| 2024-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 6 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $71,017,000 | 12 |
| Number of Managed Accounts | $68,976,000 | 6 |
| Personal Trust and Agency Accounts | $18,496,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $234,000 | 52 |
| Employee Benefit-defined Benefit Accounts | $196,000 | 47 |
| Number of other employee benefit and retirement-related accounts | $19,002,000 | 7 |
| Corporate Trust and Agency Accounts | $0 | 186 |
| Number of managed investment management and investment advisory agency accounts | $24,839,000 | 7 |
| Number of foundation and endowment trust and agency accounts, managed assets | $6,139,000 | 2 |
| Other Fiduciary Accounts | $70,000 | 17 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $18,800,000 | 5 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 47 |
| Number of Non-Managed Accounts | $2,041,000 | 42 |
| Personal Trust and Agency Accounts | $588,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $329,000 | 29 |
| Employee Benefit-defined Benefit Accounts | $86,000 | 16 |
| Number non-managed other employee benefit and retirement-related accounts | $268,000 | 72 |
| Corporate Trust and Agency Accounts | $0 | 245 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 384 |
| Number (#) individual retirement, health savings, and other similar accounts | $628,000 | 27 |
| Other Fiduciary Accounts | $142,000 | 17 |
| Memoranda |
| Custody and Safekeeping Accounts | $6,461,000 | 31 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 40 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $213,000 | 109 |
| 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 | $71,306,000 | 12 |
| Number of Managed Accounts | $69,318,000 | 6 |
| Personal Trust and Agency Accounts | $18,810,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $234,000 | 53 |
| Employee Benefit-defined Benefit Accounts | $202,000 | 49 |
| Number of other employee benefit and retirement-related accounts | $18,966,000 | 10 |
| Corporate Trust and Agency Accounts | $0 | 74 |
| Number of managed investment management and investment advisory agency accounts | $24,823,000 | 7 |
| Number of foundation and endowment trust and agency accounts, managed assets | $6,211,000 | 3 |
| Other Fiduciary Accounts | $72,000 | 18 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $18,758,000 | 6 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,988,000 | 43 |
| Personal Trust and Agency Accounts | $587,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $335,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $89,000 | 17 |
| Number non-managed other employee benefit and retirement-related accounts | $275,000 | 38 |
| Corporate Trust and Agency Accounts | $0 | 121 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 249 |
| Number (#) individual retirement, health savings, and other similar accounts | $556,000 | 33 |
| Other Fiduciary Accounts | $146,000 | 16 |
| Memoranda |
| Custody and Safekeeping Accounts | $6,500,000 | 30 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 18 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $209,000 | 86 |
| 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 | $71,525,000 | 12 |
| Number of Managed Accounts | $69,512,000 | 6 |
| Personal Trust and Agency Accounts | $19,188,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $248,000 | 56 |
| Employee Benefit-defined Benefit Accounts | $219,000 | 50 |
| Number of other employee benefit and retirement-related accounts | $18,801,000 | 7 |
| Corporate Trust and Agency Accounts | $0 | 118 |
| Number of managed investment management and investment advisory agency accounts | $24,797,000 | 7 |
| Number of foundation and endowment trust and agency accounts, managed assets | $6,188,000 | 3 |
| Other Fiduciary Accounts | $71,000 | 17 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $18,594,000 | 6 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,013,000 | 42 |
| Personal Trust and Agency Accounts | $592,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $354,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $104,000 | 14 |
| Number non-managed other employee benefit and retirement-related accounts | $273,000 | 70 |
| Corporate Trust and Agency Accounts | $0 | 173 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 294 |
| Number (#) individual retirement, health savings, and other similar accounts | $540,000 | 35 |
| Other Fiduciary Accounts | $150,000 | 13 |
| Memoranda |
| Custody and Safekeeping Accounts | $6,575,000 | 30 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 38 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $210,000 | 95 |
| 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 | $71,014,000 | 12 |
| Number of Managed Accounts | $68,951,000 | 6 |
| Personal Trust and Agency Accounts | $19,240,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $265,000 | 51 |
| Employee Benefit-defined Benefit Accounts | $219,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $18,552,000 | 10 |
| Corporate Trust and Agency Accounts | $0 | 72 |
| Number of managed investment management and investment advisory agency accounts | $24,435,000 | 7 |
| Number of foundation and endowment trust and agency accounts, managed assets | $6,166,000 | 3 |
| Other Fiduciary Accounts | $74,000 | 17 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $18,341,000 | 6 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,063,000 | 41 |
| Personal Trust and Agency Accounts | $587,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $382,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $108,000 | 55 |
| Number non-managed other employee benefit and retirement-related accounts | $304,000 | 31 |
| Corporate Trust and Agency Accounts | $0 | 121 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 259 |
| Number (#) individual retirement, health savings, and other similar accounts | $532,000 | 3 |
| Other Fiduciary Accounts | $150,000 | 14 |
| Memoranda |
| Custody and Safekeeping Accounts | $6,572,000 | 30 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $210,000 | 91 |
| 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 | $71,239,000 | 12 |
| Number of Managed Accounts | $69,189,000 | 6 |
| Personal Trust and Agency Accounts | $19,458,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $270,000 | 51 |
| Employee Benefit-defined Benefit Accounts | $237,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $18,461,000 | 12 |
| Corporate Trust and Agency Accounts | $0 | 193 |
| Number of managed investment management and investment advisory agency accounts | $24,512,000 | 6 |
| Number of foundation and endowment trust and agency accounts, managed assets | $6,176,000 | 3 |
| Other Fiduciary Accounts | $75,000 | 17 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $18,251,000 | 6 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Number of Non-Managed Accounts | $2,050,000 | 42 |
| Personal Trust and Agency Accounts | $594,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $394,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $109,000 | 56 |
| Number non-managed other employee benefit and retirement-related accounts | $292,000 | 72 |
| Corporate Trust and Agency Accounts | $0 | 248 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 396 |
| Number (#) individual retirement, health savings, and other similar accounts | $516,000 | 3 |
| Other Fiduciary Accounts | $145,000 | 19 |
| Memoranda |
| Custody and Safekeeping Accounts | $6,699,000 | 31 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 38 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $213,000 | 107 |
| 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 | $70,991,000 | 11 |
| Number of Managed Accounts | $68,970,000 | 6 |
| Personal Trust and Agency Accounts | $19,706,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $274,000 | 46 |
| Employee Benefit-defined Benefit Accounts | $245,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $18,197,000 | 9 |
| Corporate Trust and Agency Accounts | $0 | 79 |
| Number of managed investment management and investment advisory agency accounts | $24,333,000 | 6 |
| Number of foundation and endowment trust and agency accounts, managed assets | $6,140,000 | 3 |
| Other Fiduciary Accounts | $75,000 | 15 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $17,991,000 | 6 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,021,000 | 41 |
| Personal Trust and Agency Accounts | $592,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $405,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $113,000 | 54 |
| Number non-managed other employee benefit and retirement-related accounts | $291,000 | 33 |
| Corporate Trust and Agency Accounts | $0 | 118 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 251 |
| Number (#) individual retirement, health savings, and other similar accounts | $484,000 | 3 |
| Other Fiduciary Accounts | $136,000 | 15 |
| Memoranda |
| Custody and Safekeeping Accounts | $6,600,000 | 30 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $212,000 | 86 |
| 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 | $70,939,000 | 12 |
| Number of Managed Accounts | $68,900,000 | 6 |
| Personal Trust and Agency Accounts | $20,045,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $279,000 | 53 |
| Employee Benefit-defined Benefit Accounts | $247,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $18,019,000 | 9 |
| Corporate Trust and Agency Accounts | $0 | 125 |
| Number of managed investment management and investment advisory agency accounts | $24,152,000 | 6 |
| Number of foundation and endowment trust and agency accounts, managed assets | $6,082,000 | 3 |
| Other Fiduciary Accounts | $76,000 | 15 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $17,813,000 | 5 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,039,000 | 40 |
| Personal Trust and Agency Accounts | $600,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $423,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $114,000 | 58 |
| Number non-managed other employee benefit and retirement-related accounts | $292,000 | 70 |
| Corporate Trust and Agency Accounts | $0 | 169 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 289 |
| Number (#) individual retirement, health savings, and other similar accounts | $473,000 | 3 |
| Other Fiduciary Accounts | $137,000 | 15 |
| Memoranda |
| Custody and Safekeeping Accounts | $6,716,000 | 26 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 37 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $208,000 | 94 |
| 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 | $71,288,000 | 12 |
| Number of Managed Accounts | $69,215,000 | 6 |
| Personal Trust and Agency Accounts | $20,219,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $277,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $247,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $18,239,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 74 |
| Number of managed investment management and investment advisory agency accounts | $24,145,000 | 6 |
| Number of foundation and endowment trust and agency accounts, managed assets | $6,014,000 | 3 |
| Other Fiduciary Accounts | $74,000 | 15 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $17,763,000 | 5 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,073,000 | 43 |
| Personal Trust and Agency Accounts | $599,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $433,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $116,000 | 16 |
| Number non-managed other employee benefit and retirement-related accounts | $298,000 | 30 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Number (#) individual retirement, health savings, and other similar accounts | $485,000 | 4 |
| Other Fiduciary Accounts | $142,000 | 14 |
| Memoranda |
| Custody and Safekeeping Accounts | $6,759,000 | 27 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $210,000 | 53 |
| 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 | $71,353,000 | 12 |
| Number of Managed Accounts | $69,252,000 | 6 |
| Personal Trust and Agency Accounts | $20,419,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $284,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $252,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $18,057,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 160 |
| Number of managed investment management and investment advisory agency accounts | $24,160,000 | 6 |
| Number of foundation and endowment trust and agency accounts, managed assets | $6,009,000 | 3 |
| Other Fiduciary Accounts | $71,000 | 18 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $17,576,000 | 5 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Number of Non-Managed Accounts | $2,101,000 | 44 |
| Personal Trust and Agency Accounts | $612,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $444,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $117,000 | 17 |
| Number non-managed other employee benefit and retirement-related accounts | $302,000 | 34 |
| Corporate Trust and Agency Accounts | $0 | 212 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 360 |
| Number (#) individual retirement, health savings, and other similar accounts | $480,000 | 5 |
| Other Fiduciary Accounts | $146,000 | 16 |
| Memoranda |
| Custody and Safekeeping Accounts | $6,839,000 | 29 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $222,000 | 73 |
| 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 | $71,385,000 | 12 |
| Number of Managed Accounts | $69,279,000 | 6 |
| Personal Trust and Agency Accounts | $20,716,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $280,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $254,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $17,898,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 76 |
| Number of managed investment management and investment advisory agency accounts | $24,047,000 | 6 |
| Number of foundation and endowment trust and agency accounts, managed assets | $6,012,000 | 3 |
| Other Fiduciary Accounts | $72,000 | 17 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $17,416,000 | 6 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,106,000 | 42 |
| Personal Trust and Agency Accounts | $631,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $447,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $121,000 | 17 |
| Number non-managed other employee benefit and retirement-related accounts | $302,000 | 31 |
| Corporate Trust and Agency Accounts | $0 | 115 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Number (#) individual retirement, health savings, and other similar accounts | $458,000 | 4 |
| Other Fiduciary Accounts | $147,000 | 14 |
| Memoranda |
| Custody and Safekeeping Accounts | $6,880,000 | 28 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $223,000 | 53 |
| 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 | $72,219,000 | 11 |
| Number of Managed Accounts | $70,133,000 | 6 |
| Personal Trust and Agency Accounts | $21,135,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $282,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $259,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $18,013,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $24,290,000 | 6 |
| Number of foundation and endowment trust and agency accounts, managed assets | $6,082,000 | 3 |
| Other Fiduciary Accounts | $72,000 | 16 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $17,528,000 | 5 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,086,000 | 36 |
| Personal Trust and Agency Accounts | $646,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $460,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $126,000 | 15 |
| Number non-managed other employee benefit and retirement-related accounts | $305,000 | 31 |
| Corporate Trust and Agency Accounts | $0 | 126 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 230 |
| Number (#) individual retirement, health savings, and other similar accounts | $399,000 | 4 |
| Other Fiduciary Accounts | $150,000 | 15 |
| Memoranda |
| Custody and Safekeeping Accounts | $7,017,000 | 25 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $230,000 | 51 |
| 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 | $71,622,000 | 11 |
| Number of Managed Accounts | $69,547,000 | 6 |
| Personal Trust and Agency Accounts | $21,165,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $224,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $259,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $17,761,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 72 |
| Number of managed investment management and investment advisory agency accounts | $23,976,000 | 6 |
| Number of foundation and endowment trust and agency accounts, managed assets | $6,090,000 | 3 |
| Other Fiduciary Accounts | $72,000 | 15 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $17,275,000 | 5 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,075,000 | 36 |
| Personal Trust and Agency Accounts | $650,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $419,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $128,000 | 14 |
| Number non-managed other employee benefit and retirement-related accounts | $318,000 | 28 |
| Corporate Trust and Agency Accounts | $0 | 109 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 142 |
| Number (#) individual retirement, health savings, and other similar accounts | $406,000 | 4 |
| Other Fiduciary Accounts | $152,000 | 15 |
| Memoranda |
| Custody and Safekeeping Accounts | $7,024,000 | 25 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $233,000 | 47 |
| 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 | $71,302,000 | 11 |
| Number of Managed Accounts | $68,990,000 | 6 |
| Personal Trust and Agency Accounts | $21,268,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $302,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $259,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $17,424,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 160 |
| Number of managed investment management and investment advisory agency accounts | $23,595,000 | 6 |
| Number of foundation and endowment trust and agency accounts, managed assets | $6,075,000 | 3 |
| Other Fiduciary Accounts | $67,000 | 17 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $16,932,000 | 6 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Number of Non-Managed Accounts | $2,312,000 | 36 |
| Personal Trust and Agency Accounts | $657,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $652,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $128,000 | 15 |
| Number non-managed other employee benefit and retirement-related accounts | $319,000 | 33 |
| Corporate Trust and Agency Accounts | $0 | 213 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 346 |
| Number (#) individual retirement, health savings, and other similar accounts | $405,000 | 4 |
| Other Fiduciary Accounts | $151,000 | 17 |
| Memoranda |
| Custody and Safekeeping Accounts | $7,003,000 | 25 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $234,000 | 65 |
| 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 | $69,148,000 | 11 |
| Number of Managed Accounts | $66,871,000 | 6 |
| Personal Trust and Agency Accounts | $20,895,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $311,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $268,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $16,940,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 71 |
| Number of managed investment management and investment advisory agency accounts | $22,389,000 | 7 |
| Number of foundation and endowment trust and agency accounts, managed assets | $6,002,000 | 3 |
| Other Fiduciary Accounts | $66,000 | 16 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $16,450,000 | 6 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,277,000 | 35 |
| Personal Trust and Agency Accounts | $643,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $678,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $136,000 | 15 |
| Number non-managed other employee benefit and retirement-related accounts | $283,000 | 31 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 181 |
| Number (#) individual retirement, health savings, and other similar accounts | $387,000 | 4 |
| Other Fiduciary Accounts | $150,000 | 15 |
| Memoranda |
| Custody and Safekeeping Accounts | $6,858,000 | 22 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $229,000 | 45 |
| 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 | $69,140,000 | 11 |
| Number of Managed Accounts | $66,824,000 | 6 |
| Personal Trust and Agency Accounts | $21,153,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $305,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $271,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $16,834,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 76 |
| Number of managed investment management and investment advisory agency accounts | $22,233,000 | 7 |
| Number of foundation and endowment trust and agency accounts, managed assets | $5,962,000 | 3 |
| Other Fiduciary Accounts | $66,000 | 17 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $16,341,000 | 6 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,316,000 | 36 |
| Personal Trust and Agency Accounts | $656,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $707,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $137,000 | 15 |
| Number non-managed other employee benefit and retirement-related accounts | $284,000 | 33 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Number (#) individual retirement, health savings, and other similar accounts | $383,000 | 5 |
| Other Fiduciary Accounts | $149,000 | 15 |
| Memoranda |
| Custody and Safekeeping Accounts | $6,906,000 | 23 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $235,000 | 53 |
| 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 | $68,538,000 | 11 |
| Number of Managed Accounts | $66,202,000 | 6 |
| Personal Trust and Agency Accounts | $21,181,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $302,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $272,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $16,559,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 70 |
| Number of managed investment management and investment advisory agency accounts | $21,911,000 | 7 |
| Number of foundation and endowment trust and agency accounts, managed assets | $5,911,000 | 3 |
| Other Fiduciary Accounts | $66,000 | 16 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $16,067,000 | 5 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,336,000 | 36 |
| Personal Trust and Agency Accounts | $661,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $719,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $138,000 | 15 |
| Number non-managed other employee benefit and retirement-related accounts | $285,000 | 31 |
| Corporate Trust and Agency Accounts | $0 | 111 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 183 |
| Number (#) individual retirement, health savings, and other similar accounts | $380,000 | 5 |
| Other Fiduciary Accounts | $153,000 | 15 |
| Memoranda |
| Custody and Safekeeping Accounts | $6,864,000 | 23 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $238,000 | 51 |
| 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 | $68,294,000 | 11 |
| Number of Managed Accounts | $65,929,000 | 6 |
| Personal Trust and Agency Accounts | $21,372,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $303,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $275,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $16,354,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 158 |
| Number of managed investment management and investment advisory agency accounts | $21,646,000 | 7 |
| Number of foundation and endowment trust and agency accounts, managed assets | $5,911,000 | 3 |
| Other Fiduciary Accounts | $68,000 | 17 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $15,861,000 | 5 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Number of Non-Managed Accounts | $2,365,000 | 37 |
| Personal Trust and Agency Accounts | $676,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $727,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $138,000 | 15 |
| Number non-managed other employee benefit and retirement-related accounts | $286,000 | 42 |
| Corporate Trust and Agency Accounts | $0 | 228 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 353 |
| Number (#) individual retirement, health savings, and other similar accounts | $383,000 | 5 |
| Other Fiduciary Accounts | $155,000 | 18 |
| Memoranda |
| Custody and Safekeeping Accounts | $6,872,000 | 24 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $238,000 | 69 |
| 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 | $68,133,000 | 11 |
| Number of Managed Accounts | $65,801,000 | 6 |
| Personal Trust and Agency Accounts | $21,758,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $300,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $276,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $16,142,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 74 |
| Number of managed investment management and investment advisory agency accounts | $21,416,000 | 7 |
| Number of foundation and endowment trust and agency accounts, managed assets | $5,841,000 | 3 |
| Other Fiduciary Accounts | $68,000 | 16 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $15,644,000 | 5 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,332,000 | 35 |
| Personal Trust and Agency Accounts | $677,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $727,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $141,000 | 16 |
| Number non-managed other employee benefit and retirement-related accounts | $289,000 | 34 |
| Corporate Trust and Agency Accounts | $0 | 117 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 190 |
| Number (#) individual retirement, health savings, and other similar accounts | $337,000 | 6 |
| Other Fiduciary Accounts | $161,000 | 16 |
| Memoranda |
| Custody and Safekeeping Accounts | $6,794,000 | 21 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $238,000 | 52 |
| 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 | $68,030,000 | 11 |
| Number of Managed Accounts | $65,683,000 | 6 |
| Personal Trust and Agency Accounts | $22,081,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $270,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $289,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $15,876,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $21,236,000 | 7 |
| Number of foundation and endowment trust and agency accounts, managed assets | $5,863,000 | 3 |
| Other Fiduciary Accounts | $68,000 | 16 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $15,377,000 | 5 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,347,000 | 35 |
| Personal Trust and Agency Accounts | $689,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $717,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $139,000 | 16 |
| Number non-managed other employee benefit and retirement-related accounts | $294,000 | 38 |
| Corporate Trust and Agency Accounts | $0 | 133 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 224 |
| Number (#) individual retirement, health savings, and other similar accounts | $345,000 | 6 |
| Other Fiduciary Accounts | $163,000 | 16 |
| Memoranda |
| Custody and Safekeeping Accounts | $6,994,000 | 22 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $252,000 | 57 |
| 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 | $67,516,000 | 11 |
| Number of Managed Accounts | $65,147,000 | 6 |
| Personal Trust and Agency Accounts | $22,128,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $279,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $280,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $15,556,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 73 |
| Number of managed investment management and investment advisory agency accounts | $20,983,000 | 7 |
| Number of foundation and endowment trust and agency accounts, managed assets | $5,852,000 | 3 |
| Other Fiduciary Accounts | $69,000 | 15 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $15,055,000 | 5 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,369,000 | 35 |
| Personal Trust and Agency Accounts | $692,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $742,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $139,000 | 17 |
| Number non-managed other employee benefit and retirement-related accounts | $288,000 | 36 |
| Corporate Trust and Agency Accounts | $0 | 116 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 191 |
| Number (#) individual retirement, health savings, and other similar accounts | $343,000 | 6 |
| Other Fiduciary Accounts | $165,000 | 17 |
| Memoranda |
| Custody and Safekeeping Accounts | $6,941,000 | 24 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $250,000 | 54 |
| 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 | $67,258,000 | 11 |
| Number of Managed Accounts | $64,839,000 | 6 |
| Personal Trust and Agency Accounts | $22,272,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $295,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $291,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $15,270,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 158 |
| Number of managed investment management and investment advisory agency accounts | $20,752,000 | 7 |
| Number of foundation and endowment trust and agency accounts, managed assets | $5,889,000 | 3 |
| Other Fiduciary Accounts | $70,000 | 18 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $14,780,000 | 5 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $45,901,000 | 3 |
| Number of Non-Managed Accounts | $2,419,000 | 37 |
| Personal Trust and Agency Accounts | $703,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $760,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $145,000 | 16 |
| Number non-managed other employee benefit and retirement-related accounts | $294,000 | 43 |
| Corporate Trust and Agency Accounts | $0 | 235 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 362 |
| Number (#) individual retirement, health savings, and other similar accounts | $344,000 | 6 |
| Other Fiduciary Accounts | $173,000 | 19 |
| Memoranda |
| Custody and Safekeeping Accounts | $7,128,000 | 26 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $254,000 | 66 |
| 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 | $66,752,000 | 11 |
| Number of Managed Accounts | $64,340,000 | 6 |
| Personal Trust and Agency Accounts | $22,453,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $299,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $284,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $14,942,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 79 |
| Number of managed investment management and investment advisory agency accounts | $20,461,000 | 7 |
| Number of foundation and endowment trust and agency accounts, managed assets | $5,831,000 | 3 |
| Other Fiduciary Accounts | $70,000 | 17 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $14,456,000 | 5 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,412,000 | 36 |
| Personal Trust and Agency Accounts | $712,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $784,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $143,000 | 17 |
| Number non-managed other employee benefit and retirement-related accounts | $293,000 | 35 |
| Corporate Trust and Agency Accounts | $0 | 114 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 191 |
| Number (#) individual retirement, health savings, and other similar accounts | $306,000 | 6 |
| Other Fiduciary Accounts | $174,000 | 17 |
| Memoranda |
| Custody and Safekeeping Accounts | $7,190,000 | 23 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $263,000 | 50 |
| 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 | $67,293,000 | 11 |
| Number of Managed Accounts | $64,852,000 | 6 |
| Personal Trust and Agency Accounts | $22,979,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $306,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $289,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $14,740,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 77 |
| Number of managed investment management and investment advisory agency accounts | $20,599,000 | 7 |
| Number of foundation and endowment trust and agency accounts, managed assets | $5,865,000 | 3 |
| Other Fiduciary Accounts | $74,000 | 18 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $14,257,000 | 5 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,441,000 | 38 |
| Personal Trust and Agency Accounts | $727,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $809,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $144,000 | 17 |
| Number non-managed other employee benefit and retirement-related accounts | $285,000 | 37 |
| Corporate Trust and Agency Accounts | $0 | 126 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Number (#) individual retirement, health savings, and other similar accounts | $302,000 | 6 |
| Other Fiduciary Accounts | $174,000 | 18 |
| Memoranda |
| Custody and Safekeeping Accounts | $7,326,000 | 23 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $270,000 | 55 |
| 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 | $66,555,000 | 11 |
| Number of Managed Accounts | $64,114,000 | 6 |
| Personal Trust and Agency Accounts | $23,010,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $296,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $286,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $14,412,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 77 |
| Number of managed investment management and investment advisory agency accounts | $20,179,000 | 7 |
| Number of foundation and endowment trust and agency accounts, managed assets | $5,857,000 | 3 |
| Other Fiduciary Accounts | $74,000 | 19 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $13,930,000 | 5 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,441,000 | 38 |
| Personal Trust and Agency Accounts | $739,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $811,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $142,000 | 17 |
| Number non-managed other employee benefit and retirement-related accounts | $283,000 | 37 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Number (#) individual retirement, health savings, and other similar accounts | $292,000 | 6 |
| Other Fiduciary Accounts | $174,000 | 17 |
| Memoranda |
| Custody and Safekeeping Accounts | $7,280,000 | 22 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $277,000 | 52 |
| 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 | $66,788,000 | 10 |
| Number of Managed Accounts | $64,222,000 | 6 |
| Personal Trust and Agency Accounts | $23,220,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $282,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $288,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $14,283,000 | 6 |
| Corporate Trust and Agency Accounts | $0 | 155 |
| Number of managed investment management and investment advisory agency accounts | $20,174,000 | 7 |
| Number of foundation and endowment trust and agency accounts, managed assets | $5,900,000 | 3 |
| Other Fiduciary Accounts | $75,000 | 15 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $13,808,000 | 5 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $57,031,000 | 2 |
| Number of Non-Managed Accounts | $2,566,000 | 39 |
| Personal Trust and Agency Accounts | $786,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $835,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $143,000 | 16 |
| Number non-managed other employee benefit and retirement-related accounts | $283,000 | 47 |
| Corporate Trust and Agency Accounts | $0 | 243 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 360 |
| Number (#) individual retirement, health savings, and other similar accounts | $294,000 | 6 |
| Other Fiduciary Accounts | $225,000 | 18 |
| Memoranda |
| Custody and Safekeeping Accounts | $7,342,000 | 21 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $281,000 | 65 |
| 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 | $66,644,000 | 11 |
| Number of Managed Accounts | $64,104,000 | 6 |
| Personal Trust and Agency Accounts | $23,683,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $278,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $288,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $13,970,000 | 7 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $19,929,000 | 7 |
| Number of foundation and endowment trust and agency accounts, managed assets | $5,882,000 | 3 |
| Other Fiduciary Accounts | $74,000 | 16 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $13,498,000 | 7 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,540,000 | 36 |
| Personal Trust and Agency Accounts | $793,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $828,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $146,000 | 16 |
| Number non-managed other employee benefit and retirement-related accounts | $288,000 | 38 |
| Corporate Trust and Agency Accounts | $0 | 131 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Number (#) individual retirement, health savings, and other similar accounts | $258,000 | 6 |
| Other Fiduciary Accounts | $227,000 | 16 |
| Memoranda |
| Custody and Safekeeping Accounts | $7,337,000 | 21 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $280,000 | 57 |
| 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 | $66,362,000 | 10 |
| Number of Managed Accounts | $63,779,000 | 6 |
| Personal Trust and Agency Accounts | $23,683,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $240,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $294,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $13,751,000 | 7 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $19,793,000 | 7 |
| Number of foundation and endowment trust and agency accounts, managed assets | $5,942,000 | 3 |
| Other Fiduciary Accounts | $76,000 | 16 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $13,275,000 | 7 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,583,000 | 36 |
| Personal Trust and Agency Accounts | $793,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $865,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $147,000 | 17 |
| Number non-managed other employee benefit and retirement-related accounts | $294,000 | 39 |
| Corporate Trust and Agency Accounts | $0 | 131 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Number (#) individual retirement, health savings, and other similar accounts | $257,000 | 6 |
| Other Fiduciary Accounts | $227,000 | 16 |
| Memoranda |
| Custody and Safekeeping Accounts | $7,417,000 | 20 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $285,000 | 55 |
| 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 | $66,108,000 | 11 |
| Number of Managed Accounts | $63,527,000 | 6 |
| Personal Trust and Agency Accounts | $23,954,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $261,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $293,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $13,382,000 | 7 |
| Corporate Trust and Agency Accounts | $0 | 85 |
| Number of managed investment management and investment advisory agency accounts | $19,599,000 | 7 |
| Number of foundation and endowment trust and agency accounts, managed assets | $5,960,000 | 3 |
| Other Fiduciary Accounts | $78,000 | 15 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $12,909,000 | 8 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,581,000 | 37 |
| Personal Trust and Agency Accounts | $801,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $838,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $147,000 | 16 |
| Number non-managed other employee benefit and retirement-related accounts | $296,000 | 39 |
| Corporate Trust and Agency Accounts | $0 | 134 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Number (#) individual retirement, health savings, and other similar accounts | $253,000 | 6 |
| Other Fiduciary Accounts | $246,000 | 16 |
| Memoranda |
| Custody and Safekeeping Accounts | $7,359,000 | 20 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $284,000 | 57 |
| 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 | $66,104,000 | 11 |
| Number of Managed Accounts | $63,489,000 | 6 |
| Personal Trust and Agency Accounts | $24,153,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $245,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $306,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $13,165,000 | 8 |
| Corporate Trust and Agency Accounts | $0 | 174 |
| Number of managed investment management and investment advisory agency accounts | $19,535,000 | 7 |
| Number of foundation and endowment trust and agency accounts, managed assets | $6,008,000 | 3 |
| Other Fiduciary Accounts | $77,000 | 16 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $12,688,000 | 8 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $56,583,000 | 3 |
| Number of Non-Managed Accounts | $2,615,000 | 38 |
| Personal Trust and Agency Accounts | $806,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $859,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $144,000 | 16 |
| Number non-managed other employee benefit and retirement-related accounts | $297,000 | 50 |
| Corporate Trust and Agency Accounts | $0 | 255 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 374 |
| Number (#) individual retirement, health savings, and other similar accounts | $254,000 | 6 |
| Other Fiduciary Accounts | $255,000 | 17 |
| Memoranda |
| Custody and Safekeeping Accounts | $7,434,000 | 20 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $339,000 | 58 |
| 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 | $66,176,000 | 11 |
| Number of Managed Accounts | $63,430,000 | 6 |
| Personal Trust and Agency Accounts | $24,409,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $225,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $301,000 | 5 |
| Number of other employee benefit and retirement-related accounts | $12,997,000 | 8 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $19,385,000 | 7 |
| Number of foundation and endowment trust and agency accounts, managed assets | $6,036,000 | 3 |
| Other Fiduciary Accounts | $77,000 | 16 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $12,528,000 | 8 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,746,000 | 36 |
| Personal Trust and Agency Accounts | $830,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $878,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $149,000 | 16 |
| Number non-managed other employee benefit and retirement-related accounts | $313,000 | 38 |
| Corporate Trust and Agency Accounts | $0 | 132 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 211 |
| Number (#) individual retirement, health savings, and other similar accounts | $221,000 | 7 |
| Other Fiduciary Accounts | $355,000 | 14 |
| Memoranda |
| Custody and Safekeeping Accounts | $7,502,000 | 20 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $463,000 | 39 |
| 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 | $66,514,000 | 11 |
| Number of Managed Accounts | $63,656,000 | 6 |
| Personal Trust and Agency Accounts | $24,783,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $222,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $303,000 | 5 |
| Number of other employee benefit and retirement-related accounts | $12,838,000 | 8 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $19,315,000 | 7 |
| Number of foundation and endowment trust and agency accounts, managed assets | $6,117,000 | 3 |
| Other Fiduciary Accounts | $78,000 | 16 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $12,380,000 | 8 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,858,000 | 34 |
| Personal Trust and Agency Accounts | $861,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $871,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $151,000 | 16 |
| Number non-managed other employee benefit and retirement-related accounts | $313,000 | 38 |
| Corporate Trust and Agency Accounts | $0 | 130 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 213 |
| Number (#) individual retirement, health savings, and other similar accounts | $217,000 | 7 |
| Other Fiduciary Accounts | $445,000 | 15 |
| Memoranda |
| Custody and Safekeeping Accounts | $7,624,000 | 20 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $515,000 | 38 |
| 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 | $66,565,000 | 11 |
| Number of Managed Accounts | $63,653,000 | 6 |
| Personal Trust and Agency Accounts | $25,043,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $179,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $294,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $12,704,000 | 8 |
| Corporate Trust and Agency Accounts | $0 | 84 |
| Number of managed investment management and investment advisory agency accounts | $19,188,000 | 7 |
| Number of foundation and endowment trust and agency accounts, managed assets | $6,168,000 | 3 |
| Other Fiduciary Accounts | $77,000 | 18 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $12,245,000 | 8 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,912,000 | 34 |
| Personal Trust and Agency Accounts | $875,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $886,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $149,000 | 16 |
| Number non-managed other employee benefit and retirement-related accounts | $315,000 | 37 |
| Corporate Trust and Agency Accounts | $0 | 130 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 215 |
| Number (#) individual retirement, health savings, and other similar accounts | $235,000 | 7 |
| Other Fiduciary Accounts | $452,000 | 15 |
| Memoranda |
| Custody and Safekeeping Accounts | $7,687,000 | 20 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $526,000 | 38 |
| 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 | $66,856,000 | 11 |
| Number of Managed Accounts | $63,912,000 | 6 |
| Personal Trust and Agency Accounts | $25,380,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $178,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $297,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $12,635,000 | 8 |
| Corporate Trust and Agency Accounts | $0 | 181 |
| Number of managed investment management and investment advisory agency accounts | $19,116,000 | 7 |
| Number of foundation and endowment trust and agency accounts, managed assets | $6,227,000 | 3 |
| Other Fiduciary Accounts | $79,000 | 17 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $12,165,000 | 8 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $56,689,000 | 2 |
| Number of Non-Managed Accounts | $2,944,000 | 36 |
| Personal Trust and Agency Accounts | $884,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $878,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $150,000 | 17 |
| Number non-managed other employee benefit and retirement-related accounts | $315,000 | 46 |
| Corporate Trust and Agency Accounts | $0 | 256 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 371 |
| Number (#) individual retirement, health savings, and other similar accounts | $238,000 | 6 |
| Other Fiduciary Accounts | $479,000 | 17 |
| Memoranda |
| Custody and Safekeeping Accounts | $7,735,000 | 20 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $536,000 | 40 |
| 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 | $67,217,000 | 11 |
| Number of Managed Accounts | $64,292,000 | 6 |
| Personal Trust and Agency Accounts | $25,729,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $188,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $307,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $12,626,000 | 8 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $19,154,000 | 7 |
| Number of foundation and endowment trust and agency accounts, managed assets | $6,208,000 | 3 |
| Other Fiduciary Accounts | $80,000 | 17 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $12,132,000 | 8 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,925,000 | 34 |
| Personal Trust and Agency Accounts | $896,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $868,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $150,000 | 17 |
| Number non-managed other employee benefit and retirement-related accounts | $317,000 | 36 |
| Corporate Trust and Agency Accounts | $0 | 140 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
| Number (#) individual retirement, health savings, and other similar accounts | $212,000 | 7 |
| Other Fiduciary Accounts | $482,000 | 15 |
| Memoranda |
| Custody and Safekeeping Accounts | $7,735,000 | 20 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $528,000 | 34 |
| 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 | $67,810,000 | 11 |
| Number of Managed Accounts | $64,899,000 | 6 |
| Personal Trust and Agency Accounts | $26,280,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $191,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $302,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $12,555,000 | 8 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $19,171,000 | 7 |
| Number of foundation and endowment trust and agency accounts, managed assets | $6,318,000 | 3 |
| Other Fiduciary Accounts | $82,000 | 16 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $12,068,000 | 8 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,911,000 | 35 |
| Personal Trust and Agency Accounts | $905,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $846,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $150,000 | 18 |
| Number non-managed other employee benefit and retirement-related accounts | $322,000 | 35 |
| Corporate Trust and Agency Accounts | $0 | 143 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 223 |
| Number (#) individual retirement, health savings, and other similar accounts | $211,000 | 8 |
| Other Fiduciary Accounts | $477,000 | 15 |
| Memoranda |
| Custody and Safekeeping Accounts | $7,812,000 | 20 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $535,000 | 35 |
| 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 | $68,241,000 | 11 |
| Number of Managed Accounts | $65,317,000 | 6 |
| Personal Trust and Agency Accounts | $26,639,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $195,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $297,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $12,514,000 | 8 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $19,282,000 | 7 |
| Number of foundation and endowment trust and agency accounts, managed assets | $6,310,000 | 3 |
| Other Fiduciary Accounts | $80,000 | 16 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $12,031,000 | 8 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,924,000 | 36 |
| Personal Trust and Agency Accounts | $915,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $847,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $151,000 | 18 |
| Number non-managed other employee benefit and retirement-related accounts | $322,000 | 36 |
| Corporate Trust and Agency Accounts | $0 | 148 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 226 |
| Number (#) individual retirement, health savings, and other similar accounts | $210,000 | 8 |
| Other Fiduciary Accounts | $479,000 | 15 |
| Memoranda |
| Custody and Safekeeping Accounts | $7,813,000 | 20 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $541,000 | 36 |
| 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 | $68,983,000 | 11 |
| Number of Managed Accounts | $66,044,000 | 6 |
| Personal Trust and Agency Accounts | $27,007,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $201,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $303,000 | 5 |
| Number of other employee benefit and retirement-related accounts | $12,544,000 | 7 |
| Corporate Trust and Agency Accounts | $0 | 191 |
| Number of managed investment management and investment advisory agency accounts | $19,506,000 | 7 |
| Number of foundation and endowment trust and agency accounts, managed assets | $6,401,000 | 3 |
| Other Fiduciary Accounts | $82,000 | 18 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $12,067,000 | 7 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $58,050,000 | 3 |
| Number of Non-Managed Accounts | $2,939,000 | 36 |
| Personal Trust and Agency Accounts | $938,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $828,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $151,000 | 19 |
| Number non-managed other employee benefit and retirement-related accounts | $318,000 | 45 |
| Corporate Trust and Agency Accounts | $0 | 270 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 395 |
| Number (#) individual retirement, health savings, and other similar accounts | $212,000 | 8 |
| Other Fiduciary Accounts | $492,000 | 16 |
| Memoranda |
| Custody and Safekeeping Accounts | $7,875,000 | 20 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $548,000 | 40 |
| 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 | $68,807,000 | 11 |
| Number of Managed Accounts | $65,887,000 | 6 |
| Personal Trust and Agency Accounts | $27,233,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $206,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $318,000 | 5 |
| Number of other employee benefit and retirement-related accounts | $12,273,000 | 7 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $19,383,000 | 7 |
| Number of foundation and endowment trust and agency accounts, managed assets | $6,392,000 | 3 |
| Other Fiduciary Accounts | $82,000 | 17 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $11,781,000 | 7 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,920,000 | 34 |
| Personal Trust and Agency Accounts | $947,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $806,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $149,000 | 19 |
| Number non-managed other employee benefit and retirement-related accounts | $321,000 | 35 |
| Corporate Trust and Agency Accounts | $0 | 146 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 221 |
| Number (#) individual retirement, health savings, and other similar accounts | $203,000 | 7 |
| Other Fiduciary Accounts | $494,000 | 15 |
| Memoranda |
| Custody and Safekeeping Accounts | $7,880,000 | 20 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $543,000 | 34 |
| 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 | $68,822,000 | 11 |
| Number of Managed Accounts | $65,839,000 | 7 |
| Personal Trust and Agency Accounts | $27,736,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $213,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $316,000 | 5 |
| Number of other employee benefit and retirement-related accounts | $11,884,000 | 8 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $19,167,000 | 7 |
| Number of foundation and endowment trust and agency accounts, managed assets | $6,440,000 | 3 |
| Other Fiduciary Accounts | $83,000 | 20 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $11,429,000 | 7 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,983,000 | 33 |
| Personal Trust and Agency Accounts | $993,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $793,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $149,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $359,000 | 31 |
| Corporate Trust and Agency Accounts | $0 | 146 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
| Number (#) individual retirement, health savings, and other similar accounts | $194,000 | 7 |
| Other Fiduciary Accounts | $495,000 | 14 |
| Memoranda |
| Custody and Safekeeping Accounts | $8,095,000 | 21 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $571,000 | 32 |
| 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 | $68,441,000 | 11 |
| Number of Managed Accounts | $65,450,000 | 6 |
| Personal Trust and Agency Accounts | $27,958,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $213,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $319,000 | 5 |
| Number of other employee benefit and retirement-related accounts | $11,560,000 | 7 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $18,852,000 | 7 |
| Number of foundation and endowment trust and agency accounts, managed assets | $6,463,000 | 3 |
| Other Fiduciary Accounts | $85,000 | 19 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $11,108,000 | 7 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,991,000 | 34 |
| Personal Trust and Agency Accounts | $1,023,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $781,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $145,000 | 19 |
| Number non-managed other employee benefit and retirement-related accounts | $362,000 | 36 |
| Corporate Trust and Agency Accounts | $0 | 152 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
| Number (#) individual retirement, health savings, and other similar accounts | $191,000 | 7 |
| Other Fiduciary Accounts | $489,000 | 15 |
| Memoranda |
| Custody and Safekeeping Accounts | $8,078,000 | 20 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $590,000 | 33 |
| 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 | $68,461,000 | 11 |
| Number of Managed Accounts | $65,455,000 | 6 |
| Personal Trust and Agency Accounts | $28,214,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $213,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $318,000 | 5 |
| Number of other employee benefit and retirement-related accounts | $11,331,000 | 7 |
| Corporate Trust and Agency Accounts | $0 | 193 |
| Number of managed investment management and investment advisory agency accounts | $18,775,000 | 7 |
| Number of foundation and endowment trust and agency accounts, managed assets | $6,517,000 | 3 |
| Other Fiduciary Accounts | $87,000 | 20 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $10,883,000 | 7 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $58,025,000 | 3 |
| Number of Non-Managed Accounts | $3,006,000 | 37 |
| Personal Trust and Agency Accounts | $1,035,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $756,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $149,000 | 19 |
| Number non-managed other employee benefit and retirement-related accounts | $367,000 | 45 |
| Corporate Trust and Agency Accounts | $0 | 275 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 382 |
| Number (#) individual retirement, health savings, and other similar accounts | $190,000 | 8 |
| Other Fiduciary Accounts | $509,000 | 15 |
| Memoranda |
| Custody and Safekeeping Accounts | $8,184,000 | 22 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $598,000 | 39 |
| 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 | $68,210,000 | 11 |
| Number of Managed Accounts | $65,233,000 | 6 |
| Personal Trust and Agency Accounts | $28,703,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $207,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $312,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $10,998,000 | 7 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $18,424,000 | 7 |
| Number of foundation and endowment trust and agency accounts, managed assets | $6,499,000 | 3 |
| Other Fiduciary Accounts | $90,000 | 16 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $10,556,000 | 7 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,977,000 | 34 |
| Personal Trust and Agency Accounts | $1,035,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $748,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $146,000 | 21 |
| Number non-managed other employee benefit and retirement-related accounts | $369,000 | 35 |
| Corporate Trust and Agency Accounts | $0 | 144 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 215 |
| Number (#) individual retirement, health savings, and other similar accounts | $171,000 | 8 |
| Other Fiduciary Accounts | $508,000 | 14 |
| Memoranda |
| Custody and Safekeeping Accounts | $386,000 | 72 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $609,000 | 33 |
| 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 | $72,482,000 | 13 |
| Number of Managed Accounts | $69,033,000 | 6 |
| Personal Trust and Agency Accounts | $29,735,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $301,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $475,000 | 3 |
| Number of other employee benefit and retirement-related accounts | $10,964,000 | 7 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $20,621,000 | 7 |
| Number of foundation and endowment trust and agency accounts, managed assets | $6,878,000 | 2 |
| Other Fiduciary Accounts | $59,000 | 24 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $10,538,000 | 7 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,449,000 | 31 |
| Personal Trust and Agency Accounts | $991,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $993,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $573,000 | 8 |
| Number non-managed other employee benefit and retirement-related accounts | $298,000 | 40 |
| Corporate Trust and Agency Accounts | $0 | 147 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 220 |
| Number (#) individual retirement, health savings, and other similar accounts | $169,000 | 9 |
| Other Fiduciary Accounts | $425,000 | 14 |
| Memoranda |
| Custody and Safekeeping Accounts | $8,785,000 | 21 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $595,000 | 33 |
| 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 | $72,439,000 | 14 |
| Number of Managed Accounts | $68,944,000 | 6 |
| Personal Trust and Agency Accounts | $30,329,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $306,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $487,000 | 3 |
| Number of other employee benefit and retirement-related accounts | $10,617,000 | 7 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $20,209,000 | 7 |
| Number of foundation and endowment trust and agency accounts, managed assets | $6,937,000 | 2 |
| Other Fiduciary Accounts | $59,000 | 25 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $10,192,000 | 8 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,495,000 | 34 |
| Personal Trust and Agency Accounts | $1,027,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $993,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $574,000 | 8 |
| Number non-managed other employee benefit and retirement-related accounts | $306,000 | 42 |
| Corporate Trust and Agency Accounts | $0 | 143 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Number (#) individual retirement, health savings, and other similar accounts | $166,000 | 9 |
| Other Fiduciary Accounts | $429,000 | 16 |
| Memoranda |
| Custody and Safekeeping Accounts | $8,846,000 | 21 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $594,000 | 34 |
| 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 | $73,020,000 | 14 |
| Number of Managed Accounts | $68,312,000 | 6 |
| Personal Trust and Agency Accounts | $27,898,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $269,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $496,000 | 3 |
| Number of other employee benefit and retirement-related accounts | $10,290,000 | 7 |
| Corporate Trust and Agency Accounts | $0 | 208 |
| Number of managed investment management and investment advisory agency accounts | $22,405,000 | 6 |
| Number of foundation and endowment trust and agency accounts, managed assets | $6,878,000 | 2 |
| Other Fiduciary Accounts | $76,000 | 19 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $9,932,000 | 8 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $100,105,000 | 2 |
| Number of Non-Managed Accounts | $4,708,000 | 29 |
| Personal Trust and Agency Accounts | $1,042,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $976,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $564,000 | 7 |
| Number non-managed other employee benefit and retirement-related accounts | $908,000 | 24 |
| Corporate Trust and Agency Accounts | $0 | 294 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 395 |
| Number (#) individual retirement, health savings, and other similar accounts | $170,000 | 12 |
| Other Fiduciary Accounts | $1,048,000 | 9 |
| Memoranda |
| Custody and Safekeeping Accounts | $7,688,000 | 23 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $603,000 | 40 |
| 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 | $72,369,000 | 14 |
| Number of Managed Accounts | $67,699,000 | 6 |
| Personal Trust and Agency Accounts | $28,424,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $688,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $509,000 | 3 |
| Number of other employee benefit and retirement-related accounts | $9,927,000 | 8 |
| Corporate Trust and Agency Accounts | $0 | 92 |
| Number of managed investment management and investment advisory agency accounts | $21,306,000 | 8 |
| Number of foundation and endowment trust and agency accounts, managed assets | $6,845,000 | 2 |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $9,567,000 | 8 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,670,000 | 27 |
| Personal Trust and Agency Accounts | $1,031,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $1,007,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $230,000 | 15 |
| Number non-managed other employee benefit and retirement-related accounts | $1,621,000 | 15 |
| Corporate Trust and Agency Accounts | $0 | 145 |
| Number of investment management and advisory agency accounts, non-managed assets | $626,000 | 6 |
| Number (#) individual retirement, health savings, and other similar accounts | $155,000 | 11 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda |
| Custody and Safekeeping Accounts | $7,970,000 | 22 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $597,000 | 33 |
| 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 | $72,296,000 | 14 |
| Number of Managed Accounts | $67,666,000 | 6 |
| Personal Trust and Agency Accounts | $29,055,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $689,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $528,000 | 3 |
| Number of other employee benefit and retirement-related accounts | $9,623,000 | 7 |
| Corporate Trust and Agency Accounts | $0 | 93 |
| Number of managed investment management and investment advisory agency accounts | $20,866,000 | 8 |
| Number of foundation and endowment trust and agency accounts, managed assets | $6,905,000 | 2 |
| Other Fiduciary Accounts | $0 | 119 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $9,244,000 | 7 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,630,000 | 28 |
| Personal Trust and Agency Accounts | $1,050,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $1,011,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $236,000 | 15 |
| Number non-managed other employee benefit and retirement-related accounts | $1,580,000 | 17 |
| Corporate Trust and Agency Accounts | $0 | 143 |
| Number of investment management and advisory agency accounts, non-managed assets | $624,000 | 6 |
| Number (#) individual retirement, health savings, and other similar accounts | $129,000 | 11 |
| Other Fiduciary Accounts | $0 | 104 |
| Memoranda |
| Custody and Safekeeping Accounts | $8,086,000 | 22 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $600,000 | 34 |
| 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 | $72,730,000 | 14 |
| Number of Managed Accounts | $68,088,000 | 6 |
| Personal Trust and Agency Accounts | $29,797,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $705,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $549,000 | 3 |
| Number of other employee benefit and retirement-related accounts | $9,504,000 | 7 |
| Corporate Trust and Agency Accounts | $0 | 93 |
| Number of managed investment management and investment advisory agency accounts | $20,482,000 | 8 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,051,000 | 2 |
| Other Fiduciary Accounts | $0 | 118 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $9,504,000 | 7 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,642,000 | 28 |
| Personal Trust and Agency Accounts | $1,039,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $1,020,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $244,000 | 16 |
| Number non-managed other employee benefit and retirement-related accounts | $1,589,000 | 19 |
| Corporate Trust and Agency Accounts | $0 | 140 |
| Number of investment management and advisory agency accounts, non-managed assets | $625,000 | 6 |
| Number (#) individual retirement, health savings, and other similar accounts | $125,000 | 11 |
| Other Fiduciary Accounts | $0 | 110 |
| Memoranda |
| Custody and Safekeeping Accounts | $8,045,000 | 22 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $602,000 | 35 |
| 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 | $72,002,000 | 14 |
| Number of Managed Accounts | $67,826,000 | 5 |
| Personal Trust and Agency Accounts | $30,185,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $710,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $567,000 | 3 |
| Number of other employee benefit and retirement-related accounts | $9,244,000 | 7 |
| Corporate Trust and Agency Accounts | $0 | 221 |
| Number of managed investment management and investment advisory agency accounts | $19,991,000 | 7 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,126,000 | 2 |
| Other Fiduciary Accounts | $3,000 | 132 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $9,244,000 | 7 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $75,795,000 | 3 |
| Number of Non-Managed Accounts | $4,176,000 | 30 |
| Personal Trust and Agency Accounts | $1,040,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $1,008,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $244,000 | 16 |
| Number non-managed other employee benefit and retirement-related accounts | $1,263,000 | 23 |
| Corporate Trust and Agency Accounts | $0 | 295 |
| Number of investment management and advisory agency accounts, non-managed assets | $621,000 | 6 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 220 |
| Other Fiduciary Accounts | $0 | 221 |
| Memoranda |
| Custody and Safekeeping Accounts | $8,562,000 | 25 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $603,000 | 41 |
| 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 | $82,442,000 | 14 |
| Number of Managed Accounts | $78,117,000 | 4 |
| Personal Trust and Agency Accounts | $37,460,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $675,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $734,000 | 3 |
| Number of other employee benefit and retirement-related accounts | $10,281,000 | 6 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $20,499,000 | 7 |
| Number of foundation and endowment trust and agency accounts, managed assets | $8,465,000 | 2 |
| Other Fiduciary Accounts | $3,000 | 67 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $9,771,000 | 7 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,325,000 | 28 |
| Personal Trust and Agency Accounts | $1,008,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $1,196,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $239,000 | 16 |
| Number non-managed other employee benefit and retirement-related accounts | $1,269,000 | 19 |
| Corporate Trust and Agency Accounts | $0 | 131 |
| Number of investment management and advisory agency accounts, non-managed assets | $613,000 | 5 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 149 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda |
| Custody and Safekeeping Accounts | $8,399,000 | 22 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $633,000 | 33 |
| 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 | $81,605,000 | 14 |
| Number of Managed Accounts | $77,234,000 | 4 |
| Personal Trust and Agency Accounts | $37,474,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $684,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $743,000 | 3 |
| Number of other employee benefit and retirement-related accounts | $9,876,000 | 7 |
| Corporate Trust and Agency Accounts | $0 | 85 |
| Number of managed investment management and investment advisory agency accounts | $20,068,000 | 7 |
| Number of foundation and endowment trust and agency accounts, managed assets | $8,386,000 | 2 |
| Other Fiduciary Accounts | $3,000 | 69 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $9,376,000 | 7 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,371,000 | 29 |
| Personal Trust and Agency Accounts | $1,023,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $1,195,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $240,000 | 16 |
| Number non-managed other employee benefit and retirement-related accounts | $1,290,000 | 19 |
| Corporate Trust and Agency Accounts | $0 | 137 |
| Number of investment management and advisory agency accounts, non-managed assets | $623,000 | 5 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 147 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda |
| Custody and Safekeeping Accounts | $8,428,000 | 22 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $633,000 | 32 |
| 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 | $80,615,000 | 14 |
| Number of Managed Accounts | $76,208,000 | 4 |
| Personal Trust and Agency Accounts | $37,384,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $688,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $767,000 | 3 |
| Number of other employee benefit and retirement-related accounts | $9,462,000 | 6 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $19,587,000 | 7 |
| Number of foundation and endowment trust and agency accounts, managed assets | $8,317,000 | 3 |
| Other Fiduciary Accounts | $3,000 | 67 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $8,962,000 | 6 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,407,000 | 30 |
| Personal Trust and Agency Accounts | $1,035,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $1,194,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $243,000 | 15 |
| Number non-managed other employee benefit and retirement-related accounts | $1,301,000 | 18 |
| Corporate Trust and Agency Accounts | $0 | 139 |
| Number of investment management and advisory agency accounts, non-managed assets | $634,000 | 5 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 148 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda |
| Custody and Safekeeping Accounts | $8,478,000 | 23 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $631,000 | 30 |
| 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 | $79,973,000 | 12 |
| Number of Managed Accounts | $75,492,000 | 4 |
| Personal Trust and Agency Accounts | $37,566,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $682,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $766,000 | 3 |
| Number of other employee benefit and retirement-related accounts | $9,145,000 | 6 |
| Corporate Trust and Agency Accounts | $0 | 226 |
| Number of managed investment management and investment advisory agency accounts | $19,055,000 | 7 |
| Number of foundation and endowment trust and agency accounts, managed assets | $8,275,000 | 2 |
| Other Fiduciary Accounts | $3,000 | 126 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $8,443,000 | 6 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $77,919,000 | 2 |
| Number of Non-Managed Accounts | $4,481,000 | 29 |
| Personal Trust and Agency Accounts | $1,032,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $1,205,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $241,000 | 14 |
| Number non-managed other employee benefit and retirement-related accounts | $1,368,000 | 19 |
| Corporate Trust and Agency Accounts | $0 | 326 |
| Number of investment management and advisory agency accounts, non-managed assets | $635,000 | 5 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 211 |
| Other Fiduciary Accounts | $0 | 233 |
| Memoranda |
| Custody and Safekeeping Accounts | $9,091,000 | 23 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $628,000 | 37 |
| 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 | $79,671,000 | 11 |
| Number of Managed Accounts | $75,158,000 | 4 |
| Personal Trust and Agency Accounts | $37,713,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $701,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $757,000 | 3 |
| Number of other employee benefit and retirement-related accounts | $8,939,000 | 6 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $18,744,000 | 6 |
| Number of foundation and endowment trust and agency accounts, managed assets | $8,302,000 | 2 |
| Other Fiduciary Accounts | $2,000 | 75 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $8,443,000 | 6 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,513,000 | 27 |
| Personal Trust and Agency Accounts | $1,031,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $1,211,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $240,000 | 14 |
| Number non-managed other employee benefit and retirement-related accounts | $1,382,000 | 17 |
| Corporate Trust and Agency Accounts | $0 | 146 |
| Number of investment management and advisory agency accounts, non-managed assets | $649,000 | 3 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 143 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda |
| Custody and Safekeeping Accounts | $9,741,000 | 22 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $628,000 | 32 |
| 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 | $78,538,000 | 11 |
| Number of Managed Accounts | $73,918,000 | 4 |
| Personal Trust and Agency Accounts | $36,996,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $686,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $773,000 | 3 |
| Number of other employee benefit and retirement-related accounts | $8,770,000 | 6 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $18,374,000 | 6 |
| Number of foundation and endowment trust and agency accounts, managed assets | $8,317,000 | 2 |
| Other Fiduciary Accounts | $2,000 | 78 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $8,281,000 | 6 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,620,000 | 28 |
| Personal Trust and Agency Accounts | $1,071,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $1,237,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $261,000 | 13 |
| Number non-managed other employee benefit and retirement-related accounts | $1,383,000 | 16 |
| Corporate Trust and Agency Accounts | $0 | 146 |
| Number of investment management and advisory agency accounts, non-managed assets | $668,000 | 3 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 139 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda |
| Custody and Safekeeping Accounts | $10,217,000 | 22 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $631,000 | 30 |
| 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 | $78,108,000 | 11 |
| Number of Managed Accounts | $73,480,000 | 3 |
| Personal Trust and Agency Accounts | $37,133,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $707,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $799,000 | 3 |
| Number of other employee benefit and retirement-related accounts | $8,665,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $18,012,000 | 6 |
| Number of foundation and endowment trust and agency accounts, managed assets | $8,162,000 | 2 |
| Other Fiduciary Accounts | $2,000 | 79 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $8,144,000 | 5 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,628,000 | 29 |
| Personal Trust and Agency Accounts | $1,030,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $1,255,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $263,000 | 14 |
| Number non-managed other employee benefit and retirement-related accounts | $1,404,000 | 16 |
| Corporate Trust and Agency Accounts | $0 | 150 |
| Number of investment management and advisory agency accounts, non-managed assets | $676,000 | 3 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
| Other Fiduciary Accounts | $0 | 109 |
| Memoranda |
| Custody and Safekeeping Accounts | $10,486,000 | 21 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $639,000 | 29 |
| 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 | $77,737,000 | 11 |
| Number of Managed Accounts | $73,075,000 | 3 |
| Personal Trust and Agency Accounts | $37,328,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $703,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $770,000 | 3 |
| Number of other employee benefit and retirement-related accounts | $8,456,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 246 |
| Number of managed investment management and investment advisory agency accounts | $17,779,000 | 5 |
| Number of foundation and endowment trust and agency accounts, managed assets | $8,036,000 | 2 |
| Other Fiduciary Accounts | $3,000 | 140 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $7,712,000 | 6 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $75,914,000 | 3 |
| Number of Non-Managed Accounts | $4,662,000 | 31 |
| Personal Trust and Agency Accounts | $996,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $1,281,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $263,000 | 14 |
| Number non-managed other employee benefit and retirement-related accounts | $1,415,000 | 19 |
| Corporate Trust and Agency Accounts | $0 | 347 |
| Number of investment management and advisory agency accounts, non-managed assets | $707,000 | 3 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 201 |
| Other Fiduciary Accounts | $0 | 239 |
| Memoranda |
| Custody and Safekeeping Accounts | $10,561,000 | 22 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $638,000 | 35 |
| 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 | $77,832,000 | 11 |
| Number of Managed Accounts | $72,865,000 | 3 |
| Personal Trust and Agency Accounts | $37,550,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $708,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $784,000 | 3 |
| Number of other employee benefit and retirement-related accounts | $8,194,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $17,667,000 | 5 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,959,000 | 2 |
| Other Fiduciary Accounts | $3,000 | 71 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 8 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $7,712,000 | 6 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,967,000 | 28 |
| Personal Trust and Agency Accounts | $992,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $1,541,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $292,000 | 13 |
| Number non-managed other employee benefit and retirement-related accounts | $1,429,000 | 16 |
| Corporate Trust and Agency Accounts | $0 | 159 |
| Number of investment management and advisory agency accounts, non-managed assets | $713,000 | 2 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda |
| Custody and Safekeeping Accounts | $10,500,000 | 21 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $638,000 | 32 |
| 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 | $78,305,000 | 11 |
| Number of Managed Accounts | $73,301,000 | 3 |
| Personal Trust and Agency Accounts | $38,108,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $700,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $774,000 | 3 |
| Number of other employee benefit and retirement-related accounts | $8,129,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 95 |
| Number of managed investment management and investment advisory agency accounts | $17,606,000 | 5 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,981,000 | 2 |
| Other Fiduciary Accounts | $3,000 | 75 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $7,684,000 | 6 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $5,004,000 | 30 |
| Personal Trust and Agency Accounts | $1,021,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $1,538,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $302,000 | 14 |
| Number non-managed other employee benefit and retirement-related accounts | $1,414,000 | 20 |
| Corporate Trust and Agency Accounts | $0 | 164 |
| Number of investment management and advisory agency accounts, non-managed assets | $729,000 | 2 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 133 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda |
| Custody and Safekeeping Accounts | $10,591,000 | 21 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $641,000 | 31 |
| 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 | $79,796,000 | 10 |
| Number of Managed Accounts | $73,632,000 | 3 |
| Personal Trust and Agency Accounts | $38,784,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $630,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $685,000 | 3 |
| Number of other employee benefit and retirement-related accounts | $8,024,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 91 |
| Number of managed investment management and investment advisory agency accounts | $17,536,000 | 5 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,716,000 | 2 |
| Other Fiduciary Accounts | $257,000 | 6 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| 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 | $6,164,000 | 29 |
| Personal Trust and Agency Accounts | $1,078,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $1,702,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $353,000 | 13 |
| Number non-managed other employee benefit and retirement-related accounts | $1,138,000 | 21 |
| Corporate Trust and Agency Accounts | $0 | 163 |
| Number of investment management and advisory agency accounts, non-managed assets | $749,000 | 3 |
| Number (#) individual retirement, health savings, and other similar accounts | $711,000 | 2 |
| Other Fiduciary Accounts | $433,000 | 11 |
| Memoranda |
| Custody and Safekeeping Accounts | $10,636,000 | 21 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # 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 | $82,037,000 | 11 |
| Number of Managed Accounts | $74,372,000 | 2 |
| Personal Trust and Agency Accounts | $41,853,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $644,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $715,000 | 3 |
| Number of other employee benefit and retirement-related accounts | $7,989,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 253 |
| Number of managed investment management and investment advisory agency accounts | $15,607,000 | 5 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,316,000 | 2 |
| Other Fiduciary Accounts | $248,000 | 7 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $7,592,000 | 5 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $62,398,000 | 2 |
| Number of Non-Managed Accounts | $7,665,000 | 28 |
| Personal Trust and Agency Accounts | $1,576,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $1,863,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $357,000 | 13 |
| Number non-managed other employee benefit and retirement-related accounts | $1,183,000 | 25 |
| Corporate Trust and Agency Accounts | $0 | 372 |
| Number of investment management and advisory agency accounts, non-managed assets | $844,000 | 3 |
| Number (#) individual retirement, health savings, and other similar accounts | $866,000 | 2 |
| Other Fiduciary Accounts | $976,000 | 9 |
| Memoranda |
| Custody and Safekeeping Accounts | $10,443,000 | 23 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $669,000 | 37 |
| 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 | $52,170,000 | 15 |
| Number of Managed Accounts | $48,419,000 | 7 |
| Personal Trust and Agency Accounts | $25,110,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $478,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $551,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $5,292,000 | 7 |
| Corporate Trust and Agency Accounts | $0 | 98 |
| Number of managed investment management and investment advisory agency accounts | $11,543,000 | 8 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $5,445,000 | 1 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,751,000 | 38 |
| Personal Trust and Agency Accounts | $1,619,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $921,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $114,000 | 26 |
| Number non-managed other employee benefit and retirement-related accounts | $923,000 | 21 |
| 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 | $174,000 | 25 |
| Memoranda |
| Custody and Safekeeping Accounts | $8,218,000 | 22 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2009-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $50,107,000 | 16 |
| Number of Managed Accounts | $46,852,000 | 7 |
| Personal Trust and Agency Accounts | $24,193,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $485,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $551,000 | 5 |
| Number of other employee benefit and retirement-related accounts | $5,088,000 | 8 |
| Corporate Trust and Agency Accounts | $0 | 100 |
| Number of managed investment management and investment advisory agency accounts | $11,195,000 | 8 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $5,340,000 | 1 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,255,000 | 42 |
| Personal Trust and Agency Accounts | $1,098,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $934,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $116,000 | 25 |
| Number non-managed other employee benefit and retirement-related accounts | $949,000 | 19 |
| 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 | $158,000 | 28 |
| Memoranda |
| Custody and Safekeeping Accounts | $7,995,000 | 23 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2009-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $50,052,000 | 15 |
| Number of Managed Accounts | $46,749,000 | 7 |
| Personal Trust and Agency Accounts | $24,408,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $490,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $544,000 | 5 |
| Number of other employee benefit and retirement-related accounts | $5,020,000 | 8 |
| Corporate Trust and Agency Accounts | $0 | 99 |
| Number of managed investment management and investment advisory agency accounts | $11,039,000 | 9 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $5,248,000 | 1 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,303,000 | 39 |
| Personal Trust and Agency Accounts | $1,111,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $912,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $124,000 | 24 |
| Number non-managed other employee benefit and retirement-related accounts | $974,000 | 19 |
| 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 | $182,000 | 26 |
| Memoranda |
| Custody and Safekeeping Accounts | $8,132,000 | 24 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $50,458,000 | 16 |
| Number of Managed Accounts | $47,082,000 | 7 |
| Personal Trust and Agency Accounts | $24,466,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $508,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $550,000 | 5 |
| Number of other employee benefit and retirement-related accounts | $4,997,000 | 8 |
| Corporate Trust and Agency Accounts | $0 | 267 |
| Number of managed investment management and investment advisory agency accounts | $11,122,000 | 9 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $5,439,000 | 2 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,376,000 | 44 |
| Personal Trust and Agency Accounts | $1,126,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $936,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $117,000 | 26 |
| Number non-managed other employee benefit and retirement-related accounts | $1,005,000 | 28 |
| 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 | $192,000 | 34 |
| Memoranda |
| Custody and Safekeeping Accounts | $8,088,000 | 28 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $49,974,000 | 15 |
| Number of Managed Accounts | $47,310,000 | 6 |
| Personal Trust and Agency Accounts | $24,700,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $694,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $568,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $4,946,000 | 7 |
| Corporate Trust and Agency Accounts | $0 | 108 |
| Number of managed investment management and investment advisory agency accounts | $11,007,000 | 9 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $5,395,000 | 2 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,664,000 | 45 |
| Personal Trust and Agency Accounts | $517,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $820,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $124,000 | 24 |
| Number non-managed other employee benefit and retirement-related accounts | $988,000 | 22 |
| 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 | $215,000 | 25 |
| Memoranda |
| Custody and Safekeeping Accounts | $10,035,000 | 21 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $48,243,000 | 16 |
| Number of Managed Accounts | $45,668,000 | 6 |
| Personal Trust and Agency Accounts | $24,412,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $621,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $544,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $4,454,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $10,341,000 | 8 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $5,296,000 | 3 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,575,000 | 46 |
| Personal Trust and Agency Accounts | $515,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $780,000 | 30 |
| Employee Benefit-defined Benefit Accounts | $137,000 | 27 |
| Number non-managed other employee benefit and retirement-related accounts | $931,000 | 24 |
| 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 | $212,000 | 24 |
| Memoranda |
| Custody and Safekeeping Accounts | $9,883,000 | 22 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $47,885,000 | 15 |
| Number of Managed Accounts | $45,350,000 | 6 |
| Personal Trust and Agency Accounts | $24,469,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $640,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $562,000 | 3 |
| Number of other employee benefit and retirement-related accounts | $4,318,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 103 |
| Number of managed investment management and investment advisory agency accounts | $10,102,000 | 7 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $5,259,000 | 3 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,535,000 | 43 |
| Personal Trust and Agency Accounts | $519,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $759,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $119,000 | 29 |
| Number non-managed other employee benefit and retirement-related accounts | $935,000 | 23 |
| 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 | $203,000 | 25 |
| Memoranda |
| Custody and Safekeeping Accounts | $8,219,000 | 24 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $49,383,000 | 15 |
| Number of Managed Accounts | $46,814,000 | 6 |
| Personal Trust and Agency Accounts | $25,196,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $687,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $570,000 | 3 |
| Number of other employee benefit and retirement-related accounts | $4,479,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 273 |
| Number of managed investment management and investment advisory agency accounts | $10,504,000 | 8 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $5,378,000 | 4 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,569,000 | 47 |
| Personal Trust and Agency Accounts | $550,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $783,000 | 29 |
| Employee Benefit-defined Benefit Accounts | $124,000 | 30 |
| Number non-managed other employee benefit and retirement-related accounts | $921,000 | 28 |
| 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 | $191,000 | 32 |
| Memoranda |
| Custody and Safekeeping Accounts | $8,177,000 | 23 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $50,011,000 | 15 |
| Number of Managed Accounts | $47,404,000 | 6 |
| Personal Trust and Agency Accounts | $25,309,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $525,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $755,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $4,417,000 | 6 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $11,055,000 | 7 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $5,343,000 | 4 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,607,000 | 43 |
| Personal Trust and Agency Accounts | $632,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $799,000 | 29 |
| Employee Benefit-defined Benefit Accounts | $116,000 | 28 |
| Number non-managed other employee benefit and retirement-related accounts | $877,000 | 21 |
| 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 | $183,000 | 25 |
| Memoranda |
| Custody and Safekeeping Accounts | $6,543,000 | 24 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $42,584,000 | 15 |
| Number of Managed Accounts | $40,224,000 | 6 |
| Personal Trust and Agency Accounts | $22,292,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $454,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $466,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $4,017,000 | 7 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $8,865,000 | 8 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $4,130,000 | 3 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,360,000 | 44 |
| Personal Trust and Agency Accounts | $595,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $784,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $114,000 | 31 |
| Number non-managed other employee benefit and retirement-related accounts | $712,000 | 24 |
| 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 | $155,000 | 25 |
| Memoranda |
| Custody and Safekeeping Accounts | $3,779,000 | 37 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $42,382,000 | 16 |
| Number of Managed Accounts | $40,004,000 | 7 |
| Personal Trust and Agency Accounts | $22,584,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $463,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $454,000 | 5 |
| Number of other employee benefit and retirement-related accounts | $3,882,000 | 6 |
| Corporate Trust and Agency Accounts | $0 | 102 |
| Number of managed investment management and investment advisory agency accounts | $8,587,000 | 9 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $4,034,000 | 3 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,378,000 | 43 |
| Personal Trust and Agency Accounts | $609,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $810,000 | 30 |
| Employee Benefit-defined Benefit Accounts | $116,000 | 32 |
| Number non-managed other employee benefit and retirement-related accounts | $708,000 | 25 |
| 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 | $135,000 | 27 |
| Memoranda |
| Custody and Safekeeping Accounts | $3,737,000 | 37 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $42,146,000 | 16 |
| Number of Managed Accounts | $39,739,000 | 7 |
| Personal Trust and Agency Accounts | $22,635,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $453,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $454,000 | 5 |
| Number of other employee benefit and retirement-related accounts | $3,818,000 | 6 |
| Corporate Trust and Agency Accounts | $0 | 281 |
| Number of managed investment management and investment advisory agency accounts | $8,420,000 | 9 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $3,959,000 | 2 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,407,000 | 49 |
| Personal Trust and Agency Accounts | $610,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $844,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $129,000 | 32 |
| Number non-managed other employee benefit and retirement-related accounts | $702,000 | 35 |
| Corporate Trust and Agency Accounts | $0 | 403 |
| 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 | $122,000 | 39 |
| Memoranda |
| Custody and Safekeeping Accounts | $3,732,000 | 37 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $42,125,000 | 16 |
| Number of Managed Accounts | $39,725,000 | 6 |
| Personal Trust and Agency Accounts | $22,920,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $491,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $454,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $3,726,000 | 6 |
| Corporate Trust and Agency Accounts | $0 | 101 |
| Number of managed investment management and investment advisory agency accounts | $8,202,000 | 10 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $3,932,000 | 2 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,400,000 | 45 |
| Personal Trust and Agency Accounts | $607,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $865,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $137,000 | 29 |
| Number non-managed other employee benefit and retirement-related accounts | $654,000 | 27 |
| 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 | $137,000 | 30 |
| Memoranda |
| Custody and Safekeeping Accounts | $3,774,000 | 37 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $42,007,000 | 17 |
| Number of Managed Accounts | $39,566,000 | 6 |
| Personal Trust and Agency Accounts | $23,019,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $501,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $437,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $3,620,000 | 6 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $8,110,000 | 9 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $3,879,000 | 2 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,441,000 | 46 |
| Personal Trust and Agency Accounts | $612,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $904,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $128,000 | 34 |
| Number non-managed other employee benefit and retirement-related accounts | $667,000 | 25 |
| 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 | $130,000 | 31 |
| Memoranda |
| Custody and Safekeeping Accounts | $3,775,000 | 36 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $41,728,000 | 18 |
| Number of Managed Accounts | $39,062,000 | 6 |
| Personal Trust and Agency Accounts | $23,017,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $501,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $406,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $3,465,000 | 6 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $7,876,000 | 11 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $3,797,000 | 2 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,666,000 | 46 |
| Personal Trust and Agency Accounts | $701,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $966,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $149,000 | 29 |
| Number non-managed other employee benefit and retirement-related accounts | $702,000 | 24 |
| 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 | $148,000 | 31 |
| Memoranda |
| Custody and Safekeeping Accounts | $3,866,000 | 36 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $41,367,000 | 19 |
| Number of Managed Accounts | $38,589,000 | 7 |
| Personal Trust and Agency Accounts | $22,944,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $494,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $412,000 | 5 |
| Number of other employee benefit and retirement-related accounts | $3,412,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 303 |
| Number of managed investment management and investment advisory agency accounts | $7,598,000 | 11 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $3,729,000 | 3 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,778,000 | 49 |
| Personal Trust and Agency Accounts | $743,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $1,039,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $150,000 | 28 |
| Number non-managed other employee benefit and retirement-related accounts | $701,000 | 34 |
| 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 | $145,000 | 40 |
| Memoranda |
| Custody and Safekeeping Accounts | $3,878,000 | 35 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $41,318,000 | 16 |
| Number of Managed Accounts | $38,447,000 | 6 |
| Personal Trust and Agency Accounts | $23,019,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $500,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $414,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $3,365,000 | 6 |
| Corporate Trust and Agency Accounts | $0 | 110 |
| Number of managed investment management and investment advisory agency accounts | $7,440,000 | 11 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $3,709,000 | 2 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,871,000 | 44 |
| Personal Trust and Agency Accounts | $772,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $1,067,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $160,000 | 28 |
| Number non-managed other employee benefit and retirement-related accounts | $704,000 | 23 |
| 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 | $168,000 | 30 |
| Memoranda |
| Custody and Safekeeping Accounts | $3,846,000 | 33 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $41,175,000 | 17 |
| Number of Managed Accounts | $38,331,000 | 7 |
| Personal Trust and Agency Accounts | $23,139,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $501,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $411,000 | 5 |
| Number of other employee benefit and retirement-related accounts | $3,311,000 | 6 |
| Corporate Trust and Agency Accounts | $0 | 114 |
| Number of managed investment management and investment advisory agency accounts | $7,288,000 | 12 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $3,681,000 | 2 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,844,000 | 45 |
| Personal Trust and Agency Accounts | $818,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $997,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $145,000 | 28 |
| Number non-managed other employee benefit and retirement-related accounts | $720,000 | 23 |
| 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 | $164,000 | 30 |
| Memoranda |
| Custody and Safekeeping Accounts | $3,929,000 | 32 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $39,316,000 | 18 |
| Number of Managed Accounts | $36,886,000 | 8 |
| Personal Trust and Agency Accounts | $22,165,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $493,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $375,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $3,211,000 | 6 |
| Corporate Trust and Agency Accounts | $0 | 116 |
| Number of managed investment management and investment advisory agency accounts | $7,121,000 | 13 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $3,521,000 | 3 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,430,000 | 50 |
| Personal Trust and Agency Accounts | $762,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $906,000 | 32 |
| Employee Benefit-defined Benefit Accounts | $80,000 | 45 |
| Number non-managed other employee benefit and retirement-related accounts | $675,000 | 24 |
| 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 | $7,000 | 86 |
| Memoranda |
| Custody and Safekeeping Accounts | $3,508,000 | 33 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $39,060,000 | 19 |
| Number of Managed Accounts | $36,527,000 | 8 |
| Personal Trust and Agency Accounts | $22,084,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $479,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $383,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $3,173,000 | 6 |
| Corporate Trust and Agency Accounts | $0 | 312 |
| Number of managed investment management and investment advisory agency accounts | $6,979,000 | 13 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $3,429,000 | 3 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,533,000 | 55 |
| Personal Trust and Agency Accounts | $799,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $954,000 | 32 |
| Employee Benefit-defined Benefit Accounts | $83,000 | 48 |
| Number non-managed other employee benefit and retirement-related accounts | $690,000 | 36 |
| 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 | $7,000 | 162 |
| Memoranda |
| Custody and Safekeeping Accounts | $3,500,000 | 34 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $38,612,000 | 19 |
| Number of Managed Accounts | $36,078,000 | 10 |
| Personal Trust and Agency Accounts | $22,053,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $471,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $378,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $3,096,000 | 7 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $6,794,000 | 14 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $3,286,000 | 3 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,534,000 | 49 |
| Personal Trust and Agency Accounts | $786,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $1,002,000 | 30 |
| Employee Benefit-defined Benefit Accounts | $76,000 | 42 |
| Number non-managed other employee benefit and retirement-related accounts | $663,000 | 27 |
| 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 | $7,000 | 85 |
| Memoranda |
| Custody and Safekeeping Accounts | $3,442,000 | 34 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $38,983,000 | 19 |
| Number of Managed Accounts | $36,485,000 | 10 |
| Personal Trust and Agency Accounts | $22,296,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $495,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $385,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $3,108,000 | 7 |
| Corporate Trust and Agency Accounts | $0 | 113 |
| Number of managed investment management and investment advisory agency accounts | $6,988,000 | 14 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $3,213,000 | 3 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,498,000 | 49 |
| Personal Trust and Agency Accounts | $768,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $1,041,000 | 30 |
| Employee Benefit-defined Benefit Accounts | $83,000 | 43 |
| Number non-managed other employee benefit and retirement-related accounts | $598,000 | 33 |
| 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 | $8,000 | 85 |
| Memoranda |
| Custody and Safekeeping Accounts | $3,147,000 | 34 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $39,299,000 | 18 |
| Number of Managed Accounts | $36,753,000 | 9 |
| Personal Trust and Agency Accounts | $22,792,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $508,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $381,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $3,057,000 | 8 |
| Corporate Trust and Agency Accounts | $0 | 110 |
| Number of managed investment management and investment advisory agency accounts | $6,844,000 | 13 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $3,171,000 | 2 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,546,000 | 50 |
| Personal Trust and Agency Accounts | $758,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $1,077,000 | 29 |
| Employee Benefit-defined Benefit Accounts | $90,000 | 42 |
| Number non-managed other employee benefit and retirement-related accounts | $613,000 | 35 |
| 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 | $8,000 | 86 |
| Memoranda |
| Custody and Safekeeping Accounts | $3,193,000 | 34 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $38,256,000 | 19 |
| Number of Managed Accounts | $35,697,000 | 8 |
| Personal Trust and Agency Accounts | $22,413,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $457,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $351,000 | 8 |
| Number of other employee benefit and retirement-related accounts | $2,905,000 | 8 |
| Corporate Trust and Agency Accounts | $0 | 340 |
| Number of managed investment management and investment advisory agency accounts | $6,543,000 | 13 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $3,028,000 | 2 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,559,000 | 54 |
| Personal Trust and Agency Accounts | $741,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $1,139,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $82,000 | 46 |
| Number non-managed other employee benefit and retirement-related accounts | $588,000 | 47 |
| 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 | $9,000 | 143 |
| Memoranda |
| Custody and Safekeeping Accounts | $3,207,000 | 38 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $38,900,000 | 19 |
| Number of Managed Accounts | $36,230,000 | 7 |
| Personal Trust and Agency Accounts | $23,022,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $466,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $359,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $2,889,000 | 6 |
| Corporate Trust and Agency Accounts | $0 | 121 |
| Number of managed investment management and investment advisory agency accounts | $6,480,000 | 10 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $3,014,000 | 2 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,670,000 | 55 |
| Personal Trust and Agency Accounts | $743,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $1,231,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $88,000 | 41 |
| Number non-managed other employee benefit and retirement-related accounts | $598,000 | 37 |
| 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 | $10,000 | 95 |
| Memoranda |
| Custody and Safekeeping Accounts | $3,280,000 | 34 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $39,193,000 | 19 |
| Number of Managed Accounts | $36,416,000 | 7 |
| Personal Trust and Agency Accounts | $23,284,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $501,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $363,000 | 11 |
| Number of other employee benefit and retirement-related accounts | $2,838,000 | 6 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of managed investment management and investment advisory agency accounts | $6,405,000 | 12 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $3,025,000 | 1 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,777,000 | 57 |
| Personal Trust and Agency Accounts | $729,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $1,350,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $90,000 | 43 |
| Number non-managed other employee benefit and retirement-related accounts | $598,000 | 40 |
| 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 | $10,000 | 96 |
| Memoranda |
| Custody and Safekeeping Accounts | $3,343,000 | 33 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $39,943,000 | 19 |
| Number of Managed Accounts | $36,863,000 | 8 |
| Personal Trust and Agency Accounts | $23,622,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $544,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $378,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $2,799,000 | 6 |
| Corporate Trust and Agency Accounts | $0 | 138 |
| Number of managed investment management and investment advisory agency accounts | $6,481,000 | 11 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $3,039,000 | 2 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,080,000 | 52 |
| Personal Trust and Agency Accounts | $627,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $1,454,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $96,000 | 40 |
| Number non-managed other employee benefit and retirement-related accounts | $613,000 | 37 |
| 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 | $290,000 | 22 |
| Memoranda |
| Custody and Safekeeping Accounts | $3,217,000 | 35 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2002-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $40,332,000 | 17 |
| Number of Managed Accounts | $37,040,000 | 8 |
| Personal Trust and Agency Accounts | $23,791,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $574,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $397,000 | 10 |
| Number of other employee benefit and retirement-related accounts | $2,779,000 | 7 |
| Corporate Trust and Agency Accounts | $0 | 378 |
| Number of managed investment management and investment advisory agency accounts | $6,431,000 | 12 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $3,068,000 | 2 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,292,000 | 51 |
| Personal Trust and Agency Accounts | $643,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $1,504,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $90,000 | 51 |
| Number non-managed other employee benefit and retirement-related accounts | $759,000 | 41 |
| 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 | $296,000 | 25 |
| Memoranda |
| Custody and Safekeeping Accounts | $3,283,000 | 36 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2001-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $42,017,000 | 15 |
| Number of Managed Accounts | $38,202,000 | 8 |
| Personal Trust and Agency Accounts | $25,249,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $840,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $469,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $2,659,000 | 6 |
| Corporate Trust and Agency Accounts | $0 | 351 |
| Number of managed investment management and investment advisory agency accounts | $5,882,000 | 14 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $3,103,000 | 4 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,815,000 | 43 |
| Personal Trust and Agency Accounts | $687,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $1,735,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $79,000 | 54 |
| Number non-managed other employee benefit and retirement-related accounts | $1,088,000 | 30 |
| 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 | $226,000 | 27 |
| Memoranda |
| Custody and Safekeeping Accounts | $3,947,000 | 23 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2000-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda |
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1999-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda |
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1998-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda |
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1997-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda |
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1996-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda |
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1995-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda |
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1994-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda |
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1993-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda |
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1992-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda |
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
