Home > Regions Bank > Number of Fiduciary and Related Asset Accounts
Regions Bank, Number of Fiduciary and Related Asset Accounts
| 2024-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $29,726,000 | 24 |
| Number of Managed Accounts | $19,008,000 | 17 |
| Personal Trust and Agency Accounts | $5,544,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $435,000 | 45 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 69 |
| Number of other employee benefit and retirement-related accounts | $4,510,000 | 29 |
| Corporate Trust and Agency Accounts | $7,000 | 44 |
| Number of managed investment management and investment advisory agency accounts | $7,397,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | $949,000 | 11 |
| Other Fiduciary Accounts | $135,000 | 14 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,471,000 | 19 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,718,000 | 20 |
| Personal Trust and Agency Accounts | $2,266,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $151,000 | 52 |
| Employee Benefit-defined Benefit Accounts | $81,000 | 19 |
| Number non-managed other employee benefit and retirement-related accounts | $536,000 | 29 |
| Corporate Trust and Agency Accounts | $7,436,000 | 12 |
| Number of investment management and advisory agency accounts, non-managed assets | $71,000 | 29 |
| Number (#) individual retirement, health savings, and other similar accounts | $22,000 | 56 |
| Other Fiduciary Accounts | $155,000 | 15 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,124,000 | 41 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 18 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $489,000 | 66 |
| 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 | $29,915,000 | 24 |
| Number of Managed Accounts | $19,250,000 | 17 |
| Personal Trust and Agency Accounts | $5,666,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $445,000 | 45 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 71 |
| Number of other employee benefit and retirement-related accounts | $4,570,000 | 26 |
| Corporate Trust and Agency Accounts | $12,000 | 72 |
| Number of managed investment management and investment advisory agency accounts | $7,454,000 | 17 |
| Number of foundation and endowment trust and agency accounts, managed assets | $937,000 | 11 |
| Other Fiduciary Accounts | $135,000 | 13 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,540,000 | 20 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,665,000 | 21 |
| Personal Trust and Agency Accounts | $2,272,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $154,000 | 50 |
| Employee Benefit-defined Benefit Accounts | $87,000 | 17 |
| Number non-managed other employee benefit and retirement-related accounts | $561,000 | 58 |
| Corporate Trust and Agency Accounts | $7,351,000 | 12 |
| Number of investment management and advisory agency accounts, non-managed assets | $75,000 | 32 |
| Number (#) individual retirement, health savings, and other similar accounts | $21,000 | 57 |
| Other Fiduciary Accounts | $144,000 | 14 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,158,000 | 44 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 38 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $513,000 | 69 |
| 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 | $29,870,000 | 23 |
| Number of Managed Accounts | $19,263,000 | 17 |
| Personal Trust and Agency Accounts | $5,743,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $443,000 | 42 |
| Employee Benefit-defined Benefit Accounts | $33,000 | 25 |
| Number of other employee benefit and retirement-related accounts | $4,564,000 | 33 |
| Corporate Trust and Agency Accounts | $13,000 | 25 |
| Number of managed investment management and investment advisory agency accounts | $7,401,000 | 17 |
| Number of foundation and endowment trust and agency accounts, managed assets | $936,000 | 11 |
| Other Fiduciary Accounts | $130,000 | 13 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,529,000 | 20 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,607,000 | 20 |
| Personal Trust and Agency Accounts | $2,276,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $161,000 | 38 |
| Employee Benefit-defined Benefit Accounts | $88,000 | 58 |
| Number non-managed other employee benefit and retirement-related accounts | $559,000 | 25 |
| Corporate Trust and Agency Accounts | $7,286,000 | 14 |
| Number of investment management and advisory agency accounts, non-managed assets | $77,000 | 47 |
| Number (#) individual retirement, health savings, and other similar accounts | $19,000 | 21 |
| Other Fiduciary Accounts | $141,000 | 15 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,193,000 | 40 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $515,000 | 70 |
| 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 | $29,702,000 | 24 |
| Number of Managed Accounts | $19,246,000 | 17 |
| Personal Trust and Agency Accounts | $5,818,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $449,000 | 42 |
| Employee Benefit-defined Benefit Accounts | $33,000 | 26 |
| Number of other employee benefit and retirement-related accounts | $4,536,000 | 32 |
| Corporate Trust and Agency Accounts | $14,000 | 38 |
| Number of managed investment management and investment advisory agency accounts | $7,337,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | $931,000 | 11 |
| Other Fiduciary Accounts | $128,000 | 11 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,503,000 | 19 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Number of Non-Managed Accounts | $10,456,000 | 20 |
| Personal Trust and Agency Accounts | $2,092,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $168,000 | 34 |
| Employee Benefit-defined Benefit Accounts | $86,000 | 61 |
| Number non-managed other employee benefit and retirement-related accounts | $581,000 | 57 |
| Corporate Trust and Agency Accounts | $7,296,000 | 21 |
| Number of investment management and advisory agency accounts, non-managed assets | $76,000 | 42 |
| Number (#) individual retirement, health savings, and other similar accounts | $21,000 | 19 |
| Other Fiduciary Accounts | $136,000 | 20 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,139,000 | 42 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 38 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $537,000 | 71 |
| 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 | $29,728,000 | 23 |
| Number of Managed Accounts | $19,369,000 | 17 |
| Personal Trust and Agency Accounts | $5,980,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $451,000 | 38 |
| Employee Benefit-defined Benefit Accounts | $35,000 | 25 |
| Number of other employee benefit and retirement-related accounts | $4,498,000 | 27 |
| Corporate Trust and Agency Accounts | $13,000 | 26 |
| Number of managed investment management and investment advisory agency accounts | $7,326,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | $936,000 | 11 |
| Other Fiduciary Accounts | $130,000 | 11 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,467,000 | 19 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,359,000 | 19 |
| Personal Trust and Agency Accounts | $2,071,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $170,000 | 35 |
| Employee Benefit-defined Benefit Accounts | $88,000 | 57 |
| Number non-managed other employee benefit and retirement-related accounts | $597,000 | 25 |
| Corporate Trust and Agency Accounts | $7,193,000 | 13 |
| Number of investment management and advisory agency accounts, non-managed assets | $82,000 | 35 |
| Number (#) individual retirement, health savings, and other similar accounts | $20,000 | 22 |
| Other Fiduciary Accounts | $138,000 | 14 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,130,000 | 41 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $553,000 | 61 |
| 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 | $29,646,000 | 22 |
| Number of Managed Accounts | $19,326,000 | 16 |
| Personal Trust and Agency Accounts | $6,058,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $308,000 | 50 |
| Employee Benefit-defined Benefit Accounts | $29,000 | 25 |
| Number of other employee benefit and retirement-related accounts | $4,690,000 | 27 |
| Corporate Trust and Agency Accounts | $14,000 | 29 |
| Number of managed investment management and investment advisory agency accounts | $7,241,000 | 18 |
| Number of foundation and endowment trust and agency accounts, managed assets | $937,000 | 11 |
| Other Fiduciary Accounts | $49,000 | 19 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,414,000 | 17 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,320,000 | 19 |
| Personal Trust and Agency Accounts | $2,124,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $201,000 | 30 |
| Employee Benefit-defined Benefit Accounts | $92,000 | 60 |
| Number non-managed other employee benefit and retirement-related accounts | $574,000 | 57 |
| Corporate Trust and Agency Accounts | $7,075,000 | 27 |
| Number of investment management and advisory agency accounts, non-managed assets | $115,000 | 25 |
| Number (#) individual retirement, health savings, and other similar accounts | $20,000 | 21 |
| Other Fiduciary Accounts | $119,000 | 20 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,150,000 | 39 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 37 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $556,000 | 67 |
| 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 | $29,507,000 | 25 |
| Number of Managed Accounts | $19,156,000 | 17 |
| Personal Trust and Agency Accounts | $6,137,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $309,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $29,000 | 27 |
| Number of other employee benefit and retirement-related accounts | $4,631,000 | 18 |
| Corporate Trust and Agency Accounts | $14,000 | 27 |
| Number of managed investment management and investment advisory agency accounts | $7,052,000 | 18 |
| Number of foundation and endowment trust and agency accounts, managed assets | $934,000 | 11 |
| Other Fiduciary Accounts | $50,000 | 19 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,359,000 | 19 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,351,000 | 21 |
| Personal Trust and Agency Accounts | $2,127,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $208,000 | 31 |
| Employee Benefit-defined Benefit Accounts | $93,000 | 19 |
| Number non-managed other employee benefit and retirement-related accounts | $574,000 | 19 |
| Corporate Trust and Agency Accounts | $7,102,000 | 12 |
| Number of investment management and advisory agency accounts, non-managed assets | $113,000 | 21 |
| Number (#) individual retirement, health savings, and other similar accounts | $19,000 | 23 |
| Other Fiduciary Accounts | $115,000 | 19 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,156,000 | 41 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $556,000 | 32 |
| 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 | $29,235,000 | 25 |
| Number of Managed Accounts | $18,955,000 | 17 |
| Personal Trust and Agency Accounts | $6,186,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $314,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $30,000 | 30 |
| Number of other employee benefit and retirement-related accounts | $4,597,000 | 18 |
| Corporate Trust and Agency Accounts | $14,000 | 40 |
| Number of managed investment management and investment advisory agency accounts | $6,826,000 | 19 |
| Number of foundation and endowment trust and agency accounts, managed assets | $939,000 | 11 |
| Other Fiduciary Accounts | $49,000 | 21 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,333,000 | 19 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Number of Non-Managed Accounts | $10,280,000 | 22 |
| Personal Trust and Agency Accounts | $2,086,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $211,000 | 34 |
| Employee Benefit-defined Benefit Accounts | $92,000 | 21 |
| Number non-managed other employee benefit and retirement-related accounts | $576,000 | 21 |
| Corporate Trust and Agency Accounts | $7,074,000 | 12 |
| Number of investment management and advisory agency accounts, non-managed assets | $112,000 | 21 |
| Number (#) individual retirement, health savings, and other similar accounts | $16,000 | 26 |
| Other Fiduciary Accounts | $113,000 | 21 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,178,000 | 45 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $559,000 | 40 |
| 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 | $29,382,000 | 25 |
| Number of Managed Accounts | $18,996,000 | 17 |
| Personal Trust and Agency Accounts | $6,381,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $354,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $30,000 | 30 |
| Number of other employee benefit and retirement-related accounts | $4,601,000 | 18 |
| Corporate Trust and Agency Accounts | $14,000 | 25 |
| Number of managed investment management and investment advisory agency accounts | $6,634,000 | 19 |
| Number of foundation and endowment trust and agency accounts, managed assets | $932,000 | 12 |
| Other Fiduciary Accounts | $50,000 | 20 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,311,000 | 19 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,386,000 | 23 |
| Personal Trust and Agency Accounts | $2,151,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $217,000 | 30 |
| Employee Benefit-defined Benefit Accounts | $94,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $582,000 | 18 |
| Corporate Trust and Agency Accounts | $7,102,000 | 12 |
| Number of investment management and advisory agency accounts, non-managed assets | $108,000 | 22 |
| Number (#) individual retirement, health savings, and other similar accounts | $18,000 | 23 |
| Other Fiduciary Accounts | $114,000 | 19 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,147,000 | 41 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $560,000 | 35 |
| 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 | $29,144,000 | 23 |
| Number of Managed Accounts | $18,911,000 | 17 |
| Personal Trust and Agency Accounts | $6,453,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $357,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 26 |
| Number of other employee benefit and retirement-related accounts | $4,566,000 | 18 |
| Corporate Trust and Agency Accounts | $8,000 | 32 |
| Number of managed investment management and investment advisory agency accounts | $6,517,000 | 20 |
| Number of foundation and endowment trust and agency accounts, managed assets | $929,000 | 12 |
| Other Fiduciary Accounts | $50,000 | 19 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,275,000 | 18 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,233,000 | 20 |
| Personal Trust and Agency Accounts | $2,129,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $221,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $94,000 | 19 |
| Number non-managed other employee benefit and retirement-related accounts | $587,000 | 18 |
| Corporate Trust and Agency Accounts | $6,953,000 | 10 |
| Number of investment management and advisory agency accounts, non-managed assets | $116,000 | 18 |
| Number (#) individual retirement, health savings, and other similar accounts | $20,000 | 21 |
| Other Fiduciary Accounts | $113,000 | 20 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,147,000 | 40 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $565,000 | 33 |
| 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 | $28,875,000 | 23 |
| Number of Managed Accounts | $18,715,000 | 17 |
| Personal Trust and Agency Accounts | $6,459,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $357,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 26 |
| Number of other employee benefit and retirement-related accounts | $4,487,000 | 18 |
| Corporate Trust and Agency Accounts | $7,000 | 27 |
| Number of managed investment management and investment advisory agency accounts | $6,404,000 | 20 |
| Number of foundation and endowment trust and agency accounts, managed assets | $918,000 | 12 |
| Other Fiduciary Accounts | $52,000 | 18 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,194,000 | 19 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,160,000 | 20 |
| Personal Trust and Agency Accounts | $2,121,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $222,000 | 29 |
| Employee Benefit-defined Benefit Accounts | $98,000 | 19 |
| Number non-managed other employee benefit and retirement-related accounts | $587,000 | 16 |
| Corporate Trust and Agency Accounts | $6,880,000 | 10 |
| Number of investment management and advisory agency accounts, non-managed assets | $121,000 | 17 |
| Number (#) individual retirement, health savings, and other similar accounts | $22,000 | 19 |
| Other Fiduciary Accounts | $109,000 | 20 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,140,000 | 39 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $565,000 | 30 |
| 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 | $28,983,000 | 22 |
| Number of Managed Accounts | $18,580,000 | 17 |
| Personal Trust and Agency Accounts | $6,523,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $344,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $32,000 | 27 |
| Number of other employee benefit and retirement-related accounts | $4,400,000 | 18 |
| Corporate Trust and Agency Accounts | $7,000 | 49 |
| Number of managed investment management and investment advisory agency accounts | $6,354,000 | 20 |
| Number of foundation and endowment trust and agency accounts, managed assets | $871,000 | 12 |
| Other Fiduciary Accounts | $49,000 | 21 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,102,000 | 19 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Number of Non-Managed Accounts | $10,403,000 | 19 |
| Personal Trust and Agency Accounts | $2,262,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $226,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $98,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $588,000 | 20 |
| Corporate Trust and Agency Accounts | $6,973,000 | 10 |
| Number of investment management and advisory agency accounts, non-managed assets | $129,000 | 16 |
| Number (#) individual retirement, health savings, and other similar accounts | $25,000 | 20 |
| Other Fiduciary Accounts | $102,000 | 24 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,151,000 | 41 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $571,000 | 36 |
| 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 | $28,863,000 | 23 |
| Number of Managed Accounts | $18,597,000 | 17 |
| Personal Trust and Agency Accounts | $6,680,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $359,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $34,000 | 25 |
| Number of other employee benefit and retirement-related accounts | $4,344,000 | 19 |
| Corporate Trust and Agency Accounts | $7,000 | 24 |
| Number of managed investment management and investment advisory agency accounts | $6,255,000 | 20 |
| Number of foundation and endowment trust and agency accounts, managed assets | $873,000 | 11 |
| Other Fiduciary Accounts | $45,000 | 20 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,039,000 | 20 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,266,000 | 19 |
| Personal Trust and Agency Accounts | $2,272,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $234,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $104,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $605,000 | 17 |
| Corporate Trust and Agency Accounts | $6,786,000 | 10 |
| Number of investment management and advisory agency accounts, non-managed assets | $138,000 | 17 |
| Number (#) individual retirement, health savings, and other similar accounts | $26,000 | 18 |
| Other Fiduciary Accounts | $101,000 | 23 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,158,000 | 36 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $587,000 | 28 |
| 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 | $28,561,000 | 24 |
| Number of Managed Accounts | $18,473,000 | 17 |
| Personal Trust and Agency Accounts | $6,740,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $375,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $35,000 | 24 |
| Number of other employee benefit and retirement-related accounts | $4,268,000 | 19 |
| Corporate Trust and Agency Accounts | $5,000 | 32 |
| Number of managed investment management and investment advisory agency accounts | $6,144,000 | 20 |
| Number of foundation and endowment trust and agency accounts, managed assets | $864,000 | 11 |
| Other Fiduciary Accounts | $42,000 | 21 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,957,000 | 20 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,088,000 | 20 |
| Personal Trust and Agency Accounts | $2,314,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $243,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $113,000 | 18 |
| Number non-managed other employee benefit and retirement-related accounts | $639,000 | 19 |
| Corporate Trust and Agency Accounts | $6,504,000 | 10 |
| Number of investment management and advisory agency accounts, non-managed assets | $146,000 | 15 |
| Number (#) individual retirement, health savings, and other similar accounts | $27,000 | 19 |
| Other Fiduciary Accounts | $102,000 | 23 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,156,000 | 39 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $621,000 | 33 |
| 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 | $28,975,000 | 24 |
| Number of Managed Accounts | $18,315,000 | 17 |
| Personal Trust and Agency Accounts | $6,764,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $393,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $39,000 | 23 |
| Number of other employee benefit and retirement-related accounts | $4,208,000 | 18 |
| Corporate Trust and Agency Accounts | $6,000 | 26 |
| Number of managed investment management and investment advisory agency accounts | $5,989,000 | 20 |
| Number of foundation and endowment trust and agency accounts, managed assets | $868,000 | 11 |
| Other Fiduciary Accounts | $48,000 | 20 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,893,000 | 19 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,660,000 | 20 |
| Personal Trust and Agency Accounts | $2,357,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $260,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $129,000 | 16 |
| Number non-managed other employee benefit and retirement-related accounts | $648,000 | 18 |
| Corporate Trust and Agency Accounts | $6,950,000 | 9 |
| Number of investment management and advisory agency accounts, non-managed assets | $149,000 | 15 |
| Number (#) individual retirement, health savings, and other similar accounts | $34,000 | 18 |
| Other Fiduciary Accounts | $133,000 | 18 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,170,000 | 38 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $628,000 | 30 |
| 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 | $28,871,000 | 24 |
| Number of Managed Accounts | $18,247,000 | 18 |
| Personal Trust and Agency Accounts | $6,849,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $393,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $40,000 | 25 |
| Number of other employee benefit and retirement-related accounts | $4,160,000 | 18 |
| Corporate Trust and Agency Accounts | $10,000 | 43 |
| Number of managed investment management and investment advisory agency accounts | $5,882,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | $865,000 | 11 |
| Other Fiduciary Accounts | $48,000 | 23 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,831,000 | 19 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $12,000 | 40 |
| Number of Non-Managed Accounts | $10,624,000 | 20 |
| Personal Trust and Agency Accounts | $2,344,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $276,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $134,000 | 16 |
| Number non-managed other employee benefit and retirement-related accounts | $670,000 | 20 |
| Corporate Trust and Agency Accounts | $6,887,000 | 9 |
| Number of investment management and advisory agency accounts, non-managed assets | $151,000 | 15 |
| Number (#) individual retirement, health savings, and other similar accounts | $30,000 | 19 |
| Other Fiduciary Accounts | $132,000 | 21 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,169,000 | 40 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $644,000 | 35 |
| 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 | $28,848,000 | 25 |
| Number of Managed Accounts | $18,210,000 | 18 |
| Personal Trust and Agency Accounts | $6,933,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $397,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $40,000 | 26 |
| Number of other employee benefit and retirement-related accounts | $4,096,000 | 18 |
| Corporate Trust and Agency Accounts | $10,000 | 22 |
| Number of managed investment management and investment advisory agency accounts | $5,827,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | $860,000 | 11 |
| Other Fiduciary Accounts | $47,000 | 20 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,764,000 | 19 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,638,000 | 20 |
| Personal Trust and Agency Accounts | $2,398,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $279,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $144,000 | 15 |
| Number non-managed other employee benefit and retirement-related accounts | $677,000 | 19 |
| Corporate Trust and Agency Accounts | $6,819,000 | 9 |
| Number of investment management and advisory agency accounts, non-managed assets | $155,000 | 15 |
| Number (#) individual retirement, health savings, and other similar accounts | $33,000 | 19 |
| Other Fiduciary Accounts | $133,000 | 18 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,115,000 | 36 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $653,000 | 31 |
| 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 | $29,176,000 | 24 |
| Number of Managed Accounts | $18,482,000 | 17 |
| Personal Trust and Agency Accounts | $7,017,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $406,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $46,000 | 24 |
| Number of other employee benefit and retirement-related accounts | $4,092,000 | 18 |
| Corporate Trust and Agency Accounts | $10,000 | 25 |
| Number of managed investment management and investment advisory agency accounts | $6,000,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | $865,000 | 10 |
| Other Fiduciary Accounts | $46,000 | 20 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,712,000 | 19 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,694,000 | 20 |
| Personal Trust and Agency Accounts | $2,501,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $278,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $149,000 | 14 |
| Number non-managed other employee benefit and retirement-related accounts | $700,000 | 19 |
| Corporate Trust and Agency Accounts | $6,737,000 | 9 |
| Number of investment management and advisory agency accounts, non-managed assets | $166,000 | 16 |
| Number (#) individual retirement, health savings, and other similar accounts | $32,000 | 20 |
| Other Fiduciary Accounts | $131,000 | 18 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,865,000 | 39 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $670,000 | 34 |
| 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 | $29,482,000 | 24 |
| Number of Managed Accounts | $18,614,000 | 17 |
| Personal Trust and Agency Accounts | $7,109,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $423,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $43,000 | 24 |
| Number of other employee benefit and retirement-related accounts | $4,078,000 | 18 |
| Corporate Trust and Agency Accounts | $10,000 | 22 |
| Number of managed investment management and investment advisory agency accounts | $6,044,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | $861,000 | 10 |
| Other Fiduciary Accounts | $46,000 | 19 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,755,000 | 19 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,868,000 | 20 |
| Personal Trust and Agency Accounts | $2,494,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $300,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $158,000 | 14 |
| Number non-managed other employee benefit and retirement-related accounts | $739,000 | 17 |
| Corporate Trust and Agency Accounts | $6,858,000 | 9 |
| Number of investment management and advisory agency accounts, non-managed assets | $158,000 | 16 |
| Number (#) individual retirement, health savings, and other similar accounts | $30,000 | 20 |
| Other Fiduciary Accounts | $131,000 | 19 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,882,000 | 40 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $739,000 | 30 |
| 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 | $29,286,000 | 25 |
| Number of Managed Accounts | $18,522,000 | 17 |
| Personal Trust and Agency Accounts | $7,196,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $427,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $43,000 | 25 |
| Number of other employee benefit and retirement-related accounts | $4,002,000 | 18 |
| Corporate Trust and Agency Accounts | $10,000 | 46 |
| Number of managed investment management and investment advisory agency accounts | $5,934,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | $865,000 | 11 |
| Other Fiduciary Accounts | $45,000 | 24 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,610,000 | 19 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $23,000 | 41 |
| Number of Non-Managed Accounts | $10,764,000 | 20 |
| Personal Trust and Agency Accounts | $2,471,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $297,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $173,000 | 12 |
| Number non-managed other employee benefit and retirement-related accounts | $737,000 | 19 |
| Corporate Trust and Agency Accounts | $6,753,000 | 9 |
| Number of investment management and advisory agency accounts, non-managed assets | $173,000 | 16 |
| Number (#) individual retirement, health savings, and other similar accounts | $30,000 | 20 |
| Other Fiduciary Accounts | $130,000 | 21 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,894,000 | 43 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $704,000 | 34 |
| 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 | $29,178,000 | 23 |
| Number of Managed Accounts | $18,507,000 | 17 |
| Personal Trust and Agency Accounts | $7,362,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $444,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $44,000 | 26 |
| Number of other employee benefit and retirement-related accounts | $3,920,000 | 18 |
| Corporate Trust and Agency Accounts | $9,000 | 25 |
| Number of managed investment management and investment advisory agency accounts | $5,820,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | $859,000 | 12 |
| Other Fiduciary Accounts | $49,000 | 20 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,523,000 | 19 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,671,000 | 20 |
| Personal Trust and Agency Accounts | $2,427,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $302,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $178,000 | 11 |
| Number non-managed other employee benefit and retirement-related accounts | $757,000 | 17 |
| Corporate Trust and Agency Accounts | $6,682,000 | 9 |
| Number of investment management and advisory agency accounts, non-managed assets | $165,000 | 16 |
| Number (#) individual retirement, health savings, and other similar accounts | $30,000 | 19 |
| Other Fiduciary Accounts | $130,000 | 18 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,015,000 | 36 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $727,000 | 28 |
| 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 | $29,170,000 | 23 |
| Number of Managed Accounts | $18,518,000 | 17 |
| Personal Trust and Agency Accounts | $7,488,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $448,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $42,000 | 26 |
| Number of other employee benefit and retirement-related accounts | $3,934,000 | 18 |
| Corporate Trust and Agency Accounts | $7,000 | 32 |
| Number of managed investment management and investment advisory agency accounts | $5,699,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | $860,000 | 11 |
| Other Fiduciary Accounts | $40,000 | 25 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,486,000 | 19 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,652,000 | 20 |
| Personal Trust and Agency Accounts | $2,460,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $294,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $167,000 | 12 |
| Number non-managed other employee benefit and retirement-related accounts | $800,000 | 17 |
| Corporate Trust and Agency Accounts | $6,625,000 | 9 |
| Number of investment management and advisory agency accounts, non-managed assets | $176,000 | 17 |
| Number (#) individual retirement, health savings, and other similar accounts | $25,000 | 25 |
| Other Fiduciary Accounts | $105,000 | 20 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,047,000 | 37 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $755,000 | 29 |
| 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 | $29,234,000 | 23 |
| Number of Managed Accounts | $18,515,000 | 17 |
| Personal Trust and Agency Accounts | $7,583,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $457,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $42,000 | 26 |
| Number of other employee benefit and retirement-related accounts | $3,898,000 | 18 |
| Corporate Trust and Agency Accounts | $7,000 | 30 |
| Number of managed investment management and investment advisory agency accounts | $5,640,000 | 22 |
| Number of foundation and endowment trust and agency accounts, managed assets | $849,000 | 11 |
| Other Fiduciary Accounts | $39,000 | 24 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,429,000 | 19 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,719,000 | 20 |
| Personal Trust and Agency Accounts | $2,469,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $309,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $178,000 | 12 |
| Number non-managed other employee benefit and retirement-related accounts | $801,000 | 18 |
| Corporate Trust and Agency Accounts | $6,656,000 | 9 |
| Number of investment management and advisory agency accounts, non-managed assets | $177,000 | 16 |
| Number (#) individual retirement, health savings, and other similar accounts | $25,000 | 26 |
| Other Fiduciary Accounts | $104,000 | 22 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,035,000 | 36 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $763,000 | 28 |
| 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 | $29,277,000 | 23 |
| Number of Managed Accounts | $18,625,000 | 18 |
| Personal Trust and Agency Accounts | $7,699,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $466,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $44,000 | 27 |
| Number of other employee benefit and retirement-related accounts | $3,912,000 | 17 |
| Corporate Trust and Agency Accounts | $7,000 | 53 |
| Number of managed investment management and investment advisory agency accounts | $5,601,000 | 23 |
| Number of foundation and endowment trust and agency accounts, managed assets | $860,000 | 12 |
| Other Fiduciary Accounts | $36,000 | 24 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,399,000 | 19 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Number of Non-Managed Accounts | $10,652,000 | 19 |
| Personal Trust and Agency Accounts | $2,443,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $309,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $182,000 | 11 |
| Number non-managed other employee benefit and retirement-related accounts | $824,000 | 18 |
| Corporate Trust and Agency Accounts | $6,587,000 | 9 |
| Number of investment management and advisory agency accounts, non-managed assets | $175,000 | 16 |
| Number (#) individual retirement, health savings, and other similar accounts | $26,000 | 23 |
| Other Fiduciary Accounts | $106,000 | 26 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,019,000 | 37 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $966,000 | 27 |
| 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 | $33,265,000 | 21 |
| Number of Managed Accounts | $19,279,000 | 17 |
| Personal Trust and Agency Accounts | $8,032,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $500,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $46,000 | 23 |
| Number of other employee benefit and retirement-related accounts | $3,980,000 | 18 |
| Corporate Trust and Agency Accounts | $8,000 | 31 |
| Number of managed investment management and investment advisory agency accounts | $5,800,000 | 20 |
| Number of foundation and endowment trust and agency accounts, managed assets | $873,000 | 12 |
| Other Fiduciary Accounts | $40,000 | 20 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,416,000 | 20 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $13,986,000 | 18 |
| Personal Trust and Agency Accounts | $2,837,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $373,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $214,000 | 11 |
| Number non-managed other employee benefit and retirement-related accounts | $1,207,000 | 14 |
| Corporate Trust and Agency Accounts | $9,071,000 | 9 |
| Number of investment management and advisory agency accounts, non-managed assets | $145,000 | 18 |
| Number (#) individual retirement, health savings, and other similar accounts | $29,000 | 22 |
| Other Fiduciary Accounts | $110,000 | 22 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,554,000 | 34 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,145,000 | 24 |
| 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 | $33,602,000 | 19 |
| Number of Managed Accounts | $19,119,000 | 17 |
| Personal Trust and Agency Accounts | $8,148,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $488,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $47,000 | 24 |
| Number of other employee benefit and retirement-related accounts | $3,912,000 | 18 |
| Corporate Trust and Agency Accounts | $5,000 | 37 |
| Number of managed investment management and investment advisory agency accounts | $5,606,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | $876,000 | 12 |
| Other Fiduciary Accounts | $37,000 | 22 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,380,000 | 20 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $14,483,000 | 17 |
| Personal Trust and Agency Accounts | $2,851,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $391,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $210,000 | 11 |
| Number non-managed other employee benefit and retirement-related accounts | $1,385,000 | 12 |
| Corporate Trust and Agency Accounts | $9,187,000 | 9 |
| Number of investment management and advisory agency accounts, non-managed assets | $319,000 | 11 |
| Number (#) individual retirement, health savings, and other similar accounts | $30,000 | 21 |
| Other Fiduciary Accounts | $110,000 | 22 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,549,000 | 33 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,263,000 | 23 |
| 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 | $33,338,000 | 20 |
| Number of Managed Accounts | $18,924,000 | 17 |
| Personal Trust and Agency Accounts | $8,179,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $502,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $47,000 | 23 |
| Number of other employee benefit and retirement-related accounts | $3,845,000 | 18 |
| Corporate Trust and Agency Accounts | $5,000 | 37 |
| Number of managed investment management and investment advisory agency accounts | $5,455,000 | 23 |
| Number of foundation and endowment trust and agency accounts, managed assets | $855,000 | 12 |
| Other Fiduciary Accounts | $36,000 | 20 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,300,000 | 20 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $14,414,000 | 18 |
| Personal Trust and Agency Accounts | $2,862,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $410,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $211,000 | 11 |
| Number non-managed other employee benefit and retirement-related accounts | $1,576,000 | 12 |
| Corporate Trust and Agency Accounts | $9,083,000 | 10 |
| Number of investment management and advisory agency accounts, non-managed assets | $130,000 | 21 |
| Number (#) individual retirement, health savings, and other similar accounts | $30,000 | 21 |
| Other Fiduciary Accounts | $112,000 | 22 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,527,000 | 34 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,267,000 | 23 |
| 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 | $33,296,000 | 20 |
| Number of Managed Accounts | $18,761,000 | 17 |
| Personal Trust and Agency Accounts | $8,205,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $532,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $48,000 | 24 |
| Number of other employee benefit and retirement-related accounts | $3,756,000 | 18 |
| Corporate Trust and Agency Accounts | $4,000 | 75 |
| Number of managed investment management and investment advisory agency accounts | $5,325,000 | 24 |
| Number of foundation and endowment trust and agency accounts, managed assets | $854,000 | 13 |
| Other Fiduciary Accounts | $37,000 | 23 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,207,000 | 20 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 47 |
| Number of Non-Managed Accounts | $14,535,000 | 18 |
| Personal Trust and Agency Accounts | $2,839,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $419,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $212,000 | 11 |
| Number non-managed other employee benefit and retirement-related accounts | $1,580,000 | 12 |
| Corporate Trust and Agency Accounts | $9,213,000 | 10 |
| Number of investment management and advisory agency accounts, non-managed assets | $130,000 | 21 |
| Number (#) individual retirement, health savings, and other similar accounts | $28,000 | 21 |
| Other Fiduciary Accounts | $114,000 | 25 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,513,000 | 36 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,271,000 | 23 |
| 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 | $29,753,000 | 22 |
| Number of Managed Accounts | $18,028,000 | 18 |
| Personal Trust and Agency Accounts | $8,316,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $518,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $45,000 | 25 |
| Number of other employee benefit and retirement-related accounts | $3,546,000 | 20 |
| Corporate Trust and Agency Accounts | $2,000 | 55 |
| Number of managed investment management and investment advisory agency accounts | $4,799,000 | 25 |
| Number of foundation and endowment trust and agency accounts, managed assets | $773,000 | 14 |
| Other Fiduciary Accounts | $29,000 | 26 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,021,000 | 20 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $11,725,000 | 18 |
| Personal Trust and Agency Accounts | $2,671,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $382,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $191,000 | 11 |
| Number non-managed other employee benefit and retirement-related accounts | $1,430,000 | 13 |
| Corporate Trust and Agency Accounts | $6,744,000 | 10 |
| Number of investment management and advisory agency accounts, non-managed assets | $176,000 | 15 |
| Number (#) individual retirement, health savings, and other similar accounts | $22,000 | 29 |
| Other Fiduciary Accounts | $109,000 | 22 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,324,000 | 36 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,147,000 | 25 |
| 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 | $29,690,000 | 22 |
| Number of Managed Accounts | $17,873,000 | 16 |
| Personal Trust and Agency Accounts | $8,411,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $533,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $45,000 | 25 |
| Number of other employee benefit and retirement-related accounts | $3,405,000 | 20 |
| Corporate Trust and Agency Accounts | $3,000 | 55 |
| Number of managed investment management and investment advisory agency accounts | $4,665,000 | 24 |
| Number of foundation and endowment trust and agency accounts, managed assets | $780,000 | 13 |
| Other Fiduciary Accounts | $31,000 | 26 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,961,000 | 20 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $11,817,000 | 18 |
| Personal Trust and Agency Accounts | $2,689,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $396,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $191,000 | 11 |
| Number non-managed other employee benefit and retirement-related accounts | $1,519,000 | 13 |
| Corporate Trust and Agency Accounts | $6,696,000 | 10 |
| Number of investment management and advisory agency accounts, non-managed assets | $190,000 | 12 |
| Number (#) individual retirement, health savings, and other similar accounts | $23,000 | 26 |
| Other Fiduciary Accounts | $113,000 | 22 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,305,000 | 35 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,196,000 | 25 |
| 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 | $29,687,000 | 22 |
| Number of Managed Accounts | $17,970,000 | 16 |
| Personal Trust and Agency Accounts | $8,562,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $548,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $48,000 | 24 |
| Number of other employee benefit and retirement-related accounts | $3,418,000 | 20 |
| Corporate Trust and Agency Accounts | $3,000 | 56 |
| Number of managed investment management and investment advisory agency accounts | $4,579,000 | 24 |
| Number of foundation and endowment trust and agency accounts, managed assets | $782,000 | 14 |
| Other Fiduciary Accounts | $30,000 | 25 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,920,000 | 20 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $11,717,000 | 18 |
| Personal Trust and Agency Accounts | $2,708,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $413,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $190,000 | 11 |
| Number non-managed other employee benefit and retirement-related accounts | $1,452,000 | 12 |
| Corporate Trust and Agency Accounts | $6,627,000 | 10 |
| Number of investment management and advisory agency accounts, non-managed assets | $189,000 | 12 |
| Number (#) individual retirement, health savings, and other similar accounts | $27,000 | 23 |
| Other Fiduciary Accounts | $111,000 | 22 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,304,000 | 36 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,203,000 | 24 |
| 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 | $29,860,000 | 22 |
| Number of Managed Accounts | $17,934,000 | 16 |
| Personal Trust and Agency Accounts | $8,706,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $569,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $47,000 | 27 |
| Number of other employee benefit and retirement-related accounts | $3,322,000 | 20 |
| Corporate Trust and Agency Accounts | $3,000 | 93 |
| Number of managed investment management and investment advisory agency accounts | $4,477,000 | 23 |
| Number of foundation and endowment trust and agency accounts, managed assets | $779,000 | 14 |
| Other Fiduciary Accounts | $31,000 | 33 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,830,000 | 20 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 55 |
| Number of Non-Managed Accounts | $11,926,000 | 18 |
| Personal Trust and Agency Accounts | $2,700,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $455,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $193,000 | 12 |
| Number non-managed other employee benefit and retirement-related accounts | $1,442,000 | 13 |
| Corporate Trust and Agency Accounts | $6,814,000 | 10 |
| Number of investment management and advisory agency accounts, non-managed assets | $187,000 | 14 |
| Number (#) individual retirement, health savings, and other similar accounts | $26,000 | 25 |
| Other Fiduciary Accounts | $109,000 | 28 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,290,000 | 38 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,201,000 | 24 |
| 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 | $29,469,000 | 22 |
| Number of Managed Accounts | $17,803,000 | 16 |
| Personal Trust and Agency Accounts | $8,834,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $559,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $50,000 | 25 |
| Number of other employee benefit and retirement-related accounts | $3,193,000 | 19 |
| Corporate Trust and Agency Accounts | $19,000 | 24 |
| Number of managed investment management and investment advisory agency accounts | $4,344,000 | 23 |
| Number of foundation and endowment trust and agency accounts, managed assets | $776,000 | 14 |
| Other Fiduciary Accounts | $28,000 | 30 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,710,000 | 19 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $11,666,000 | 17 |
| Personal Trust and Agency Accounts | $2,705,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $474,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $177,000 | 15 |
| Number non-managed other employee benefit and retirement-related accounts | $1,468,000 | 13 |
| Corporate Trust and Agency Accounts | $6,501,000 | 10 |
| Number of investment management and advisory agency accounts, non-managed assets | $202,000 | 12 |
| Number (#) individual retirement, health savings, and other similar accounts | $26,000 | 25 |
| Other Fiduciary Accounts | $113,000 | 21 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,296,000 | 37 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,233,000 | 24 |
| 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 | $29,490,000 | 21 |
| Number of Managed Accounts | $17,813,000 | 16 |
| Personal Trust and Agency Accounts | $8,960,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $553,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $54,000 | 24 |
| Number of other employee benefit and retirement-related accounts | $3,117,000 | 19 |
| Corporate Trust and Agency Accounts | $36,000 | 19 |
| Number of managed investment management and investment advisory agency accounts | $4,289,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | $781,000 | 14 |
| Other Fiduciary Accounts | $23,000 | 34 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,427,000 | 20 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $11,677,000 | 17 |
| Personal Trust and Agency Accounts | $2,746,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $491,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $179,000 | 14 |
| Number non-managed other employee benefit and retirement-related accounts | $1,485,000 | 13 |
| Corporate Trust and Agency Accounts | $6,432,000 | 10 |
| Number of investment management and advisory agency accounts, non-managed assets | $204,000 | 12 |
| Number (#) individual retirement, health savings, and other similar accounts | $25,000 | 25 |
| Other Fiduciary Accounts | $115,000 | 21 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,288,000 | 36 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,226,000 | 24 |
| 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 | $29,403,000 | 22 |
| Number of Managed Accounts | $17,757,000 | 16 |
| Personal Trust and Agency Accounts | $9,109,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $538,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $56,000 | 23 |
| Number of other employee benefit and retirement-related accounts | $3,044,000 | 18 |
| Corporate Trust and Agency Accounts | $34,000 | 17 |
| Number of managed investment management and investment advisory agency accounts | $4,168,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | $784,000 | 14 |
| Other Fiduciary Accounts | $24,000 | 33 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,346,000 | 20 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $11,646,000 | 17 |
| Personal Trust and Agency Accounts | $2,732,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $508,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $181,000 | 15 |
| Number non-managed other employee benefit and retirement-related accounts | $1,496,000 | 13 |
| Corporate Trust and Agency Accounts | $6,376,000 | 10 |
| Number of investment management and advisory agency accounts, non-managed assets | $212,000 | 12 |
| Number (#) individual retirement, health savings, and other similar accounts | $25,000 | 26 |
| Other Fiduciary Accounts | $116,000 | 21 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,252,000 | 35 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,251,000 | 26 |
| 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 | $29,106,000 | 21 |
| Number of Managed Accounts | $17,789,000 | 17 |
| Personal Trust and Agency Accounts | $9,231,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $539,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $56,000 | 27 |
| Number of other employee benefit and retirement-related accounts | $3,003,000 | 17 |
| Corporate Trust and Agency Accounts | $28,000 | 29 |
| Number of managed investment management and investment advisory agency accounts | $4,124,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | $784,000 | 14 |
| Other Fiduciary Accounts | $24,000 | 38 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,297,000 | 19 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 60 |
| Number of Non-Managed Accounts | $11,317,000 | 16 |
| Personal Trust and Agency Accounts | $2,412,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $528,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $179,000 | 16 |
| Number non-managed other employee benefit and retirement-related accounts | $1,514,000 | 12 |
| Corporate Trust and Agency Accounts | $6,324,000 | 10 |
| Number of investment management and advisory agency accounts, non-managed assets | $219,000 | 12 |
| Number (#) individual retirement, health savings, and other similar accounts | $26,000 | 22 |
| Other Fiduciary Accounts | $115,000 | 25 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,228,000 | 38 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,269,000 | 24 |
| 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 | $28,570,000 | 21 |
| Number of Managed Accounts | $17,759,000 | 17 |
| Personal Trust and Agency Accounts | $9,330,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $544,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $59,000 | 22 |
| Number of other employee benefit and retirement-related accounts | $2,908,000 | 17 |
| Corporate Trust and Agency Accounts | $28,000 | 22 |
| Number of managed investment management and investment advisory agency accounts | $4,071,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | $798,000 | 13 |
| Other Fiduciary Accounts | $21,000 | 35 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,233,000 | 20 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,811,000 | 16 |
| Personal Trust and Agency Accounts | $1,921,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $551,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $180,000 | 16 |
| Number non-managed other employee benefit and retirement-related accounts | $1,491,000 | 12 |
| Corporate Trust and Agency Accounts | $6,315,000 | 10 |
| Number of investment management and advisory agency accounts, non-managed assets | $211,000 | 11 |
| Number (#) individual retirement, health savings, and other similar accounts | $27,000 | 22 |
| Other Fiduciary Accounts | $115,000 | 22 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,246,000 | 37 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,287,000 | 24 |
| 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 | $28,252,000 | 21 |
| Number of Managed Accounts | $17,732,000 | 18 |
| Personal Trust and Agency Accounts | $9,465,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $601,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $60,000 | 23 |
| Number of other employee benefit and retirement-related accounts | $2,797,000 | 18 |
| Corporate Trust and Agency Accounts | $24,000 | 23 |
| Number of managed investment management and investment advisory agency accounts | $3,961,000 | 20 |
| Number of foundation and endowment trust and agency accounts, managed assets | $803,000 | 13 |
| Other Fiduciary Accounts | $21,000 | 36 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,144,000 | 21 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,520,000 | 16 |
| Personal Trust and Agency Accounts | $1,710,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $562,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $181,000 | 16 |
| Number non-managed other employee benefit and retirement-related accounts | $1,470,000 | 11 |
| Corporate Trust and Agency Accounts | $6,227,000 | 10 |
| Number of investment management and advisory agency accounts, non-managed assets | $227,000 | 10 |
| Number (#) individual retirement, health savings, and other similar accounts | $28,000 | 23 |
| Other Fiduciary Accounts | $115,000 | 21 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,220,000 | 40 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,363,000 | 23 |
| 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 | $28,112,000 | 21 |
| Number of Managed Accounts | $17,574,000 | 17 |
| Personal Trust and Agency Accounts | $9,584,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $605,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $60,000 | 22 |
| Number of other employee benefit and retirement-related accounts | $2,659,000 | 18 |
| Corporate Trust and Agency Accounts | $21,000 | 25 |
| Number of managed investment management and investment advisory agency accounts | $3,813,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | $814,000 | 13 |
| Other Fiduciary Accounts | $18,000 | 35 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,042,000 | 22 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,538,000 | 17 |
| Personal Trust and Agency Accounts | $1,748,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $580,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $180,000 | 17 |
| Number non-managed other employee benefit and retirement-related accounts | $1,477,000 | 12 |
| Corporate Trust and Agency Accounts | $6,165,000 | 10 |
| Number of investment management and advisory agency accounts, non-managed assets | $242,000 | 9 |
| Number (#) individual retirement, health savings, and other similar accounts | $29,000 | 22 |
| Other Fiduciary Accounts | $117,000 | 22 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,139,000 | 39 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,371,000 | 24 |
| 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 | $28,094,000 | 22 |
| Number of Managed Accounts | $17,549,000 | 16 |
| Personal Trust and Agency Accounts | $9,706,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $605,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $60,000 | 25 |
| Number of other employee benefit and retirement-related accounts | $2,612,000 | 18 |
| Corporate Trust and Agency Accounts | $19,000 | 36 |
| Number of managed investment management and investment advisory agency accounts | $3,707,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | $820,000 | 13 |
| Other Fiduciary Accounts | $20,000 | 43 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,020,000 | 21 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Number of Non-Managed Accounts | $10,545,000 | 18 |
| Personal Trust and Agency Accounts | $1,737,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $599,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $184,000 | 16 |
| Number non-managed other employee benefit and retirement-related accounts | $1,471,000 | 14 |
| Corporate Trust and Agency Accounts | $6,166,000 | 9 |
| Number of investment management and advisory agency accounts, non-managed assets | $243,000 | 9 |
| Number (#) individual retirement, health savings, and other similar accounts | $28,000 | 23 |
| Other Fiduciary Accounts | $117,000 | 27 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,084,000 | 42 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,354,000 | 25 |
| 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 | $28,107,000 | 23 |
| Number of Managed Accounts | $17,496,000 | 16 |
| Personal Trust and Agency Accounts | $9,859,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $598,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $61,000 | 24 |
| Number of other employee benefit and retirement-related accounts | $2,548,000 | 17 |
| Corporate Trust and Agency Accounts | $16,000 | 30 |
| Number of managed investment management and investment advisory agency accounts | $3,584,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | $810,000 | 13 |
| Other Fiduciary Accounts | $20,000 | 33 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,962,000 | 20 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,611,000 | 18 |
| Personal Trust and Agency Accounts | $1,716,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $623,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $196,000 | 17 |
| Number non-managed other employee benefit and retirement-related accounts | $1,475,000 | 13 |
| Corporate Trust and Agency Accounts | $6,219,000 | 9 |
| Number of investment management and advisory agency accounts, non-managed assets | $238,000 | 8 |
| Number (#) individual retirement, health savings, and other similar accounts | $26,000 | 25 |
| Other Fiduciary Accounts | $118,000 | 21 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,982,000 | 37 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,355,000 | 26 |
| 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 | $28,135,000 | 24 |
| Number of Managed Accounts | $17,538,000 | 16 |
| Personal Trust and Agency Accounts | $9,997,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $605,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $72,000 | 20 |
| Number of other employee benefit and retirement-related accounts | $2,522,000 | 17 |
| Corporate Trust and Agency Accounts | $10,000 | 39 |
| Number of managed investment management and investment advisory agency accounts | $3,498,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | $814,000 | 12 |
| Other Fiduciary Accounts | $20,000 | 31 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,913,000 | 21 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,597,000 | 18 |
| Personal Trust and Agency Accounts | $1,734,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $658,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $192,000 | 18 |
| Number non-managed other employee benefit and retirement-related accounts | $1,519,000 | 13 |
| Corporate Trust and Agency Accounts | $6,101,000 | 9 |
| Number of investment management and advisory agency accounts, non-managed assets | $246,000 | 9 |
| Number (#) individual retirement, health savings, and other similar accounts | $26,000 | 24 |
| Other Fiduciary Accounts | $121,000 | 20 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,909,000 | 38 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,400,000 | 25 |
| 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 | $28,086,000 | 25 |
| Number of Managed Accounts | $17,486,000 | 16 |
| Personal Trust and Agency Accounts | $10,130,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $617,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $73,000 | 20 |
| Number of other employee benefit and retirement-related accounts | $2,429,000 | 18 |
| Corporate Trust and Agency Accounts | $10,000 | 38 |
| Number of managed investment management and investment advisory agency accounts | $3,391,000 | 23 |
| Number of foundation and endowment trust and agency accounts, managed assets | $816,000 | 12 |
| Other Fiduciary Accounts | $20,000 | 32 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,824,000 | 22 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,600,000 | 19 |
| Personal Trust and Agency Accounts | $1,729,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $673,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $195,000 | 18 |
| Number non-managed other employee benefit and retirement-related accounts | $1,552,000 | 15 |
| Corporate Trust and Agency Accounts | $6,060,000 | 9 |
| Number of investment management and advisory agency accounts, non-managed assets | $242,000 | 10 |
| Number (#) individual retirement, health savings, and other similar accounts | $27,000 | 23 |
| Other Fiduciary Accounts | $122,000 | 24 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,928,000 | 37 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,437,000 | 27 |
| 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 | $28,251,000 | 22 |
| Number of Managed Accounts | $17,543,000 | 16 |
| Personal Trust and Agency Accounts | $10,269,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $607,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $71,000 | 24 |
| Number of other employee benefit and retirement-related accounts | $2,401,000 | 18 |
| Corporate Trust and Agency Accounts | $10,000 | 58 |
| Number of managed investment management and investment advisory agency accounts | $3,337,000 | 24 |
| Number of foundation and endowment trust and agency accounts, managed assets | $828,000 | 12 |
| Other Fiduciary Accounts | $20,000 | 40 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,809,000 | 20 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Number of Non-Managed Accounts | $10,708,000 | 18 |
| Personal Trust and Agency Accounts | $1,758,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $697,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $190,000 | 18 |
| Number non-managed other employee benefit and retirement-related accounts | $1,542,000 | 18 |
| Corporate Trust and Agency Accounts | $6,131,000 | 9 |
| Number of investment management and advisory agency accounts, non-managed assets | $242,000 | 8 |
| Number (#) individual retirement, health savings, and other similar accounts | $24,000 | 25 |
| Other Fiduciary Accounts | $124,000 | 28 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,955,000 | 40 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,437,000 | 28 |
| 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 | $28,365,000 | 23 |
| Number of Managed Accounts | $17,666,000 | 17 |
| Personal Trust and Agency Accounts | $10,473,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $628,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $72,000 | 24 |
| Number of other employee benefit and retirement-related accounts | $2,370,000 | 19 |
| Corporate Trust and Agency Accounts | $10,000 | 33 |
| Number of managed investment management and investment advisory agency accounts | $3,256,000 | 23 |
| Number of foundation and endowment trust and agency accounts, managed assets | $837,000 | 10 |
| Other Fiduciary Accounts | $20,000 | 31 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,771,000 | 20 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,699,000 | 18 |
| Personal Trust and Agency Accounts | $1,746,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $702,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $184,000 | 19 |
| Number non-managed other employee benefit and retirement-related accounts | $1,568,000 | 17 |
| Corporate Trust and Agency Accounts | $6,106,000 | 9 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 205 |
| Number (#) individual retirement, health savings, and other similar accounts | $25,000 | 24 |
| Other Fiduciary Accounts | $368,000 | 16 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,057,000 | 37 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,453,000 | 27 |
| 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 | $28,414,000 | 23 |
| Number of Managed Accounts | $17,726,000 | 16 |
| Personal Trust and Agency Accounts | $10,607,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $618,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $80,000 | 22 |
| Number of other employee benefit and retirement-related accounts | $2,342,000 | 18 |
| Corporate Trust and Agency Accounts | $10,000 | 35 |
| Number of managed investment management and investment advisory agency accounts | $3,188,000 | 23 |
| Number of foundation and endowment trust and agency accounts, managed assets | $861,000 | 10 |
| Other Fiduciary Accounts | $20,000 | 33 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,741,000 | 19 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,688,000 | 19 |
| Personal Trust and Agency Accounts | $1,750,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $732,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $183,000 | 18 |
| Number non-managed other employee benefit and retirement-related accounts | $1,579,000 | 18 |
| Corporate Trust and Agency Accounts | $6,040,000 | 9 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Number (#) individual retirement, health savings, and other similar accounts | $26,000 | 23 |
| Other Fiduciary Accounts | $378,000 | 16 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,014,000 | 37 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,462,000 | 29 |
| 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 | $28,547,000 | 23 |
| Number of Managed Accounts | $17,866,000 | 16 |
| Personal Trust and Agency Accounts | $10,807,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $613,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $84,000 | 20 |
| Number of other employee benefit and retirement-related accounts | $2,278,000 | 18 |
| Corporate Trust and Agency Accounts | $10,000 | 36 |
| Number of managed investment management and investment advisory agency accounts | $3,195,000 | 23 |
| Number of foundation and endowment trust and agency accounts, managed assets | $860,000 | 10 |
| Other Fiduciary Accounts | $19,000 | 35 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,689,000 | 19 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,681,000 | 19 |
| Personal Trust and Agency Accounts | $1,709,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $749,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $172,000 | 19 |
| Number non-managed other employee benefit and retirement-related accounts | $1,590,000 | 18 |
| Corporate Trust and Agency Accounts | $6,051,000 | 9 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 206 |
| Number (#) individual retirement, health savings, and other similar accounts | $27,000 | 23 |
| Other Fiduciary Accounts | $383,000 | 16 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,089,000 | 38 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,472,000 | 30 |
| 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 | $28,590,000 | 22 |
| Number of Managed Accounts | $18,086,000 | 15 |
| Personal Trust and Agency Accounts | $11,038,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $600,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $87,000 | 21 |
| Number of other employee benefit and retirement-related accounts | $2,257,000 | 18 |
| Corporate Trust and Agency Accounts | $11,000 | 55 |
| Number of managed investment management and investment advisory agency accounts | $3,172,000 | 22 |
| Number of foundation and endowment trust and agency accounts, managed assets | $906,000 | 10 |
| Other Fiduciary Accounts | $15,000 | 47 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,676,000 | 18 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 71 |
| Number of Non-Managed Accounts | $10,504,000 | 20 |
| Personal Trust and Agency Accounts | $1,684,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $780,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $168,000 | 19 |
| Number non-managed other employee benefit and retirement-related accounts | $1,572,000 | 20 |
| Corporate Trust and Agency Accounts | $5,885,000 | 9 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 418 |
| Number (#) individual retirement, health savings, and other similar accounts | $23,000 | 23 |
| Other Fiduciary Accounts | $392,000 | 16 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,159,000 | 39 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,455,000 | 32 |
| 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 | $28,586,000 | 22 |
| Number of Managed Accounts | $18,095,000 | 15 |
| Personal Trust and Agency Accounts | $11,182,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $581,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $85,000 | 19 |
| Number of other employee benefit and retirement-related accounts | $2,244,000 | 18 |
| Corporate Trust and Agency Accounts | $11,000 | 32 |
| Number of managed investment management and investment advisory agency accounts | $3,054,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | $922,000 | 10 |
| Other Fiduciary Accounts | $16,000 | 34 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,660,000 | 19 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,491,000 | 19 |
| Personal Trust and Agency Accounts | $1,697,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $819,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $172,000 | 19 |
| Number non-managed other employee benefit and retirement-related accounts | $1,596,000 | 17 |
| Corporate Trust and Agency Accounts | $5,794,000 | 9 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Number (#) individual retirement, health savings, and other similar accounts | $24,000 | 20 |
| Other Fiduciary Accounts | $389,000 | 15 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,125,000 | 36 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,476,000 | 28 |
| 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 | $28,936,000 | 22 |
| Number of Managed Accounts | $18,609,000 | 14 |
| Personal Trust and Agency Accounts | $11,542,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $576,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $87,000 | 19 |
| Number of other employee benefit and retirement-related accounts | $2,253,000 | 18 |
| Corporate Trust and Agency Accounts | $10,000 | 34 |
| Number of managed investment management and investment advisory agency accounts | $3,181,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | $940,000 | 10 |
| Other Fiduciary Accounts | $20,000 | 29 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,676,000 | 19 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,327,000 | 19 |
| Personal Trust and Agency Accounts | $1,559,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $880,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $168,000 | 21 |
| Number non-managed other employee benefit and retirement-related accounts | $1,579,000 | 17 |
| Corporate Trust and Agency Accounts | $5,738,000 | 9 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Number (#) individual retirement, health savings, and other similar accounts | $24,000 | 20 |
| Other Fiduciary Accounts | $379,000 | 14 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,030,000 | 36 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,457,000 | 27 |
| 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 | $29,187,000 | 21 |
| Number of Managed Accounts | $18,797,000 | 14 |
| Personal Trust and Agency Accounts | $11,644,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $571,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $91,000 | 18 |
| Number of other employee benefit and retirement-related accounts | $2,280,000 | 18 |
| Corporate Trust and Agency Accounts | $10,000 | 34 |
| Number of managed investment management and investment advisory agency accounts | $3,243,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | $942,000 | 11 |
| Other Fiduciary Accounts | $16,000 | 33 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,710,000 | 18 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,390,000 | 18 |
| Personal Trust and Agency Accounts | $1,628,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $931,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $171,000 | 19 |
| Number non-managed other employee benefit and retirement-related accounts | $1,592,000 | 16 |
| Corporate Trust and Agency Accounts | $5,649,000 | 9 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 202 |
| Number (#) individual retirement, health savings, and other similar accounts | $24,000 | 20 |
| Other Fiduciary Accounts | $395,000 | 13 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,018,000 | 35 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,467,000 | 26 |
| 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 | $29,396,000 | 20 |
| Number of Managed Accounts | $18,919,000 | 13 |
| Personal Trust and Agency Accounts | $11,784,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $575,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $96,000 | 18 |
| Number of other employee benefit and retirement-related accounts | $2,251,000 | 18 |
| Corporate Trust and Agency Accounts | $10,000 | 61 |
| Number of managed investment management and investment advisory agency accounts | $3,244,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | $943,000 | 10 |
| Other Fiduciary Accounts | $16,000 | 45 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,707,000 | 18 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 67 |
| Number of Non-Managed Accounts | $10,477,000 | 19 |
| Personal Trust and Agency Accounts | $1,608,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $958,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $190,000 | 19 |
| Number non-managed other employee benefit and retirement-related accounts | $1,587,000 | 17 |
| Corporate Trust and Agency Accounts | $5,717,000 | 9 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 414 |
| Number (#) individual retirement, health savings, and other similar accounts | $24,000 | 19 |
| Other Fiduciary Accounts | $393,000 | 13 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,010,000 | 36 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,457,000 | 27 |
| 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 | $29,654,000 | 21 |
| Number of Managed Accounts | $19,157,000 | 15 |
| Personal Trust and Agency Accounts | $11,989,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $573,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $97,000 | 16 |
| Number of other employee benefit and retirement-related accounts | $2,265,000 | 19 |
| Corporate Trust and Agency Accounts | $10,000 | 37 |
| Number of managed investment management and investment advisory agency accounts | $3,273,000 | 23 |
| Number of foundation and endowment trust and agency accounts, managed assets | $937,000 | 10 |
| Other Fiduciary Accounts | $13,000 | 40 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,723,000 | 20 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,497,000 | 18 |
| Personal Trust and Agency Accounts | $1,570,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $986,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $201,000 | 17 |
| Number non-managed other employee benefit and retirement-related accounts | $1,575,000 | 16 |
| Corporate Trust and Agency Accounts | $5,733,000 | 10 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 189 |
| Number (#) individual retirement, health savings, and other similar accounts | $29,000 | 17 |
| Other Fiduciary Accounts | $403,000 | 11 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,117,000 | 34 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,443,000 | 26 |
| 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 | $29,913,000 | 19 |
| Number of Managed Accounts | $19,438,000 | 14 |
| Personal Trust and Agency Accounts | $12,271,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $566,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $99,000 | 15 |
| Number of other employee benefit and retirement-related accounts | $2,285,000 | 18 |
| Corporate Trust and Agency Accounts | $9,000 | 40 |
| Number of managed investment management and investment advisory agency accounts | $3,258,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | $937,000 | 10 |
| Other Fiduciary Accounts | $13,000 | 39 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,729,000 | 19 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,475,000 | 18 |
| Personal Trust and Agency Accounts | $1,480,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,021,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $200,000 | 18 |
| Number non-managed other employee benefit and retirement-related accounts | $1,619,000 | 14 |
| Corporate Trust and Agency Accounts | $5,709,000 | 11 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 185 |
| Number (#) individual retirement, health savings, and other similar accounts | $30,000 | 18 |
| Other Fiduciary Accounts | $416,000 | 11 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,139,000 | 35 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,458,000 | 25 |
| 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 | $30,134,000 | 18 |
| Number of Managed Accounts | $20,426,000 | 13 |
| Personal Trust and Agency Accounts | $13,316,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $531,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $99,000 | 15 |
| Number of other employee benefit and retirement-related accounts | $2,251,000 | 17 |
| Corporate Trust and Agency Accounts | $6,000 | 48 |
| Number of managed investment management and investment advisory agency accounts | $3,290,000 | 20 |
| Number of foundation and endowment trust and agency accounts, managed assets | $919,000 | 10 |
| Other Fiduciary Accounts | $14,000 | 33 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,715,000 | 18 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $9,708,000 | 18 |
| Personal Trust and Agency Accounts | $555,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,179,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $209,000 | 19 |
| Number non-managed other employee benefit and retirement-related accounts | $1,620,000 | 14 |
| Corporate Trust and Agency Accounts | $5,718,000 | 11 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Number (#) individual retirement, health savings, and other similar accounts | $29,000 | 20 |
| Other Fiduciary Accounts | $398,000 | 13 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,153,000 | 35 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,451,000 | 25 |
| 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 | $30,300,000 | 19 |
| Number of Managed Accounts | $20,576,000 | 12 |
| Personal Trust and Agency Accounts | $13,408,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $538,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $99,000 | 17 |
| Number of other employee benefit and retirement-related accounts | $2,264,000 | 17 |
| Corporate Trust and Agency Accounts | $8,000 | 77 |
| Number of managed investment management and investment advisory agency accounts | $3,307,000 | 20 |
| Number of foundation and endowment trust and agency accounts, managed assets | $936,000 | 9 |
| Other Fiduciary Accounts | $16,000 | 49 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,722,000 | 18 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 79 |
| Number of Non-Managed Accounts | $9,724,000 | 20 |
| Personal Trust and Agency Accounts | $541,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,237,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $208,000 | 19 |
| Number non-managed other employee benefit and retirement-related accounts | $1,614,000 | 16 |
| Corporate Trust and Agency Accounts | $5,703,000 | 11 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 407 |
| Number (#) individual retirement, health savings, and other similar accounts | $28,000 | 22 |
| Other Fiduciary Accounts | $393,000 | 14 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,122,000 | 37 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,448,000 | 27 |
| 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 | $29,793,000 | 18 |
| Number of Managed Accounts | $20,611,000 | 11 |
| Personal Trust and Agency Accounts | $13,590,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $532,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $102,000 | 16 |
| Number of other employee benefit and retirement-related accounts | $2,195,000 | 17 |
| Corporate Trust and Agency Accounts | $11,000 | 36 |
| Number of managed investment management and investment advisory agency accounts | $3,225,000 | 20 |
| Number of foundation and endowment trust and agency accounts, managed assets | $941,000 | 9 |
| Other Fiduciary Accounts | $15,000 | 37 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 8 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,650,000 | 18 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $9,182,000 | 19 |
| Personal Trust and Agency Accounts | $389,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,278,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $208,000 | 19 |
| Number non-managed other employee benefit and retirement-related accounts | $1,592,000 | 14 |
| Corporate Trust and Agency Accounts | $5,555,000 | 10 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Number (#) individual retirement, health savings, and other similar accounts | $35,000 | 20 |
| Other Fiduciary Accounts | $125,000 | 26 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,093,000 | 36 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,445,000 | 25 |
| 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 | $30,264,000 | 18 |
| Number of Managed Accounts | $20,748,000 | 11 |
| Personal Trust and Agency Accounts | $13,706,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $523,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $104,000 | 15 |
| Number of other employee benefit and retirement-related accounts | $2,214,000 | 17 |
| Corporate Trust and Agency Accounts | $11,000 | 37 |
| Number of managed investment management and investment advisory agency accounts | $3,227,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | $950,000 | 9 |
| Other Fiduciary Accounts | $13,000 | 43 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,661,000 | 19 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $9,516,000 | 20 |
| Personal Trust and Agency Accounts | $390,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,337,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $209,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $1,608,000 | 16 |
| Corporate Trust and Agency Accounts | $5,588,000 | 10 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 170 |
| Number (#) individual retirement, health savings, and other similar accounts | $262,000 | 7 |
| Other Fiduciary Accounts | $122,000 | 27 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,105,000 | 35 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,458,000 | 24 |
| 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 | $31,016,000 | 17 |
| Number of Managed Accounts | $20,935,000 | 11 |
| Personal Trust and Agency Accounts | $13,853,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $522,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $113,000 | 15 |
| Number of other employee benefit and retirement-related accounts | $2,214,000 | 17 |
| Corporate Trust and Agency Accounts | $11,000 | 37 |
| Number of managed investment management and investment advisory agency accounts | $3,252,000 | 20 |
| Number of foundation and endowment trust and agency accounts, managed assets | $960,000 | 10 |
| Other Fiduciary Accounts | $10,000 | 48 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,666,000 | 18 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,081,000 | 20 |
| Personal Trust and Agency Accounts | $391,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,938,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $207,000 | 19 |
| Number non-managed other employee benefit and retirement-related accounts | $1,653,000 | 15 |
| Corporate Trust and Agency Accounts | $5,544,000 | 10 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Number (#) individual retirement, health savings, and other similar accounts | $38,000 | 18 |
| Other Fiduciary Accounts | $310,000 | 14 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,101,000 | 36 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,493,000 | 22 |
| 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 | $31,687,000 | 18 |
| Number of Managed Accounts | $21,272,000 | 11 |
| Personal Trust and Agency Accounts | $14,060,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $592,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $112,000 | 17 |
| Number of other employee benefit and retirement-related accounts | $2,225,000 | 16 |
| Corporate Trust and Agency Accounts | $12,000 | 64 |
| Number of managed investment management and investment advisory agency accounts | $3,298,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | $963,000 | 12 |
| Other Fiduciary Accounts | $10,000 | 74 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,685,000 | 20 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 82 |
| Number of Non-Managed Accounts | $10,415,000 | 20 |
| Personal Trust and Agency Accounts | $420,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,999,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $216,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $1,696,000 | 19 |
| Corporate Trust and Agency Accounts | $5,700,000 | 11 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 358 |
| Number (#) individual retirement, health savings, and other similar accounts | $40,000 | 20 |
| Other Fiduciary Accounts | $344,000 | 18 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,184,000 | 36 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,532,000 | 25 |
| 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 | $32,106,000 | 20 |
| Number of Managed Accounts | $21,592,000 | 16 |
| Personal Trust and Agency Accounts | $15,137,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $622,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $110,000 | 16 |
| Number of other employee benefit and retirement-related accounts | $2,255,000 | 19 |
| Corporate Trust and Agency Accounts | $16,000 | 34 |
| Number of managed investment management and investment advisory agency accounts | $3,439,000 | 23 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $13,000 | 48 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,514,000 | 21 |
| Personal Trust and Agency Accounts | $483,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,009,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $203,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $1,744,000 | 14 |
| Corporate Trust and Agency Accounts | $5,672,000 | 11 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $403,000 | 15 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,259,000 | 36 |
| 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 | $32,707,000 | 20 |
| Number of Managed Accounts | $21,965,000 | 15 |
| Personal Trust and Agency Accounts | $15,475,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $628,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $114,000 | 17 |
| Number of other employee benefit and retirement-related accounts | $2,231,000 | 20 |
| Corporate Trust and Agency Accounts | $16,000 | 36 |
| Number of managed investment management and investment advisory agency accounts | $3,489,000 | 25 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $12,000 | 51 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,742,000 | 21 |
| Personal Trust and Agency Accounts | $500,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,069,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $204,000 | 19 |
| Number non-managed other employee benefit and retirement-related accounts | $1,794,000 | 15 |
| Corporate Trust and Agency Accounts | $5,826,000 | 11 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $349,000 | 17 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,376,000 | 35 |
| 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 | $33,299,000 | 20 |
| Number of Managed Accounts | $22,358,000 | 16 |
| Personal Trust and Agency Accounts | $15,696,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $648,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $115,000 | 18 |
| Number of other employee benefit and retirement-related accounts | $2,266,000 | 18 |
| Corporate Trust and Agency Accounts | $16,000 | 36 |
| Number of managed investment management and investment advisory agency accounts | $3,605,000 | 25 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $12,000 | 51 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,941,000 | 20 |
| Personal Trust and Agency Accounts | $525,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,124,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $187,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $1,871,000 | 14 |
| Corporate Trust and Agency Accounts | $5,871,000 | 11 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $363,000 | 16 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,550,000 | 36 |
| 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 | $36,817,000 | 21 |
| Number of Managed Accounts | $22,657,000 | 16 |
| Personal Trust and Agency Accounts | $15,828,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $627,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $118,000 | 19 |
| Number of other employee benefit and retirement-related accounts | $2,335,000 | 17 |
| Corporate Trust and Agency Accounts | $17,000 | 61 |
| Number of managed investment management and investment advisory agency accounts | $3,719,000 | 25 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $13,000 | 71 |
| 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 | $14,160,000 | 19 |
| Personal Trust and Agency Accounts | $531,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,163,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $184,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $4,746,000 | 14 |
| Corporate Trust and Agency Accounts | $6,143,000 | 11 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $393,000 | 20 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,620,000 | 39 |
| 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 | $38,119,000 | 17 |
| Number of Managed Accounts | $23,009,000 | 14 |
| Personal Trust and Agency Accounts | $15,999,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $648,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $117,000 | 18 |
| Number of other employee benefit and retirement-related accounts | $2,376,000 | 19 |
| Corporate Trust and Agency Accounts | $11,000 | 46 |
| Number of managed investment management and investment advisory agency accounts | $3,835,000 | 23 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $23,000 | 40 |
| 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 | $15,110,000 | 19 |
| Personal Trust and Agency Accounts | $573,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,052,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $183,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $5,720,000 | 12 |
| Corporate Trust and Agency Accounts | $6,163,000 | 11 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $419,000 | 15 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,658,000 | 36 |
| 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 | $38,262,000 | 18 |
| Number of Managed Accounts | $23,442,000 | 13 |
| Personal Trust and Agency Accounts | $16,251,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $664,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $127,000 | 17 |
| Number of other employee benefit and retirement-related accounts | $2,432,000 | 16 |
| Corporate Trust and Agency Accounts | $10,000 | 51 |
| Number of managed investment management and investment advisory agency accounts | $3,927,000 | 22 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $31,000 | 32 |
| 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 | $14,820,000 | 20 |
| Personal Trust and Agency Accounts | $645,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,094,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $181,000 | 22 |
| Number non-managed other employee benefit and retirement-related accounts | $5,352,000 | 13 |
| Corporate Trust and Agency Accounts | $6,054,000 | 11 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $494,000 | 12 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,665,000 | 40 |
| 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 | $39,096,000 | 17 |
| Number of Managed Accounts | $23,783,000 | 13 |
| Personal Trust and Agency Accounts | $16,465,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $694,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $126,000 | 16 |
| Number of other employee benefit and retirement-related accounts | $2,443,000 | 15 |
| Corporate Trust and Agency Accounts | $11,000 | 48 |
| Number of managed investment management and investment advisory agency accounts | $4,009,000 | 22 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $35,000 | 35 |
| 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 | $15,313,000 | 19 |
| Personal Trust and Agency Accounts | $617,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,144,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $196,000 | 21 |
| Number non-managed other employee benefit and retirement-related accounts | $6,020,000 | 12 |
| Corporate Trust and Agency Accounts | $5,805,000 | 11 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $531,000 | 11 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,657,000 | 39 |
| 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 | $38,723,000 | 17 |
| Number of Managed Accounts | $23,877,000 | 14 |
| Personal Trust and Agency Accounts | $16,461,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $707,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $131,000 | 18 |
| Number of other employee benefit and retirement-related accounts | $2,302,000 | 17 |
| Corporate Trust and Agency Accounts | $11,000 | 84 |
| Number of managed investment management and investment advisory agency accounts | $4,227,000 | 20 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $38,000 | 44 |
| 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 | $14,846,000 | 19 |
| Personal Trust and Agency Accounts | $752,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,162,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $197,000 | 21 |
| Number non-managed other employee benefit and retirement-related accounts | $5,384,000 | 14 |
| Corporate Trust and Agency Accounts | $5,706,000 | 11 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $645,000 | 14 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,555,000 | 41 |
| 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 | $38,593,000 | 17 |
| Number of Managed Accounts | $23,629,000 | 13 |
| Personal Trust and Agency Accounts | $16,135,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $747,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $134,000 | 18 |
| Number of other employee benefit and retirement-related accounts | $2,290,000 | 16 |
| Corporate Trust and Agency Accounts | $12,000 | 49 |
| Number of managed investment management and investment advisory agency accounts | $4,280,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $31,000 | 37 |
| 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 | $14,964,000 | 19 |
| Personal Trust and Agency Accounts | $1,222,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,076,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $195,000 | 22 |
| Number non-managed other employee benefit and retirement-related accounts | $5,348,000 | 12 |
| Corporate Trust and Agency Accounts | $5,516,000 | 10 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $607,000 | 12 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,512,000 | 38 |
| 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 | $47,359,000 | 14 |
| Number of Managed Accounts | $23,954,000 | 12 |
| Personal Trust and Agency Accounts | $16,128,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $674,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $141,000 | 19 |
| Number of other employee benefit and retirement-related accounts | $2,046,000 | 16 |
| Corporate Trust and Agency Accounts | $5,000 | 60 |
| Number of managed investment management and investment advisory agency accounts | $4,897,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $63,000 | 30 |
| 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 | $23,405,000 | 13 |
| Personal Trust and Agency Accounts | $8,212,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,031,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $195,000 | 22 |
| Number non-managed other employee benefit and retirement-related accounts | $5,369,000 | 12 |
| Corporate Trust and Agency Accounts | $6,806,000 | 10 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $792,000 | 12 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,451,000 | 40 |
| 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 | $47,347,000 | 15 |
| Number of Managed Accounts | $24,021,000 | 13 |
| Personal Trust and Agency Accounts | $16,148,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $689,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $141,000 | 21 |
| Number of other employee benefit and retirement-related accounts | $2,065,000 | 15 |
| Corporate Trust and Agency Accounts | $1,000 | 87 |
| Number of managed investment management and investment advisory agency accounts | $4,910,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $67,000 | 30 |
| 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 | $23,326,000 | 13 |
| Personal Trust and Agency Accounts | $8,286,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,077,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $183,000 | 22 |
| Number non-managed other employee benefit and retirement-related accounts | $5,355,000 | 12 |
| Corporate Trust and Agency Accounts | $6,461,000 | 10 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $964,000 | 11 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,472,000 | 40 |
| 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 | $47,122,000 | 15 |
| Number of Managed Accounts | $24,117,000 | 12 |
| Personal Trust and Agency Accounts | $16,257,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $688,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $140,000 | 24 |
| Number of other employee benefit and retirement-related accounts | $2,093,000 | 13 |
| Corporate Trust and Agency Accounts | $1,000 | 223 |
| Number of managed investment management and investment advisory agency accounts | $4,871,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $67,000 | 33 |
| 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 | $23,005,000 | 13 |
| Personal Trust and Agency Accounts | $8,292,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,230,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $168,000 | 25 |
| Number non-managed other employee benefit and retirement-related accounts | $4,979,000 | 13 |
| Corporate Trust and Agency Accounts | $6,290,000 | 10 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $1,046,000 | 15 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,689,000 | 39 |
| 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 | $32,803,000 | 22 |
| Number of Managed Accounts | $12,797,000 | 20 |
| Personal Trust and Agency Accounts | $8,768,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $335,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $70,000 | 31 |
| Number of other employee benefit and retirement-related accounts | $1,195,000 | 21 |
| Corporate Trust and Agency Accounts | $1,000 | 82 |
| Number of managed investment management and investment advisory agency accounts | $2,386,000 | 32 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $42,000 | 33 |
| 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 | $20,006,000 | 14 |
| Personal Trust and Agency Accounts | $8,103,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,303,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $100,000 | 37 |
| Number non-managed other employee benefit and retirement-related accounts | $4,445,000 | 12 |
| Corporate Trust and Agency Accounts | $5,830,000 | 13 |
| 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 | $225,000 | 25 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,103,000 | 42 |
| 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 | $33,228,000 | 20 |
| Number of Managed Accounts | $11,964,000 | 21 |
| Personal Trust and Agency Accounts | $7,939,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $334,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $72,000 | 30 |
| Number of other employee benefit and retirement-related accounts | $1,182,000 | 20 |
| Corporate Trust and Agency Accounts | $1,000 | 87 |
| Number of managed investment management and investment advisory agency accounts | $2,384,000 | 29 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $52,000 | 33 |
| 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 | $21,264,000 | 14 |
| Personal Trust and Agency Accounts | $8,052,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,327,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $100,000 | 40 |
| Number non-managed other employee benefit and retirement-related accounts | $6,149,000 | 11 |
| Corporate Trust and Agency Accounts | $5,431,000 | 14 |
| 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 | $205,000 | 26 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,975,000 | 37 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $25,811,000 | 22 |
| Number of Managed Accounts | $12,387,000 | 20 |
| Personal Trust and Agency Accounts | $8,475,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $330,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $72,000 | 29 |
| Number of other employee benefit and retirement-related accounts | $1,164,000 | 19 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $2,276,000 | 30 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $70,000 | 35 |
| 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 | $13,424,000 | 19 |
| Personal Trust and Agency Accounts | $680,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,453,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $1,360,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $4,712,000 | 11 |
| Corporate Trust and Agency Accounts | $5,006,000 | 14 |
| 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 | $213,000 | 24 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $10,111,000 | 20 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $24,257,000 | 25 |
| Number of Managed Accounts | $12,377,000 | 25 |
| Personal Trust and Agency Accounts | $8,514,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $341,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $75,000 | 31 |
| Number of other employee benefit and retirement-related accounts | $1,138,000 | 18 |
| Corporate Trust and Agency Accounts | $0 | 303 |
| Number of managed investment management and investment advisory agency accounts | $2,238,000 | 30 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $71,000 | 40 |
| 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 | $11,880,000 | 22 |
| Personal Trust and Agency Accounts | $660,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,469,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $1,328,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $3,406,000 | 14 |
| Corporate Trust and Agency Accounts | $4,819,000 | 14 |
| 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 | $198,000 | 32 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,208,000 | 31 |
| 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 | $24,192,000 | 22 |
| Number of Managed Accounts | $12,490,000 | 22 |
| Personal Trust and Agency Accounts | $8,582,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $344,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $77,000 | 30 |
| Number of other employee benefit and retirement-related accounts | $1,173,000 | 18 |
| Corporate Trust and Agency Accounts | $0 | 110 |
| Number of managed investment management and investment advisory agency accounts | $2,244,000 | 30 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $70,000 | 33 |
| 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 | $11,702,000 | 22 |
| Personal Trust and Agency Accounts | $670,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,582,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $1,294,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $3,369,000 | 12 |
| Corporate Trust and Agency Accounts | $4,569,000 | 14 |
| 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 | $218,000 | 26 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,966,000 | 29 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $21,344,000 | 26 |
| Number of Managed Accounts | $11,163,000 | 23 |
| Personal Trust and Agency Accounts | $7,771,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $327,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $54,000 | 34 |
| Number of other employee benefit and retirement-related accounts | $987,000 | 24 |
| Corporate Trust and Agency Accounts | $11,000 | 52 |
| Number of managed investment management and investment advisory agency accounts | $1,808,000 | 36 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $205,000 | 19 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,181,000 | 27 |
| Personal Trust and Agency Accounts | $554,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,473,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $59,000 | 49 |
| Number non-managed other employee benefit and retirement-related accounts | $3,549,000 | 15 |
| Corporate Trust and Agency Accounts | $4,320,000 | 14 |
| 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 | 25 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $8,982,000 | 18 |
| 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 | $14,543,000 | 38 |
| Number of Managed Accounts | $7,157,000 | 32 |
| Personal Trust and Agency Accounts | $5,020,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $239,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $44,000 | 45 |
| Number of other employee benefit and retirement-related accounts | $731,000 | 39 |
| Corporate Trust and Agency Accounts | $0 | 116 |
| Number of managed investment management and investment advisory agency accounts | $1,110,000 | 50 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $13,000 | 61 |
| 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 | $7,386,000 | 29 |
| Personal Trust and Agency Accounts | $418,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,161,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $38,000 | 55 |
| Number non-managed other employee benefit and retirement-related accounts | $1,470,000 | 18 |
| Corporate Trust and Agency Accounts | $4,119,000 | 14 |
| 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 | $180,000 | 29 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,154,000 | 52 |
| 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 | $14,461,000 | 40 |
| Number of Managed Accounts | $7,210,000 | 34 |
| Personal Trust and Agency Accounts | $5,084,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $241,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $45,000 | 46 |
| Number of other employee benefit and retirement-related accounts | $737,000 | 37 |
| Corporate Trust and Agency Accounts | $0 | 312 |
| Number of managed investment management and investment advisory agency accounts | $1,089,000 | 50 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $14,000 | 101 |
| 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 | $7,251,000 | 32 |
| Personal Trust and Agency Accounts | $406,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,158,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $34,000 | 64 |
| Number non-managed other employee benefit and retirement-related accounts | $1,442,000 | 25 |
| Corporate Trust and Agency Accounts | $4,032,000 | 14 |
| 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 | $179,000 | 34 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,148,000 | 54 |
| 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 | $14,346,000 | 38 |
| Number of Managed Accounts | $7,238,000 | 32 |
| Personal Trust and Agency Accounts | $5,825,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $240,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $45,000 | 44 |
| Number of other employee benefit and retirement-related accounts | $728,000 | 36 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $382,000 | 99 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $18,000 | 56 |
| 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 | $7,108,000 | 29 |
| Personal Trust and Agency Accounts | $586,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,166,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 62 |
| Number non-managed other employee benefit and retirement-related accounts | $1,457,000 | 19 |
| Corporate Trust and Agency Accounts | $3,860,000 | 13 |
| 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 | $14,000 | 73 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,144,000 | 54 |
| 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 | $14,241,000 | 37 |
| Number of Managed Accounts | $7,370,000 | 32 |
| Personal Trust and Agency Accounts | $5,905,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $287,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $43,000 | 43 |
| Number of other employee benefit and retirement-related accounts | $748,000 | 35 |
| Corporate Trust and Agency Accounts | $0 | 113 |
| Number of managed investment management and investment advisory agency accounts | $370,000 | 100 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $17,000 | 58 |
| 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 | $6,871,000 | 30 |
| Personal Trust and Agency Accounts | $583,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,147,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 63 |
| Number non-managed other employee benefit and retirement-related accounts | $1,380,000 | 21 |
| Corporate Trust and Agency Accounts | $3,727,000 | 13 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $9,000 | 83 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,144,000 | 54 |
| 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 | $14,381,000 | 35 |
| Number of Managed Accounts | $7,384,000 | 31 |
| Personal Trust and Agency Accounts | $5,940,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $303,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $43,000 | 45 |
| Number of other employee benefit and retirement-related accounts | $758,000 | 33 |
| Corporate Trust and Agency Accounts | $0 | 110 |
| Number of managed investment management and investment advisory agency accounts | $322,000 | 118 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $18,000 | 60 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $6,997,000 | 30 |
| Personal Trust and Agency Accounts | $593,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,210,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $29,000 | 61 |
| Number non-managed other employee benefit and retirement-related accounts | $1,441,000 | 20 |
| Corporate Trust and Agency Accounts | $3,708,000 | 15 |
| 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 | $16,000 | 69 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,173,000 | 53 |
| 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 | $14,723,000 | 37 |
| Number of Managed Accounts | $7,445,000 | 34 |
| Personal Trust and Agency Accounts | $5,977,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $323,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $46,000 | 46 |
| Number of other employee benefit and retirement-related accounts | $753,000 | 34 |
| Corporate Trust and Agency Accounts | $7,000 | 127 |
| Number of managed investment management and investment advisory agency accounts | $303,000 | 131 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $36,000 | 69 |
| 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 | $7,278,000 | 32 |
| Personal Trust and Agency Accounts | $596,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,339,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $33,000 | 65 |
| Number non-managed other employee benefit and retirement-related accounts | $1,472,000 | 26 |
| Corporate Trust and Agency Accounts | $3,816,000 | 16 |
| 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 | $22,000 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,151,000 | 59 |
| 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 | $14,938,000 | 35 |
| Number of Managed Accounts | $7,524,000 | 31 |
| Personal Trust and Agency Accounts | $6,048,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $312,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $47,000 | 46 |
| Number of other employee benefit and retirement-related accounts | $761,000 | 35 |
| Corporate Trust and Agency Accounts | $10,000 | 56 |
| Number of managed investment management and investment advisory agency accounts | $306,000 | 125 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $40,000 | 57 |
| 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 | $7,414,000 | 29 |
| Personal Trust and Agency Accounts | $610,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,404,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $35,000 | 65 |
| Number non-managed other employee benefit and retirement-related accounts | $1,457,000 | 21 |
| Corporate Trust and Agency Accounts | $3,886,000 | 15 |
| 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 | $22,000 | 74 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,261,000 | 52 |
| 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 | $15,182,000 | 37 |
| Number of Managed Accounts | $7,700,000 | 30 |
| Personal Trust and Agency Accounts | $6,130,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $376,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $47,000 | 45 |
| Number of other employee benefit and retirement-related accounts | $757,000 | 35 |
| Corporate Trust and Agency Accounts | $9,000 | 63 |
| Number of managed investment management and investment advisory agency accounts | $292,000 | 128 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $89,000 | 38 |
| 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 | $7,482,000 | 33 |
| Personal Trust and Agency Accounts | $639,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,467,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $48,000 | 57 |
| Number non-managed other employee benefit and retirement-related accounts | $1,498,000 | 22 |
| Corporate Trust and Agency Accounts | $3,788,000 | 17 |
| 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 | $42,000 | 61 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,247,000 | 54 |
| 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 | $15,264,000 | 34 |
| Number of Managed Accounts | $7,704,000 | 28 |
| Personal Trust and Agency Accounts | $6,143,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $387,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $47,000 | 45 |
| Number of other employee benefit and retirement-related accounts | $756,000 | 32 |
| Corporate Trust and Agency Accounts | $11,000 | 66 |
| Number of managed investment management and investment advisory agency accounts | $288,000 | 127 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $72,000 | 45 |
| 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 | $7,560,000 | 31 |
| Personal Trust and Agency Accounts | $642,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,593,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $48,000 | 58 |
| Number non-managed other employee benefit and retirement-related accounts | $1,508,000 | 22 |
| Corporate Trust and Agency Accounts | $3,723,000 | 18 |
| 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 | $46,000 | 61 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,291,000 | 54 |
| 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 | $15,395,000 | 34 |
| Number of Managed Accounts | $7,773,000 | 30 |
| Personal Trust and Agency Accounts | $6,182,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $411,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $48,000 | 47 |
| Number of other employee benefit and retirement-related accounts | $758,000 | 33 |
| Corporate Trust and Agency Accounts | $11,000 | 134 |
| Number of managed investment management and investment advisory agency accounts | $292,000 | 136 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $71,000 | 46 |
| 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 | $7,622,000 | 31 |
| Personal Trust and Agency Accounts | $641,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,627,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $49,000 | 68 |
| Number non-managed other employee benefit and retirement-related accounts | $1,476,000 | 23 |
| Corporate Trust and Agency Accounts | $3,783,000 | 18 |
| 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 | $46,000 | 81 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,290,000 | 57 |
| 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 | $16,043,000 | 29 |
| Number of Managed Accounts | $8,183,000 | 28 |
| Personal Trust and Agency Accounts | $6,413,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $548,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $53,000 | 50 |
| Number of other employee benefit and retirement-related accounts | $807,000 | 28 |
| Corporate Trust and Agency Accounts | $13,000 | 116 |
| Number of managed investment management and investment advisory agency accounts | $275,000 | 123 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $74,000 | 47 |
| 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 | $7,860,000 | 24 |
| Personal Trust and Agency Accounts | $690,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,764,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $62,000 | 64 |
| Number non-managed other employee benefit and retirement-related accounts | $1,556,000 | 20 |
| Corporate Trust and Agency Accounts | $3,746,000 | 16 |
| 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 | $42,000 | 76 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,375,000 | 44 |
| 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 |