Home > Midland States Bank > Number of Fiduciary and Related Asset Accounts
Midland States Bank, Number of Fiduciary and Related Asset Accounts
| 2024-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,245,000 | 80 |
| Number of Managed Accounts | $3,983,000 | 64 |
| Personal Trust and Agency Accounts | $1,524,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 149 |
| Employee Benefit-defined Benefit Accounts | $0 | 215 |
| Number of other employee benefit and retirement-related accounts | $1,339,000 | 76 |
| Corporate Trust and Agency Accounts | $0 | 74 |
| Number of managed investment management and investment advisory agency accounts | $1,008,000 | 76 |
| Number of foundation and endowment trust and agency accounts, managed assets | $98,000 | 91 |
| Other Fiduciary Accounts | $0 | 123 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,335,000 | 52 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $262,000 | 116 |
| Personal Trust and Agency Accounts | $52,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $105,000 | 64 |
| Employee Benefit-defined Benefit Accounts | $0 | 122 |
| Number non-managed other employee benefit and retirement-related accounts | $91,000 | 78 |
| Corporate Trust and Agency Accounts | $11,000 | 65 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 197 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 127 |
| Other Fiduciary Accounts | $0 | 96 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $116,000 | 152 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $89,000 | 126 |
| 2024-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 2 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,233,000 | 81 |
| Number of Managed Accounts | $3,970,000 | 64 |
| Personal Trust and Agency Accounts | $1,535,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 157 |
| Employee Benefit-defined Benefit Accounts | $0 | 231 |
| Number of other employee benefit and retirement-related accounts | $1,325,000 | 67 |
| Corporate Trust and Agency Accounts | $0 | 118 |
| Number of managed investment management and investment advisory agency accounts | $976,000 | 80 |
| Number of foundation and endowment trust and agency accounts, managed assets | $120,000 | 75 |
| Other Fiduciary Accounts | $0 | 163 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,321,000 | 52 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $263,000 | 126 |
| Personal Trust and Agency Accounts | $53,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $104,000 | 62 |
| Employee Benefit-defined Benefit Accounts | $0 | 129 |
| Number non-managed other employee benefit and retirement-related accounts | $92,000 | 115 |
| Corporate Trust and Agency Accounts | $11,000 | 73 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 229 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 142 |
| Other Fiduciary Accounts | $0 | 129 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $114,000 | 160 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $90,000 | 142 |
| 2024-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 7 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,200,000 | 82 |
| Number of Managed Accounts | $3,946,000 | 64 |
| Personal Trust and Agency Accounts | $1,522,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 156 |
| Employee Benefit-defined Benefit Accounts | $0 | 172 |
| Number of other employee benefit and retirement-related accounts | $1,316,000 | 86 |
| Corporate Trust and Agency Accounts | $0 | 72 |
| Number of managed investment management and investment advisory agency accounts | $1,030,000 | 77 |
| Number of foundation and endowment trust and agency accounts, managed assets | $64,000 | 106 |
| Other Fiduciary Accounts | $0 | 119 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,312,000 | 54 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $254,000 | 119 |
| Personal Trust and Agency Accounts | $51,000 | 121 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $102,000 | 51 |
| Employee Benefit-defined Benefit Accounts | $0 | 170 |
| Number non-managed other employee benefit and retirement-related accounts | $86,000 | 74 |
| Corporate Trust and Agency Accounts | $11,000 | 76 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 206 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 95 |
| Other Fiduciary Accounts | $0 | 94 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $122,000 | 148 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $84,000 | 138 |
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,234,000 | 78 |
| Number of Managed Accounts | $3,975,000 | 61 |
| Personal Trust and Agency Accounts | $1,533,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $13,000 | 169 |
| Employee Benefit-defined Benefit Accounts | $0 | 229 |
| Number of other employee benefit and retirement-related accounts | $1,334,000 | 77 |
| Corporate Trust and Agency Accounts | $0 | 193 |
| Number of managed investment management and investment advisory agency accounts | $1,031,000 | 74 |
| Number of foundation and endowment trust and agency accounts, managed assets | $64,000 | 108 |
| Other Fiduciary Accounts | $0 | 249 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,328,000 | 51 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Number of Non-Managed Accounts | $259,000 | 137 |
| Personal Trust and Agency Accounts | $52,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $100,000 | 51 |
| Employee Benefit-defined Benefit Accounts | $0 | 185 |
| Number non-managed other employee benefit and retirement-related accounts | $90,000 | 145 |
| Corporate Trust and Agency Accounts | $11,000 | 130 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 241 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 107 |
| Other Fiduciary Accounts | $0 | 190 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $111,000 | 187 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $88,000 | 181 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,207,000 | 77 |
| Number of Managed Accounts | $3,954,000 | 62 |
| Personal Trust and Agency Accounts | $1,546,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $13,000 | 149 |
| Employee Benefit-defined Benefit Accounts | $0 | 168 |
| Number of other employee benefit and retirement-related accounts | $1,312,000 | 70 |
| Corporate Trust and Agency Accounts | $0 | 79 |
| Number of managed investment management and investment advisory agency accounts | $1,018,000 | 75 |
| Number of foundation and endowment trust and agency accounts, managed assets | $65,000 | 104 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,306,000 | 47 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $253,000 | 118 |
| Personal Trust and Agency Accounts | $53,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $100,000 | 50 |
| Employee Benefit-defined Benefit Accounts | $0 | 158 |
| Number non-managed other employee benefit and retirement-related accounts | $83,000 | 79 |
| Corporate Trust and Agency Accounts | $11,000 | 74 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 177 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 94 |
| Other Fiduciary Accounts | $0 | 95 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $110,000 | 154 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $81,000 | 137 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,214,000 | 76 |
| Number of Managed Accounts | $3,956,000 | 61 |
| Personal Trust and Agency Accounts | $1,540,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $13,000 | 162 |
| Employee Benefit-defined Benefit Accounts | $0 | 184 |
| Number of other employee benefit and retirement-related accounts | $1,327,000 | 67 |
| Corporate Trust and Agency Accounts | $0 | 125 |
| Number of managed investment management and investment advisory agency accounts | $1,009,000 | 74 |
| Number of foundation and endowment trust and agency accounts, managed assets | $67,000 | 102 |
| Other Fiduciary Accounts | $0 | 158 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,321,000 | 46 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $258,000 | 127 |
| Personal Trust and Agency Accounts | $54,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $102,000 | 50 |
| Employee Benefit-defined Benefit Accounts | $0 | 165 |
| Number non-managed other employee benefit and retirement-related accounts | $82,000 | 118 |
| Corporate Trust and Agency Accounts | $12,000 | 112 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 197 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 64 |
| Other Fiduciary Accounts | $0 | 135 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $100,000 | 163 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $80,000 | 148 |
| 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 | $4,198,000 | 81 |
| Number of Managed Accounts | $3,939,000 | 64 |
| Personal Trust and Agency Accounts | $1,534,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $12,000 | 115 |
| Employee Benefit-defined Benefit Accounts | $0 | 171 |
| Number of other employee benefit and retirement-related accounts | $1,314,000 | 50 |
| Corporate Trust and Agency Accounts | $0 | 74 |
| Number of managed investment management and investment advisory agency accounts | $1,008,000 | 81 |
| Number of foundation and endowment trust and agency accounts, managed assets | $71,000 | 98 |
| Other Fiduciary Accounts | $0 | 108 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,308,000 | 49 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $259,000 | 122 |
| Personal Trust and Agency Accounts | $56,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $104,000 | 49 |
| Employee Benefit-defined Benefit Accounts | $0 | 122 |
| Number non-managed other employee benefit and retirement-related accounts | $82,000 | 74 |
| Corporate Trust and Agency Accounts | $13,000 | 67 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 131 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 147 |
| Other Fiduciary Accounts | $0 | 92 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $101,000 | 156 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $80,000 | 101 |
| 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 | $4,210,000 | 82 |
| Number of Managed Accounts | $3,936,000 | 66 |
| Personal Trust and Agency Accounts | $1,533,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $13,000 | 134 |
| Employee Benefit-defined Benefit Accounts | $0 | 238 |
| Number of other employee benefit and retirement-related accounts | $1,318,000 | 50 |
| Corporate Trust and Agency Accounts | $0 | 160 |
| Number of managed investment management and investment advisory agency accounts | $1,001,000 | 78 |
| Number of foundation and endowment trust and agency accounts, managed assets | $71,000 | 102 |
| Other Fiduciary Accounts | $0 | 220 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,312,000 | 50 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Number of Non-Managed Accounts | $274,000 | 139 |
| Personal Trust and Agency Accounts | $64,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $108,000 | 54 |
| Employee Benefit-defined Benefit Accounts | $0 | 148 |
| Number non-managed other employee benefit and retirement-related accounts | $83,000 | 109 |
| Corporate Trust and Agency Accounts | $14,000 | 89 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 207 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 141 |
| Other Fiduciary Accounts | $0 | 175 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $96,000 | 198 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $81,000 | 158 |
| 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 | $4,154,000 | 81 |
| Number of Managed Accounts | $3,877,000 | 66 |
| Personal Trust and Agency Accounts | $1,542,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $13,000 | 121 |
| Employee Benefit-defined Benefit Accounts | $0 | 181 |
| Number of other employee benefit and retirement-related accounts | $1,278,000 | 51 |
| Corporate Trust and Agency Accounts | $0 | 76 |
| Number of managed investment management and investment advisory agency accounts | $972,000 | 79 |
| Number of foundation and endowment trust and agency accounts, managed assets | $72,000 | 100 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,273,000 | 50 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $277,000 | 124 |
| Personal Trust and Agency Accounts | $64,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $108,000 | 51 |
| Employee Benefit-defined Benefit Accounts | $0 | 128 |
| Number non-managed other employee benefit and retirement-related accounts | $83,000 | 77 |
| Corporate Trust and Agency Accounts | $15,000 | 69 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 121 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 108 |
| Other Fiduciary Accounts | $0 | 98 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $94,000 | 161 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $81,000 | 102 |
| 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 | $4,168,000 | 69 |
| Number of Managed Accounts | $3,894,000 | 60 |
| Personal Trust and Agency Accounts | $1,553,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 118 |
| Employee Benefit-defined Benefit Accounts | $0 | 188 |
| Number of other employee benefit and retirement-related accounts | $1,288,000 | 48 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $969,000 | 75 |
| Number of foundation and endowment trust and agency accounts, managed assets | $70,000 | 94 |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,283,000 | 47 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $274,000 | 112 |
| Personal Trust and Agency Accounts | $59,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $108,000 | 50 |
| Employee Benefit-defined Benefit Accounts | $0 | 122 |
| Number non-managed other employee benefit and retirement-related accounts | $83,000 | 80 |
| Corporate Trust and Agency Accounts | $15,000 | 69 |
| Number of investment management and advisory agency accounts, non-managed assets | $7,000 | 116 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 82 |
| Other Fiduciary Accounts | $0 | 109 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $109,000 | 147 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $81,000 | 108 |
| 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 | $4,186,000 | 71 |
| Number of Managed Accounts | $3,902,000 | 59 |
| Personal Trust and Agency Accounts | $1,572,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 114 |
| Employee Benefit-defined Benefit Accounts | $0 | 174 |
| Number of other employee benefit and retirement-related accounts | $1,285,000 | 47 |
| Corporate Trust and Agency Accounts | $0 | 72 |
| Number of managed investment management and investment advisory agency accounts | $962,000 | 76 |
| Number of foundation and endowment trust and agency accounts, managed assets | $69,000 | 96 |
| Other Fiduciary Accounts | $0 | 101 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,280,000 | 47 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $284,000 | 108 |
| Personal Trust and Agency Accounts | $60,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $113,000 | 46 |
| Employee Benefit-defined Benefit Accounts | $0 | 119 |
| Number non-managed other employee benefit and retirement-related accounts | $89,000 | 73 |
| Corporate Trust and Agency Accounts | $15,000 | 64 |
| Number of investment management and advisory agency accounts, non-managed assets | $5,000 | 109 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 75 |
| Other Fiduciary Accounts | $0 | 94 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $118,000 | 134 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $87,000 | 92 |
| 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 | $4,177,000 | 70 |
| Number of Managed Accounts | $3,897,000 | 56 |
| Personal Trust and Agency Accounts | $1,586,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 126 |
| Employee Benefit-defined Benefit Accounts | $0 | 238 |
| Number of other employee benefit and retirement-related accounts | $1,274,000 | 45 |
| Corporate Trust and Agency Accounts | $0 | 160 |
| Number of managed investment management and investment advisory agency accounts | $953,000 | 75 |
| Number of foundation and endowment trust and agency accounts, managed assets | $68,000 | 97 |
| Other Fiduciary Accounts | $2,000 | 135 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,269,000 | 45 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Number of Non-Managed Accounts | $280,000 | 121 |
| Personal Trust and Agency Accounts | $59,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $110,000 | 52 |
| Employee Benefit-defined Benefit Accounts | $0 | 144 |
| Number non-managed other employee benefit and retirement-related accounts | $89,000 | 104 |
| Corporate Trust and Agency Accounts | $15,000 | 82 |
| Number of investment management and advisory agency accounts, non-managed assets | $5,000 | 174 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 92 |
| Other Fiduciary Accounts | $0 | 174 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $128,000 | 162 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $87,000 | 146 |
| 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 | $4,035,000 | 71 |
| Number of Managed Accounts | $3,750,000 | 60 |
| Personal Trust and Agency Accounts | $1,602,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 110 |
| Employee Benefit-defined Benefit Accounts | $0 | 174 |
| Number of other employee benefit and retirement-related accounts | $1,173,000 | 53 |
| Corporate Trust and Agency Accounts | $0 | 71 |
| Number of managed investment management and investment advisory agency accounts | $893,000 | 79 |
| Number of foundation and endowment trust and agency accounts, managed assets | $66,000 | 98 |
| Other Fiduciary Accounts | $1,000 | 83 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,168,000 | 51 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $285,000 | 108 |
| Personal Trust and Agency Accounts | $58,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $110,000 | 50 |
| Employee Benefit-defined Benefit Accounts | $0 | 118 |
| Number non-managed other employee benefit and retirement-related accounts | $95,000 | 69 |
| Corporate Trust and Agency Accounts | $15,000 | 65 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 117 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 76 |
| Other Fiduciary Accounts | $1,000 | 79 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $134,000 | 126 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $93,000 | 84 |
| 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 | $3,932,000 | 72 |
| Number of Managed Accounts | $3,647,000 | 62 |
| Personal Trust and Agency Accounts | $1,597,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 116 |
| Employee Benefit-defined Benefit Accounts | $0 | 191 |
| Number of other employee benefit and retirement-related accounts | $1,117,000 | 54 |
| Corporate Trust and Agency Accounts | $0 | 76 |
| Number of managed investment management and investment advisory agency accounts | $851,000 | 83 |
| Number of foundation and endowment trust and agency accounts, managed assets | $66,000 | 103 |
| Other Fiduciary Accounts | $1,000 | 91 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,112,000 | 52 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $285,000 | 111 |
| Personal Trust and Agency Accounts | $55,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $112,000 | 49 |
| Employee Benefit-defined Benefit Accounts | $0 | 128 |
| Number non-managed other employee benefit and retirement-related accounts | $94,000 | 73 |
| Corporate Trust and Agency Accounts | $15,000 | 68 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 151 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 103 |
| Other Fiduciary Accounts | $5,000 | 60 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $141,000 | 132 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $92,000 | 95 |
| 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 | $3,266,000 | 80 |
| Number of Managed Accounts | $3,024,000 | 70 |
| Personal Trust and Agency Accounts | $1,181,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $16,000 | 112 |
| Employee Benefit-defined Benefit Accounts | $0 | 176 |
| Number of other employee benefit and retirement-related accounts | $1,000,000 | 61 |
| Corporate Trust and Agency Accounts | $0 | 70 |
| Number of managed investment management and investment advisory agency accounts | $761,000 | 89 |
| Number of foundation and endowment trust and agency accounts, managed assets | $65,000 | 103 |
| Other Fiduciary Accounts | $1,000 | 82 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $995,000 | 61 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $242,000 | 121 |
| Personal Trust and Agency Accounts | $32,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $111,000 | 53 |
| Employee Benefit-defined Benefit Accounts | $0 | 120 |
| Number non-managed other employee benefit and retirement-related accounts | $77,000 | 80 |
| Corporate Trust and Agency Accounts | $15,000 | 63 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 148 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 92 |
| Other Fiduciary Accounts | $4,000 | 62 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $86,000 | 153 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $75,000 | 105 |
| 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 | $3,272,000 | 83 |
| Number of Managed Accounts | $3,016,000 | 71 |
| Personal Trust and Agency Accounts | $1,176,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $16,000 | 122 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 170 |
| Number of other employee benefit and retirement-related accounts | $990,000 | 61 |
| Corporate Trust and Agency Accounts | $0 | 158 |
| Number of managed investment management and investment advisory agency accounts | $767,000 | 91 |
| Number of foundation and endowment trust and agency accounts, managed assets | $65,000 | 104 |
| Other Fiduciary Accounts | $1,000 | 159 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $985,000 | 61 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Number of Non-Managed Accounts | $256,000 | 136 |
| Personal Trust and Agency Accounts | $43,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $113,000 | 55 |
| Employee Benefit-defined Benefit Accounts | $0 | 150 |
| Number non-managed other employee benefit and retirement-related accounts | $75,000 | 119 |
| Corporate Trust and Agency Accounts | $17,000 | 82 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 219 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 125 |
| Other Fiduciary Accounts | $4,000 | 98 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $88,000 | 196 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $73,000 | 170 |
| 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 | $3,307,000 | 78 |
| Number of Managed Accounts | $3,037,000 | 72 |
| Personal Trust and Agency Accounts | $1,194,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $16,000 | 117 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 141 |
| Number of other employee benefit and retirement-related accounts | $997,000 | 60 |
| Corporate Trust and Agency Accounts | $0 | 74 |
| Number of managed investment management and investment advisory agency accounts | $765,000 | 90 |
| Number of foundation and endowment trust and agency accounts, managed assets | $63,000 | 101 |
| Other Fiduciary Accounts | $1,000 | 84 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $997,000 | 59 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $270,000 | 113 |
| Personal Trust and Agency Accounts | $39,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $121,000 | 53 |
| Employee Benefit-defined Benefit Accounts | $0 | 124 |
| Number non-managed other employee benefit and retirement-related accounts | $84,000 | 77 |
| Corporate Trust and Agency Accounts | $17,000 | 61 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 139 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 93 |
| Other Fiduciary Accounts | $5,000 | 56 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $86,000 | 146 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $84,000 | 100 |
| 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 | $3,341,000 | 77 |
| Number of Managed Accounts | $3,079,000 | 69 |
| Personal Trust and Agency Accounts | $1,231,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $16,000 | 123 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 149 |
| Number of other employee benefit and retirement-related accounts | $995,000 | 60 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $772,000 | 90 |
| Number of foundation and endowment trust and agency accounts, managed assets | $63,000 | 105 |
| Other Fiduciary Accounts | $1,000 | 96 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $995,000 | 56 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $262,000 | 121 |
| Personal Trust and Agency Accounts | $38,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $122,000 | 54 |
| Employee Benefit-defined Benefit Accounts | $0 | 135 |
| Number non-managed other employee benefit and retirement-related accounts | $77,000 | 85 |
| Corporate Trust and Agency Accounts | $17,000 | 64 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 182 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 102 |
| Other Fiduciary Accounts | $5,000 | 62 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $94,000 | 152 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $77,000 | 113 |
| 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 | $3,346,000 | 76 |
| Number of Managed Accounts | $3,082,000 | 69 |
| Personal Trust and Agency Accounts | $1,233,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 116 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 104 |
| Number of other employee benefit and retirement-related accounts | $994,000 | 58 |
| Corporate Trust and Agency Accounts | $0 | 73 |
| Number of managed investment management and investment advisory agency accounts | $771,000 | 90 |
| Number of foundation and endowment trust and agency accounts, managed assets | $63,000 | 99 |
| Other Fiduciary Accounts | $1,000 | 94 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $994,000 | 57 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $264,000 | 115 |
| Personal Trust and Agency Accounts | $37,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $121,000 | 53 |
| Employee Benefit-defined Benefit Accounts | $0 | 127 |
| Number non-managed other employee benefit and retirement-related accounts | $79,000 | 79 |
| Corporate Trust and Agency Accounts | $19,000 | 60 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 154 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 95 |
| Other Fiduciary Accounts | $5,000 | 58 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $110,000 | 134 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $79,000 | 104 |
| 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 | $3,365,000 | 78 |
| Number of Managed Accounts | $3,095,000 | 68 |
| Personal Trust and Agency Accounts | $1,248,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $18,000 | 126 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 116 |
| Number of other employee benefit and retirement-related accounts | $978,000 | 62 |
| Corporate Trust and Agency Accounts | $0 | 158 |
| Number of managed investment management and investment advisory agency accounts | $775,000 | 90 |
| Number of foundation and endowment trust and agency accounts, managed assets | $64,000 | 101 |
| Other Fiduciary Accounts | $9,000 | 73 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $978,000 | 61 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Number of Non-Managed Accounts | $270,000 | 135 |
| Personal Trust and Agency Accounts | $38,000 | 164 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $123,000 | 56 |
| Employee Benefit-defined Benefit Accounts | $0 | 156 |
| Number non-managed other employee benefit and retirement-related accounts | $83,000 | 116 |
| Corporate Trust and Agency Accounts | $19,000 | 83 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 292 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 125 |
| Other Fiduciary Accounts | $5,000 | 92 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $200,000 | 127 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $83,000 | 159 |
| 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 | $3,326,000 | 79 |
| Number of Managed Accounts | $3,061,000 | 72 |
| Personal Trust and Agency Accounts | $1,213,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 117 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 109 |
| Number of other employee benefit and retirement-related accounts | $994,000 | 58 |
| Corporate Trust and Agency Accounts | $0 | 79 |
| Number of managed investment management and investment advisory agency accounts | $771,000 | 90 |
| Number of foundation and endowment trust and agency accounts, managed assets | $62,000 | 99 |
| Other Fiduciary Accounts | $1,000 | 94 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $994,000 | 58 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $265,000 | 117 |
| Personal Trust and Agency Accounts | $33,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $124,000 | 54 |
| Employee Benefit-defined Benefit Accounts | $0 | 127 |
| Number non-managed other employee benefit and retirement-related accounts | $74,000 | 87 |
| Corporate Trust and Agency Accounts | $18,000 | 66 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 166 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 143 |
| Other Fiduciary Accounts | $15,000 | 40 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $183,000 | 108 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $74,000 | 108 |
| 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 | $3,379,000 | 80 |
| Number of Managed Accounts | $3,112,000 | 68 |
| Personal Trust and Agency Accounts | $1,211,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 121 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 112 |
| Number of other employee benefit and retirement-related accounts | $1,015,000 | 59 |
| Corporate Trust and Agency Accounts | $0 | 77 |
| Number of managed investment management and investment advisory agency accounts | $802,000 | 85 |
| Number of foundation and endowment trust and agency accounts, managed assets | $63,000 | 102 |
| Other Fiduciary Accounts | $1,000 | 104 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,015,000 | 57 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $267,000 | 119 |
| Personal Trust and Agency Accounts | $34,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $129,000 | 55 |
| Employee Benefit-defined Benefit Accounts | $0 | 133 |
| Number non-managed other employee benefit and retirement-related accounts | $81,000 | 85 |
| Corporate Trust and Agency Accounts | $18,000 | 69 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 149 |
| Other Fiduciary Accounts | $5,000 | 66 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $193,000 | 109 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $81,000 | 111 |
| 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 | $3,417,000 | 80 |
| Number of Managed Accounts | $3,151,000 | 68 |
| Personal Trust and Agency Accounts | $1,211,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 127 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 113 |
| Number of other employee benefit and retirement-related accounts | $1,034,000 | 57 |
| Corporate Trust and Agency Accounts | $0 | 77 |
| Number of managed investment management and investment advisory agency accounts | $818,000 | 81 |
| Number of foundation and endowment trust and agency accounts, managed assets | $66,000 | 97 |
| Other Fiduciary Accounts | $2,000 | 97 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,034,000 | 56 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $266,000 | 119 |
| Personal Trust and Agency Accounts | $32,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $130,000 | 54 |
| Employee Benefit-defined Benefit Accounts | $0 | 135 |
| Number non-managed other employee benefit and retirement-related accounts | $79,000 | 86 |
| Corporate Trust and Agency Accounts | $18,000 | 66 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 174 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 151 |
| Other Fiduciary Accounts | $5,000 | 68 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $189,000 | 109 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $79,000 | 115 |
| 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 | $3,569,000 | 78 |
| Number of Managed Accounts | $3,262,000 | 65 |
| Personal Trust and Agency Accounts | $1,218,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $18,000 | 132 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 105 |
| Number of other employee benefit and retirement-related accounts | $1,091,000 | 51 |
| Corporate Trust and Agency Accounts | $0 | 155 |
| Number of managed investment management and investment advisory agency accounts | $859,000 | 78 |
| Number of foundation and endowment trust and agency accounts, managed assets | $70,000 | 87 |
| Other Fiduciary Accounts | $2,000 | 143 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,091,000 | 50 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Number of Non-Managed Accounts | $307,000 | 130 |
| Personal Trust and Agency Accounts | $43,000 | 148 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $137,000 | 55 |
| Employee Benefit-defined Benefit Accounts | $0 | 168 |
| Number non-managed other employee benefit and retirement-related accounts | $87,000 | 113 |
| Corporate Trust and Agency Accounts | $18,000 | 89 |
| Number of investment management and advisory agency accounts, non-managed assets | $14,000 | 108 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 205 |
| Other Fiduciary Accounts | $8,000 | 83 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $179,000 | 130 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $87,000 | 151 |
| 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 | $3,585,000 | 74 |
| Number of Managed Accounts | $3,284,000 | 63 |
| Personal Trust and Agency Accounts | $1,173,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $18,000 | 126 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 99 |
| Number of other employee benefit and retirement-related accounts | $1,097,000 | 49 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $877,000 | 73 |
| Number of foundation and endowment trust and agency accounts, managed assets | $113,000 | 62 |
| Other Fiduciary Accounts | $2,000 | 95 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,096,000 | 47 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $301,000 | 118 |
| Personal Trust and Agency Accounts | $38,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $137,000 | 54 |
| Employee Benefit-defined Benefit Accounts | $0 | 135 |
| Number non-managed other employee benefit and retirement-related accounts | $86,000 | 85 |
| Corporate Trust and Agency Accounts | $18,000 | 65 |
| Number of investment management and advisory agency accounts, non-managed assets | $14,000 | 86 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 150 |
| Other Fiduciary Accounts | $8,000 | 56 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $176,000 | 113 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $85,000 | 114 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,997,000 | 126 |
| Number of Managed Accounts | $1,822,000 | 111 |
| Personal Trust and Agency Accounts | $852,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 136 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 113 |
| Number of other employee benefit and retirement-related accounts | $491,000 | 110 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $411,000 | 134 |
| Number of foundation and endowment trust and agency accounts, managed assets | $48,000 | 118 |
| Other Fiduciary Accounts | $2,000 | 94 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $490,000 | 110 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $175,000 | 153 |
| Personal Trust and Agency Accounts | $26,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $47,000 | 90 |
| Employee Benefit-defined Benefit Accounts | $0 | 137 |
| Number non-managed other employee benefit and retirement-related accounts | $76,000 | 89 |
| Corporate Trust and Agency Accounts | $17,000 | 71 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 106 |
| Other Fiduciary Accounts | $8,000 | 59 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $171,000 | 116 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $75,000 | 120 |
| 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 | $2,024,000 | 126 |
| Number of Managed Accounts | $1,850,000 | 111 |
| Personal Trust and Agency Accounts | $857,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 139 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 117 |
| Number of other employee benefit and retirement-related accounts | $508,000 | 106 |
| Corporate Trust and Agency Accounts | $0 | 85 |
| Number of managed investment management and investment advisory agency accounts | $416,000 | 134 |
| Number of foundation and endowment trust and agency accounts, managed assets | $49,000 | 118 |
| Other Fiduciary Accounts | $2,000 | 93 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $507,000 | 102 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $174,000 | 157 |
| Personal Trust and Agency Accounts | $26,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $48,000 | 89 |
| Employee Benefit-defined Benefit Accounts | $0 | 137 |
| Number non-managed other employee benefit and retirement-related accounts | $75,000 | 93 |
| Corporate Trust and Agency Accounts | $16,000 | 71 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 104 |
| Other Fiduciary Accounts | $8,000 | 58 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $176,000 | 112 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $74,000 | 114 |
| 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 | $2,009,000 | 127 |
| Number of Managed Accounts | $1,833,000 | 110 |
| Personal Trust and Agency Accounts | $857,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 142 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 127 |
| Number of other employee benefit and retirement-related accounts | $504,000 | 107 |
| Corporate Trust and Agency Accounts | $0 | 174 |
| Number of managed investment management and investment advisory agency accounts | $401,000 | 139 |
| Number of foundation and endowment trust and agency accounts, managed assets | $49,000 | 120 |
| Other Fiduciary Accounts | $2,000 | 152 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $503,000 | 105 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 47 |
| Number of Non-Managed Accounts | $176,000 | 197 |
| Personal Trust and Agency Accounts | $27,000 | 212 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $49,000 | 92 |
| Employee Benefit-defined Benefit Accounts | $0 | 165 |
| Number non-managed other employee benefit and retirement-related accounts | $74,000 | 135 |
| Corporate Trust and Agency Accounts | $17,000 | 97 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 374 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 129 |
| Other Fiduciary Accounts | $8,000 | 86 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $188,000 | 132 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $73,000 | 174 |
| 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 | $2,010,000 | 124 |
| Number of Managed Accounts | $1,836,000 | 108 |
| Personal Trust and Agency Accounts | $860,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 130 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 119 |
| Number of other employee benefit and retirement-related accounts | $500,000 | 103 |
| Corporate Trust and Agency Accounts | $3,000 | 53 |
| Number of managed investment management and investment advisory agency accounts | $404,000 | 136 |
| Number of foundation and endowment trust and agency accounts, managed assets | $47,000 | 121 |
| Other Fiduciary Accounts | $2,000 | 98 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $499,000 | 101 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $174,000 | 158 |
| Personal Trust and Agency Accounts | $29,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $48,000 | 89 |
| Employee Benefit-defined Benefit Accounts | $0 | 132 |
| Number non-managed other employee benefit and retirement-related accounts | $74,000 | 92 |
| Corporate Trust and Agency Accounts | $14,000 | 76 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 211 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 109 |
| Other Fiduciary Accounts | $8,000 | 61 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $187,000 | 109 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $74,000 | 118 |
| 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 | $2,007,000 | 118 |
| Number of Managed Accounts | $1,834,000 | 102 |
| Personal Trust and Agency Accounts | $869,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $19,000 | 125 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 121 |
| Number of other employee benefit and retirement-related accounts | $491,000 | 103 |
| Corporate Trust and Agency Accounts | $3,000 | 55 |
| Number of managed investment management and investment advisory agency accounts | $399,000 | 134 |
| Number of foundation and endowment trust and agency accounts, managed assets | $48,000 | 119 |
| Other Fiduciary Accounts | $2,000 | 101 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $490,000 | 101 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $173,000 | 156 |
| Personal Trust and Agency Accounts | $27,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $46,000 | 95 |
| Employee Benefit-defined Benefit Accounts | $0 | 131 |
| Number non-managed other employee benefit and retirement-related accounts | $75,000 | 92 |
| Corporate Trust and Agency Accounts | $14,000 | 78 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 213 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 113 |
| Other Fiduciary Accounts | $10,000 | 59 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $188,000 | 110 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $75,000 | 116 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,968,000 | 119 |
| Number of Managed Accounts | $1,803,000 | 103 |
| Personal Trust and Agency Accounts | $872,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 145 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 105 |
| Number of other employee benefit and retirement-related accounts | $477,000 | 101 |
| Corporate Trust and Agency Accounts | $3,000 | 56 |
| Number of managed investment management and investment advisory agency accounts | $382,000 | 134 |
| Number of foundation and endowment trust and agency accounts, managed assets | $48,000 | 118 |
| Other Fiduciary Accounts | $2,000 | 97 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $473,000 | 98 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $165,000 | 158 |
| Personal Trust and Agency Accounts | $25,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $44,000 | 101 |
| Employee Benefit-defined Benefit Accounts | $0 | 131 |
| Number non-managed other employee benefit and retirement-related accounts | $72,000 | 93 |
| Corporate Trust and Agency Accounts | $14,000 | 76 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 215 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 111 |
| Other Fiduciary Accounts | $9,000 | 65 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $189,000 | 112 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $74,000 | 119 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,951,000 | 124 |
| Number of Managed Accounts | $1,785,000 | 103 |
| Personal Trust and Agency Accounts | $878,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 155 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 111 |
| Number of other employee benefit and retirement-related accounts | $465,000 | 104 |
| Corporate Trust and Agency Accounts | $3,000 | 93 |
| Number of managed investment management and investment advisory agency accounts | $371,000 | 138 |
| Number of foundation and endowment trust and agency accounts, managed assets | $47,000 | 124 |
| Other Fiduciary Accounts | $2,000 | 152 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $461,000 | 99 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 55 |
| Number of Non-Managed Accounts | $166,000 | 201 |
| Personal Trust and Agency Accounts | $25,000 | 232 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $44,000 | 104 |
| Employee Benefit-defined Benefit Accounts | $0 | 167 |
| Number non-managed other employee benefit and retirement-related accounts | $73,000 | 143 |
| Corporate Trust and Agency Accounts | $13,000 | 108 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 371 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 128 |
| Other Fiduciary Accounts | $10,000 | 86 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $203,000 | 128 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $76,000 | 181 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,437,000 | 162 |
| Number of Managed Accounts | $1,282,000 | 147 |
| Personal Trust and Agency Accounts | $394,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $16,000 | 144 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 124 |
| Number of other employee benefit and retirement-related accounts | $466,000 | 101 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $355,000 | 145 |
| Number of foundation and endowment trust and agency accounts, managed assets | $46,000 | 121 |
| Other Fiduciary Accounts | $2,000 | 90 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $466,000 | 94 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $155,000 | 165 |
| Personal Trust and Agency Accounts | $15,000 | 180 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $42,000 | 103 |
| Employee Benefit-defined Benefit Accounts | $0 | 139 |
| Number non-managed other employee benefit and retirement-related accounts | $75,000 | 96 |
| Corporate Trust and Agency Accounts | $12,000 | 81 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 110 |
| Other Fiduciary Accounts | $10,000 | 58 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $190,000 | 116 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $75,000 | 121 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,495,000 | 160 |
| Number of Managed Accounts | $1,254,000 | 151 |
| Personal Trust and Agency Accounts | $391,000 | 144 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $16,000 | 146 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 123 |
| Number of other employee benefit and retirement-related accounts | $452,000 | 103 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $346,000 | 146 |
| Number of foundation and endowment trust and agency accounts, managed assets | $44,000 | 123 |
| Other Fiduciary Accounts | $2,000 | 99 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $452,000 | 97 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $241,000 | 134 |
| Personal Trust and Agency Accounts | $100,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $43,000 | 103 |
| Employee Benefit-defined Benefit Accounts | $0 | 139 |
| Number non-managed other employee benefit and retirement-related accounts | $76,000 | 95 |
| Corporate Trust and Agency Accounts | $12,000 | 84 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 223 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 114 |
| Other Fiduciary Accounts | $9,000 | 60 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $183,000 | 117 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $76,000 | 120 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,468,000 | 160 |
| Number of Managed Accounts | $1,232,000 | 151 |
| Personal Trust and Agency Accounts | $382,000 | 144 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 153 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 109 |
| Number of other employee benefit and retirement-related accounts | $435,000 | 107 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $351,000 | 145 |
| Number of foundation and endowment trust and agency accounts, managed assets | $44,000 | 123 |
| Other Fiduciary Accounts | $2,000 | 101 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $435,000 | 99 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $236,000 | 136 |
| Personal Trust and Agency Accounts | $99,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $43,000 | 104 |
| Employee Benefit-defined Benefit Accounts | $0 | 138 |
| Number non-managed other employee benefit and retirement-related accounts | $72,000 | 100 |
| Corporate Trust and Agency Accounts | $12,000 | 81 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 226 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 117 |
| Other Fiduciary Accounts | $9,000 | 59 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $182,000 | 118 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $72,000 | 121 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,451,000 | 164 |
| Number of Managed Accounts | $1,216,000 | 150 |
| Personal Trust and Agency Accounts | $428,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 162 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 136 |
| Number of other employee benefit and retirement-related accounts | $425,000 | 109 |
| Corporate Trust and Agency Accounts | $0 | 191 |
| Number of managed investment management and investment advisory agency accounts | $344,000 | 148 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 494 |
| Other Fiduciary Accounts | $2,000 | 160 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $425,000 | 102 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 60 |
| Number of Non-Managed Accounts | $235,000 | 161 |
| Personal Trust and Agency Accounts | $100,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $42,000 | 114 |
| Employee Benefit-defined Benefit Accounts | $0 | 175 |
| Number non-managed other employee benefit and retirement-related accounts | $74,000 | 144 |
| Corporate Trust and Agency Accounts | $12,000 | 111 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 395 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 210 |
| Other Fiduciary Accounts | $7,000 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $182,000 | 142 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $74,000 | 188 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,441,000 | 158 |
| Number of Managed Accounts | $1,210,000 | 146 |
| Personal Trust and Agency Accounts | $429,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 151 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 123 |
| Number of other employee benefit and retirement-related accounts | $416,000 | 110 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $347,000 | 143 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 296 |
| Other Fiduciary Accounts | $1,000 | 107 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 355 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $231,000 | 135 |
| Personal Trust and Agency Accounts | $101,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $41,000 | 108 |
| Employee Benefit-defined Benefit Accounts | $0 | 142 |
| Number non-managed other employee benefit and retirement-related accounts | $76,000 | 98 |
| Corporate Trust and Agency Accounts | $12,000 | 80 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 221 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 154 |
| Other Fiduciary Accounts | $1,000 | 90 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $179,000 | 121 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 348 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,389,000 | 162 |
| Number of Managed Accounts | $1,161,000 | 152 |
| Personal Trust and Agency Accounts | $428,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 153 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 124 |
| Number of other employee benefit and retirement-related accounts | $384,000 | 120 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $331,000 | 150 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 295 |
| Other Fiduciary Accounts | $1,000 | 107 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 351 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $228,000 | 135 |
| Personal Trust and Agency Accounts | $99,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $40,000 | 112 |
| Employee Benefit-defined Benefit Accounts | $0 | 141 |
| Number non-managed other employee benefit and retirement-related accounts | $77,000 | 94 |
| Corporate Trust and Agency Accounts | $12,000 | 84 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
| Other Fiduciary Accounts | $0 | 111 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $62,000 | 203 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 346 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,385,000 | 163 |
| Number of Managed Accounts | $1,162,000 | 149 |
| Personal Trust and Agency Accounts | $429,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $23,000 | 123 |
| Employee Benefit-defined Benefit Accounts | $41,000 | 27 |
| Number of other employee benefit and retirement-related accounts | $327,000 | 136 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $340,000 | 146 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 292 |
| Other Fiduciary Accounts | $2,000 | 96 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 349 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $223,000 | 144 |
| Personal Trust and Agency Accounts | $89,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $42,000 | 112 |
| Employee Benefit-defined Benefit Accounts | $0 | 139 |
| Number non-managed other employee benefit and retirement-related accounts | $79,000 | 100 |
| Corporate Trust and Agency Accounts | $13,000 | 81 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
| Other Fiduciary Accounts | $0 | 108 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $66,000 | 191 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 349 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,375,000 | 166 |
| Number of Managed Accounts | $1,152,000 | 150 |
| Personal Trust and Agency Accounts | $429,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $29,000 | 116 |
| Employee Benefit-defined Benefit Accounts | $54,000 | 28 |
| Number of other employee benefit and retirement-related accounts | $310,000 | 146 |
| Corporate Trust and Agency Accounts | $0 | 193 |
| Number of managed investment management and investment advisory agency accounts | $328,000 | 152 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 495 |
| Other Fiduciary Accounts | $2,000 | 159 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 629 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Number of Non-Managed Accounts | $223,000 | 173 |
| Personal Trust and Agency Accounts | $89,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $42,000 | 121 |
| Employee Benefit-defined Benefit Accounts | $0 | 180 |
| Number non-managed other employee benefit and retirement-related accounts | $80,000 | 154 |
| Corporate Trust and Agency Accounts | $12,000 | 111 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 382 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 222 |
| Other Fiduciary Accounts | $0 | 217 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $61,000 | 266 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 753 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,351,000 | 166 |
| Number of Managed Accounts | $1,128,000 | 152 |
| Personal Trust and Agency Accounts | $424,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $31,000 | 108 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 149 |
| Number of other employee benefit and retirement-related accounts | $350,000 | 124 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $319,000 | 157 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 293 |
| Other Fiduciary Accounts | $2,000 | 89 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 350 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $223,000 | 139 |
| Personal Trust and Agency Accounts | $89,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $44,000 | 111 |
| Employee Benefit-defined Benefit Accounts | $0 | 143 |
| Number non-managed other employee benefit and retirement-related accounts | $78,000 | 101 |
| Corporate Trust and Agency Accounts | $12,000 | 78 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 215 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 160 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $136,000 | 141 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 343 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,333,000 | 168 |
| Number of Managed Accounts | $1,112,000 | 152 |
| Personal Trust and Agency Accounts | $432,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $30,000 | 110 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 152 |
| Number of other employee benefit and retirement-related accounts | $338,000 | 122 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $308,000 | 160 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 291 |
| Other Fiduciary Accounts | $2,000 | 89 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 350 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $221,000 | 139 |
| Personal Trust and Agency Accounts | $87,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $44,000 | 107 |
| Employee Benefit-defined Benefit Accounts | $0 | 143 |
| Number non-managed other employee benefit and retirement-related accounts | $78,000 | 101 |
| Corporate Trust and Agency Accounts | $12,000 | 79 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 220 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
| Other Fiduciary Accounts | $0 | 110 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $140,000 | 134 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 344 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,306,000 | 175 |
| Number of Managed Accounts | $1,084,000 | 157 |
| Personal Trust and Agency Accounts | $425,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $40,000 | 90 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 173 |
| Number of other employee benefit and retirement-related accounts | $318,000 | 129 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $298,000 | 161 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 290 |
| Other Fiduciary Accounts | $2,000 | 90 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 356 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $222,000 | 145 |
| Personal Trust and Agency Accounts | $88,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $43,000 | 113 |
| Employee Benefit-defined Benefit Accounts | $0 | 145 |
| Number non-managed other employee benefit and retirement-related accounts | $79,000 | 104 |
| Corporate Trust and Agency Accounts | $12,000 | 77 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 159 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $63,000 | 206 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 348 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,286,000 | 179 |
| Number of Managed Accounts | $1,050,000 | 162 |
| Personal Trust and Agency Accounts | $401,000 | 143 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $41,000 | 97 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 212 |
| Number of other employee benefit and retirement-related accounts | $322,000 | 127 |
| Corporate Trust and Agency Accounts | $0 | 208 |
| Number of managed investment management and investment advisory agency accounts | $283,000 | 167 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 489 |
| Other Fiduciary Accounts | $2,000 | 151 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 636 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Number of Non-Managed Accounts | $236,000 | 175 |
| Personal Trust and Agency Accounts | $108,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $42,000 | 126 |
| Employee Benefit-defined Benefit Accounts | $0 | 188 |
| Number non-managed other employee benefit and retirement-related accounts | $79,000 | 159 |
| Corporate Trust and Agency Accounts | $7,000 | 143 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 395 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 221 |
| Other Fiduciary Accounts | $0 | 215 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $64,000 | 276 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 774 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,400,000 | 155 |
| Number of Managed Accounts | $1,178,000 | 137 |
| Personal Trust and Agency Accounts | $557,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $30,000 | 111 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 176 |
| Number of other employee benefit and retirement-related accounts | $309,000 | 123 |
| Corporate Trust and Agency Accounts | $1,000 | 69 |
| Number of managed investment management and investment advisory agency accounts | $278,000 | 164 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
| Other Fiduciary Accounts | $2,000 | 87 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 336 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $222,000 | 145 |
| Personal Trust and Agency Accounts | $97,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $44,000 | 115 |
| Employee Benefit-defined Benefit Accounts | $0 | 142 |
| Number non-managed other employee benefit and retirement-related accounts | $74,000 | 110 |
| Corporate Trust and Agency Accounts | $7,000 | 88 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 205 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 154 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $66,000 | 200 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 332 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,355,000 | 158 |
| Number of Managed Accounts | $1,136,000 | 141 |
| Personal Trust and Agency Accounts | $532,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $30,000 | 110 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 176 |
| Number of other employee benefit and retirement-related accounts | $295,000 | 129 |
| Corporate Trust and Agency Accounts | $1,000 | 74 |
| Number of managed investment management and investment advisory agency accounts | $275,000 | 160 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
| Other Fiduciary Accounts | $2,000 | 86 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 334 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $219,000 | 148 |
| Personal Trust and Agency Accounts | $97,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $45,000 | 112 |
| Employee Benefit-defined Benefit Accounts | $0 | 145 |
| Number non-managed other employee benefit and retirement-related accounts | $70,000 | 116 |
| Corporate Trust and Agency Accounts | $7,000 | 92 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 155 |
| Other Fiduciary Accounts | $0 | 104 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $61,000 | 213 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 332 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,231,000 | 175 |
| Number of Managed Accounts | $1,079,000 | 146 |
| Personal Trust and Agency Accounts | $514,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $30,000 | 111 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 179 |
| Number of other employee benefit and retirement-related accounts | $267,000 | 143 |
| Corporate Trust and Agency Accounts | $1,000 | 71 |
| Number of managed investment management and investment advisory agency accounts | $266,000 | 164 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 276 |
| Other Fiduciary Accounts | $0 | 118 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 334 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $152,000 | 175 |
| Personal Trust and Agency Accounts | $100,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $42,000 | 117 |
| Employee Benefit-defined Benefit Accounts | $0 | 148 |
| Number non-managed other employee benefit and retirement-related accounts | $8,000 | 252 |
| Corporate Trust and Agency Accounts | $2,000 | 112 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 206 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 158 |
| Other Fiduciary Accounts | $0 | 110 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $114,000 | 147 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $59,000 | 156 |
| 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 | $973,000 | 215 |
| Number of Managed Accounts | $833,000 | 184 |
| Personal Trust and Agency Accounts | $285,000 | 191 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $31,000 | 117 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 221 |
| Number of other employee benefit and retirement-related accounts | $254,000 | 155 |
| Corporate Trust and Agency Accounts | $1,000 | 151 |
| Number of managed investment management and investment advisory agency accounts | $261,000 | 172 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 482 |
| Other Fiduciary Accounts | $0 | 246 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 635 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 71 |
| Number of Non-Managed Accounts | $140,000 | 255 |
| Personal Trust and Agency Accounts | $86,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $42,000 | 129 |
| Employee Benefit-defined Benefit Accounts | $0 | 200 |
| Number non-managed other employee benefit and retirement-related accounts | $9,000 | 521 |
| Corporate Trust and Agency Accounts | $2,000 | 216 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 335 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 220 |
| Other Fiduciary Accounts | $0 | 221 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $112,000 | 208 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $58,000 | 267 |
| 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 | $963,000 | 205 |
| Number of Managed Accounts | $820,000 | 180 |
| Personal Trust and Agency Accounts | $286,000 | 181 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $30,000 | 108 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 180 |
| Number of other employee benefit and retirement-related accounts | $241,000 | 152 |
| Corporate Trust and Agency Accounts | $1,000 | 68 |
| Number of managed investment management and investment advisory agency accounts | $261,000 | 167 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other Fiduciary Accounts | $0 | 115 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 318 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $143,000 | 171 |
| Personal Trust and Agency Accounts | $86,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $41,000 | 116 |
| Employee Benefit-defined Benefit Accounts | $0 | 147 |
| Number non-managed other employee benefit and retirement-related accounts | $15,000 | 208 |
| Corporate Trust and Agency Accounts | $0 | 131 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 170 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 149 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $114,000 | 143 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $59,000 | 146 |
| 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 | $982,000 | 202 |
| Number of Managed Accounts | $831,000 | 178 |
| Personal Trust and Agency Accounts | $303,000 | 171 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $28,000 | 114 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 182 |
| Number of other employee benefit and retirement-related accounts | $236,000 | 153 |
| Corporate Trust and Agency Accounts | $1,000 | 68 |
| Number of managed investment management and investment advisory agency accounts | $262,000 | 165 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 319 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $151,000 | 171 |
| Personal Trust and Agency Accounts | $86,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $41,000 | 117 |
| Employee Benefit-defined Benefit Accounts | $0 | 145 |
