 |
| Number of Managed Accounts | $6,486,000 | 37 |
| Personal Trust and Agency Accounts | $3,528,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $40,000 | 149 |
| Employee Benefit-defined Benefit Accounts | $49,000 | 42 |
| Number of other employee benefit and retirement-related accounts | $597,000 | 44 |
| Corporate Trust and Agency Accounts | $5,000 | 68 |
| Number of managed investment management and investment advisory agency accounts | $2,232,000 | 27 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $35,000 | 43 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,966,000 | 24 |
| Personal Trust and Agency Accounts | $365,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $201,000 | 75 |
| Employee Benefit-defined Benefit Accounts | $593,000 | 12 |
| Number non-managed other employee benefit and retirement-related accounts | $846,000 | 25 |
| Corporate Trust and Agency Accounts | $8,133,000 | 10 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $828,000 | 14 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $7,264,000 | 22 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $18,025,000 | 29 |
| Number of Managed Accounts | $6,256,000 | 42 |
| Personal Trust and Agency Accounts | $3,488,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $42,000 | 171 |
| Employee Benefit-defined Benefit Accounts | $46,000 | 46 |
| Number of other employee benefit and retirement-related accounts | $555,000 | 48 |
| Corporate Trust and Agency Accounts | $23,000 | 63 |
| Number of managed investment management and investment advisory agency accounts | $2,077,000 | 33 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $25,000 | 82 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $11,769,000 | 23 |
| Personal Trust and Agency Accounts | $421,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $217,000 | 84 |
| Employee Benefit-defined Benefit Accounts | $438,000 | 19 |
| Number non-managed other employee benefit and retirement-related accounts | $808,000 | 36 |
| Corporate Trust and Agency Accounts | $7,865,000 | 10 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $2,020,000 | 10 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,957,000 | 22 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $18,049,000 | 29 |
| Number of Managed Accounts | $6,218,000 | 40 |
| Personal Trust and Agency Accounts | $3,507,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $43,000 | 158 |
| Employee Benefit-defined Benefit Accounts | $46,000 | 47 |
| Number of other employee benefit and retirement-related accounts | $527,000 | 45 |
| Corporate Trust and Agency Accounts | $24,000 | 39 |
| Number of managed investment management and investment advisory agency accounts | $2,048,000 | 30 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $23,000 | 71 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $11,831,000 | 20 |
| Personal Trust and Agency Accounts | $431,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $219,000 | 84 |
| Employee Benefit-defined Benefit Accounts | $454,000 | 17 |
| Number non-managed other employee benefit and retirement-related accounts | $812,000 | 28 |
| Corporate Trust and Agency Accounts | $7,617,000 | 8 |
| 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 | $2,298,000 | 8 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,099,000 | 21 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $18,148,000 | 30 |
| Number of Managed Accounts | $7,645,000 | 31 |
| Personal Trust and Agency Accounts | $3,607,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $47,000 | 153 |
| Employee Benefit-defined Benefit Accounts | $43,000 | 46 |
| Number of other employee benefit and retirement-related accounts | $532,000 | 45 |
| Corporate Trust and Agency Accounts | $16,000 | 50 |
| Number of managed investment management and investment advisory agency accounts | $2,082,000 | 30 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $1,318,000 | 6 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,503,000 | 24 |
| Personal Trust and Agency Accounts | $441,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $229,000 | 85 |
| Employee Benefit-defined Benefit Accounts | $465,000 | 16 |
| Number non-managed other employee benefit and retirement-related accounts | $814,000 | 30 |
| Corporate Trust and Agency Accounts | $7,468,000 | 9 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $1,086,000 | 11 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,526,000 | 21 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $17,917,000 | 29 |
| Number of Managed Accounts | $7,676,000 | 29 |
| Personal Trust and Agency Accounts | $3,620,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $54,000 | 149 |
| Employee Benefit-defined Benefit Accounts | $47,000 | 45 |
| Number of other employee benefit and retirement-related accounts | $548,000 | 42 |
| Corporate Trust and Agency Accounts | $5,000 | 88 |
| Number of managed investment management and investment advisory agency accounts | $1,999,000 | 33 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $1,403,000 | 7 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,241,000 | 23 |
| Personal Trust and Agency Accounts | $416,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $282,000 | 77 |
| Employee Benefit-defined Benefit Accounts | $541,000 | 12 |
| Number non-managed other employee benefit and retirement-related accounts | $810,000 | 33 |
| Corporate Trust and Agency Accounts | $7,337,000 | 9 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $855,000 | 12 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,580,000 | 21 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $18,058,000 | 28 |
| Number of Managed Accounts | $7,886,000 | 29 |
| Personal Trust and Agency Accounts | $3,674,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $73,000 | 142 |
| Employee Benefit-defined Benefit Accounts | $43,000 | 52 |
| Number of other employee benefit and retirement-related accounts | $560,000 | 41 |
| Corporate Trust and Agency Accounts | $5,000 | 185 |
| Number of managed investment management and investment advisory agency accounts | $2,030,000 | 33 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $1,501,000 | 6 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,172,000 | 23 |
| Personal Trust and Agency Accounts | $433,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $326,000 | 78 |
| Employee Benefit-defined Benefit Accounts | $488,000 | 13 |
| Number non-managed other employee benefit and retirement-related accounts | $849,000 | 38 |
| Corporate Trust and Agency Accounts | $7,280,000 | 9 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $796,000 | 13 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,896,000 | 22 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $17,004,000 | 28 |
| Number of Managed Accounts | $4,869,000 | 48 |
| Personal Trust and Agency Accounts | $2,225,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $153,000 | 90 |
| Employee Benefit-defined Benefit Accounts | $60,000 | 47 |
| Number of other employee benefit and retirement-related accounts | $387,000 | 63 |
| Corporate Trust and Agency Accounts | $9,000 | 136 |
| Number of managed investment management and investment advisory agency accounts | $1,839,000 | 33 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $196,000 | 25 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $12,135,000 | 18 |
| Personal Trust and Agency Accounts | $426,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $374,000 | 57 |
| Employee Benefit-defined Benefit Accounts | $464,000 | 15 |
| Number non-managed other employee benefit and retirement-related accounts | $814,000 | 39 |
| Corporate Trust and Agency Accounts | $7,050,000 | 9 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $3,007,000 | 8 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,479,000 | 16 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |