Home > Manufacturers and Traders Trust Company > Number of Fiduciary and Related Asset Accounts
Manufacturers and Traders Trust Company, Number of Fiduciary and Related Asset Accounts
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $0 | 1,482 |
| Fiduciary power exercised | $2,316 | 2 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,035 |
| Number of Managed Accounts | $0 | 982 |
| Personal Trust and Agency Accounts | $62,739,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,745,244,000 | 1 |
| Employee Benefit-defined Benefit Accounts | $0 | 229 |
| Number of other employee benefit and retirement-related accounts | $205,324,000 | 5 |
| Corporate Trust and Agency Accounts | $46 | 173 |
| Number of managed investment management and investment advisory agency accounts | $136 | 612 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 500 |
| Other Fiduciary Accounts | $6 | 246 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| 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 | $0 | 50 |
| Number of Non-Managed Accounts | $0 | 825 |
| Personal Trust and Agency Accounts | $56,061,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $287 | 333 |
| Employee Benefit-defined Benefit Accounts | $11,323,298,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $17,176,000 | 12 |
| Corporate Trust and Agency Accounts | $1,655,653,000 | 1 |
| Number of investment management and advisory agency accounts, non-managed assets | $63,536 | 68 |
| Number (#) individual retirement, health savings, and other similar accounts | $95 | 236 |
| Other Fiduciary Accounts | $0 | 190 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 625 |
| Fiduciary Accounts Held in Foreign Offices | $150,000 | 31 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $11,379,000 | 27 |
| 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 | $35,070,000 | 23 |
| Number of Managed Accounts | $14,938,000 | 21 |
| Personal Trust and Agency Accounts | $8,111,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $133,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $103,000 | 8 |
| Number of other employee benefit and retirement-related accounts | $1,580,000 | 40 |
| Corporate Trust and Agency Accounts | $327,000 | 8 |
| Number of managed investment management and investment advisory agency accounts | $4,135,000 | 26 |
| Number of foundation and endowment trust and agency accounts, managed assets | $549,000 | 16 |
| Other Fiduciary Accounts | $0 | 108 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,553,000 | 41 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $20,132,000 | 15 |
| Personal Trust and Agency Accounts | $1,595,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $102,000 | 50 |
| Employee Benefit-defined Benefit Accounts | $578,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $506,000 | 21 |
| Corporate Trust and Agency Accounts | $17,326,000 | 8 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Number (#) individual retirement, health savings, and other similar accounts | $25,000 | 19 |
| Other Fiduciary Accounts | $0 | 92 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,184,000 | 37 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $97,000 | 86 |
| 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 | $35,662,000 | 23 |
| Number of Managed Accounts | $15,016,000 | 21 |
| Personal Trust and Agency Accounts | $8,126,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $135,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $104,000 | 8 |
| Number of other employee benefit and retirement-related accounts | $1,604,000 | 41 |
| Corporate Trust and Agency Accounts | $322,000 | 8 |
| Number of managed investment management and investment advisory agency accounts | $4,143,000 | 26 |
| Number of foundation and endowment trust and agency accounts, managed assets | $582,000 | 16 |
| Other Fiduciary Accounts | $0 | 220 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,577,000 | 42 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $7,331,000 | 11 |
| Number of Non-Managed Accounts | $20,646,000 | 15 |
| Personal Trust and Agency Accounts | $1,638,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $105,000 | 56 |
| Employee Benefit-defined Benefit Accounts | $602,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $538,000 | 23 |
| Corporate Trust and Agency Accounts | $17,736,000 | 7 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 360 |
| Number (#) individual retirement, health savings, and other similar accounts | $27,000 | 17 |
| Other Fiduciary Accounts | $0 | 175 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,503,000 | 38 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $123,000 | 110 |
| 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 | $36,039,000 | 22 |
| Number of Managed Accounts | $15,314,000 | 21 |
| Personal Trust and Agency Accounts | $8,296,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $161,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $104,000 | 8 |
| Number of other employee benefit and retirement-related accounts | $1,673,000 | 40 |
| Corporate Trust and Agency Accounts | $344,000 | 8 |
| Number of managed investment management and investment advisory agency accounts | $4,150,000 | 25 |
| Number of foundation and endowment trust and agency accounts, managed assets | $586,000 | 16 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,646,000 | 40 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $20,725,000 | 15 |
| Personal Trust and Agency Accounts | $1,627,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $105,000 | 52 |
| Employee Benefit-defined Benefit Accounts | $604,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $538,000 | 20 |
| Corporate Trust and Agency Accounts | $17,819,000 | 7 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Number (#) individual retirement, health savings, and other similar accounts | $32,000 | 16 |
| Other Fiduciary Accounts | $0 | 98 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,591,000 | 35 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $132,000 | 71 |
| 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 | $35,403,000 | 20 |
| Number of Managed Accounts | $13,964,000 | 21 |
| Personal Trust and Agency Accounts | $8,265,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $30,000 | 78 |
| Employee Benefit-defined Benefit Accounts | $103,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $1,657,000 | 39 |
| Corporate Trust and Agency Accounts | $166,000 | 8 |
| Number of managed investment management and investment advisory agency accounts | $3,364,000 | 26 |
| Number of foundation and endowment trust and agency accounts, managed assets | $379,000 | 24 |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,636,000 | 39 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $21,439,000 | 13 |
| Personal Trust and Agency Accounts | $1,701,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $188,000 | 32 |
| Employee Benefit-defined Benefit Accounts | $575,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $581,000 | 19 |
| Corporate Trust and Agency Accounts | $18,327,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | $30,000 | 46 |
| Number (#) individual retirement, health savings, and other similar accounts | $37,000 | 15 |
| Other Fiduciary Accounts | $0 | 109 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,667,000 | 31 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $190,000 | 57 |
| 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 | $33,186,000 | 20 |
| Number of Managed Accounts | $11,574,000 | 23 |
| Personal Trust and Agency Accounts | $7,513,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $28,000 | 81 |
| Employee Benefit-defined Benefit Accounts | $89,000 | 8 |
| Number of other employee benefit and retirement-related accounts | $721,000 | 93 |
| Corporate Trust and Agency Accounts | $152,000 | 6 |
| Number of managed investment management and investment advisory agency accounts | $2,808,000 | 29 |
| Number of foundation and endowment trust and agency accounts, managed assets | $263,000 | 27 |
| Other Fiduciary Accounts | $0 | 101 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $700,000 | 95 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $21,612,000 | 13 |
| Personal Trust and Agency Accounts | $1,668,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $92,000 | 53 |
| Employee Benefit-defined Benefit Accounts | $575,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $530,000 | 18 |
| Corporate Trust and Agency Accounts | $18,718,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 187 |
| Number (#) individual retirement, health savings, and other similar accounts | $29,000 | 15 |
| Other Fiduciary Accounts | $0 | 94 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,679,000 | 32 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $138,000 | 68 |
| 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 | $33,559,000 | 20 |
| Number of Managed Accounts | $11,694,000 | 23 |
| Personal Trust and Agency Accounts | $7,597,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $29,000 | 85 |
| Employee Benefit-defined Benefit Accounts | $89,000 | 10 |
| Number of other employee benefit and retirement-related accounts | $725,000 | 92 |
| Corporate Trust and Agency Accounts | $151,000 | 7 |
| Number of managed investment management and investment advisory agency accounts | $2,845,000 | 27 |
| Number of foundation and endowment trust and agency accounts, managed assets | $258,000 | 28 |
| Other Fiduciary Accounts | $0 | 222 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $702,000 | 93 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $7,583,000 | 9 |
| Number of Non-Managed Accounts | $21,865,000 | 13 |
| Personal Trust and Agency Accounts | $1,693,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $96,000 | 54 |
| Employee Benefit-defined Benefit Accounts | $566,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $533,000 | 22 |
| Corporate Trust and Agency Accounts | $18,943,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 346 |
| Number (#) individual retirement, health savings, and other similar accounts | $34,000 | 16 |
| Other Fiduciary Accounts | $0 | 174 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,747,000 | 32 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $143,000 | 103 |
| 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 | $33,501,000 | 20 |
| Number of Managed Accounts | $11,713,000 | 23 |
| Personal Trust and Agency Accounts | $7,634,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $31,000 | 83 |
| Employee Benefit-defined Benefit Accounts | $89,000 | 10 |
| Number of other employee benefit and retirement-related accounts | $724,000 | 91 |
| Corporate Trust and Agency Accounts | $151,000 | 7 |
| Number of managed investment management and investment advisory agency accounts | $2,825,000 | 27 |
| Number of foundation and endowment trust and agency accounts, managed assets | $259,000 | 28 |
| Other Fiduciary Accounts | $0 | 97 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $702,000 | 92 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $21,788,000 | 14 |
| Personal Trust and Agency Accounts | $1,664,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $97,000 | 54 |
| Employee Benefit-defined Benefit Accounts | $573,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $528,000 | 20 |
| Corporate Trust and Agency Accounts | $18,892,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 181 |
| Number (#) individual retirement, health savings, and other similar accounts | $34,000 | 16 |
| Other Fiduciary Accounts | $0 | 90 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,185,000 | 28 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $143,000 | 67 |
| 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 | $33,749,000 | 21 |
| Number of Managed Accounts | $11,796,000 | 22 |
| Personal Trust and Agency Accounts | $7,678,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $32,000 | 85 |
| Employee Benefit-defined Benefit Accounts | $89,000 | 10 |
| Number of other employee benefit and retirement-related accounts | $725,000 | 95 |
| Corporate Trust and Agency Accounts | $165,000 | 7 |
| Number of managed investment management and investment advisory agency accounts | $2,843,000 | 28 |
| Number of foundation and endowment trust and agency accounts, managed assets | $264,000 | 30 |
| Other Fiduciary Accounts | $0 | 113 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $703,000 | 96 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $21,953,000 | 15 |
| Personal Trust and Agency Accounts | $1,667,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $98,000 | 54 |
| Employee Benefit-defined Benefit Accounts | $574,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $533,000 | 23 |
| Corporate Trust and Agency Accounts | $19,047,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Number (#) individual retirement, health savings, and other similar accounts | $34,000 | 17 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,365,000 | 29 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $144,000 | 77 |
| 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 | $33,956,000 | 21 |
| Number of Managed Accounts | $11,877,000 | 22 |
| Personal Trust and Agency Accounts | $7,670,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $35,000 | 80 |
| Employee Benefit-defined Benefit Accounts | $109,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $738,000 | 92 |
| Corporate Trust and Agency Accounts | $162,000 | 7 |
| Number of managed investment management and investment advisory agency accounts | $2,896,000 | 28 |
| Number of foundation and endowment trust and agency accounts, managed assets | $267,000 | 28 |
| Other Fiduciary Accounts | $0 | 98 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $716,000 | 90 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $22,079,000 | 15 |
| Personal Trust and Agency Accounts | $1,656,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $98,000 | 57 |
| Employee Benefit-defined Benefit Accounts | $603,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $534,000 | 20 |
| Corporate Trust and Agency Accounts | $19,154,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 183 |
| Number (#) individual retirement, health savings, and other similar accounts | $34,000 | 18 |
| Other Fiduciary Accounts | $0 | 88 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,377,000 | 29 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $142,000 | 72 |
| 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 | $34,857,000 | 21 |
| Number of Managed Accounts | $11,995,000 | 23 |
| Personal Trust and Agency Accounts | $7,686,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $35,000 | 83 |
| Employee Benefit-defined Benefit Accounts | $110,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $751,000 | 89 |
| Corporate Trust and Agency Accounts | $254,000 | 6 |
| Number of managed investment management and investment advisory agency accounts | $2,893,000 | 28 |
| Number of foundation and endowment trust and agency accounts, managed assets | $266,000 | 29 |
| Other Fiduciary Accounts | $0 | 217 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $728,000 | 90 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $7,481,000 | 10 |
| Number of Non-Managed Accounts | $22,862,000 | 15 |
| Personal Trust and Agency Accounts | $1,836,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $101,000 | 58 |
| Employee Benefit-defined Benefit Accounts | $624,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $567,000 | 24 |
| Corporate Trust and Agency Accounts | $19,699,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 291 |
| Number (#) individual retirement, health savings, and other similar accounts | $34,000 | 18 |
| Other Fiduciary Accounts | $0 | 171 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,326,000 | 30 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $145,000 | 106 |
| 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 | $34,828,000 | 21 |
| Number of Managed Accounts | $11,998,000 | 23 |
| Personal Trust and Agency Accounts | $7,706,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $36,000 | 80 |
| Employee Benefit-defined Benefit Accounts | $114,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $754,000 | 87 |
| Corporate Trust and Agency Accounts | $275,000 | 6 |
| Number of managed investment management and investment advisory agency accounts | $2,868,000 | 28 |
| Number of foundation and endowment trust and agency accounts, managed assets | $245,000 | 30 |
| Other Fiduciary Accounts | $0 | 101 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $730,000 | 86 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $22,830,000 | 16 |
| Personal Trust and Agency Accounts | $1,797,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $99,000 | 59 |
| Employee Benefit-defined Benefit Accounts | $631,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $573,000 | 20 |
| Corporate Trust and Agency Accounts | $19,691,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 125 |
| Number (#) individual retirement, health savings, and other similar accounts | $35,000 | 18 |
| Other Fiduciary Accounts | $0 | 88 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,303,000 | 27 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $145,000 | 71 |
| 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 | $35,051,000 | 21 |
| Number of Managed Accounts | $12,157,000 | 23 |
| Personal Trust and Agency Accounts | $7,814,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $42,000 | 74 |
| Employee Benefit-defined Benefit Accounts | $109,000 | 10 |
| Number of other employee benefit and retirement-related accounts | $765,000 | 84 |
| Corporate Trust and Agency Accounts | $286,000 | 5 |
| Number of managed investment management and investment advisory agency accounts | $2,897,000 | 28 |
| Number of foundation and endowment trust and agency accounts, managed assets | $244,000 | 31 |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $746,000 | 82 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $22,894,000 | 16 |
| Personal Trust and Agency Accounts | $1,803,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $101,000 | 59 |
| Employee Benefit-defined Benefit Accounts | $647,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $573,000 | 24 |
| Corporate Trust and Agency Accounts | $19,730,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 149 |
| Number (#) individual retirement, health savings, and other similar accounts | $36,000 | 19 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,404,000 | 28 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $151,000 | 75 |
| 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 | $35,340,000 | 21 |
| Number of Managed Accounts | $12,169,000 | 23 |
| Personal Trust and Agency Accounts | $7,792,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $41,000 | 76 |
| Employee Benefit-defined Benefit Accounts | $109,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $787,000 | 79 |
| Corporate Trust and Agency Accounts | $286,000 | 5 |
| Number of managed investment management and investment advisory agency accounts | $2,914,000 | 28 |
| Number of foundation and endowment trust and agency accounts, managed assets | $240,000 | 30 |
| Other Fiduciary Accounts | $0 | 109 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $762,000 | 79 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $23,171,000 | 16 |
| Personal Trust and Agency Accounts | $1,811,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $100,000 | 59 |
| Employee Benefit-defined Benefit Accounts | $633,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $567,000 | 21 |
| Corporate Trust and Agency Accounts | $20,018,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | $5,000 | 120 |
| Number (#) individual retirement, health savings, and other similar accounts | $37,000 | 18 |
| Other Fiduciary Accounts | $0 | 94 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,404,000 | 30 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $154,000 | 70 |
| 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 | $35,626,000 | 21 |
| Number of Managed Accounts | $12,253,000 | 23 |
| Personal Trust and Agency Accounts | $7,878,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $43,000 | 75 |
| Employee Benefit-defined Benefit Accounts | $108,000 | 10 |
| Number of other employee benefit and retirement-related accounts | $806,000 | 80 |
| Corporate Trust and Agency Accounts | $297,000 | 5 |
| Number of managed investment management and investment advisory agency accounts | $2,883,000 | 28 |
| Number of foundation and endowment trust and agency accounts, managed assets | $238,000 | 31 |
| Other Fiduciary Accounts | $0 | 226 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $780,000 | 82 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $7,136,000 | 12 |
| Number of Non-Managed Accounts | $23,373,000 | 16 |
| Personal Trust and Agency Accounts | $1,799,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $101,000 | 61 |
| Employee Benefit-defined Benefit Accounts | $677,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $578,000 | 24 |
| Corporate Trust and Agency Accounts | $20,171,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | $7,000 | 162 |
| Number (#) individual retirement, health savings, and other similar accounts | $40,000 | 18 |
| Other Fiduciary Accounts | $0 | 181 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,409,000 | 32 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $165,000 | 94 |
| 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 | $35,574,000 | 20 |
| Number of Managed Accounts | $12,440,000 | 24 |
| Personal Trust and Agency Accounts | $8,004,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $45,000 | 72 |
| Employee Benefit-defined Benefit Accounts | $108,000 | 10 |
| Number of other employee benefit and retirement-related accounts | $822,000 | 75 |
| Corporate Trust and Agency Accounts | $302,000 | 5 |
| Number of managed investment management and investment advisory agency accounts | $2,913,000 | 29 |
| Number of foundation and endowment trust and agency accounts, managed assets | $246,000 | 30 |
| Other Fiduciary Accounts | $0 | 110 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $797,000 | 76 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $23,134,000 | 16 |
| Personal Trust and Agency Accounts | $1,796,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $101,000 | 59 |
| Employee Benefit-defined Benefit Accounts | $672,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $583,000 | 22 |
| Corporate Trust and Agency Accounts | $19,950,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | $7,000 | 111 |
| Number (#) individual retirement, health savings, and other similar accounts | $25,000 | 24 |
| Other Fiduciary Accounts | $0 | 95 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,478,000 | 28 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $180,000 | 61 |
| 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 | $36,059,000 | 19 |
| Number of Managed Accounts | $12,605,000 | 24 |
| Personal Trust and Agency Accounts | $8,113,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $51,000 | 66 |
| Employee Benefit-defined Benefit Accounts | $110,000 | 10 |
| Number of other employee benefit and retirement-related accounts | $827,000 | 75 |
| Corporate Trust and Agency Accounts | $308,000 | 4 |
| Number of managed investment management and investment advisory agency accounts | $2,946,000 | 30 |
| Number of foundation and endowment trust and agency accounts, managed assets | $250,000 | 31 |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $802,000 | 74 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $23,454,000 | 16 |
| Personal Trust and Agency Accounts | $1,849,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $101,000 | 61 |
| Employee Benefit-defined Benefit Accounts | $682,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $593,000 | 22 |
| Corporate Trust and Agency Accounts | $20,190,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | $11,000 | 97 |
| Number (#) individual retirement, health savings, and other similar accounts | $28,000 | 21 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,517,000 | 28 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $185,000 | 69 |
| 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 | $36,329,000 | 20 |
| Number of Managed Accounts | $12,841,000 | 24 |
| Personal Trust and Agency Accounts | $8,294,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $54,000 | 68 |
| Employee Benefit-defined Benefit Accounts | $110,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $850,000 | 71 |
| Corporate Trust and Agency Accounts | $311,000 | 4 |
| Number of managed investment management and investment advisory agency accounts | $2,983,000 | 29 |
| Number of foundation and endowment trust and agency accounts, managed assets | $239,000 | 31 |
| Other Fiduciary Accounts | $0 | 133 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $825,000 | 73 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $23,488,000 | 15 |
| Personal Trust and Agency Accounts | $1,837,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $101,000 | 60 |
| Employee Benefit-defined Benefit Accounts | $688,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $623,000 | 21 |
| Corporate Trust and Agency Accounts | $20,173,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | $32,000 | 53 |
| Number (#) individual retirement, health savings, and other similar accounts | $34,000 | 22 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,527,000 | 27 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $198,000 | 67 |
| 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 | $49,371,000 | 14 |
| Number of Managed Accounts | $25,533,000 | 12 |
| Personal Trust and Agency Accounts | $8,464,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $62,000 | 63 |
| Employee Benefit-defined Benefit Accounts | $113,000 | 10 |
| Number of other employee benefit and retirement-related accounts | $877,000 | 65 |
| Corporate Trust and Agency Accounts | $317,000 | 5 |
| Number of managed investment management and investment advisory agency accounts | $15,478,000 | 10 |
| Number of foundation and endowment trust and agency accounts, managed assets | $222,000 | 36 |
| Other Fiduciary Accounts | $0 | 229 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $852,000 | 66 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $14,740,000 | 7 |
| Number of Non-Managed Accounts | $23,838,000 | 15 |
| Personal Trust and Agency Accounts | $1,804,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $170,000 | 47 |
| Employee Benefit-defined Benefit Accounts | $714,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $651,000 | 23 |
| Corporate Trust and Agency Accounts | $20,410,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | $54,000 | 44 |
| Number (#) individual retirement, health savings, and other similar accounts | $35,000 | 21 |
| Other Fiduciary Accounts | $0 | 180 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,525,000 | 26 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $213,000 | 78 |
| 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 | $49,403,000 | 16 |
| Number of Managed Accounts | $25,575,000 | 12 |
| Personal Trust and Agency Accounts | $8,505,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $63,000 | 62 |
| Employee Benefit-defined Benefit Accounts | $113,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $7,937,000 | 13 |
| Corporate Trust and Agency Accounts | $316,000 | 4 |
| Number of managed investment management and investment advisory agency accounts | $8,437,000 | 14 |
| Number of foundation and endowment trust and agency accounts, managed assets | $204,000 | 38 |
| Other Fiduciary Accounts | $0 | 130 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $7,912,000 | 13 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $23,828,000 | 13 |
| Personal Trust and Agency Accounts | $1,772,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $154,000 | 49 |
| Employee Benefit-defined Benefit Accounts | $700,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $650,000 | 23 |
| Corporate Trust and Agency Accounts | $20,462,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | $55,000 | 40 |
| Number (#) individual retirement, health savings, and other similar accounts | $35,000 | 21 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,521,000 | 26 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $213,000 | 62 |
| 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 | $49,844,000 | 14 |
| Number of Managed Accounts | $25,521,000 | 12 |
| Personal Trust and Agency Accounts | $8,731,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $64,000 | 59 |
| Employee Benefit-defined Benefit Accounts | $113,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $7,604,000 | 13 |
| Corporate Trust and Agency Accounts | $386,000 | 3 |
| Number of managed investment management and investment advisory agency accounts | $8,430,000 | 14 |
| Number of foundation and endowment trust and agency accounts, managed assets | $193,000 | 40 |
| Other Fiduciary Accounts | $0 | 124 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $7,577,000 | 13 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $24,323,000 | 12 |
| Personal Trust and Agency Accounts | $1,867,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $154,000 | 47 |
| Employee Benefit-defined Benefit Accounts | $700,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $665,000 | 22 |
| Corporate Trust and Agency Accounts | $20,847,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | $54,000 | 41 |
| Number (#) individual retirement, health savings, and other similar accounts | $36,000 | 20 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,558,000 | 25 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $222,000 | 61 |
| 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 | $49,207,000 | 15 |
| Number of Managed Accounts | $24,717,000 | 13 |
| Personal Trust and Agency Accounts | $8,855,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $67,000 | 60 |
| Employee Benefit-defined Benefit Accounts | $106,000 | 10 |
| Number of other employee benefit and retirement-related accounts | $6,996,000 | 13 |
| Corporate Trust and Agency Accounts | $388,000 | 4 |
| Number of managed investment management and investment advisory agency accounts | $8,116,000 | 14 |
| Number of foundation and endowment trust and agency accounts, managed assets | $189,000 | 42 |
| Other Fiduciary Accounts | $0 | 126 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $6,961,000 | 13 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $24,490,000 | 13 |
| Personal Trust and Agency Accounts | $1,856,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $152,000 | 48 |
| Employee Benefit-defined Benefit Accounts | $692,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $662,000 | 22 |
| Corporate Trust and Agency Accounts | $21,058,000 | 5 |
| Number of investment management and advisory agency accounts, non-managed assets | $35,000 | 52 |
| Number (#) individual retirement, health savings, and other similar accounts | $35,000 | 20 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,580,000 | 25 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $227,000 | 60 |
| 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 | $48,838,000 | 15 |
| Number of Managed Accounts | $24,022,000 | 14 |
| Personal Trust and Agency Accounts | $8,919,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $62,000 | 62 |
| Employee Benefit-defined Benefit Accounts | $110,000 | 10 |
| Number of other employee benefit and retirement-related accounts | $6,462,000 | 14 |
| Corporate Trust and Agency Accounts | $393,000 | 4 |
| Number of managed investment management and investment advisory agency accounts | $7,886,000 | 15 |
| Number of foundation and endowment trust and agency accounts, managed assets | $190,000 | 41 |
| Other Fiduciary Accounts | $0 | 227 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $6,431,000 | 14 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $15,257,000 | 7 |
| Number of Non-Managed Accounts | $24,816,000 | 13 |
| Personal Trust and Agency Accounts | $1,884,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $129,000 | 57 |
| Employee Benefit-defined Benefit Accounts | $706,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $669,000 | 26 |
| Corporate Trust and Agency Accounts | $21,357,000 | 5 |
| Number of investment management and advisory agency accounts, non-managed assets | $36,000 | 58 |
| Number (#) individual retirement, health savings, and other similar accounts | $35,000 | 20 |
| Other Fiduciary Accounts | $0 | 192 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,684,000 | 25 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $225,000 | 78 |
| 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 | $48,713,000 | 15 |
| Number of Managed Accounts | $23,535,000 | 14 |
| Personal Trust and Agency Accounts | $9,023,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $63,000 | 58 |
| Employee Benefit-defined Benefit Accounts | $111,000 | 10 |
| Number of other employee benefit and retirement-related accounts | $6,075,000 | 14 |
| Corporate Trust and Agency Accounts | $401,000 | 3 |
| Number of managed investment management and investment advisory agency accounts | $7,675,000 | 15 |
| Number of foundation and endowment trust and agency accounts, managed assets | $187,000 | 39 |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $6,045,000 | 14 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $25,178,000 | 13 |
| Personal Trust and Agency Accounts | $1,859,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $102,000 | 59 |
| Employee Benefit-defined Benefit Accounts | $725,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $710,000 | 21 |
| Corporate Trust and Agency Accounts | $21,660,000 | 5 |
| Number of investment management and advisory agency accounts, non-managed assets | $44,000 | 43 |
| Number (#) individual retirement, health savings, and other similar accounts | $78,000 | 16 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,962,000 | 23 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $224,000 | 61 |
| 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 | $48,921,000 | 15 |
| Number of Managed Accounts | $23,644,000 | 14 |
| Personal Trust and Agency Accounts | $9,208,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $57,000 | 64 |
| Employee Benefit-defined Benefit Accounts | $114,000 | 10 |
| Number of other employee benefit and retirement-related accounts | $5,966,000 | 14 |
| Corporate Trust and Agency Accounts | $405,000 | 3 |
| Number of managed investment management and investment advisory agency accounts | $7,702,000 | 14 |
| Number of foundation and endowment trust and agency accounts, managed assets | $192,000 | 40 |
| Other Fiduciary Accounts | $0 | 127 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,884,000 | 14 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $25,277,000 | 14 |
| Personal Trust and Agency Accounts | $1,905,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $98,000 | 60 |
| Employee Benefit-defined Benefit Accounts | $724,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $684,000 | 22 |
| Corporate Trust and Agency Accounts | $21,742,000 | 5 |
| Number of investment management and advisory agency accounts, non-managed assets | $43,000 | 43 |
| Number (#) individual retirement, health savings, and other similar accounts | $81,000 | 15 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,190,000 | 23 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $223,000 | 60 |
| 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 | $49,063,000 | 15 |
| Number of Managed Accounts | $23,923,000 | 14 |
| Personal Trust and Agency Accounts | $9,332,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $66,000 | 56 |
| Employee Benefit-defined Benefit Accounts | $118,000 | 11 |
| Number of other employee benefit and retirement-related accounts | $5,933,000 | 14 |
| Corporate Trust and Agency Accounts | $607,000 | 3 |
| Number of managed investment management and investment advisory agency accounts | $7,668,000 | 14 |
| Number of foundation and endowment trust and agency accounts, managed assets | $199,000 | 38 |
| Other Fiduciary Accounts | $0 | 122 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,893,000 | 14 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $25,140,000 | 14 |
| Personal Trust and Agency Accounts | $1,830,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $94,000 | 60 |
| Employee Benefit-defined Benefit Accounts | $731,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $690,000 | 21 |
| Corporate Trust and Agency Accounts | $21,679,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | $40,000 | 43 |
| Number (#) individual retirement, health savings, and other similar accounts | $76,000 | 15 |
| Other Fiduciary Accounts | $0 | 104 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,289,000 | 24 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $219,000 | 62 |
| 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 | $49,508,000 | 15 |
| Number of Managed Accounts | $24,340,000 | 14 |
| Personal Trust and Agency Accounts | $9,494,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $70,000 | 54 |
| Employee Benefit-defined Benefit Accounts | $127,000 | 11 |
| Number of other employee benefit and retirement-related accounts | $6,009,000 | 14 |
| Corporate Trust and Agency Accounts | $633,000 | 3 |
| Number of managed investment management and investment advisory agency accounts | $7,744,000 | 13 |
| Number of foundation and endowment trust and agency accounts, managed assets | $263,000 | 28 |
| Other Fiduciary Accounts | $0 | 216 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,959,000 | 14 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $14,942,000 | 6 |
| Number of Non-Managed Accounts | $25,168,000 | 14 |
| Personal Trust and Agency Accounts | $1,822,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $96,000 | 64 |
| Employee Benefit-defined Benefit Accounts | $698,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $681,000 | 24 |
| Corporate Trust and Agency Accounts | $21,761,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | $32,000 | 57 |
| Number (#) individual retirement, health savings, and other similar accounts | $78,000 | 13 |
| Other Fiduciary Accounts | $0 | 194 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,988,000 | 25 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $226,000 | 79 |
| 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 | $49,979,000 | 15 |
| Number of Managed Accounts | $24,461,000 | 14 |
| Personal Trust and Agency Accounts | $9,524,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $73,000 | 52 |
| Employee Benefit-defined Benefit Accounts | $132,000 | 11 |
| Number of other employee benefit and retirement-related accounts | $6,019,000 | 14 |
| Corporate Trust and Agency Accounts | $633,000 | 3 |
| Number of managed investment management and investment advisory agency accounts | $7,807,000 | 13 |
| Number of foundation and endowment trust and agency accounts, managed assets | $273,000 | 27 |
| Other Fiduciary Accounts | $0 | 118 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,976,000 | 14 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $25,518,000 | 13 |
| Personal Trust and Agency Accounts | $1,773,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $92,000 | 62 |
| Employee Benefit-defined Benefit Accounts | $688,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $703,000 | 19 |
| Corporate Trust and Agency Accounts | $22,152,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | $31,000 | 51 |
| Number (#) individual retirement, health savings, and other similar accounts | $79,000 | 13 |
| Other Fiduciary Accounts | $0 | 102 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,064,000 | 24 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $236,000 | 59 |
| 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 | $50,466,000 | 15 |
| Number of Managed Accounts | $24,809,000 | 14 |
| Personal Trust and Agency Accounts | $9,671,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $70,000 | 57 |
| Employee Benefit-defined Benefit Accounts | $129,000 | 10 |
| Number of other employee benefit and retirement-related accounts | $6,086,000 | 14 |
| Corporate Trust and Agency Accounts | $631,000 | 3 |
| Number of managed investment management and investment advisory agency accounts | $7,940,000 | 12 |
| Number of foundation and endowment trust and agency accounts, managed assets | $282,000 | 27 |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $6,045,000 | 14 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $25,657,000 | 13 |
| Personal Trust and Agency Accounts | $1,765,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $128,000 | 53 |
| Employee Benefit-defined Benefit Accounts | $631,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $704,000 | 21 |
| Corporate Trust and Agency Accounts | $22,315,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | $30,000 | 52 |
| Number (#) individual retirement, health savings, and other similar accounts | $84,000 | 14 |
| Other Fiduciary Accounts | $0 | 102 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,106,000 | 24 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $233,000 | 60 |
| 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 | $50,532,000 | 14 |
| Number of Managed Accounts | $24,650,000 | 13 |
| Personal Trust and Agency Accounts | $9,674,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $79,000 | 53 |
| Employee Benefit-defined Benefit Accounts | $128,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $6,162,000 | 14 |
| Corporate Trust and Agency Accounts | $417,000 | 3 |
| Number of managed investment management and investment advisory agency accounts | $7,916,000 | 12 |
| Number of foundation and endowment trust and agency accounts, managed assets | $274,000 | 27 |
| Other Fiduciary Accounts | $0 | 126 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $6,121,000 | 14 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $25,882,000 | 13 |
| Personal Trust and Agency Accounts | $1,762,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $114,000 | 60 |
| Employee Benefit-defined Benefit Accounts | $632,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $681,000 | 22 |
| Corporate Trust and Agency Accounts | $22,575,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | $28,000 | 54 |
| Number (#) individual retirement, health savings, and other similar accounts | $90,000 | 13 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,266,000 | 24 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $227,000 | 61 |
| 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 | $51,179,000 | 13 |
| Number of Managed Accounts | $24,763,000 | 13 |
| Personal Trust and Agency Accounts | $9,807,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $79,000 | 53 |
| Employee Benefit-defined Benefit Accounts | $122,000 | 11 |
| Number of other employee benefit and retirement-related accounts | $6,220,000 | 12 |
| Corporate Trust and Agency Accounts | $344,000 | 4 |
| Number of managed investment management and investment advisory agency accounts | $7,912,000 | 12 |
| Number of foundation and endowment trust and agency accounts, managed assets | $279,000 | 27 |
| Other Fiduciary Accounts | $0 | 237 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $6,190,000 | 12 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $16,189,000 | 8 |
| Number of Non-Managed Accounts | $26,416,000 | 12 |
| Personal Trust and Agency Accounts | $1,801,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $115,000 | 63 |
| Employee Benefit-defined Benefit Accounts | $633,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $640,000 | 24 |
| Corporate Trust and Agency Accounts | $23,105,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | $30,000 | 65 |
| Number (#) individual retirement, health savings, and other similar accounts | $92,000 | 12 |
| Other Fiduciary Accounts | $0 | 200 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,308,000 | 24 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $232,000 | 75 |
| 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 | $51,415,000 | 13 |
| Number of Managed Accounts | $24,861,000 | 12 |
| Personal Trust and Agency Accounts | $9,863,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $81,000 | 48 |
| Employee Benefit-defined Benefit Accounts | $119,000 | 10 |
| Number of other employee benefit and retirement-related accounts | $6,233,000 | 11 |
| Corporate Trust and Agency Accounts | $344,000 | 4 |
| Number of managed investment management and investment advisory agency accounts | $7,938,000 | 12 |
| Number of foundation and endowment trust and agency accounts, managed assets | $283,000 | 25 |
| Other Fiduciary Accounts | $0 | 130 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $6,209,000 | 11 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $26,554,000 | 12 |
| Personal Trust and Agency Accounts | $1,757,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $117,000 | 59 |
| Employee Benefit-defined Benefit Accounts | $631,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $595,000 | 21 |
| Corporate Trust and Agency Accounts | $23,323,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | $39,000 | 42 |
| Number (#) individual retirement, health savings, and other similar accounts | $92,000 | 11 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,250,000 | 24 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $240,000 | 59 |
| 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 | $51,629,000 | 13 |
| Number of Managed Accounts | $25,034,000 | 13 |
| Personal Trust and Agency Accounts | $9,989,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $90,000 | 44 |
| Employee Benefit-defined Benefit Accounts | $133,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $6,229,000 | 12 |
| Corporate Trust and Agency Accounts | $325,000 | 4 |
| Number of managed investment management and investment advisory agency accounts | $7,974,000 | 13 |
| Number of foundation and endowment trust and agency accounts, managed assets | $294,000 | 27 |
| Other Fiduciary Accounts | $0 | 133 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $6,198,000 | 11 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $26,595,000 | 11 |
| Personal Trust and Agency Accounts | $1,764,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $119,000 | 59 |
| Employee Benefit-defined Benefit Accounts | $581,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $579,000 | 20 |
| Corporate Trust and Agency Accounts | $23,397,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | $63,000 | 31 |
| Number (#) individual retirement, health savings, and other similar accounts | $92,000 | 12 |
| Other Fiduciary Accounts | $0 | 111 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,539,000 | 26 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $245,000 | 58 |
| 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 | $52,472,000 | 13 |
| Number of Managed Accounts | $25,706,000 | 12 |
| Personal Trust and Agency Accounts | $10,054,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $170,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $119,000 | 10 |
| Number of other employee benefit and retirement-related accounts | $6,507,000 | 11 |
| Corporate Trust and Agency Accounts | $320,000 | 4 |
| Number of managed investment management and investment advisory agency accounts | $8,249,000 | 12 |
| Number of foundation and endowment trust and agency accounts, managed assets | $287,000 | 27 |
| Other Fiduciary Accounts | $0 | 128 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $6,258,000 | 11 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $26,766,000 | 12 |
| Personal Trust and Agency Accounts | $1,754,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $130,000 | 56 |
| Employee Benefit-defined Benefit Accounts | $595,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $597,000 | 23 |
| Corporate Trust and Agency Accounts | $23,453,000 | 5 |
| Number of investment management and advisory agency accounts, non-managed assets | $137,000 | 17 |
| Number (#) individual retirement, health savings, and other similar accounts | $100,000 | 12 |
| Other Fiduciary Accounts | $0 | 108 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,559,000 | 25 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $290,000 | 54 |
| 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 | $52,352,000 | 13 |
| Number of Managed Accounts | $25,221,000 | 12 |
| Personal Trust and Agency Accounts | $10,003,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $176,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $118,000 | 12 |
| Number of other employee benefit and retirement-related accounts | $6,283,000 | 11 |
| Corporate Trust and Agency Accounts | $247,000 | 5 |
| Number of managed investment management and investment advisory agency accounts | $8,108,000 | 12 |
| Number of foundation and endowment trust and agency accounts, managed assets | $286,000 | 28 |
| Other Fiduciary Accounts | $0 | 236 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $6,248,000 | 11 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $17,235,000 | 8 |
| Number of Non-Managed Accounts | $27,131,000 | 13 |
| Personal Trust and Agency Accounts | $1,863,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $136,000 | 57 |
| Employee Benefit-defined Benefit Accounts | $613,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $618,000 | 30 |
| Corporate Trust and Agency Accounts | $23,669,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | $131,000 | 15 |
| Number (#) individual retirement, health savings, and other similar accounts | $101,000 | 13 |
| Other Fiduciary Accounts | $0 | 217 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,673,000 | 26 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $299,000 | 69 |
| 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 | $52,590,000 | 12 |
| Number of Managed Accounts | $25,265,000 | 12 |
| Personal Trust and Agency Accounts | $10,084,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $172,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $125,000 | 10 |
| Number of other employee benefit and retirement-related accounts | $6,402,000 | 11 |
| Corporate Trust and Agency Accounts | $234,000 | 5 |
| Number of managed investment management and investment advisory agency accounts | $7,958,000 | 13 |
| Number of foundation and endowment trust and agency accounts, managed assets | $290,000 | 26 |
| Other Fiduciary Accounts | $0 | 128 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $6,373,000 | 11 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $27,325,000 | 13 |
| Personal Trust and Agency Accounts | $1,860,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $124,000 | 54 |
| Employee Benefit-defined Benefit Accounts | $601,000 | 7 |
| Number non-managed other employee benefit and retirement-related accounts | $616,000 | 23 |
| Corporate Trust and Agency Accounts | $23,901,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | $115,000 | 17 |
| Number (#) individual retirement, health savings, and other similar accounts | $108,000 | 10 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,815,000 | 22 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $299,000 | 52 |
| 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 | $52,732,000 | 14 |
| Number of Managed Accounts | $25,157,000 | 12 |
| Personal Trust and Agency Accounts | $10,157,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $168,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $124,000 | 10 |
| Number of other employee benefit and retirement-related accounts | $6,276,000 | 11 |
| Corporate Trust and Agency Accounts | $242,000 | 6 |
| Number of managed investment management and investment advisory agency accounts | $7,890,000 | 13 |
| Number of foundation and endowment trust and agency accounts, managed assets | $300,000 | 25 |
| Other Fiduciary Accounts | $0 | 124 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $6,247,000 | 11 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $27,575,000 | 14 |
| Personal Trust and Agency Accounts | $1,887,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $123,000 | 55 |
| Employee Benefit-defined Benefit Accounts | $608,000 | 7 |
| Number non-managed other employee benefit and retirement-related accounts | $599,000 | 26 |
| Corporate Trust and Agency Accounts | $24,139,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | $112,000 | 19 |
| Number (#) individual retirement, health savings, and other similar accounts | $107,000 | 11 |
| Other Fiduciary Accounts | $0 | 110 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,823,000 | 25 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $301,000 | 53 |
| 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 | $52,056,000 | 15 |
| Number of Managed Accounts | $24,340,000 | 12 |
| Personal Trust and Agency Accounts | $9,946,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $156,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $121,000 | 11 |
| Number of other employee benefit and retirement-related accounts | $6,018,000 | 11 |
| Corporate Trust and Agency Accounts | $244,000 | 5 |
| Number of managed investment management and investment advisory agency accounts | $7,575,000 | 14 |
| Number of foundation and endowment trust and agency accounts, managed assets | $280,000 | 27 |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,989,000 | 11 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $27,716,000 | 14 |
| Personal Trust and Agency Accounts | $1,984,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $123,000 | 58 |
| Employee Benefit-defined Benefit Accounts | $598,000 | 7 |
| Number non-managed other employee benefit and retirement-related accounts | $587,000 | 28 |
| Corporate Trust and Agency Accounts | $24,202,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | $113,000 | 18 |
| Number (#) individual retirement, health savings, and other similar accounts | $109,000 | 11 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,834,000 | 25 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $301,000 | 55 |
| 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 | $52,222,000 | 15 |
| Number of Managed Accounts | $24,234,000 | 11 |
| Personal Trust and Agency Accounts | $10,092,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $145,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $128,000 | 10 |
| Number of other employee benefit and retirement-related accounts | $5,832,000 | 11 |
| Corporate Trust and Agency Accounts | $254,000 | 6 |
| Number of managed investment management and investment advisory agency accounts | $7,505,000 | 13 |
| Number of foundation and endowment trust and agency accounts, managed assets | $278,000 | 27 |
| Other Fiduciary Accounts | $0 | 240 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,702,000 | 11 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $7,400,000 | 12 |
| Number of Non-Managed Accounts | $27,988,000 | 14 |
| Personal Trust and Agency Accounts | $1,958,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $127,000 | 59 |
| Employee Benefit-defined Benefit Accounts | $639,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $594,000 | 33 |
| Corporate Trust and Agency Accounts | $24,448,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | $118,000 | 19 |
| Number (#) individual retirement, health savings, and other similar accounts | $104,000 | 13 |
| Other Fiduciary Accounts | $0 | 215 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,971,000 | 26 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $305,000 | 73 |
| 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 | $52,297,000 | 15 |
| Number of Managed Accounts | $24,262,000 | 12 |
| Personal Trust and Agency Accounts | $10,157,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $133,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $119,000 | 12 |
| Number of other employee benefit and retirement-related accounts | $5,759,000 | 11 |
| Corporate Trust and Agency Accounts | $256,000 | 6 |
| Number of managed investment management and investment advisory agency accounts | $7,561,000 | 13 |
| Number of foundation and endowment trust and agency accounts, managed assets | $277,000 | 26 |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,727,000 | 11 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $28,035,000 | 14 |
| Personal Trust and Agency Accounts | $1,985,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $118,000 | 63 |
| Employee Benefit-defined Benefit Accounts | $634,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $580,000 | 27 |
| Corporate Trust and Agency Accounts | $24,518,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | $92,000 | 26 |
| Number (#) individual retirement, health savings, and other similar accounts | $108,000 | 12 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,096,000 | 25 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $300,000 | 54 |
| 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 | $52,266,000 | 15 |
| Number of Managed Accounts | $24,326,000 | 10 |
| Personal Trust and Agency Accounts | $10,259,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $129,000 | 29 |
| Employee Benefit-defined Benefit Accounts | $111,000 | 18 |
| Number of other employee benefit and retirement-related accounts | $5,617,000 | 10 |
| Corporate Trust and Agency Accounts | $264,000 | 6 |
| Number of managed investment management and investment advisory agency accounts | $7,666,000 | 13 |
| Number of foundation and endowment trust and agency accounts, managed assets | $280,000 | 25 |
| Other Fiduciary Accounts | $0 | 119 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,587,000 | 10 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $27,940,000 | 14 |
| Personal Trust and Agency Accounts | $1,981,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $119,000 | 64 |
| Employee Benefit-defined Benefit Accounts | $601,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $585,000 | 28 |
| Corporate Trust and Agency Accounts | $24,465,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | $81,000 | 28 |
| Number (#) individual retirement, health savings, and other similar accounts | $108,000 | 12 |
| Other Fiduciary Accounts | $0 | 104 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,038,000 | 26 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $302,000 | 54 |
| 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 | $51,991,000 | 15 |
| Number of Managed Accounts | $24,055,000 | 10 |
| Personal Trust and Agency Accounts | $10,412,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $138,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $119,000 | 16 |
| Number of other employee benefit and retirement-related accounts | $5,296,000 | 10 |
| Corporate Trust and Agency Accounts | $271,000 | 6 |
| Number of managed investment management and investment advisory agency accounts | $7,538,000 | 13 |
| Number of foundation and endowment trust and agency accounts, managed assets | $281,000 | 25 |
| Other Fiduciary Accounts | $0 | 118 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,264,000 | 10 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $27,936,000 | 14 |
| Personal Trust and Agency Accounts | $2,042,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $109,000 | 67 |
| Employee Benefit-defined Benefit Accounts | $598,000 | 7 |
| Number non-managed other employee benefit and retirement-related accounts | $580,000 | 28 |
| Corporate Trust and Agency Accounts | $24,434,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | $68,000 | 28 |
| Number (#) individual retirement, health savings, and other similar accounts | $105,000 | 12 |
| Other Fiduciary Accounts | $0 | 110 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,064,000 | 25 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $292,000 | 62 |
| 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 | $51,306,000 | 15 |
| Number of Managed Accounts | $23,671,000 | 9 |
| Personal Trust and Agency Accounts | $10,496,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $149,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $118,000 | 17 |
| Number of other employee benefit and retirement-related accounts | $5,015,000 | 10 |
| Corporate Trust and Agency Accounts | $278,000 | 5 |
| Number of managed investment management and investment advisory agency accounts | $7,333,000 | 12 |
| Number of foundation and endowment trust and agency accounts, managed assets | $282,000 | 23 |
| Other Fiduciary Accounts | $0 | 246 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,984,000 | 10 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $7,877,000 | 12 |
| Number of Non-Managed Accounts | $27,635,000 | 14 |
| Personal Trust and Agency Accounts | $2,036,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $126,000 | 65 |
| Employee Benefit-defined Benefit Accounts | $586,000 | 7 |
| Number non-managed other employee benefit and retirement-related accounts | $582,000 | 33 |
| Corporate Trust and Agency Accounts | $24,122,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | $79,000 | 26 |
| Number (#) individual retirement, health savings, and other similar accounts | $104,000 | 11 |
| Other Fiduciary Accounts | $0 | 221 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,086,000 | 30 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $292,000 | 79 |
| 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 | $50,323,000 | 15 |
| Number of Managed Accounts | $23,167,000 | 10 |
| Personal Trust and Agency Accounts | $10,464,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $148,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $116,000 | 15 |
| Number of other employee benefit and retirement-related accounts | $4,772,000 | 10 |
| Corporate Trust and Agency Accounts | $282,000 | 5 |
| Number of managed investment management and investment advisory agency accounts | $7,104,000 | 12 |
| Number of foundation and endowment trust and agency accounts, managed assets | $281,000 | 22 |
| Other Fiduciary Accounts | $0 | 115 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,739,000 | 10 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $27,156,000 | 14 |
| Personal Trust and Agency Accounts | $1,849,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $124,000 | 61 |
| Employee Benefit-defined Benefit Accounts | $571,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $566,000 | 27 |
| Corporate Trust and Agency Accounts | $23,918,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | $25,000 | 54 |
| Number (#) individual retirement, health savings, and other similar accounts | $103,000 | 9 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,170,000 | 26 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $273,000 | 57 |
| 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 | $49,366,000 | 15 |
| Number of Managed Accounts | $22,478,000 | 10 |
| Personal Trust and Agency Accounts | $10,174,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $139,000 | 29 |
| Employee Benefit-defined Benefit Accounts | $135,000 | 12 |
| Number of other employee benefit and retirement-related accounts | $4,551,000 | 10 |
| Corporate Trust and Agency Accounts | $283,000 | 5 |
| Number of managed investment management and investment advisory agency accounts | $6,984,000 | 12 |
| Number of foundation and endowment trust and agency accounts, managed assets | $212,000 | 28 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,485,000 | 10 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $26,888,000 | 14 |
| Personal Trust and Agency Accounts | $1,864,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $138,000 | 54 |
| Employee Benefit-defined Benefit Accounts | $614,000 | 7 |
| Number non-managed other employee benefit and retirement-related accounts | $586,000 | 28 |
| Corporate Trust and Agency Accounts | $23,614,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | $5,000 | 121 |
| Number (#) individual retirement, health savings, and other similar accounts | $66,000 | 15 |
| Other Fiduciary Accounts | $1,000 | 92 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $7,602,000 | 24 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $270,000 | 58 |
| 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 | $53,582,000 | 15 |
| Number of Managed Accounts | $22,619,000 | 11 |
| Personal Trust and Agency Accounts | $10,280,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $167,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $170,000 | 11 |
| Number of other employee benefit and retirement-related accounts | $4,500,000 | 10 |
| Corporate Trust and Agency Accounts | $288,000 | 5 |
| Number of managed investment management and investment advisory agency accounts | $6,996,000 | 13 |
| Number of foundation and endowment trust and agency accounts, managed assets | $194,000 | 30 |
| Other Fiduciary Accounts | $24,000 | 26 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,468,000 | 10 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $30,963,000 | 13 |
| Personal Trust and Agency Accounts | $1,868,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,443,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $799,000 | 7 |
| Number non-managed other employee benefit and retirement-related accounts | $705,000 | 23 |
| Corporate Trust and Agency Accounts | $23,625,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | $5,000 | 117 |
| Number (#) individual retirement, health savings, and other similar accounts | $199,000 | 8 |
| Other Fiduciary Accounts | $319,000 | 14 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $8,510,000 | 22 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $318,000 | 50 |
| 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 | $53,784,000 | 13 |
| Number of Managed Accounts | $22,436,000 | 10 |
| Personal Trust and Agency Accounts | $10,342,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $198,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $168,000 | 11 |
| Number of other employee benefit and retirement-related accounts | $4,328,000 | 10 |
| Corporate Trust and Agency Accounts | $289,000 | 5 |
| Number of managed investment management and investment advisory agency accounts | $6,887,000 | 13 |
| Number of foundation and endowment trust and agency accounts, managed assets | $193,000 | 28 |
| Other Fiduciary Accounts | $31,000 | 27 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,288,000 | 10 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $15,191,000 | 8 |
| Number of Non-Managed Accounts | $31,348,000 | 12 |
| Personal Trust and Agency Accounts | $1,851,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,483,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $857,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $641,000 | 26 |
| Corporate Trust and Agency Accounts | $23,931,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 185 |
| Number (#) individual retirement, health savings, and other similar accounts | $204,000 | 9 |
| Other Fiduciary Accounts | $375,000 | 15 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $8,534,000 | 24 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $324,000 | 66 |
| 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 | $53,893,000 | 12 |
| Number of Managed Accounts | $22,427,000 | 12 |
| Personal Trust and Agency Accounts | $10,447,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $198,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $170,000 | 10 |
| Number of other employee benefit and retirement-related accounts | $4,174,000 | 11 |
| Corporate Trust and Agency Accounts | $288,000 | 4 |
| Number of managed investment management and investment advisory agency accounts | $6,926,000 | 12 |
| Number of foundation and endowment trust and agency accounts, managed assets | $192,000 | 29 |
| Other Fiduciary Accounts | $32,000 | 25 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,134,000 | 11 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $31,466,000 | 12 |
| Personal Trust and Agency Accounts | $1,803,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,468,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $847,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $627,000 | 23 |
| Corporate Trust and Agency Accounts | $24,160,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 91 |
| Number (#) individual retirement, health savings, and other similar accounts | $205,000 | 7 |
| Other Fiduciary Accounts | $347,000 | 12 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $8,631,000 | 23 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $318,000 | 52 |
| 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 | $23,860,000 | 25 |
| Number of Managed Accounts | $14,713,000 | 18 |
| Personal Trust and Agency Accounts | $5,568,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $165,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $92,000 | 16 |
| Number of other employee benefit and retirement-related accounts | $3,638,000 | 12 |
| Corporate Trust and Agency Accounts | $10,000 | 37 |
| Number of managed investment management and investment advisory agency accounts | $5,178,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | $62,000 | 77 |
| Other Fiduciary Accounts | $0 | 113 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,597,000 | 11 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $9,147,000 | 19 |
| Personal Trust and Agency Accounts | $60,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $115,000 | 68 |
| Employee Benefit-defined Benefit Accounts | $555,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $536,000 | 29 |
| Corporate Trust and Agency Accounts | $7,874,000 | 8 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 185 |
| Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 48 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,638,000 | 27 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $280,000 | 54 |
| 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 | $24,050,000 | 24 |
| Number of Managed Accounts | $14,459,000 | 17 |
| Personal Trust and Agency Accounts | $5,656,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $165,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $92,000 | 17 |
| Number of other employee benefit and retirement-related accounts | $3,437,000 | 12 |
| Corporate Trust and Agency Accounts | $10,000 | 40 |
| Number of managed investment management and investment advisory agency accounts | $5,037,000 | 15 |
| Number of foundation and endowment trust and agency accounts, managed assets | $62,000 | 77 |
| Other Fiduciary Accounts | $0 | 113 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,397,000 | 11 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $9,591,000 | 19 |
| Personal Trust and Agency Accounts | $64,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $119,000 | 69 |
| Employee Benefit-defined Benefit Accounts | $537,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $525,000 | 30 |
| Corporate Trust and Agency Accounts | $8,339,000 | 8 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 50 |
| Other Fiduciary Accounts | $0 | 109 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,801,000 | 26 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $278,000 | 55 |
| 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 | $23,925,000 | 24 |
| Number of Managed Accounts | $14,145,000 | 18 |
| Personal Trust and Agency Accounts | $5,705,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $191,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $94,000 | 19 |
| Number of other employee benefit and retirement-related accounts | $3,197,000 | 12 |
| Corporate Trust and Agency Accounts | $9,000 | 75 |
| Number of managed investment management and investment advisory agency accounts | $4,888,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | $61,000 | 80 |
| Other Fiduciary Accounts | $0 | 259 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,156,000 | 11 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $11,653,000 | 10 |
| Number of Non-Managed Accounts | $9,780,000 | 19 |
| Personal Trust and Agency Accounts | $67,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $133,000 | 64 |
| Employee Benefit-defined Benefit Accounts | $551,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $529,000 | 40 |
| Corporate Trust and Agency Accounts | $8,493,000 | 8 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 407 |
| Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 53 |
| Other Fiduciary Accounts | $0 | 239 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,558,000 | 28 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $283,000 | 73 |
| 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 | $23,751,000 | 24 |
| Number of Managed Accounts | $13,891,000 | 16 |
| Personal Trust and Agency Accounts | $5,792,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $196,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $94,000 | 17 |
| Number of other employee benefit and retirement-related accounts | $2,987,000 | 12 |
| Corporate Trust and Agency Accounts | $9,000 | 40 |
| Number of managed investment management and investment advisory agency accounts | $4,752,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | $61,000 | 77 |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 8 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,948,000 | 11 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $9,860,000 | 18 |
| Personal Trust and Agency Accounts | $68,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $141,000 | 61 |
| Employee Benefit-defined Benefit Accounts | $534,000 | 7 |
| Number non-managed other employee benefit and retirement-related accounts | $509,000 | 32 |
| Corporate Trust and Agency Accounts | $8,602,000 | 7 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 54 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,655,000 | 26 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $271,000 | 55 |
| 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 | $23,923,000 | 24 |
| Number of Managed Accounts | $13,850,000 | 16 |
| Personal Trust and Agency Accounts | $5,885,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $197,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $95,000 | 17 |
| Number of other employee benefit and retirement-related accounts | $2,887,000 | 12 |
| Corporate Trust and Agency Accounts | $9,000 | 41 |
| Number of managed investment management and investment advisory agency accounts | $4,714,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | $63,000 | 72 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,846,000 | 11 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,073,000 | 19 |
| Personal Trust and Agency Accounts | $68,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $149,000 | 59 |
| Employee Benefit-defined Benefit Accounts | $535,000 | 8 |
| Number non-managed other employee benefit and retirement-related accounts | $511,000 | 34 |
| Corporate Trust and Agency Accounts | $8,804,000 | 7 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 170 |
| Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 58 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,583,000 | 25 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $268,000 | 53 |
| 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 | $24,119,000 | 25 |
| Number of Managed Accounts | $13,771,000 | 15 |
| Personal Trust and Agency Accounts | $5,965,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $200,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $94,000 | 18 |
| Number of other employee benefit and retirement-related accounts | $2,762,000 | 12 |
| Corporate Trust and Agency Accounts | $9,000 | 44 |
| Number of managed investment management and investment advisory agency accounts | $4,688,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | $53,000 | 81 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,720,000 | 10 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,348,000 | 18 |
| Personal Trust and Agency Accounts | $67,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $150,000 | 58 |
| Employee Benefit-defined Benefit Accounts | $525,000 | 8 |
| Number non-managed other employee benefit and retirement-related accounts | $509,000 | 32 |
| Corporate Trust and Agency Accounts | $9,091,000 | 7 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 59 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,595,000 | 25 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $270,000 | 50 |
| 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 | $23,824,000 | 27 |
| Number of Managed Accounts | $13,759,000 | 17 |
| Personal Trust and Agency Accounts | $6,029,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $219,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $96,000 | 20 |
| Number of other employee benefit and retirement-related accounts | $2,436,000 | 14 |
| Corporate Trust and Agency Accounts | $9,000 | 80 |
| Number of managed investment management and investment advisory agency accounts | $4,918,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | $52,000 | 79 |
| Other Fiduciary Accounts | $0 | 261 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,392,000 | 12 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $11,130,000 | 13 |
| Number of Non-Managed Accounts | $10,065,000 | 23 |
| Personal Trust and Agency Accounts | $70,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $162,000 | 57 |
| Employee Benefit-defined Benefit Accounts | $525,000 | 9 |
| Number non-managed other employee benefit and retirement-related accounts | $484,000 | 42 |
| Corporate Trust and Agency Accounts | $8,818,000 | 7 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 358 |
| Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 62 |
| Other Fiduciary Accounts | $0 | 229 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,592,000 | 28 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $240,000 | 82 |
| 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 | $23,831,000 | 30 |
| Number of Managed Accounts | $13,730,000 | 18 |
| Personal Trust and Agency Accounts | $6,129,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $228,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $89,000 | 21 |
| Number of other employee benefit and retirement-related accounts | $2,337,000 | 17 |
| Corporate Trust and Agency Accounts | $9,000 | 48 |
| Number of managed investment management and investment advisory agency accounts | $4,938,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,101,000 | 22 |
| Personal Trust and Agency Accounts | $71,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $173,000 | 56 |
| Employee Benefit-defined Benefit Accounts | $506,000 | 11 |
| Number non-managed other employee benefit and retirement-related accounts | $474,000 | 32 |
| Corporate Trust and Agency Accounts | $8,877,000 | 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 | $0 | 117 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,463,000 | 27 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $24,060,000 | 29 |
| Number of Managed Accounts | $13,839,000 | 17 |
| Personal Trust and Agency Accounts | $6,214,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $237,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $88,000 | 22 |
| Number of other employee benefit and retirement-related accounts | $2,321,000 | 17 |
| Corporate Trust and Agency Accounts | $9,000 | 50 |
| Number of managed investment management and investment advisory agency accounts | $4,970,000 | 18 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 115 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,221,000 | 23 |
| Personal Trust and Agency Accounts | $69,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $177,000 | 59 |
| Employee Benefit-defined Benefit Accounts | $479,000 | 11 |
| Number non-managed other employee benefit and retirement-related accounts | $513,000 | 30 |
| Corporate Trust and Agency Accounts | $8,983,000 | 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 | $0 | 117 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,352,000 | 27 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $25,137,000 | 25 |
| Number of Managed Accounts | $14,842,000 | 18 |
| Personal Trust and Agency Accounts | $6,339,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $262,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $89,000 | 23 |
| Number of other employee benefit and retirement-related accounts | $2,500,000 | 16 |
| Corporate Trust and Agency Accounts | $9,000 | 51 |
| Number of managed investment management and investment advisory agency accounts | $5,643,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 119 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,295,000 | 22 |
| Personal Trust and Agency Accounts | $76,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $176,000 | 58 |
| Employee Benefit-defined Benefit Accounts | $496,000 | 11 |
| Number non-managed other employee benefit and retirement-related accounts | $502,000 | 31 |
| Corporate Trust and Agency Accounts | $9,045,000 | 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 | $0 | 120 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,331,000 | 28 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $25,448,000 | 27 |
| Number of Managed Accounts | $14,819,000 | 19 |
| Personal Trust and Agency Accounts | $6,425,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $279,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $91,000 | 21 |
| Number of other employee benefit and retirement-related accounts | $2,452,000 | 15 |
| Corporate Trust and Agency Accounts | $16,000 | 65 |
| Number of managed investment management and investment advisory agency accounts | $5,556,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 285 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,629,000 | 23 |
| Personal Trust and Agency Accounts | $76,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $193,000 | 59 |
| Employee Benefit-defined Benefit Accounts | $500,000 | 11 |
| Number non-managed other employee benefit and retirement-related accounts | $503,000 | 41 |
| Corporate Trust and Agency Accounts | $9,357,000 | 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 | $0 | 263 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,339,000 | 31 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $25,748,000 | 24 |
| Number of Managed Accounts | $15,151,000 | 18 |
| Personal Trust and Agency Accounts | $6,515,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $282,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $91,000 | 20 |
| Number of other employee benefit and retirement-related accounts | $2,474,000 | 17 |
| Corporate Trust and Agency Accounts | $20,000 | 35 |
| Number of managed investment management and investment advisory agency accounts | $5,769,000 | 13 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 120 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,597,000 | 22 |
| Personal Trust and Agency Accounts | $78,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $194,000 | 57 |
| Employee Benefit-defined Benefit Accounts | $494,000 | 11 |
| Number non-managed other employee benefit and retirement-related accounts | $497,000 | 34 |
| Corporate Trust and Agency Accounts | $9,334,000 | 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 | $0 | 132 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,234,000 | 28 |
| 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 | $25,768,000 | 24 |
| Number of Managed Accounts | $15,163,000 | 18 |
| Personal Trust and Agency Accounts | $6,625,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $289,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $100,000 | 21 |
| Number of other employee benefit and retirement-related accounts | $2,370,000 | 18 |
| Corporate Trust and Agency Accounts | $20,000 | 37 |
| Number of managed investment management and investment advisory agency accounts | $5,759,000 | 14 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 123 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,605,000 | 23 |
| Personal Trust and Agency Accounts | $79,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $197,000 | 58 |
| Employee Benefit-defined Benefit Accounts | $490,000 | 11 |
| Number non-managed other employee benefit and retirement-related accounts | $490,000 | 36 |
| Corporate Trust and Agency Accounts | $9,349,000 | 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 | $0 | 136 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,164,000 | 31 |
| 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 | $25,774,000 | 23 |
| Number of Managed Accounts | $15,094,000 | 18 |
| Personal Trust and Agency Accounts | $6,743,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $305,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $93,000 | 21 |
| Number of other employee benefit and retirement-related accounts | $2,231,000 | 18 |
| Corporate Trust and Agency Accounts | $21,000 | 37 |
| Number of managed investment management and investment advisory agency accounts | $5,701,000 | 14 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 128 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,680,000 | 22 |
| Personal Trust and Agency Accounts | $82,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $203,000 | 56 |
| Employee Benefit-defined Benefit Accounts | $499,000 | 12 |
| Number non-managed other employee benefit and retirement-related accounts | $488,000 | 35 |
| Corporate Trust and Agency Accounts | $9,408,000 | 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 | $0 | 134 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,198,000 | 30 |
| 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 | $25,813,000 | 24 |
| Number of Managed Accounts | $14,953,000 | 19 |
| Personal Trust and Agency Accounts | $6,850,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $320,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $98,000 | 23 |
| Number of other employee benefit and retirement-related accounts | $2,099,000 | 18 |
| Corporate Trust and Agency Accounts | $21,000 | 49 |
| Number of managed investment management and investment advisory agency accounts | $5,565,000 | 13 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 300 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,860,000 | 22 |
| Personal Trust and Agency Accounts | $88,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $216,000 | 56 |
| Employee Benefit-defined Benefit Accounts | $489,000 | 13 |
| Number non-managed other employee benefit and retirement-related accounts | $481,000 | 47 |
| Corporate Trust and Agency Accounts | $9,586,000 | 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 | $0 | 264 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,197,000 | 31 |
| 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 | $25,272,000 | 25 |
| Number of Managed Accounts | $14,500,000 | 19 |
| Personal Trust and Agency Accounts | $6,899,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $339,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $95,000 | 23 |
| Number of other employee benefit and retirement-related accounts | $1,920,000 | 20 |
| Corporate Trust and Agency Accounts | $21,000 | 36 |
| Number of managed investment management and investment advisory agency accounts | $5,226,000 | 14 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 121 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,772,000 | 24 |
| Personal Trust and Agency Accounts | $86,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $220,000 | 55 |
| Employee Benefit-defined Benefit Accounts | $463,000 | 13 |
| Number non-managed other employee benefit and retirement-related accounts | $476,000 | 34 |
| Corporate Trust and Agency Accounts | $9,527,000 | 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 | $0 | 127 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,434,000 | 28 |
| 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 | $25,280,000 | 24 |
| Number of Managed Accounts | $14,399,000 | 17 |
| Personal Trust and Agency Accounts | $7,024,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $355,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $96,000 | 25 |
| Number of other employee benefit and retirement-related accounts | $1,812,000 | 19 |
| Corporate Trust and Agency Accounts | $21,000 | 38 |
| Number of managed investment management and investment advisory agency accounts | $5,091,000 | 13 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 124 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,881,000 | 24 |
| Personal Trust and Agency Accounts | $92,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $208,000 | 57 |
| Employee Benefit-defined Benefit Accounts | $473,000 | 13 |
| Number non-managed other employee benefit and retirement-related accounts | $483,000 | 33 |
| Corporate Trust and Agency Accounts | $9,625,000 | 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 | $0 | 125 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,573,000 | 28 |
| 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 | $25,264,000 | 24 |
| Number of Managed Accounts | $14,403,000 | 18 |
| Personal Trust and Agency Accounts | $7,157,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $366,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $98,000 | 26 |
| Number of other employee benefit and retirement-related accounts | $1,764,000 | 17 |
| Corporate Trust and Agency Accounts | $19,000 | 38 |
| Number of managed investment management and investment advisory agency accounts | $4,999,000 | 14 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 119 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,861,000 | 24 |
| Personal Trust and Agency Accounts | $88,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $235,000 | 55 |
| Employee Benefit-defined Benefit Accounts | $480,000 | 13 |
| Number non-managed other employee benefit and retirement-related accounts | $493,000 | 33 |
| Corporate Trust and Agency Accounts | $9,565,000 | 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 | $0 | 121 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,577,000 | 29 |
| 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 | $25,283,000 | 24 |
| Number of Managed Accounts | $14,356,000 | 18 |
| Personal Trust and Agency Accounts | $7,236,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $412,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $100,000 | 27 |
| Number of other employee benefit and retirement-related accounts | $1,699,000 | 16 |
| Corporate Trust and Agency Accounts | $18,000 | 71 |
| Number of managed investment management and investment advisory agency accounts | $4,891,000 | 15 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 293 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,927,000 | 25 |
| Personal Trust and Agency Accounts | $93,000 | 129 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $243,000 | 56 |
| Employee Benefit-defined Benefit Accounts | $485,000 | 13 |
| Number non-managed other employee benefit and retirement-related accounts | $506,000 | 42 |
| Corporate Trust and Agency Accounts | $9,600,000 | 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 | $0 | 263 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,600,000 | 30 |
| 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 | $25,268,000 | 25 |
| Number of Managed Accounts | $14,435,000 | 17 |
| Personal Trust and Agency Accounts | $7,337,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $450,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $105,000 | 23 |
| Number of other employee benefit and retirement-related accounts | $1,682,000 | 14 |
| Corporate Trust and Agency Accounts | $18,000 | 43 |
| Number of managed investment management and investment advisory agency accounts | $4,843,000 | 14 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 122 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,833,000 | 24 |
| Personal Trust and Agency Accounts | $102,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $247,000 | 56 |
| Employee Benefit-defined Benefit Accounts | $493,000 | 12 |
| Number non-managed other employee benefit and retirement-related accounts | $518,000 | 33 |
| Corporate Trust and Agency Accounts | $9,473,000 | 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 | $0 | 121 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,816,000 | 28 |
| 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 | $25,624,000 | 23 |
| Number of Managed Accounts | $14,653,000 | 16 |
| Personal Trust and Agency Accounts | $7,475,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $460,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $108,000 | 24 |
| Number of other employee benefit and retirement-related accounts | $1,681,000 | 12 |
| Corporate Trust and Agency Accounts | $18,000 | 43 |
| Number of managed investment management and investment advisory agency accounts | $4,911,000 | 14 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 130 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,971,000 | 23 |
| Personal Trust and Agency Accounts | $105,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $259,000 | 55 |
| Employee Benefit-defined Benefit Accounts | $497,000 | 12 |
| Number non-managed other employee benefit and retirement-related accounts | $538,000 | 31 |
| Corporate Trust and Agency Accounts | $9,572,000 | 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 | $0 | 129 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,809,000 | 28 |
| 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 | $25,469,000 | 23 |
| Number of Managed Accounts | $14,920,000 | 16 |
| Personal Trust and Agency Accounts | $7,658,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $498,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $115,000 | 23 |
| Number of other employee benefit and retirement-related accounts | $1,679,000 | 12 |
| Corporate Trust and Agency Accounts | $15,000 | 45 |
| Number of managed investment management and investment advisory agency accounts | $4,955,000 | 15 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 139 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,549,000 | 25 |
| Personal Trust and Agency Accounts | $95,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $271,000 | 55 |
| Employee Benefit-defined Benefit Accounts | $525,000 | 13 |
| Number non-managed other employee benefit and retirement-related accounts | $559,000 | 32 |
| Corporate Trust and Agency Accounts | $9,099,000 | 11 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 129 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,113,000 | 28 |
| 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 | $25,977,000 | 23 |
| Number of Managed Accounts | $15,081,000 | 18 |
| Personal Trust and Agency Accounts | $7,802,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $510,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $115,000 | 23 |
| Number of other employee benefit and retirement-related accounts | $1,679,000 | 12 |
| Corporate Trust and Agency Accounts | $16,000 | 79 |
| Number of managed investment management and investment advisory agency accounts | $4,959,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 320 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,896,000 | 25 |
| Personal Trust and Agency Accounts | $96,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $305,000 | 54 |
| Employee Benefit-defined Benefit Accounts | $551,000 | 15 |
| Number non-managed other employee benefit and retirement-related accounts | $568,000 | 41 |
| Corporate Trust and Agency Accounts | $9,376,000 | 11 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 282 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,034,000 | 27 |
| 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 | $25,848,000 | 21 |
| Number of Managed Accounts | $15,203,000 | 16 |
| Personal Trust and Agency Accounts | $8,003,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $513,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $121,000 | 22 |
| Number of other employee benefit and retirement-related accounts | $1,636,000 | 13 |
| Corporate Trust and Agency Accounts | $16,000 | 45 |
| Number of managed investment management and investment advisory agency accounts | $4,914,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 135 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,645,000 | 25 |
| Personal Trust and Agency Accounts | $97,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $320,000 | 53 |
| Employee Benefit-defined Benefit Accounts | $550,000 | 16 |
| Number non-managed other employee benefit and retirement-related accounts | $575,000 | 31 |
| Corporate Trust and Agency Accounts | $9,103,000 | 12 |
| 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 | $5,914,000 | 25 |
| 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 | $26,365,000 | 21 |
| Number of Managed Accounts | $15,706,000 | 15 |
| Personal Trust and Agency Accounts | $8,168,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $601,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $120,000 | 21 |
| Number of other employee benefit and retirement-related accounts | $1,665,000 | 13 |
| Corporate Trust and Agency Accounts | $16,000 | 43 |
| Number of managed investment management and investment advisory agency accounts | $5,136,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 140 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,659,000 | 25 |
| Personal Trust and Agency Accounts | $99,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $340,000 | 51 |
| Employee Benefit-defined Benefit Accounts | $569,000 | 14 |
| Number non-managed other employee benefit and retirement-related accounts | $585,000 | 31 |
| Corporate Trust and Agency Accounts | $9,066,000 | 12 |
| 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 | $6,098,000 | 25 |
| 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 | $26,830,000 | 23 |
| Number of Managed Accounts | $16,156,000 | 16 |
| Personal Trust and Agency Accounts | $8,270,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $650,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $126,000 | 21 |
| Number of other employee benefit and retirement-related accounts | $1,712,000 | 14 |
| Corporate Trust and Agency Accounts | $14,000 | 44 |
| Number of managed investment management and investment advisory agency accounts | $5,384,000 | 17 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 144 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,674,000 | 23 |
| Personal Trust and Agency Accounts | $101,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $335,000 | 54 |
| Employee Benefit-defined Benefit Accounts | $586,000 | 14 |
| Number non-managed other employee benefit and retirement-related accounts | $575,000 | 31 |
| Corporate Trust and Agency Accounts | $9,077,000 | 11 |
| 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 | $6,128,000 | 25 |
| 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 | $27,119,000 | 23 |
| Number of Managed Accounts | $16,433,000 | 16 |
| Personal Trust and Agency Accounts | $8,390,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $705,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $126,000 | 23 |
| Number of other employee benefit and retirement-related accounts | $1,668,000 | 14 |
| Corporate Trust and Agency Accounts | $14,000 | 81 |
| Number of managed investment management and investment advisory agency accounts | $5,530,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 337 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,686,000 | 27 |
| Personal Trust and Agency Accounts | $83,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $342,000 | 57 |
| Employee Benefit-defined Benefit Accounts | $568,000 | 14 |
| Number non-managed other employee benefit and retirement-related accounts | $569,000 | 43 |
| Corporate Trust and Agency Accounts | $9,124,000 | 11 |
| 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 | $5,769,000 | 26 |
| 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 | $27,533,000 | 24 |
| Number of Managed Accounts | $16,547,000 | 16 |
| Personal Trust and Agency Accounts | $8,529,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $683,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $133,000 | 21 |
| Number of other employee benefit and retirement-related accounts | $1,641,000 | 15 |
| Corporate Trust and Agency Accounts | $11,000 | 50 |
| Number of managed investment management and investment advisory agency accounts | $5,550,000 | 17 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,986,000 | 24 |
| Personal Trust and Agency Accounts | $82,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $357,000 | 54 |
| Employee Benefit-defined Benefit Accounts | $557,000 | 15 |
| Number non-managed other employee benefit and retirement-related accounts | $568,000 | 34 |
| Corporate Trust and Agency Accounts | $9,422,000 | 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 | $0 | 126 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,584,000 | 26 |
| 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 | $27,424,000 | 24 |
| Number of Managed Accounts | $16,268,000 | 17 |
| Personal Trust and Agency Accounts | $8,658,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $728,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $142,000 | 20 |
| Number of other employee benefit and retirement-related accounts | $1,534,000 | 16 |
| Corporate Trust and Agency Accounts | $13,000 | 47 |
| Number of managed investment management and investment advisory agency accounts | $5,193,000 | 17 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 127 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $11,156,000 | 23 |
| Personal Trust and Agency Accounts | $79,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $380,000 | 54 |
| Employee Benefit-defined Benefit Accounts | $570,000 | 14 |
| Number non-managed other employee benefit and retirement-related accounts | $598,000 | 33 |
| Corporate Trust and Agency Accounts | $9,529,000 | 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 | $0 | 128 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,832,000 | 26 |
| 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 | $26,939,000 | 25 |
| Number of Managed Accounts | $15,761,000 | 17 |
| Personal Trust and Agency Accounts | $8,789,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $768,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $138,000 | 21 |
| Number of other employee benefit and retirement-related accounts | $1,375,000 | 18 |
| Corporate Trust and Agency Accounts | $9,000 | 53 |
| Number of managed investment management and investment advisory agency accounts | $4,682,000 | 17 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 130 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $11,178,000 | 23 |
| Personal Trust and Agency Accounts | $78,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $383,000 | 54 |
| Employee Benefit-defined Benefit Accounts | $563,000 | 15 |
| Number non-managed other employee benefit and retirement-related accounts | $622,000 | 34 |
| Corporate Trust and Agency Accounts | $9,532,000 | 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 | $0 | 134 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,365,000 | 25 |
| 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 | $26,587,000 | 26 |
| Number of Managed Accounts | $15,034,000 | 20 |
| Personal Trust and Agency Accounts | $8,910,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $807,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $145,000 | 22 |
| Number of other employee benefit and retirement-related accounts | $1,211,000 | 20 |
| Corporate Trust and Agency Accounts | $9,000 | 114 |
| Number of managed investment management and investment advisory agency accounts | $3,952,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 331 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $11,553,000 | 24 |
| Personal Trust and Agency Accounts | $75,000 | 180 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $383,000 | 62 |
| Employee Benefit-defined Benefit Accounts | $561,000 | 13 |
| Number non-managed other employee benefit and retirement-related accounts | $639,000 | 46 |
| Corporate Trust and Agency Accounts | $9,895,000 | 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 | $0 | 293 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,241,000 | 25 |
| 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 | $26,814,000 | 25 |
| Number of Managed Accounts | $14,702,000 | 18 |
| Personal Trust and Agency Accounts | $9,092,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $870,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $153,000 | 21 |
| Number of other employee benefit and retirement-related accounts | $1,066,000 | 20 |
| Corporate Trust and Agency Accounts | $9,000 | 58 |
| Number of managed investment management and investment advisory agency accounts | $3,512,000 | 19 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 143 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $12,112,000 | 19 |
| Personal Trust and Agency Accounts | $71,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $339,000 | 69 |
| Employee Benefit-defined Benefit Accounts | $540,000 | 12 |
| Number non-managed other employee benefit and retirement-related accounts | $568,000 | 38 |
| Corporate Trust and Agency Accounts | $10,594,000 | 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 | $0 | 152 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,251,000 | 24 |
| 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 | $26,362,000 | 26 |
| Number of Managed Accounts | $14,494,000 | 19 |
| Personal Trust and Agency Accounts | $9,195,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $927,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $160,000 | 20 |
| Number of other employee benefit and retirement-related accounts | $994,000 | 23 |
| Corporate Trust and Agency Accounts | $9,000 | 63 |
| Number of managed investment management and investment advisory agency accounts | $3,209,000 | 20 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 151 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $11,868,000 | 21 |
| Personal Trust and Agency Accounts | $76,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $402,000 | 64 |
| Employee Benefit-defined Benefit Accounts | $570,000 | 11 |
| Number non-managed other employee benefit and retirement-related accounts | $600,000 | 39 |
| Corporate Trust and Agency Accounts | $10,220,000 | 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 | $0 | 161 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,475,000 | 23 |
| 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 | $14,132,000 | 37 |
| Number of Managed Accounts | $8,317,000 | 27 |
| Personal Trust and Agency Accounts | $4,633,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $631,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $118,000 | 23 |
| Number of other employee benefit and retirement-related accounts | $645,000 | 38 |
| Corporate Trust and Agency Accounts | $8,000 | 74 |
| Number of managed investment management and investment advisory agency accounts | $2,282,000 | 26 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 156 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $5,815,000 | 33 |
| Personal Trust and Agency Accounts | $48,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $243,000 | 83 |
| Employee Benefit-defined Benefit Accounts | $214,000 | 25 |
| Number non-managed other employee benefit and retirement-related accounts | $219,000 | 69 |
| Corporate Trust and Agency Accounts | $5,091,000 | 11 |
| 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 | $3,467,000 | 33 |
| 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 | $14,252,000 | 36 |
| Number of Managed Accounts | $8,365,000 | 28 |
| Personal Trust and Agency Accounts | $4,668,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $650,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $117,000 | 25 |
| Number of other employee benefit and retirement-related accounts | $629,000 | 38 |
| Corporate Trust and Agency Accounts | $8,000 | 155 |
| Number of managed investment management and investment advisory agency accounts | $2,293,000 | 26 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 352 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $5,887,000 | 33 |
| Personal Trust and Agency Accounts | $49,000 | 254 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $240,000 | 92 |
| Employee Benefit-defined Benefit Accounts | $213,000 | 28 |
| Number non-managed other employee benefit and retirement-related accounts | $236,000 | 94 |
| Corporate Trust and Agency Accounts | $5,149,000 | 11 |
| 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 | $3,576,000 | 32 |
| 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 | $14,468,000 | 32 |
| Number of Managed Accounts | $8,424,000 | 27 |
| Personal Trust and Agency Accounts | $5,012,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $703,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $139,000 | 24 |
| Number of other employee benefit and retirement-related accounts | $509,000 | 44 |
| Corporate Trust and Agency Accounts | $8,000 | 144 |
| Number of managed investment management and investment advisory agency accounts | $2,049,000 | 28 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $4,000 | 215 |
| 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 | $6,044,000 | 29 |
| Personal Trust and Agency Accounts | $49,000 | 217 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $295,000 | 69 |
| Employee Benefit-defined Benefit Accounts | $287,000 | 28 |
| Number non-managed other employee benefit and retirement-related accounts | $224,000 | 102 |
| Corporate Trust and Agency Accounts | $5,157,000 | 11 |
| 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 | $32,000 | 87 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,593,000 | 26 |
| 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 |