| Number non-managed other employee benefit and retirement-related accounts | $18,000 | 200 |
| Corporate Trust and Agency Accounts | $2,000 | 115 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 131 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 147 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $119,000 | 149 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $61,000 | 146 |
| 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 | $982,000 | 205 |
| Number of Managed Accounts | $835,000 | 176 |
| Personal Trust and Agency Accounts | $310,000 | 165 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $30,000 | 110 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 183 |
| Number of other employee benefit and retirement-related accounts | $230,000 | 154 |
| Corporate Trust and Agency Accounts | $1,000 | 70 |
| Number of managed investment management and investment advisory agency accounts | $263,000 | 163 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 265 |
| Other Fiduciary Accounts | $0 | 113 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 318 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $147,000 | 173 |
| Personal Trust and Agency Accounts | $85,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $38,000 | 127 |
| Employee Benefit-defined Benefit Accounts | $0 | 149 |
| Number non-managed other employee benefit and retirement-related accounts | $21,000 | 185 |
| Corporate Trust and Agency Accounts | $1,000 | 122 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 143 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 148 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $119,000 | 148 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $62,000 | 145 |
| 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 | $946,000 | 219 |
| Number of Managed Accounts | $800,000 | 181 |
| Personal Trust and Agency Accounts | $313,000 | 173 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $29,000 | 125 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 228 |
| Number of other employee benefit and retirement-related accounts | $209,000 | 178 |
| Corporate Trust and Agency Accounts | $1,000 | 168 |
| Number of managed investment management and investment advisory agency accounts | $247,000 | 178 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 473 |
| Other Fiduciary Accounts | $0 | 233 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 656 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 67 |
| Number of Non-Managed Accounts | $146,000 | 251 |
| Personal Trust and Agency Accounts | $85,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $36,000 | 149 |
| Employee Benefit-defined Benefit Accounts | $0 | 200 |
| Number non-managed other employee benefit and retirement-related accounts | $22,000 | 369 |
| Corporate Trust and Agency Accounts | $1,000 | 255 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 286 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 211 |
| Other Fiduciary Accounts | $0 | 233 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $115,000 | 201 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $59,000 | 262 |
| 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 | $919,000 | 214 |
| Number of Managed Accounts | $774,000 | 184 |
| Personal Trust and Agency Accounts | $304,000 | 172 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $29,000 | 116 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 186 |
| Number of other employee benefit and retirement-related accounts | $205,000 | 162 |
| Corporate Trust and Agency Accounts | $1,000 | 71 |
| Number of managed investment management and investment advisory agency accounts | $234,000 | 175 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 264 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 320 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $145,000 | 175 |
| Personal Trust and Agency Accounts | $85,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $34,000 | 131 |
| Employee Benefit-defined Benefit Accounts | $0 | 153 |
| Number non-managed other employee benefit and retirement-related accounts | $22,000 | 177 |
| Corporate Trust and Agency Accounts | $0 | 146 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 118 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 143 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $110,000 | 150 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 320 |
| 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 | $930,000 | 211 |
| Number of Managed Accounts | $799,000 | 177 |
| Personal Trust and Agency Accounts | $301,000 | 172 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $57,000 | 74 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 189 |
| Number of other employee benefit and retirement-related accounts | $202,000 | 166 |
| Corporate Trust and Agency Accounts | $1,000 | 75 |
| Number of managed investment management and investment advisory agency accounts | $237,000 | 176 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other Fiduciary Accounts | $0 | 113 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 322 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $131,000 | 188 |
| Personal Trust and Agency Accounts | $92,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 195 |
| Employee Benefit-defined Benefit Accounts | $0 | 154 |
| Number non-managed other employee benefit and retirement-related accounts | $24,000 | 179 |
| Corporate Trust and Agency Accounts | $2,000 | 121 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 118 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 139 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $111,000 | 148 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 322 |
| 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 | $884,000 | 222 |
| Number of Managed Accounts | $761,000 | 185 |
| Personal Trust and Agency Accounts | $300,000 | 169 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $40,000 | 96 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 191 |
| Number of other employee benefit and retirement-related accounts | $193,000 | 166 |
| Corporate Trust and Agency Accounts | $1,000 | 76 |
| Number of managed investment management and investment advisory agency accounts | $226,000 | 179 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 266 |
| Other Fiduciary Accounts | $0 | 113 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 325 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $123,000 | 196 |
| Personal Trust and Agency Accounts | $92,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 213 |
| Employee Benefit-defined Benefit Accounts | $0 | 155 |
| Number non-managed other employee benefit and retirement-related accounts | $20,000 | 190 |
| Corporate Trust and Agency Accounts | $0 | 150 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 116 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
| Other Fiduciary Accounts | $0 | 109 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $107,000 | 149 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 324 |
| 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 | $887,000 | 240 |
| Number of Managed Accounts | $739,000 | 201 |
| Personal Trust and Agency Accounts | $300,000 | 183 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $38,000 | 115 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 240 |
| Number of other employee benefit and retirement-related accounts | $185,000 | 184 |
| Corporate Trust and Agency Accounts | $0 | 246 |
| Number of managed investment management and investment advisory agency accounts | $215,000 | 189 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 476 |
| Other Fiduciary Accounts | $0 | 259 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 656 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 79 |
| Number of Non-Managed Accounts | $148,000 | 265 |
| Personal Trust and Agency Accounts | $98,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 276 |
| Employee Benefit-defined Benefit Accounts | $0 | 217 |
| Number non-managed other employee benefit and retirement-related accounts | $27,000 | 348 |
| Corporate Trust and Agency Accounts | $2,000 | 242 |
| Number of investment management and advisory agency accounts, non-managed assets | $13,000 | 108 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 201 |
| Other Fiduciary Accounts | $0 | 239 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $96,000 | 242 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 798 |
| 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 | $870,000 | 226 |
| Number of Managed Accounts | $724,000 | 196 |
| Personal Trust and Agency Accounts | $292,000 | 173 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $57,000 | 79 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 189 |
| Number of other employee benefit and retirement-related accounts | $169,000 | 172 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $205,000 | 182 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 263 |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 312 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $146,000 | 185 |
| Personal Trust and Agency Accounts | $99,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 227 |
| Employee Benefit-defined Benefit Accounts | $0 | 151 |
| Number non-managed other employee benefit and retirement-related accounts | $25,000 | 176 |
| Corporate Trust and Agency Accounts | $3,000 | 127 |
| Number of investment management and advisory agency accounts, non-managed assets | $14,000 | 64 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $92,000 | 167 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 306 |
| 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 | $820,000 | 237 |
| Number of Managed Accounts | $677,000 | 204 |
| Personal Trust and Agency Accounts | $287,000 | 177 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $35,000 | 109 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 189 |
| Number of other employee benefit and retirement-related accounts | $146,000 | 192 |
| Corporate Trust and Agency Accounts | $0 | 95 |
| Number of managed investment management and investment advisory agency accounts | $208,000 | 180 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 264 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 307 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $143,000 | 184 |
| Personal Trust and Agency Accounts | $100,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 234 |
| Employee Benefit-defined Benefit Accounts | $0 | 156 |
| Number non-managed other employee benefit and retirement-related accounts | $22,000 | 181 |
| Corporate Trust and Agency Accounts | $3,000 | 129 |
| Number of investment management and advisory agency accounts, non-managed assets | $14,000 | 63 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 133 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $94,000 | 166 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 303 |
| 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 | $742,000 | 250 |
| Number of Managed Accounts | $616,000 | 219 |
| Personal Trust and Agency Accounts | $258,000 | 202 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $35,000 | 106 |
| Employee Benefit-defined Benefit Accounts | $0 | 230 |
| Number of other employee benefit and retirement-related accounts | $118,000 | 205 |
| Corporate Trust and Agency Accounts | $0 | 91 |
| Number of managed investment management and investment advisory agency accounts | $205,000 | 186 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 260 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 310 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $126,000 | 195 |
| Personal Trust and Agency Accounts | $107,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 232 |
| Employee Benefit-defined Benefit Accounts | $0 | 155 |
| Number non-managed other employee benefit and retirement-related accounts | $12,000 | 222 |
| Corporate Trust and Agency Accounts | $0 | 163 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 111 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 136 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $118,000 | 149 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 303 |
| 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 | $479,000 | 388 |
| Number of Managed Accounts | $358,000 | 353 |
| Personal Trust and Agency Accounts | $91,000 | 523 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 231 |
| Employee Benefit-defined Benefit Accounts | $0 | 372 |
| Number of other employee benefit and retirement-related accounts | $124,000 | 242 |
| Corporate Trust and Agency Accounts | $0 | 253 |
| Number of managed investment management and investment advisory agency accounts | $132,000 | 269 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 459 |
| Other Fiduciary Accounts | $0 | 261 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 655 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 82 |
| Number of Non-Managed Accounts | $121,000 | 307 |
| Personal Trust and Agency Accounts | $105,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 596 |
| Employee Benefit-defined Benefit Accounts | $0 | 225 |
| Number non-managed other employee benefit and retirement-related accounts | $12,000 | 508 |
| Corporate Trust and Agency Accounts | $0 | 372 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 192 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 193 |
| Other Fiduciary Accounts | $0 | 229 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $77,000 | 289 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 800 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,095,000 | 190 |
| Number of Managed Accounts | $959,000 | 153 |
| Personal Trust and Agency Accounts | $92,000 | 298 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 152 |
| Employee Benefit-defined Benefit Accounts | $0 | 220 |
| Number of other employee benefit and retirement-related accounts | $399,000 | 73 |
| Corporate Trust and Agency Accounts | $0 | 98 |
| Number of managed investment management and investment advisory agency accounts | $451,000 | 107 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $136,000 | 188 |
| Personal Trust and Agency Accounts | $110,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 288 |
| Employee Benefit-defined Benefit Accounts | $0 | 156 |
| Number non-managed other employee benefit and retirement-related accounts | $26,000 | 171 |
| Corporate Trust and Agency Accounts | $0 | 163 |
| 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 | $91,000 | 179 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,329,000 | 159 |
| Number of Managed Accounts | $1,191,000 | 131 |
| Personal Trust and Agency Accounts | $103,000 | 297 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $29,000 | 125 |
| Employee Benefit-defined Benefit Accounts | $0 | 225 |
| Number of other employee benefit and retirement-related accounts | $547,000 | 57 |
| Corporate Trust and Agency Accounts | $0 | 100 |
| Number of managed investment management and investment advisory agency accounts | $512,000 | 93 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 115 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $138,000 | 191 |
| Personal Trust and Agency Accounts | $110,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 295 |
| Employee Benefit-defined Benefit Accounts | $0 | 155 |
| Number non-managed other employee benefit and retirement-related accounts | $28,000 | 173 |
| Corporate Trust and Agency Accounts | $0 | 164 |
| 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 | $95,000 | 179 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 418 |
| Number of Managed Accounts | $0 | 395 |
| Personal Trust and Agency Accounts | $0 | 385 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 307 |
| Employee Benefit-defined Benefit Accounts | $0 | 227 |
| Number of other employee benefit and retirement-related accounts | $0 | 348 |
| Corporate Trust and Agency Accounts | $0 | 99 |
| Number of managed investment management and investment advisory agency accounts | $0 | 362 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 119 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 393 |
| Personal Trust and Agency Accounts | $0 | 334 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 296 |
| Employee Benefit-defined Benefit Accounts | $0 | 154 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 312 |
| Corporate Trust and Agency Accounts | $0 | 163 |
| 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 | $0 | 378 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $96,000 | 868 |
| Number of Managed Accounts | $96,000 | 713 |
| Personal Trust and Agency Accounts | $78,000 | 582 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 633 |
| Employee Benefit-defined Benefit Accounts | $0 | 371 |
| Number of other employee benefit and retirement-related accounts | $0 | 777 |
| Corporate Trust and Agency Accounts | $1,000 | 199 |
| Number of managed investment management and investment advisory agency accounts | $17,000 | 662 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 285 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 1,251 |
| Personal Trust and Agency Accounts | $0 | 952 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 603 |
| Employee Benefit-defined Benefit Accounts | $0 | 235 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 812 |
| Corporate Trust and Agency Accounts | $0 | 375 |
| 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 | $48,000 | 376 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 441 |
| Number of Managed Accounts | $0 | 419 |
| Personal Trust and Agency Accounts | $0 | 411 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 322 |
| Employee Benefit-defined Benefit Accounts | $0 | 235 |
| Number of other employee benefit and retirement-related accounts | $0 | 375 |
| Corporate Trust and Agency Accounts | $0 | 108 |
| Number of managed investment management and investment advisory agency accounts | $0 | 390 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 120 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 421 |
| Personal Trust and Agency Accounts | $0 | 362 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 313 |
| Employee Benefit-defined Benefit Accounts | $0 | 163 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 330 |
| Corporate Trust and Agency Accounts | $0 | 174 |
| 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 | $0 | 397 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
| Number of Managed Accounts | $0 | 425 |
| Personal Trust and Agency Accounts | $0 | 415 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 324 |
| Employee Benefit-defined Benefit Accounts | $0 | 241 |
| Number of other employee benefit and retirement-related accounts | $0 | 382 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $0 | 394 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 123 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 427 |
| Personal Trust and Agency Accounts | $0 | 362 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 320 |
| Employee Benefit-defined Benefit Accounts | $0 | 167 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 336 |
| Corporate Trust and Agency Accounts | $0 | 177 |
| 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 | $0 | 401 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 434 |
| Personal Trust and Agency Accounts | $0 | 425 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 327 |
| Employee Benefit-defined Benefit Accounts | $0 | 240 |
| Number of other employee benefit and retirement-related accounts | $0 | 388 |
| Corporate Trust and Agency Accounts | $0 | 103 |
| Number of managed investment management and investment advisory agency accounts | $0 | 400 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 128 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 433 |
| Personal Trust and Agency Accounts | $0 | 363 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 327 |
| Employee Benefit-defined Benefit Accounts | $0 | 174 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 342 |
| Corporate Trust and Agency Accounts | $0 | 179 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 134 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 408 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $102,000 | 870 |
| Number of Managed Accounts | $102,000 | 710 |
| Personal Trust and Agency Accounts | $80,000 | 587 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 667 |
| Employee Benefit-defined Benefit Accounts | $0 | 397 |
| Number of other employee benefit and retirement-related accounts | $0 | 791 |
| Corporate Trust and Agency Accounts | $1,000 | 205 |
| Number of managed investment management and investment advisory agency accounts | $21,000 | 627 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 300 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 1,300 |
| Personal Trust and Agency Accounts | $0 | 976 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 633 |
| Employee Benefit-defined Benefit Accounts | $0 | 244 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 860 |
| Corporate Trust and Agency Accounts | $0 | 389 |
| 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 | $57,000 | 362 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 421 |
| Personal Trust and Agency Accounts | $0 | 406 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 317 |
| Employee Benefit-defined Benefit Accounts | $0 | 235 |
| Number of other employee benefit and retirement-related accounts | $0 | 369 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $0 | 380 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 121 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 417 |
| Personal Trust and Agency Accounts | $0 | 346 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 322 |
| Employee Benefit-defined Benefit Accounts | $0 | 170 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 332 |
| Corporate Trust and Agency Accounts | $0 | 189 |
| 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 | $0 | 393 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
| Number of Managed Accounts | $0 | 427 |
| Personal Trust and Agency Accounts | $0 | 414 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 323 |
| Employee Benefit-defined Benefit Accounts | $0 | 244 |
| Number of other employee benefit and retirement-related accounts | $0 | 373 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $0 | 385 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 124 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 422 |
| Personal Trust and Agency Accounts | $0 | 355 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 332 |
| Employee Benefit-defined Benefit Accounts | $0 | 174 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 340 |
| Corporate Trust and Agency Accounts | $0 | 192 |
| 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 | $0 | 402 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 451 |
| Number of Managed Accounts | $0 | 427 |
| Personal Trust and Agency Accounts | $0 | 415 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 324 |
| Employee Benefit-defined Benefit Accounts | $0 | 246 |
| Number of other employee benefit and retirement-related accounts | $0 | 374 |
| Corporate Trust and Agency Accounts | $0 | 102 |
| Number of managed investment management and investment advisory agency accounts | $0 | 386 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 119 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 425 |
| Personal Trust and Agency Accounts | $0 | 351 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 333 |
| Employee Benefit-defined Benefit Accounts | $0 | 175 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 340 |
| Corporate Trust and Agency Accounts | $0 | 190 |
| 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 | $0 | 400 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $108,000 | 872 |
| Number of Managed Accounts | $104,000 | 719 |
| Personal Trust and Agency Accounts | $80,000 | 590 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 560 |
| Employee Benefit-defined Benefit Accounts | $0 | 426 |
| Number of other employee benefit and retirement-related accounts | $0 | 788 |
| Corporate Trust and Agency Accounts | $1,000 | 223 |
| Number of managed investment management and investment advisory agency accounts | $22,000 | 629 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 293 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,000 | 1,095 |
| Personal Trust and Agency Accounts | $2,000 | 786 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 653 |
| Employee Benefit-defined Benefit Accounts | $0 | 260 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 854 |
| Corporate Trust and Agency Accounts | $2,000 | 295 |
| 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 | $45,000 | 420 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Personal Trust and Agency Accounts | $0 | 398 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 320 |
| Employee Benefit-defined Benefit Accounts | $0 | 242 |
| Number of other employee benefit and retirement-related accounts | $0 | 356 |
| Corporate Trust and Agency Accounts | $0 | 101 |
| Number of managed investment management and investment advisory agency accounts | $0 | 365 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 122 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 409 |
| Personal Trust and Agency Accounts | $0 | 336 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 322 |
| Employee Benefit-defined Benefit Accounts | $0 | 176 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 326 |
| Corporate Trust and Agency Accounts | $0 | 192 |
| 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 | $0 | 389 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 435 |
| Number of Managed Accounts | $0 | 413 |
| Personal Trust and Agency Accounts | $0 | 402 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 328 |
| Employee Benefit-defined Benefit Accounts | $0 | 248 |
| Number of other employee benefit and retirement-related accounts | $0 | 358 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $0 | 369 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 130 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 412 |
| Personal Trust and Agency Accounts | $0 | 342 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 326 |
| Employee Benefit-defined Benefit Accounts | $0 | 185 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 331 |
| Corporate Trust and Agency Accounts | $0 | 194 |
| 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 | $0 | 396 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Personal Trust and Agency Accounts | $0 | 426 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 337 |
| Employee Benefit-defined Benefit Accounts | $0 | 249 |
| Number of other employee benefit and retirement-related accounts | $0 | 369 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $0 | 379 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 139 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 423 |
| Personal Trust and Agency Accounts | $0 | 351 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 329 |
| Employee Benefit-defined Benefit Accounts | $0 | 185 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 333 |
| Corporate Trust and Agency Accounts | $0 | 196 |
| 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 | $0 | 406 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $108,000 | 889 |
| Number of Managed Accounts | $105,000 | 736 |
| Personal Trust and Agency Accounts | $80,000 | 607 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 603 |
| Employee Benefit-defined Benefit Accounts | $0 | 446 |
| Number of other employee benefit and retirement-related accounts | $0 | 819 |
| Corporate Trust and Agency Accounts | $1,000 | 234 |
| Number of managed investment management and investment advisory agency accounts | $23,000 | 633 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 320 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,000 | 1,165 |
| Personal Trust and Agency Accounts | $2,000 | 799 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 690 |
| Employee Benefit-defined Benefit Accounts | $0 | 282 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 867 |
| Corporate Trust and Agency Accounts | $1,000 | 354 |
| 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 | $47,000 | 428 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Personal Trust and Agency Accounts | $0 | 411 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 329 |
| Employee Benefit-defined Benefit Accounts | $0 | 246 |
| Number of other employee benefit and retirement-related accounts | $0 | 357 |
| Corporate Trust and Agency Accounts | $0 | 110 |
| Number of managed investment management and investment advisory agency accounts | $0 | 370 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 135 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 414 |
| Personal Trust and Agency Accounts | $0 | 339 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 332 |
| Employee Benefit-defined Benefit Accounts | $0 | 188 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 324 |
| Corporate Trust and Agency Accounts | $0 | 200 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 134 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 397 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Personal Trust and Agency Accounts | $0 | 423 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 344 |
| Employee Benefit-defined Benefit Accounts | $0 | 251 |
| Number of other employee benefit and retirement-related accounts | $0 | 373 |
| Corporate Trust and Agency Accounts | $0 | 114 |
| Number of managed investment management and investment advisory agency accounts | $0 | 384 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 140 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 431 |
| Personal Trust and Agency Accounts | $0 | 351 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 346 |
| Employee Benefit-defined Benefit Accounts | $0 | 181 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 335 |
| Corporate Trust and Agency Accounts | $0 | 207 |
| 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 | $0 | 414 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Personal Trust and Agency Accounts | $0 | 424 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 343 |
| Employee Benefit-defined Benefit Accounts | $0 | 254 |
| Number of other employee benefit and retirement-related accounts | $0 | 372 |
| Corporate Trust and Agency Accounts | $0 | 116 |
| Number of managed investment management and investment advisory agency accounts | $0 | 383 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 144 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 433 |
| Personal Trust and Agency Accounts | $0 | 353 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 342 |
| Employee Benefit-defined Benefit Accounts | $0 | 184 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 336 |
| Corporate Trust and Agency Accounts | $0 | 209 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 132 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 414 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $112,000 | 893 |
| Number of Managed Accounts | $111,000 | 726 |
| Personal Trust and Agency Accounts | $86,000 | 583 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 767 |
| Employee Benefit-defined Benefit Accounts | $0 | 445 |
| Number of other employee benefit and retirement-related accounts | $0 | 797 |
| Corporate Trust and Agency Accounts | $1,000 | 234 |
| Number of managed investment management and investment advisory agency accounts | $24,000 | 611 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 337 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,000 | 1,278 |
| Personal Trust and Agency Accounts | $1,000 | 882 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 701 |
| Employee Benefit-defined Benefit Accounts | $0 | 292 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 864 |
| Corporate Trust and Agency Accounts | $0 | 423 |
| 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 | $44,000 | 443 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Personal Trust and Agency Accounts | $0 | 411 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 338 |
| Employee Benefit-defined Benefit Accounts | $0 | 243 |
| Number of other employee benefit and retirement-related accounts | $0 | 357 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $0 | 367 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 423 |
| Personal Trust and Agency Accounts | $0 | 346 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 334 |
| Employee Benefit-defined Benefit Accounts | $0 | 189 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 327 |
| Corporate Trust and Agency Accounts | $0 | 201 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 126 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 404 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Personal Trust and Agency Accounts | $0 | 418 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 338 |
| Employee Benefit-defined Benefit Accounts | $0 | 247 |
| Number of other employee benefit and retirement-related accounts | $0 | 357 |
| Corporate Trust and Agency Accounts | $0 | 113 |
| Number of managed investment management and investment advisory agency accounts | $0 | 372 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 127 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 432 |
| Personal Trust and Agency Accounts | $0 | 352 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 343 |
| Employee Benefit-defined Benefit Accounts | $0 | 195 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 338 |
| Corporate Trust and Agency Accounts | $0 | 206 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 128 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 409 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Personal Trust and Agency Accounts | $0 | 426 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 344 |
| Employee Benefit-defined Benefit Accounts | $0 | 247 |
| Number of other employee benefit and retirement-related accounts | $0 | 364 |
| Corporate Trust and Agency Accounts | $0 | 110 |
| Number of managed investment management and investment advisory agency accounts | $0 | 380 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 130 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 438 |
| Personal Trust and Agency Accounts | $0 | 364 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 347 |
| Employee Benefit-defined Benefit Accounts | $0 | 195 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 340 |
| Corporate Trust and Agency Accounts | $0 | 205 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 134 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 417 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $114,000 | 897 |
| Number of Managed Accounts | $113,000 | 732 |
| Personal Trust and Agency Accounts | $87,000 | 595 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 794 |
| Employee Benefit-defined Benefit Accounts | $0 | 450 |
| Number of other employee benefit and retirement-related accounts | $0 | 809 |
| Corporate Trust and Agency Accounts | $1,000 | 258 |
| Number of managed investment management and investment advisory agency accounts | $25,000 | 598 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 331 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,000 | 1,306 |
| Personal Trust and Agency Accounts | $1,000 | 915 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 727 |
| Employee Benefit-defined Benefit Accounts | $0 | 304 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 880 |
| Corporate Trust and Agency Accounts | $0 | 460 |
| 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 | $44,000 | 476 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Personal Trust and Agency Accounts | $0 | 432 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 347 |
| Employee Benefit-defined Benefit Accounts | $0 | 256 |
| Number of other employee benefit and retirement-related accounts | $0 | 364 |
| Corporate Trust and Agency Accounts | $0 | 121 |
| Number of managed investment management and investment advisory agency accounts | $0 | 379 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 143 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 446 |
| Personal Trust and Agency Accounts | $0 | 370 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 351 |
| Employee Benefit-defined Benefit Accounts | $0 | 213 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 350 |
| Corporate Trust and Agency Accounts | $0 | 209 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 152 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 430 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Personal Trust and Agency Accounts | $0 | 436 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 353 |
| Employee Benefit-defined Benefit Accounts | $0 | 257 |
| Number of other employee benefit and retirement-related accounts | $0 | 369 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of managed investment management and investment advisory agency accounts | $0 | 387 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 151 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 448 |
| Personal Trust and Agency Accounts | $0 | 377 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 354 |
| Employee Benefit-defined Benefit Accounts | $0 | 214 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 350 |
| Corporate Trust and Agency Accounts | $0 | 211 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 161 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 431 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Personal Trust and Agency Accounts | $0 | 450 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 360 |
| Employee Benefit-defined Benefit Accounts | $0 | 261 |
| Number of other employee benefit and retirement-related accounts | $0 | 377 |
| Corporate Trust and Agency Accounts | $0 | 138 |
| Number of managed investment management and investment advisory agency accounts | $0 | 391 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 156 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 460 |
| Personal Trust and Agency Accounts | $0 | 390 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 359 |
| Employee Benefit-defined Benefit Accounts | $0 | 215 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 355 |
| Corporate Trust and Agency Accounts | $0 | 216 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 158 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 442 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $115,000 | 914 |
| Number of Managed Accounts | $114,000 | 733 |
| Personal Trust and Agency Accounts | $91,000 | 608 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 673 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 329 |
| Number of other employee benefit and retirement-related accounts | $0 | 820 |
| Corporate Trust and Agency Accounts | $1,000 | 295 |
| Number of managed investment management and investment advisory agency accounts | $20,000 | 641 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 352 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,000 | 1,350 |
| Personal Trust and Agency Accounts | $1,000 | 927 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 764 |
| Employee Benefit-defined Benefit Accounts | $0 | 309 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 883 |
| Corporate Trust and Agency Accounts | $0 | 452 |
| 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 | $44,000 | 515 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $156,000 | 757 |
| Number of Managed Accounts | $118,000 | 687 |
| Personal Trust and Agency Accounts | $87,000 | 605 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 815 |
| Employee Benefit-defined Benefit Accounts | $0 | 447 |
| Number of other employee benefit and retirement-related accounts | $2,000 | 677 |
| Corporate Trust and Agency Accounts | $0 | 351 |
| Number of managed investment management and investment advisory agency accounts | $21,000 | 571 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $8,000 | 156 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $38,000 | 667 |
| Personal Trust and Agency Accounts | $1,000 | 869 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 726 |
| Employee Benefit-defined Benefit Accounts | $0 | 284 |
| Number non-managed other employee benefit and retirement-related accounts | $36,000 | 354 |
| Corporate Trust and Agency Accounts | $0 | 450 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $1,000 | 249 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $9,000 | 743 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |