Home > Sandy Spring Bank > Number of Fiduciary and Related Asset Accounts
Sandy Spring Bank, Number of Fiduciary and Related Asset Accounts
| 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 | $1,799,000 | 150 |
| Number of Managed Accounts | $1,789,000 | 118 |
| Personal Trust and Agency Accounts | $217,000 | 250 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 412 |
| Employee Benefit-defined Benefit Accounts | $0 | 229 |
| Number of other employee benefit and retirement-related accounts | $700,000 | 127 |
| Corporate Trust and Agency Accounts | $0 | 193 |
| Number of managed investment management and investment advisory agency accounts | $848,000 | 87 |
| Number of foundation and endowment trust and agency accounts, managed assets | $10,000 | 294 |
| Other Fiduciary Accounts | $14,000 | 49 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $700,000 | 98 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Number of Non-Managed Accounts | $10,000 | 618 |
| Personal Trust and Agency Accounts | $0 | 637 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 359 |
| Employee Benefit-defined Benefit Accounts | $0 | 185 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 565 |
| Corporate Trust and Agency Accounts | $0 | 248 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 396 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 247 |
| Other Fiduciary Accounts | $9,000 | 66 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $50,000 | 276 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $13,000 | 444 |
| 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 | $1,841,000 | 144 |
| Number of Managed Accounts | $1,831,000 | 114 |
| Personal Trust and Agency Accounts | $218,000 | 215 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 283 |
| Employee Benefit-defined Benefit Accounts | $0 | 168 |
| Number of other employee benefit and retirement-related accounts | $720,000 | 123 |
| Corporate Trust and Agency Accounts | $0 | 79 |
| Number of managed investment management and investment advisory agency accounts | $872,000 | 88 |
| Number of foundation and endowment trust and agency accounts, managed assets | $10,000 | 225 |
| Other Fiduciary Accounts | $11,000 | 39 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $720,000 | 93 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,000 | 326 |
| Personal Trust and Agency Accounts | $0 | 313 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 249 |
| Employee Benefit-defined Benefit Accounts | $0 | 158 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 280 |
| Corporate Trust and Agency Accounts | $0 | 118 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 251 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 194 |
| Other Fiduciary Accounts | $9,000 | 41 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $52,000 | 202 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $12,000 | 268 |
| 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 | $1,843,000 | 146 |
| Number of Managed Accounts | $1,835,000 | 114 |
| Personal Trust and Agency Accounts | $220,000 | 233 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 328 |
| Employee Benefit-defined Benefit Accounts | $0 | 184 |
| Number of other employee benefit and retirement-related accounts | $712,000 | 126 |
| Corporate Trust and Agency Accounts | $0 | 125 |
| Number of managed investment management and investment advisory agency accounts | $877,000 | 83 |
| Number of foundation and endowment trust and agency accounts, managed assets | $10,000 | 254 |
| Other Fiduciary Accounts | $16,000 | 37 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $712,000 | 92 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $8,000 | 392 |
| Personal Trust and Agency Accounts | $0 | 369 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 284 |
| Employee Benefit-defined Benefit Accounts | $0 | 165 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 362 |
| Corporate Trust and Agency Accounts | $0 | 169 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 289 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 210 |
| Other Fiduciary Accounts | $7,000 | 62 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $56,000 | 211 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $16,000 | 290 |
| 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 | $1,856,000 | 154 |
| Number of Managed Accounts | $1,848,000 | 121 |
| Personal Trust and Agency Accounts | $222,000 | 213 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 248 |
| Employee Benefit-defined Benefit Accounts | $0 | 171 |
| Number of other employee benefit and retirement-related accounts | $720,000 | 97 |
| Corporate Trust and Agency Accounts | $0 | 74 |
| Number of managed investment management and investment advisory agency accounts | $879,000 | 90 |
| Number of foundation and endowment trust and agency accounts, managed assets | $10,000 | 229 |
| Other Fiduciary Accounts | $17,000 | 33 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $720,000 | 94 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $8,000 | 342 |
| Personal Trust and Agency Accounts | $0 | 307 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 231 |
| Employee Benefit-defined Benefit Accounts | $0 | 122 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 282 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 147 |
| Other Fiduciary Accounts | $7,000 | 50 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $59,000 | 198 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $16,000 | 215 |
| 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 | $1,829,000 | 160 |
| Number of Managed Accounts | $1,821,000 | 123 |
| Personal Trust and Agency Accounts | $222,000 | 244 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 390 |
| Employee Benefit-defined Benefit Accounts | $0 | 238 |
| Number of other employee benefit and retirement-related accounts | $704,000 | 100 |
| Corporate Trust and Agency Accounts | $0 | 160 |
| Number of managed investment management and investment advisory agency accounts | $868,000 | 89 |
| Number of foundation and endowment trust and agency accounts, managed assets | $10,000 | 296 |
| Other Fiduciary Accounts | $17,000 | 44 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $704,000 | 97 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Number of Non-Managed Accounts | $8,000 | 669 |
| Personal Trust and Agency Accounts | $0 | 651 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 361 |
| Employee Benefit-defined Benefit Accounts | $0 | 148 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 547 |
| Corporate Trust and Agency Accounts | $0 | 212 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 360 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 208 |
| Other Fiduciary Accounts | $7,000 | 67 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $61,000 | 253 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $16,000 | 397 |
| 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 | $1,777,000 | 159 |
| Number of Managed Accounts | $1,769,000 | 127 |
| Personal Trust and Agency Accounts | $223,000 | 218 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 260 |
| Employee Benefit-defined Benefit Accounts | $0 | 181 |
| Number of other employee benefit and retirement-related accounts | $684,000 | 102 |
| Corporate Trust and Agency Accounts | $0 | 76 |
| Number of managed investment management and investment advisory agency accounts | $837,000 | 93 |
| Number of foundation and endowment trust and agency accounts, managed assets | $10,000 | 239 |
| Other Fiduciary Accounts | $15,000 | 36 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $684,000 | 101 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $8,000 | 347 |
| Personal Trust and Agency Accounts | $0 | 309 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 247 |
| Employee Benefit-defined Benefit Accounts | $0 | 128 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 293 |
| Corporate Trust and Agency Accounts | $0 | 115 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 151 |
| Other Fiduciary Accounts | $7,000 | 52 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $59,000 | 205 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $16,000 | 220 |
| 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 | $1,782,000 | 141 |
| Number of Managed Accounts | $1,772,000 | 116 |
| Personal Trust and Agency Accounts | $221,000 | 210 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 285 |
| Employee Benefit-defined Benefit Accounts | $0 | 188 |
| Number of other employee benefit and retirement-related accounts | $686,000 | 99 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $839,000 | 85 |
| Number of foundation and endowment trust and agency accounts, managed assets | $10,000 | 252 |
| Other Fiduciary Accounts | $16,000 | 35 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $686,000 | 98 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,000 | 365 |
| Personal Trust and Agency Accounts | $0 | 335 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 267 |
| Employee Benefit-defined Benefit Accounts | $0 | 122 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 327 |
| Corporate Trust and Agency Accounts | $1,000 | 107 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 230 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
| Other Fiduciary Accounts | $8,000 | 54 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $60,000 | 194 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $17,000 | 237 |
| 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 | $1,776,000 | 143 |
| Number of Managed Accounts | $1,766,000 | 120 |
| Personal Trust and Agency Accounts | $220,000 | 198 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 250 |
| Employee Benefit-defined Benefit Accounts | $0 | 174 |
| Number of other employee benefit and retirement-related accounts | $681,000 | 99 |
| Corporate Trust and Agency Accounts | $0 | 72 |
| Number of managed investment management and investment advisory agency accounts | $840,000 | 86 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,000 | 228 |
| Other Fiduciary Accounts | $16,000 | 34 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $681,000 | 98 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,000 | 310 |
| Personal Trust and Agency Accounts | $0 | 284 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 235 |
| Employee Benefit-defined Benefit Accounts | $0 | 119 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 281 |
| Corporate Trust and Agency Accounts | $1,000 | 90 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 187 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 135 |
| Other Fiduciary Accounts | $8,000 | 48 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $61,000 | 189 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $17,000 | 209 |
| 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 | $1,769,000 | 147 |
| Number of Managed Accounts | $1,758,000 | 119 |
| Personal Trust and Agency Accounts | $224,000 | 220 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 389 |
| Employee Benefit-defined Benefit Accounts | $0 | 238 |
| Number of other employee benefit and retirement-related accounts | $672,000 | 102 |
| Corporate Trust and Agency Accounts | $0 | 160 |
| Number of managed investment management and investment advisory agency accounts | $838,000 | 84 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,000 | 293 |
| Other Fiduciary Accounts | $15,000 | 45 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $672,000 | 99 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Number of Non-Managed Accounts | $11,000 | 621 |
| Personal Trust and Agency Accounts | $0 | 626 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 355 |
| Employee Benefit-defined Benefit Accounts | $0 | 144 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 557 |
| Corporate Trust and Agency Accounts | $1,000 | 168 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 346 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 188 |
| Other Fiduciary Accounts | $9,000 | 61 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $61,000 | 242 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $17,000 | 386 |
| 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 | $1,734,000 | 146 |
| Number of Managed Accounts | $1,720,000 | 124 |
| Personal Trust and Agency Accounts | $223,000 | 197 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 249 |
| Employee Benefit-defined Benefit Accounts | $0 | 174 |
| Number of other employee benefit and retirement-related accounts | $648,000 | 102 |
| Corporate Trust and Agency Accounts | $0 | 71 |
| Number of managed investment management and investment advisory agency accounts | $827,000 | 83 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,000 | 221 |
| Other Fiduciary Accounts | $13,000 | 36 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $648,000 | 100 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $14,000 | 295 |
| Personal Trust and Agency Accounts | $0 | 273 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 233 |
| Employee Benefit-defined Benefit Accounts | $0 | 118 |
| Number non-managed other employee benefit and retirement-related accounts | $2,000 | 263 |
| Corporate Trust and Agency Accounts | $1,000 | 94 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 181 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 131 |
| Other Fiduciary Accounts | $11,000 | 42 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $64,000 | 180 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $21,000 | 190 |
| 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 | $1,718,000 | 148 |
| Number of Managed Accounts | $1,704,000 | 127 |
| Personal Trust and Agency Accounts | $229,000 | 205 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 292 |
| Employee Benefit-defined Benefit Accounts | $0 | 191 |
| Number of other employee benefit and retirement-related accounts | $636,000 | 106 |
| Corporate Trust and Agency Accounts | $0 | 76 |
| Number of managed investment management and investment advisory agency accounts | $815,000 | 85 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,000 | 251 |
| Other Fiduciary Accounts | $15,000 | 36 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $636,000 | 105 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $14,000 | 342 |
| Personal Trust and Agency Accounts | $0 | 318 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 268 |
| Employee Benefit-defined Benefit Accounts | $0 | 128 |
| Number non-managed other employee benefit and retirement-related accounts | $2,000 | 305 |
| Corporate Trust and Agency Accounts | $1,000 | 111 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 146 |
| Other Fiduciary Accounts | $11,000 | 43 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $65,000 | 191 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $22,000 | 219 |
| 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 | $1,715,000 | 147 |
| Number of Managed Accounts | $1,699,000 | 127 |
| Personal Trust and Agency Accounts | $234,000 | 197 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 257 |
| Employee Benefit-defined Benefit Accounts | $0 | 176 |
| Number of other employee benefit and retirement-related accounts | $634,000 | 102 |
| Corporate Trust and Agency Accounts | $0 | 70 |
| Number of managed investment management and investment advisory agency accounts | $808,000 | 85 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,000 | 223 |
| Other Fiduciary Accounts | $14,000 | 34 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $634,000 | 99 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $16,000 | 294 |
| Personal Trust and Agency Accounts | $0 | 274 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 233 |
| Employee Benefit-defined Benefit Accounts | $0 | 120 |
| Number non-managed other employee benefit and retirement-related accounts | $2,000 | 269 |
| Corporate Trust and Agency Accounts | $2,000 | 88 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 183 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 129 |
| Other Fiduciary Accounts | $12,000 | 41 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $66,000 | 180 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $22,000 | 197 |
| 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 | $1,690,000 | 153 |
| Number of Managed Accounts | $1,674,000 | 128 |
| Personal Trust and Agency Accounts | $237,000 | 211 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 401 |
| Employee Benefit-defined Benefit Accounts | $0 | 247 |
| Number of other employee benefit and retirement-related accounts | $622,000 | 105 |
| Corporate Trust and Agency Accounts | $0 | 158 |
| Number of managed investment management and investment advisory agency accounts | $791,000 | 87 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,000 | 295 |
| Other Fiduciary Accounts | $15,000 | 45 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $622,000 | 104 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Number of Non-Managed Accounts | $16,000 | 586 |
| Personal Trust and Agency Accounts | $0 | 649 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 366 |
| Employee Benefit-defined Benefit Accounts | $0 | 150 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 560 |
| Corporate Trust and Agency Accounts | $2,000 | 164 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 353 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 195 |
| Other Fiduciary Accounts | $13,000 | 54 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $64,000 | 238 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $19,000 | 389 |
| 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 | $1,704,000 | 145 |
| Number of Managed Accounts | $1,684,000 | 123 |
| Personal Trust and Agency Accounts | $239,000 | 187 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 256 |
| Employee Benefit-defined Benefit Accounts | $0 | 178 |
| Number of other employee benefit and retirement-related accounts | $628,000 | 101 |
| Corporate Trust and Agency Accounts | $0 | 74 |
| Number of managed investment management and investment advisory agency accounts | $791,000 | 86 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,000 | 220 |
| Other Fiduciary Accounts | $17,000 | 31 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $628,000 | 99 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $20,000 | 288 |
| Personal Trust and Agency Accounts | $0 | 277 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 234 |
| Employee Benefit-defined Benefit Accounts | $0 | 124 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 282 |
| Corporate Trust and Agency Accounts | $2,000 | 87 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 190 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 135 |
| Other Fiduciary Accounts | $17,000 | 37 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $65,000 | 169 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $19,000 | 210 |
| 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 | $1,705,000 | 150 |
| Number of Managed Accounts | $1,685,000 | 126 |
| Personal Trust and Agency Accounts | $238,000 | 198 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 293 |
| Employee Benefit-defined Benefit Accounts | $0 | 197 |
| Number of other employee benefit and retirement-related accounts | $631,000 | 101 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $791,000 | 87 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,000 | 242 |
| Other Fiduciary Accounts | $16,000 | 35 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $631,000 | 97 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $20,000 | 326 |
| Personal Trust and Agency Accounts | $0 | 319 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 264 |
| Employee Benefit-defined Benefit Accounts | $0 | 135 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 320 |
| Corporate Trust and Agency Accounts | $2,000 | 95 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 224 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 148 |
| Other Fiduciary Accounts | $17,000 | 36 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $66,000 | 182 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $19,000 | 231 |
| 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 | $1,701,000 | 150 |
| Number of Managed Accounts | $1,680,000 | 124 |
| Personal Trust and Agency Accounts | $242,000 | 186 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 257 |
| Employee Benefit-defined Benefit Accounts | $0 | 180 |
| Number of other employee benefit and retirement-related accounts | $624,000 | 99 |
| Corporate Trust and Agency Accounts | $0 | 73 |
| Number of managed investment management and investment advisory agency accounts | $791,000 | 88 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,000 | 220 |
| Other Fiduciary Accounts | $14,000 | 38 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $624,000 | 97 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $21,000 | 285 |
| Personal Trust and Agency Accounts | $0 | 279 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 234 |
| Employee Benefit-defined Benefit Accounts | $0 | 127 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 281 |
| Corporate Trust and Agency Accounts | $2,000 | 91 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 191 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 140 |
| Other Fiduciary Accounts | $18,000 | 36 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $66,000 | 173 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $19,000 | 210 |
| 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 | $1,681,000 | 157 |
| Number of Managed Accounts | $1,658,000 | 128 |
| Personal Trust and Agency Accounts | $243,000 | 204 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 411 |
| Employee Benefit-defined Benefit Accounts | $0 | 257 |
| Number of other employee benefit and retirement-related accounts | $624,000 | 100 |
| Corporate Trust and Agency Accounts | $0 | 158 |
| Number of managed investment management and investment advisory agency accounts | $769,000 | 91 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,000 | 286 |
| Other Fiduciary Accounts | $13,000 | 59 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $624,000 | 98 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Number of Non-Managed Accounts | $23,000 | 536 |
| Personal Trust and Agency Accounts | $0 | 670 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 378 |
| Employee Benefit-defined Benefit Accounts | $0 | 156 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 572 |
| Corporate Trust and Agency Accounts | $3,000 | 152 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 362 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 204 |
| Other Fiduciary Accounts | $19,000 | 46 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $67,000 | 224 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $17,000 | 406 |
| 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 | $1,672,000 | 152 |
| Number of Managed Accounts | $1,647,000 | 127 |
| Personal Trust and Agency Accounts | $244,000 | 188 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 259 |
| Employee Benefit-defined Benefit Accounts | $0 | 184 |
| Number of other employee benefit and retirement-related accounts | $618,000 | 97 |
| Corporate Trust and Agency Accounts | $0 | 79 |
| Number of managed investment management and investment advisory agency accounts | $763,000 | 92 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,000 | 216 |
| Other Fiduciary Accounts | $13,000 | 41 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $618,000 | 96 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $25,000 | 281 |
| Personal Trust and Agency Accounts | $0 | 282 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 241 |
| Employee Benefit-defined Benefit Accounts | $0 | 127 |
| Number non-managed other employee benefit and retirement-related accounts | $3,000 | 270 |
| Corporate Trust and Agency Accounts | $3,000 | 85 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 191 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 143 |
| Other Fiduciary Accounts | $19,000 | 36 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $68,000 | 171 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $19,000 | 210 |
| 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 | $1,651,000 | 154 |
| Number of Managed Accounts | $1,628,000 | 128 |
| Personal Trust and Agency Accounts | $249,000 | 196 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 283 |
| Employee Benefit-defined Benefit Accounts | $0 | 197 |
| Number of other employee benefit and retirement-related accounts | $609,000 | 100 |
| Corporate Trust and Agency Accounts | $0 | 77 |
| Number of managed investment management and investment advisory agency accounts | $748,000 | 93 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,000 | 231 |
| Other Fiduciary Accounts | $13,000 | 46 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $609,000 | 97 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $23,000 | 308 |
| Personal Trust and Agency Accounts | $0 | 311 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 263 |
| Employee Benefit-defined Benefit Accounts | $0 | 133 |
| Number non-managed other employee benefit and retirement-related accounts | $2,000 | 303 |
| Corporate Trust and Agency Accounts | $2,000 | 99 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 149 |
| Other Fiduciary Accounts | $19,000 | 37 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $66,000 | 186 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $18,000 | 236 |
| 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 | $1,637,000 | 155 |
| Number of Managed Accounts | $1,614,000 | 127 |
| Personal Trust and Agency Accounts | $252,000 | 196 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 282 |
| Employee Benefit-defined Benefit Accounts | $0 | 197 |
| Number of other employee benefit and retirement-related accounts | $596,000 | 98 |
| Corporate Trust and Agency Accounts | $0 | 77 |
| Number of managed investment management and investment advisory agency accounts | $743,000 | 93 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,000 | 231 |
| Other Fiduciary Accounts | $14,000 | 43 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $596,000 | 97 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $23,000 | 314 |
| Personal Trust and Agency Accounts | $0 | 309 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 268 |
| Employee Benefit-defined Benefit Accounts | $0 | 135 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 313 |
| Corporate Trust and Agency Accounts | $2,000 | 101 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 151 |
| Other Fiduciary Accounts | $20,000 | 37 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $66,000 | 186 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $16,000 | 243 |
| 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 | $1,673,000 | 153 |
| Number of Managed Accounts | $1,649,000 | 124 |
| Personal Trust and Agency Accounts | $255,000 | 202 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 425 |
| Employee Benefit-defined Benefit Accounts | $0 | 267 |
| Number of other employee benefit and retirement-related accounts | $614,000 | 94 |
| Corporate Trust and Agency Accounts | $0 | 155 |
| Number of managed investment management and investment advisory agency accounts | $757,000 | 89 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,000 | 281 |
| Other Fiduciary Accounts | $14,000 | 48 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $614,000 | 92 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Number of Non-Managed Accounts | $24,000 | 551 |
| Personal Trust and Agency Accounts | $0 | 688 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 398 |
| Employee Benefit-defined Benefit Accounts | $0 | 168 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 586 |
| Corporate Trust and Agency Accounts | $2,000 | 170 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 360 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 205 |
| Other Fiduciary Accounts | $21,000 | 48 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $65,000 | 235 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $16,000 | 424 |
| 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 | $1,616,000 | 152 |
| Number of Managed Accounts | $1,592,000 | 123 |
| Personal Trust and Agency Accounts | $248,000 | 195 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 287 |
| Employee Benefit-defined Benefit Accounts | $0 | 200 |
| Number of other employee benefit and retirement-related accounts | $586,000 | 95 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $737,000 | 87 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,000 | 231 |
| Other Fiduciary Accounts | $12,000 | 43 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $586,000 | 94 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $24,000 | 315 |
| Personal Trust and Agency Accounts | $0 | 314 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 268 |
| Employee Benefit-defined Benefit Accounts | $0 | 135 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 310 |
| Corporate Trust and Agency Accounts | $2,000 | 103 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 150 |
| Other Fiduciary Accounts | $21,000 | 36 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $63,000 | 191 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $16,000 | 245 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,579,000 | 156 |
| Number of Managed Accounts | $1,554,000 | 127 |
| Personal Trust and Agency Accounts | $250,000 | 196 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 290 |
| Employee Benefit-defined Benefit Accounts | $0 | 205 |
| Number of other employee benefit and retirement-related accounts | $556,000 | 96 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $727,000 | 88 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,000 | 233 |
| Other Fiduciary Accounts | $12,000 | 44 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $556,000 | 95 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $25,000 | 316 |
| Personal Trust and Agency Accounts | $0 | 318 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 269 |
| Employee Benefit-defined Benefit Accounts | $0 | 137 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 314 |
| Corporate Trust and Agency Accounts | $2,000 | 105 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 153 |
| Other Fiduciary Accounts | $22,000 | 39 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $62,000 | 194 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $16,000 | 240 |
| 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 | $1,560,000 | 160 |
| Number of Managed Accounts | $1,533,000 | 128 |
| Personal Trust and Agency Accounts | $247,000 | 201 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 292 |
| Employee Benefit-defined Benefit Accounts | $0 | 204 |
| Number of other employee benefit and retirement-related accounts | $542,000 | 99 |
| Corporate Trust and Agency Accounts | $0 | 85 |
| Number of managed investment management and investment advisory agency accounts | $723,000 | 86 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,000 | 232 |
| Other Fiduciary Accounts | $12,000 | 42 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $542,000 | 96 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $27,000 | 314 |
| Personal Trust and Agency Accounts | $0 | 321 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 274 |
| Employee Benefit-defined Benefit Accounts | $0 | 137 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 314 |
| Corporate Trust and Agency Accounts | $2,000 | 105 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 150 |
| Other Fiduciary Accounts | $24,000 | 36 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $56,000 | 204 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $17,000 | 238 |
| 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 | $1,543,000 | 164 |
| Number of Managed Accounts | $1,498,000 | 132 |
| Personal Trust and Agency Accounts | $243,000 | 217 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 440 |
| Employee Benefit-defined Benefit Accounts | $0 | 275 |
| Number of other employee benefit and retirement-related accounts | $520,000 | 101 |
| Corporate Trust and Agency Accounts | $0 | 174 |
| Number of managed investment management and investment advisory agency accounts | $714,000 | 85 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,000 | 284 |
| Other Fiduciary Accounts | $12,000 | 55 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $520,000 | 100 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 47 |
| Number of Non-Managed Accounts | $45,000 | 441 |
| Personal Trust and Agency Accounts | $7,000 | 397 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 413 |
| Employee Benefit-defined Benefit Accounts | $0 | 165 |
| Number non-managed other employee benefit and retirement-related accounts | $7,000 | 467 |
| Corporate Trust and Agency Accounts | $2,000 | 179 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 206 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 206 |
| Other Fiduciary Accounts | $25,000 | 44 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $54,000 | 269 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $22,000 | 385 |
| 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 | $1,513,000 | 161 |
| Number of Managed Accounts | $1,485,000 | 133 |
| Personal Trust and Agency Accounts | $251,000 | 197 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 290 |
| Employee Benefit-defined Benefit Accounts | $0 | 206 |
| Number of other employee benefit and retirement-related accounts | $509,000 | 100 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $704,000 | 84 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,000 | 229 |
| Other Fiduciary Accounts | $12,000 | 42 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $509,000 | 98 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $28,000 | 303 |
| Personal Trust and Agency Accounts | $0 | 316 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 272 |
| Employee Benefit-defined Benefit Accounts | $0 | 132 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 307 |
| Corporate Trust and Agency Accounts | $2,000 | 105 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 211 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 152 |
| Other Fiduciary Accounts | $25,000 | 35 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $54,000 | 210 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $16,000 | 236 |
| 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 | $1,490,000 | 160 |
| Number of Managed Accounts | $1,461,000 | 130 |
| Personal Trust and Agency Accounts | $251,000 | 199 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 295 |
| Employee Benefit-defined Benefit Accounts | $0 | 205 |
| Number of other employee benefit and retirement-related accounts | $501,000 | 100 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $688,000 | 84 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,000 | 231 |
| Other Fiduciary Accounts | $12,000 | 42 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $501,000 | 97 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $29,000 | 302 |
| Personal Trust and Agency Accounts | $0 | 318 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 273 |
| Employee Benefit-defined Benefit Accounts | $0 | 131 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 310 |
| Corporate Trust and Agency Accounts | $2,000 | 107 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 213 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 153 |
| Other Fiduciary Accounts | $26,000 | 36 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $54,000 | 209 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $16,000 | 239 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,466,000 | 161 |
| Number of Managed Accounts | $1,437,000 | 130 |
| Personal Trust and Agency Accounts | $248,000 | 203 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 299 |
| Employee Benefit-defined Benefit Accounts | $0 | 208 |
| Number of other employee benefit and retirement-related accounts | $492,000 | 97 |
| Corporate Trust and Agency Accounts | $0 | 84 |
| Number of managed investment management and investment advisory agency accounts | $673,000 | 82 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,000 | 236 |
| Other Fiduciary Accounts | $15,000 | 39 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $492,000 | 94 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $29,000 | 303 |
| Personal Trust and Agency Accounts | $0 | 320 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 273 |
| Employee Benefit-defined Benefit Accounts | $0 | 131 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 316 |
| Corporate Trust and Agency Accounts | $1,000 | 116 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 187 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 152 |
| Other Fiduciary Accounts | $26,000 | 37 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $55,000 | 207 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $16,000 | 237 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,447,000 | 165 |
| Number of Managed Accounts | $1,406,000 | 135 |
| Personal Trust and Agency Accounts | $246,000 | 215 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 456 |
| Employee Benefit-defined Benefit Accounts | $0 | 281 |
| Number of other employee benefit and retirement-related accounts | $478,000 | 102 |
| Corporate Trust and Agency Accounts | $0 | 181 |
| Number of managed investment management and investment advisory agency accounts | $658,000 | 84 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,000 | 286 |
| Other Fiduciary Accounts | $15,000 | 46 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $478,000 | 97 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $328,000 | 36 |
| Number of Non-Managed Accounts | $41,000 | 467 |
| Personal Trust and Agency Accounts | $5,000 | 446 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 435 |
| Employee Benefit-defined Benefit Accounts | $0 | 167 |
| Number non-managed other employee benefit and retirement-related accounts | $4,000 | 542 |
| Corporate Trust and Agency Accounts | $1,000 | 211 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 201 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 203 |
| Other Fiduciary Accounts | $27,000 | 49 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $57,000 | 271 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $19,000 | 419 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,440,000 | 161 |
| Number of Managed Accounts | $1,412,000 | 129 |
| Personal Trust and Agency Accounts | $248,000 | 201 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 301 |
| Employee Benefit-defined Benefit Accounts | $0 | 214 |
| Number of other employee benefit and retirement-related accounts | $474,000 | 99 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $665,000 | 82 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,000 | 231 |
| Other Fiduciary Accounts | $16,000 | 35 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $474,000 | 93 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $28,000 | 315 |
| Personal Trust and Agency Accounts | $0 | 328 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 279 |
| Employee Benefit-defined Benefit Accounts | $0 | 139 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 319 |
| Corporate Trust and Agency Accounts | $1,000 | 122 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 155 |
| Other Fiduciary Accounts | $26,000 | 36 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $56,000 | 207 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $16,000 | 245 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,360,000 | 171 |
| Number of Managed Accounts | $1,339,000 | 139 |
| Personal Trust and Agency Accounts | $246,000 | 203 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 306 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 163 |
| Number of other employee benefit and retirement-related accounts | $442,000 | 107 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $626,000 | 86 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,000 | 229 |
| Other Fiduciary Accounts | $15,000 | 40 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $442,000 | 101 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $21,000 | 331 |
| Personal Trust and Agency Accounts | $0 | 327 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 281 |
| Employee Benefit-defined Benefit Accounts | $0 | 139 |
| Number non-managed other employee benefit and retirement-related accounts | $2,000 | 314 |
| Corporate Trust and Agency Accounts | $1,000 | 122 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 223 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 159 |
| Other Fiduciary Accounts | $18,000 | 43 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $53,000 | 214 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $13,000 | 267 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,314,000 | 175 |
| Number of Managed Accounts | $1,300,000 | 142 |
| Personal Trust and Agency Accounts | $246,000 | 202 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 307 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 162 |
| Number of other employee benefit and retirement-related accounts | $422,000 | 111 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $606,000 | 87 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,000 | 230 |
| Other Fiduciary Accounts | $16,000 | 40 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $422,000 | 102 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $14,000 | 344 |
| Personal Trust and Agency Accounts | $0 | 326 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 284 |
| Employee Benefit-defined Benefit Accounts | $0 | 138 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 325 |
| Corporate Trust and Agency Accounts | $1,000 | 123 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 226 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 158 |
| Other Fiduciary Accounts | $12,000 | 50 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $49,000 | 227 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $11,000 | 280 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,339,000 | 177 |
| Number of Managed Accounts | $1,324,000 | 142 |
| Personal Trust and Agency Accounts | $253,000 | 212 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 476 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 193 |
| Number of other employee benefit and retirement-related accounts | $435,000 | 106 |
| Corporate Trust and Agency Accounts | $0 | 191 |
| Number of managed investment management and investment advisory agency accounts | $611,000 | 84 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,000 | 282 |
| Other Fiduciary Accounts | $15,000 | 48 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $435,000 | 100 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 60 |
| Number of Non-Managed Accounts | $15,000 | 692 |
| Personal Trust and Agency Accounts | $1,000 | 662 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 464 |
| Employee Benefit-defined Benefit Accounts | $0 | 175 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 652 |
| Corporate Trust and Agency Accounts | $1,000 | 216 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 395 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 210 |
| Other Fiduciary Accounts | $12,000 | 76 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $47,000 | 307 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $11,000 | 535 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,317,000 | 173 |
| Number of Managed Accounts | $1,307,000 | 137 |
| Personal Trust and Agency Accounts | $251,000 | 202 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 306 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 160 |
| Number of other employee benefit and retirement-related accounts | $426,000 | 106 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $604,000 | 85 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,000 | 232 |
| Other Fiduciary Accounts | $16,000 | 41 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $426,000 | 99 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,000 | 356 |
| Personal Trust and Agency Accounts | $0 | 322 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 286 |
| Employee Benefit-defined Benefit Accounts | $0 | 142 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 315 |
| Corporate Trust and Agency Accounts | $1,000 | 125 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 221 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 154 |
| Other Fiduciary Accounts | $8,000 | 63 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $45,000 | 237 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $11,000 | 278 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,297,000 | 175 |
| Number of Managed Accounts | $1,290,000 | 142 |
| Personal Trust and Agency Accounts | $249,000 | 204 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 311 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 164 |
| Number of other employee benefit and retirement-related accounts | $415,000 | 110 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $601,000 | 88 |
| Number of foundation and endowment trust and agency accounts, managed assets | $10,000 | 222 |
| Other Fiduciary Accounts | $14,000 | 45 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $415,000 | 102 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $7,000 | 368 |
| Personal Trust and Agency Accounts | $0 | 324 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 290 |
| Employee Benefit-defined Benefit Accounts | $0 | 141 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 317 |
| Corporate Trust and Agency Accounts | $1,000 | 127 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
| Other Fiduciary Accounts | $5,000 | 68 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $47,000 | 234 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $11,000 | 279 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,272,000 | 176 |
| Number of Managed Accounts | $1,265,000 | 142 |
| Personal Trust and Agency Accounts | $248,000 | 205 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 310 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 165 |
| Number of other employee benefit and retirement-related accounts | $402,000 | 109 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $589,000 | 90 |
| Number of foundation and endowment trust and agency accounts, managed assets | $10,000 | 222 |
| Other Fiduciary Accounts | $15,000 | 39 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $402,000 | 100 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $7,000 | 370 |
| Personal Trust and Agency Accounts | $0 | 326 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 288 |
| Employee Benefit-defined Benefit Accounts | $0 | 139 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 323 |
| Corporate Trust and Agency Accounts | $1,000 | 131 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
| Other Fiduciary Accounts | $5,000 | 69 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $45,000 | 242 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $11,000 | 281 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,245,000 | 184 |
| Number of Managed Accounts | $1,237,000 | 143 |
| Personal Trust and Agency Accounts | $250,000 | 215 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 488 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 206 |
| Number of other employee benefit and retirement-related accounts | $391,000 | 113 |
| Corporate Trust and Agency Accounts | $0 | 193 |
| Number of managed investment management and investment advisory agency accounts | $570,000 | 90 |
| Number of foundation and endowment trust and agency accounts, managed assets | $10,000 | 267 |
| Other Fiduciary Accounts | $15,000 | 50 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $391,000 | 105 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Number of Non-Managed Accounts | $8,000 | 841 |
| Personal Trust and Agency Accounts | $0 | 790 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 495 |
| Employee Benefit-defined Benefit Accounts | $0 | 180 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 678 |
| Corporate Trust and Agency Accounts | $2,000 | 203 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 382 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 222 |
| Other Fiduciary Accounts | $5,000 | 114 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $45,000 | 323 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $11,000 | 548 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,194,000 | 180 |
| Number of Managed Accounts | $1,186,000 | 148 |
| Personal Trust and Agency Accounts | $249,000 | 201 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 307 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 172 |
| Number of other employee benefit and retirement-related accounts | $354,000 | 123 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $555,000 | 94 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,000 | 227 |
| Other Fiduciary Accounts | $18,000 | 35 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $354,000 | 111 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $8,000 | 369 |
| Personal Trust and Agency Accounts | $0 | 325 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 293 |
| Employee Benefit-defined Benefit Accounts | $0 | 143 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 319 |
| Corporate Trust and Agency Accounts | $2,000 | 112 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 215 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 160 |
| Other Fiduciary Accounts | $5,000 | 68 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $45,000 | 241 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $12,000 | 271 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,178,000 | 178 |
| Number of Managed Accounts | $1,170,000 | 148 |
| Personal Trust and Agency Accounts | $248,000 | 203 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 311 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 171 |
| Number of other employee benefit and retirement-related accounts | $349,000 | 117 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $545,000 | 97 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,000 | 224 |
| Other Fiduciary Accounts | $18,000 | 32 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $349,000 | 108 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $8,000 | 369 |
| Personal Trust and Agency Accounts | $0 | 329 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 296 |
| Employee Benefit-defined Benefit Accounts | $0 | 143 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 321 |
| Corporate Trust and Agency Accounts | $2,000 | 115 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 189 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
| Other Fiduciary Accounts | $4,000 | 74 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $45,000 | 245 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $12,000 | 274 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,138,000 | 190 |
| Number of Managed Accounts | $1,131,000 | 151 |
| Personal Trust and Agency Accounts | $247,000 | 203 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 315 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 173 |
| Number of other employee benefit and retirement-related accounts | $328,000 | 123 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $527,000 | 98 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,000 | 220 |
| Other Fiduciary Accounts | $19,000 | 33 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $328,000 | 112 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $7,000 | 372 |
| Personal Trust and Agency Accounts | $1,000 | 309 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 298 |
| Employee Benefit-defined Benefit Accounts | $0 | 145 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 325 |
| Corporate Trust and Agency Accounts | $1,000 | 121 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 159 |
| Other Fiduciary Accounts | $4,000 | 78 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $45,000 | 248 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $12,000 | 273 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,110,000 | 202 |
| Number of Managed Accounts | $1,103,000 | 153 |
| Personal Trust and Agency Accounts | $248,000 | 217 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 514 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 212 |
| Number of other employee benefit and retirement-related accounts | $319,000 | 130 |
| Corporate Trust and Agency Accounts | $0 | 208 |
| Number of managed investment management and investment advisory agency accounts | $507,000 | 101 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,000 | 269 |
| Other Fiduciary Accounts | $19,000 | 41 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $319,000 | 114 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Number of Non-Managed Accounts | $7,000 | 865 |
| Personal Trust and Agency Accounts | $1,000 | 722 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 516 |
| Employee Benefit-defined Benefit Accounts | $0 | 188 |
| Number non-managed other employee benefit and retirement-related accounts | $2,000 | 654 |
| Corporate Trust and Agency Accounts | $1,000 | 237 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 395 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 221 |
| Other Fiduciary Accounts | $3,000 | 135 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $48,000 | 334 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $13,000 | 529 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,061,000 | 193 |
| Number of Managed Accounts | $1,053,000 | 153 |
| Personal Trust and Agency Accounts | $250,000 | 198 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 302 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 176 |
| Number of other employee benefit and retirement-related accounts | $293,000 | 134 |
| Corporate Trust and Agency Accounts | $0 | 92 |
| Number of managed investment management and investment advisory agency accounts | $482,000 | 101 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,000 | 211 |
| Other Fiduciary Accounts | $18,000 | 34 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $293,000 | 122 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $8,000 | 353 |
| Personal Trust and Agency Accounts | $2,000 | 282 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 239 |
| Employee Benefit-defined Benefit Accounts | $0 | 142 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 311 |
| Corporate Trust and Agency Accounts | $0 | 145 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 205 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 154 |
| Other Fiduciary Accounts | $3,000 | 79 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $50,000 | 234 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $13,000 | 259 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,037,000 | 194 |
| Number of Managed Accounts | $1,029,000 | 151 |
| Personal Trust and Agency Accounts | $248,000 | 198 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 304 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 176 |
| Number of other employee benefit and retirement-related accounts | $281,000 | 140 |
| Corporate Trust and Agency Accounts | $0 | 93 |
| Number of managed investment management and investment advisory agency accounts | $470,000 | 103 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,000 | 214 |
| Other Fiduciary Accounts | $20,000 | 33 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $281,000 | 126 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $8,000 | 354 |
| Personal Trust and Agency Accounts | $1,000 | 304 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 239 |
| Employee Benefit-defined Benefit Accounts | $0 | 145 |
| Number non-managed other employee benefit and retirement-related accounts | $2,000 | 292 |
| Corporate Trust and Agency Accounts | $0 | 143 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 155 |
| Other Fiduciary Accounts | $3,000 | 83 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $51,000 | 235 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $14,000 | 256 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,017,000 | 203 |
| Number of Managed Accounts | $1,009,000 | 157 |
| Personal Trust and Agency Accounts | $239,000 | 209 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 304 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 179 |
| Number of other employee benefit and retirement-related accounts | $277,000 | 136 |
| Corporate Trust and Agency Accounts | $0 | 93 |
| Number of managed investment management and investment advisory agency accounts | $464,000 | 102 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,000 | 214 |
| Other Fiduciary Accounts | $19,000 | 35 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $277,000 | 122 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $8,000 | 358 |
| Personal Trust and Agency Accounts | $1,000 | 309 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 215 |
| Employee Benefit-defined Benefit Accounts | $0 | 148 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 324 |
| Corporate Trust and Agency Accounts | $0 | 140 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 206 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 158 |
| Other Fiduciary Accounts | $2,000 | 90 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $53,000 | 228 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $13,000 | 264 |
| 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 | $1,007,000 | 208 |
| Number of Managed Accounts | $999,000 | 157 |
| Personal Trust and Agency Accounts | $225,000 | 231 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 531 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 221 |
| Number of other employee benefit and retirement-related accounts | $279,000 | 138 |
| Corporate Trust and Agency Accounts | $0 | 221 |
| Number of managed investment management and investment advisory agency accounts | $468,000 | 106 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,000 | 270 |
| Other Fiduciary Accounts | $17,000 | 45 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $278,000 | 124 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 71 |
| Number of Non-Managed Accounts | $8,000 | 872 |
| Personal Trust and Agency Accounts | $1,000 | 740 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 300 |
| Employee Benefit-defined Benefit Accounts | $0 | 200 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 765 |
| Corporate Trust and Agency Accounts | $0 | 295 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 418 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 220 |
| Other Fiduciary Accounts | $2,000 | 153 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $55,000 | 318 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $14,000 | 533 |
| 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 | $967,000 | 203 |
| Number of Managed Accounts | $958,000 | 157 |
| Personal Trust and Agency Accounts | $216,000 | 219 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 294 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 180 |
| Number of other employee benefit and retirement-related accounts | $262,000 | 138 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $452,000 | 106 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,000 | 206 |
| Other Fiduciary Accounts | $18,000 | 33 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $262,000 | 122 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $9,000 | 340 |
| Personal Trust and Agency Accounts | $2,000 | 272 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 218 |
| Employee Benefit-defined Benefit Accounts | $0 | 147 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 314 |
| Corporate Trust and Agency Accounts | $0 | 131 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 149 |
| Other Fiduciary Accounts | $2,000 | 81 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $54,000 | 220 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $13,000 | 258 |
| 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 | $960,000 | 204 |
| Number of Managed Accounts | $950,000 | 156 |
| Personal Trust and Agency Accounts | $217,000 | 219 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 295 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 182 |
| Number of other employee benefit and retirement-related accounts | $254,000 | 143 |
| Corporate Trust and Agency Accounts | $0 | 85 |
| Number of managed investment management and investment advisory agency accounts | $452,000 | 107 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,000 | 218 |
| Other Fiduciary Accounts | $19,000 | 30 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $254,000 | 125 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,000 | 342 |
| Personal Trust and Agency Accounts | $2,000 | 280 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $6,000 | 212 |
| Employee Benefit-defined Benefit Accounts | $0 | 145 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 322 |
| Corporate Trust and Agency Accounts | $0 | 137 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 147 |
| Other Fiduciary Accounts | $2,000 | 88 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $52,000 | 227 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $13,000 | 263 |
| 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 | $944,000 | 207 |
| Number of Managed Accounts | $934,000 | 158 |
| Personal Trust and Agency Accounts | $212,000 | 219 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 295 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 183 |
| Number of other employee benefit and retirement-related accounts | $246,000 | 146 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $447,000 | 108 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,000 | 219 |
| Other Fiduciary Accounts | $21,000 | 27 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $246,000 | 128 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,000 | 341 |
| Personal Trust and Agency Accounts | $2,000 | 277 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $6,000 | 213 |
| Employee Benefit-defined Benefit Accounts | $0 | 149 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 319 |
| Corporate Trust and Agency Accounts | $0 | 139 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 202 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 148 |
| Other Fiduciary Accounts | $2,000 | 89 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $55,000 | 217 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $15,000 | 253 |
| 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 | $905,000 | 230 |
| Number of Managed Accounts | $895,000 | 165 |
| Personal Trust and Agency Accounts | $210,000 | 250 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 548 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 228 |
| Number of other employee benefit and retirement-related accounts | $231,000 | 164 |
| Corporate Trust and Agency Accounts | $0 | 226 |
| Number of managed investment management and investment advisory agency accounts | $424,000 | 109 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,000 | 291 |
| Other Fiduciary Accounts | $22,000 | 34 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $231,000 | 148 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 67 |
| Number of Non-Managed Accounts | $10,000 | 859 |
| Personal Trust and Agency Accounts | $2,000 | 662 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $6,000 | 298 |
| Employee Benefit-defined Benefit Accounts | $0 | 200 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 779 |
| Corporate Trust and Agency Accounts | $0 | 326 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 414 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 211 |
| Other Fiduciary Accounts | $2,000 | 170 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $52,000 | 341 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $12,000 | 575 |
| 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 | $903,000 | 216 |
| Number of Managed Accounts | $891,000 | 162 |
| Personal Trust and Agency Accounts | $222,000 | 216 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 293 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 186 |
| Number of other employee benefit and retirement-related accounts | $226,000 | 155 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $413,000 | 106 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,000 | 211 |
| Other Fiduciary Accounts | $22,000 | 30 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $226,000 | 141 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $12,000 | 351 |
| Personal Trust and Agency Accounts | $3,000 | 266 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $6,000 | 221 |
| Employee Benefit-defined Benefit Accounts | $0 | 153 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 325 |
| Corporate Trust and Agency Accounts | $1,000 | 127 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 189 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 143 |
| Other Fiduciary Accounts | $2,000 | 85 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $55,000 | 221 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $13,000 | 257 |
| 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 | $877,000 | 221 |
| Number of Managed Accounts | $865,000 | 164 |
| Personal Trust and Agency Accounts | $229,000 | 215 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 299 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 189 |
| Number of other employee benefit and retirement-related accounts | $211,000 | 159 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $395,000 | 112 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,000 | 210 |
| Other Fiduciary Accounts | $22,000 | 28 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $211,000 | 145 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $12,000 | 354 |
| Personal Trust and Agency Accounts | $2,000 | 283 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 213 |
| Employee Benefit-defined Benefit Accounts | $0 | 154 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 326 |
| Corporate Trust and Agency Accounts | $1,000 | 129 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 185 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 139 |
| Other Fiduciary Accounts | $2,000 | 87 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $54,000 | 224 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $12,000 | 266 |
| 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 | $839,000 | 231 |
| Number of Managed Accounts | $824,000 | 169 |
| Personal Trust and Agency Accounts | $227,000 | 216 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 306 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 191 |
| Number of other employee benefit and retirement-related accounts | $193,000 | 166 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $375,000 | 114 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,000 | 209 |
| Other Fiduciary Accounts | $21,000 | 27 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $193,000 | 145 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $15,000 | 344 |
| Personal Trust and Agency Accounts | $4,000 | 249 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 213 |
| Employee Benefit-defined Benefit Accounts | $0 | 155 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 319 |
| Corporate Trust and Agency Accounts | $0 | 150 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 155 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
| Other Fiduciary Accounts | $2,000 | 90 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $55,000 | 226 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $14,000 | 248 |
| 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 | $790,000 | 265 |
| Number of Managed Accounts | $778,000 | 193 |
| Personal Trust and Agency Accounts | $230,000 | 244 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 583 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 240 |
| Number of other employee benefit and retirement-related accounts | $179,000 | 194 |
| Corporate Trust and Agency Accounts | $0 | 246 |
| Number of managed investment management and investment advisory agency accounts | $340,000 | 130 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,000 | 295 |
| Other Fiduciary Accounts | $21,000 | 40 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $179,000 | 170 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 79 |
| Number of Non-Managed Accounts | $12,000 | 860 |
| Personal Trust and Agency Accounts | $3,000 | 633 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 293 |
| Employee Benefit-defined Benefit Accounts | $0 | 217 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 797 |
| Corporate Trust and Agency Accounts | $0 | 347 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 407 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 201 |
| Other Fiduciary Accounts | $2,000 | 180 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $54,000 | 352 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $14,000 | 539 |
| 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 | $731,000 | 250 |
| Number of Managed Accounts | $710,000 | 199 |
| Personal Trust and Agency Accounts | $231,000 | 217 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 296 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 189 |
| Number of other employee benefit and retirement-related accounts | $150,000 | 187 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $300,000 | 139 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,000 | 206 |
| Other Fiduciary Accounts | $21,000 | 31 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $150,000 | 161 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $21,000 | 318 |
| Personal Trust and Agency Accounts | $10,000 | 191 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 212 |
| Employee Benefit-defined Benefit Accounts | $0 | 151 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 311 |
| Corporate Trust and Agency Accounts | $0 | 159 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 145 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
| Other Fiduciary Accounts | $3,000 | 91 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $45,000 | 245 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $14,000 | 235 |
| 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 | $729,000 | 250 |
| Number of Managed Accounts | $710,000 | 199 |
| Personal Trust and Agency Accounts | $240,000 | 214 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 299 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 189 |
| Number of other employee benefit and retirement-related accounts | $146,000 | 192 |
| Corporate Trust and Agency Accounts | $0 | 95 |
| Number of managed investment management and investment advisory agency accounts | $293,000 | 143 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,000 | 204 |
| Other Fiduciary Accounts | $23,000 | 33 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $146,000 | 162 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $19,000 | 324 |
| Personal Trust and Agency Accounts | $9,000 | 197 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 214 |
| Employee Benefit-defined Benefit Accounts | $0 | 156 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 312 |
| Corporate Trust and Agency Accounts | $0 | 164 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 148 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 133 |
| Other Fiduciary Accounts | $2,000 | 95 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $51,000 | 238 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $15,000 | 228 |
| 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 | $715,000 | 258 |
| Number of Managed Accounts | $692,000 | 201 |
| Personal Trust and Agency Accounts | $238,000 | 213 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 304 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 188 |
| Number of other employee benefit and retirement-related accounts | $141,000 | 191 |
| Corporate Trust and Agency Accounts | $0 | 91 |
| Number of managed investment management and investment advisory agency accounts | $283,000 | 145 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,000 | 204 |
| Other Fiduciary Accounts | $22,000 | 34 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $141,000 | 164 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $23,000 | 319 |
| Personal Trust and Agency Accounts | $10,000 | 201 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 208 |
| Employee Benefit-defined Benefit Accounts | $0 | 155 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 313 |
| Corporate Trust and Agency Accounts | $0 | 163 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 111 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 136 |
| Other Fiduciary Accounts | $2,000 | 96 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $52,000 | 240 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $15,000 | 226 |
| 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 | $719,000 | 292 |
| Number of Managed Accounts | $697,000 | 220 |
| Personal Trust and Agency Accounts | $240,000 | 235 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 604 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 248 |
| Number of other employee benefit and retirement-related accounts | $143,000 | 222 |
| Corporate Trust and Agency Accounts | $0 | 253 |
| Number of managed investment management and investment advisory agency accounts | $287,000 | 147 |
| Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 303 |
| Other Fiduciary Accounts | $21,000 | 44 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $140,000 | 188 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 82 |
| Number of Non-Managed Accounts | $22,000 | 745 |
| Personal Trust and Agency Accounts | $10,000 | 459 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 292 |
| Employee Benefit-defined Benefit Accounts | $0 | 225 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 808 |
| Corporate Trust and Agency Accounts | $0 | 372 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 238 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 193 |
| Other Fiduciary Accounts | $2,000 | 174 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $54,000 | 357 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $18,000 | 492 |
| 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 | $740,000 | 252 |
| Number of Managed Accounts | $702,000 | 203 |
| Personal Trust and Agency Accounts | $241,000 | 215 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 294 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 184 |
| Number of other employee benefit and retirement-related accounts | $141,000 | 188 |
| Corporate Trust and Agency Accounts | $0 | 98 |
| Number of managed investment management and investment advisory agency accounts | $298,000 | 149 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $21,000 | 41 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $38,000 | 274 |
| Personal Trust and Agency Accounts | $9,000 | 216 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 213 |
| Employee Benefit-defined Benefit Accounts | $0 | 156 |
| Number non-managed other employee benefit and retirement-related accounts | $19,000 | 197 |
| Corporate Trust and Agency Accounts | $0 | 163 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $2,000 | 98 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $41,000 | 253 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $743,000 | 250 |
| Number of Managed Accounts | $706,000 | 202 |
| Personal Trust and Agency Accounts | $237,000 | 222 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 305 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 186 |
| Number of other employee benefit and retirement-related accounts | $146,000 | 186 |
| Corporate Trust and Agency Accounts | $0 | 100 |
| Number of managed investment management and investment advisory agency accounts | $303,000 | 151 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $19,000 | 43 |
| 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 | $37,000 | 284 |
| Personal Trust and Agency Accounts | $8,000 | 233 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 216 |
| Employee Benefit-defined Benefit Accounts | $0 | 155 |
| Number non-managed other employee benefit and retirement-related accounts | $18,000 | 213 |
| Corporate Trust and Agency Accounts | $0 | 164 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $2,000 | 97 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $41,000 | 261 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $748,000 | 250 |
| Number of Managed Accounts | $705,000 | 201 |
| Personal Trust and Agency Accounts | $236,000 | 220 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 307 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 188 |
| Number of other employee benefit and retirement-related accounts | $144,000 | 184 |
| Corporate Trust and Agency Accounts | $0 | 99 |
| Number of managed investment management and investment advisory agency accounts | $304,000 | 150 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $20,000 | 42 |
| 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 | $43,000 | 275 |
| Personal Trust and Agency Accounts | $14,000 | 189 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 217 |
| Employee Benefit-defined Benefit Accounts | $0 | 154 |
| Number non-managed other employee benefit and retirement-related accounts | $18,000 | 207 |
| Corporate Trust and Agency Accounts | $0 | 163 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $2,000 | 100 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $41,000 | 264 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $750,000 | 283 |
| Number of Managed Accounts | $713,000 | 216 |
| Personal Trust and Agency Accounts | $245,000 | 237 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 633 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 246 |
| Number of other employee benefit and retirement-related accounts | $147,000 | 216 |
| Corporate Trust and Agency Accounts | $0 | 267 |
| Number of managed investment management and investment advisory agency accounts | $300,000 | 157 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $20,000 | 58 |
| 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 | $37,000 | 604 |
| Personal Trust and Agency Accounts | $9,000 | 505 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 314 |
| Employee Benefit-defined Benefit Accounts | $0 | 235 |
| Number non-managed other employee benefit and retirement-related accounts | $18,000 | 447 |
| Corporate Trust and Agency Accounts | $0 | 375 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $2,000 | 193 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $45,000 | 396 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $737,000 | 251 |
| Number of Managed Accounts | $699,000 | 201 |
| Personal Trust and Agency Accounts | $237,000 | 231 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 322 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 191 |
| Number of other employee benefit and retirement-related accounts | $144,000 | 189 |
| Corporate Trust and Agency Accounts | $0 | 108 |
| Number of managed investment management and investment advisory agency accounts | $297,000 | 154 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $20,000 | 46 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $38,000 | 301 |
| Personal Trust and Agency Accounts | $8,000 | 238 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 229 |
| Employee Benefit-defined Benefit Accounts | $0 | 163 |
| Number non-managed other employee benefit and retirement-related accounts | $17,000 | 225 |
| Corporate Trust and Agency Accounts | $0 | 174 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $4,000 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $46,000 | 273 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $749,000 | 258 |
| Number of Managed Accounts | $713,000 | 206 |
| Personal Trust and Agency Accounts | $245,000 | 226 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 324 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 194 |
| Number of other employee benefit and retirement-related accounts | $147,000 | 180 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $300,000 | 149 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $20,000 | 46 |
| 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 | $36,000 | 310 |
| Personal Trust and Agency Accounts | $7,000 | 253 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 233 |
| Employee Benefit-defined Benefit Accounts | $0 | 167 |
| Number non-managed other employee benefit and retirement-related accounts | $18,000 | 223 |
| Corporate Trust and Agency Accounts | $0 | 177 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $2,000 | 110 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $43,000 | 282 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $738,000 | 261 |
| Number of Managed Accounts | $703,000 | 209 |
| Personal Trust and Agency Accounts | $243,000 | 230 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 327 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 195 |
| Number of other employee benefit and retirement-related accounts | $143,000 | 183 |
| Corporate Trust and Agency Accounts | $0 | 103 |
| Number of managed investment management and investment advisory agency accounts | $296,000 | 154 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $20,000 | 48 |
| 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 | $35,000 | 311 |
| Personal Trust and Agency Accounts | $6,000 | 263 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 238 |
| Employee Benefit-defined Benefit Accounts | $0 | 174 |
| Number non-managed other employee benefit and retirement-related accounts | $18,000 | 226 |
| Corporate Trust and Agency Accounts | $0 | 179 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $2,000 | 109 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $43,000 | 286 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $728,000 | 287 |
| Number of Managed Accounts | $695,000 | 219 |
| Personal Trust and Agency Accounts | $237,000 | 253 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 667 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 249 |
| Number of other employee benefit and retirement-related accounts | $140,000 | 213 |
| Corporate Trust and Agency Accounts | $0 | 273 |
| Number of managed investment management and investment advisory agency accounts | $296,000 | 158 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $21,000 | 69 |
| 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 | $33,000 | 660 |
| Personal Trust and Agency Accounts | $3,000 | 716 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 308 |
| Employee Benefit-defined Benefit Accounts | $0 | 244 |
| Number non-managed other employee benefit and retirement-related accounts | $18,000 | 449 |
| Corporate Trust and Agency Accounts | $0 | 389 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $2,000 | 194 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $41,000 | 436 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $707,000 | 261 |
| Number of Managed Accounts | $675,000 | 211 |
| Personal Trust and Agency Accounts | $231,000 | 233 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 317 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 193 |
| Number of other employee benefit and retirement-related accounts | $139,000 | 178 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $286,000 | 159 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $18,000 | 52 |
| 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 | $32,000 | 309 |
| Personal Trust and Agency Accounts | $5,000 | 264 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 226 |
| Employee Benefit-defined Benefit Accounts | $0 | 170 |
| Number non-managed other employee benefit and retirement-related accounts | $15,000 | 221 |
| Corporate Trust and Agency Accounts | $0 | 189 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $2,000 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $38,000 | 286 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $712,000 | 262 |
| Number of Managed Accounts | $679,000 | 213 |
| Personal Trust and Agency Accounts | $217,000 | 239 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 323 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 195 |
| Number of other employee benefit and retirement-related accounts | $141,000 | 177 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $302,000 | 153 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $18,000 | 52 |
| 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 | $33,000 | 315 |
| Personal Trust and Agency Accounts | $6,000 | 258 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 234 |
| Employee Benefit-defined Benefit Accounts | $0 | 174 |
| Number non-managed other employee benefit and retirement-related accounts | $15,000 | 227 |
| Corporate Trust and Agency Accounts | $0 | 192 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $2,000 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $38,000 | 287 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $709,000 | 265 |
| Number of Managed Accounts | $679,000 | 212 |
| Personal Trust and Agency Accounts | $221,000 | 241 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 324 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 198 |
| Number of other employee benefit and retirement-related accounts | $140,000 | 176 |
| Corporate Trust and Agency Accounts | $0 | 102 |
| Number of managed investment management and investment advisory agency accounts | $298,000 | 150 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $19,000 | 50 |
| 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 | $30,000 | 323 |
| Personal Trust and Agency Accounts | $4,000 | 292 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 238 |
| Employee Benefit-defined Benefit Accounts | $0 | 175 |
| Number non-managed other employee benefit and retirement-related accounts | $14,000 | 235 |
| Corporate Trust and Agency Accounts | $0 | 190 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $2,000 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $38,000 | 287 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $686,000 | 298 |
| Number of Managed Accounts | $655,000 | 228 |
| Personal Trust and Agency Accounts | $216,000 | 270 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 707 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 267 |
| Number of other employee benefit and retirement-related accounts | $130,000 | 213 |
| Corporate Trust and Agency Accounts | $0 | 281 |
| Number of managed investment management and investment advisory agency accounts | $291,000 | 157 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $17,000 | 70 |
| 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 | $31,000 | 679 |
| Personal Trust and Agency Accounts | $5,000 | 634 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 332 |
| Employee Benefit-defined Benefit Accounts | $0 | 260 |
| Number non-managed other employee benefit and retirement-related accounts | $14,000 | 493 |
| Corporate Trust and Agency Accounts | $0 | 403 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $2,000 | 198 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $37,000 | 461 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $687,000 | 274 |
| Number of Managed Accounts | $652,000 | 219 |
| Personal Trust and Agency Accounts | $212,000 | 249 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 320 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 202 |
| Number of other employee benefit and retirement-related accounts | $128,000 | 185 |
| Corporate Trust and Agency Accounts | $0 | 101 |
| Number of managed investment management and investment advisory agency accounts | $293,000 | 155 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $18,000 | 54 |
| 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 | $35,000 | 305 |
| Personal Trust and Agency Accounts | $7,000 | 243 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 246 |
| Employee Benefit-defined Benefit Accounts | $0 | 176 |
| Number non-managed other employee benefit and retirement-related accounts | $16,000 | 220 |
| Corporate Trust and Agency Accounts | $0 | 192 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $2,000 | 98 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $37,000 | 281 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $694,000 | 275 |
| Number of Managed Accounts | $657,000 | 223 |
| Personal Trust and Agency Accounts | $216,000 | 254 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 328 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 211 |
| Number of other employee benefit and retirement-related accounts | $128,000 | 183 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $294,000 | 156 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $18,000 | 58 |
| 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 | $37,000 | 309 |
| Personal Trust and Agency Accounts | $10,000 | 227 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 246 |
| Employee Benefit-defined Benefit Accounts | $0 | 185 |
| Number non-managed other employee benefit and retirement-related accounts | $15,000 | 226 |
| Corporate Trust and Agency Accounts | $0 | 194 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $2,000 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $39,000 | 285 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $672,000 | 279 |
| Number of Managed Accounts | $640,000 | 224 |
| Personal Trust and Agency Accounts | $216,000 | 259 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 337 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 211 |
| Number of other employee benefit and retirement-related accounts | $116,000 | 195 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $287,000 | 155 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $20,000 | 55 |
| 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 | $32,000 | 320 |
| Personal Trust and Agency Accounts | $6,000 | 266 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 248 |
| Employee Benefit-defined Benefit Accounts | $0 | 185 |
| Number non-managed other employee benefit and retirement-related accounts | $14,000 | 230 |
| Corporate Trust and Agency Accounts | $0 | 196 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $2,000 | 108 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $39,000 | 288 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $657,000 | 313 |
| Number of Managed Accounts | $626,000 | 241 |
| Personal Trust and Agency Accounts | $222,000 | 293 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 756 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 298 |
| Number of other employee benefit and retirement-related accounts | $112,000 | 227 |
| Corporate Trust and Agency Accounts | $0 | 303 |
| Number of managed investment management and investment advisory agency accounts | $267,000 | 168 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $24,000 | 66 |
| 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 | $31,000 | 697 |
| Personal Trust and Agency Accounts | $5,000 | 649 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 347 |
| Employee Benefit-defined Benefit Accounts | $0 | 282 |
| Number non-managed other employee benefit and retirement-related accounts | $14,000 | 506 |
| Corporate Trust and Agency Accounts | $0 | 423 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $2,000 | 217 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $39,000 | 461 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $655,000 | 271 |
| Number of Managed Accounts | $622,000 | 225 |
| Personal Trust and Agency Accounts | $218,000 | 254 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 329 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 208 |
| Number of other employee benefit and retirement-related accounts | $112,000 | 184 |
| Corporate Trust and Agency Accounts | $0 | 110 |
| Number of managed investment management and investment advisory agency accounts | $267,000 | 158 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $24,000 | 51 |
| 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 | $33,000 | 316 |
| Personal Trust and Agency Accounts | $3,000 | 289 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 249 |
| Employee Benefit-defined Benefit Accounts | $0 | 188 |
| Number non-managed other employee benefit and retirement-related accounts | $18,000 | 211 |
| Corporate Trust and Agency Accounts | $0 | 200 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $3,000 | 100 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $42,000 | 277 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $662,000 | 275 |
| Number of Managed Accounts | $630,000 | 222 |
| Personal Trust and Agency Accounts | $215,000 | 258 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 344 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 208 |
| Number of other employee benefit and retirement-related accounts | $115,000 | 179 |
| Corporate Trust and Agency Accounts | $0 | 114 |
| Number of managed investment management and investment advisory agency accounts | $275,000 | 156 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $24,000 | 49 |
| 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 | $32,000 | 328 |
| Personal Trust and Agency Accounts | $4,000 | 291 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 256 |
| Employee Benefit-defined Benefit Accounts | $0 | 181 |
| Number non-managed other employee benefit and retirement-related accounts | $17,000 | 224 |
| Corporate Trust and Agency Accounts | $0 | 207 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $2,000 | 109 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $43,000 | 275 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $650,000 | 278 |
| Number of Managed Accounts | $625,000 | 225 |
| Personal Trust and Agency Accounts | $211,000 | 264 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 343 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 211 |
| Number of other employee benefit and retirement-related accounts | $116,000 | 172 |
| Corporate Trust and Agency Accounts | $0 | 116 |
| Number of managed investment management and investment advisory agency accounts | $272,000 | 158 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $25,000 | 49 |
| 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 | $25,000 | 346 |
| Personal Trust and Agency Accounts | $1,000 | 338 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 257 |
| Employee Benefit-defined Benefit Accounts | $0 | 184 |
| Number non-managed other employee benefit and retirement-related accounts | $15,000 | 234 |
| Corporate Trust and Agency Accounts | $0 | 209 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 132 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $45,000 | 273 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $623,000 | 320 |
| Number of Managed Accounts | $598,000 | 239 |
| Personal Trust and Agency Accounts | $213,000 | 304 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 767 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 298 |
| Number of other employee benefit and retirement-related accounts | $109,000 | 223 |
| Corporate Trust and Agency Accounts | $0 | 312 |
| Number of managed investment management and investment advisory agency accounts | $252,000 | 167 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $23,000 | 76 |
| 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 | $25,000 | 776 |
| Personal Trust and Agency Accounts | $1,000 | 882 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 359 |
| Employee Benefit-defined Benefit Accounts | $0 | 292 |
| Number non-managed other employee benefit and retirement-related accounts | $15,000 | 505 |
| Corporate Trust and Agency Accounts | $0 | 423 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 286 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $38,000 | 483 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $621,000 | 280 |
| Number of Managed Accounts | $587,000 | 232 |
| Personal Trust and Agency Accounts | $212,000 | 263 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 321 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 204 |
| Number of other employee benefit and retirement-related accounts | $106,000 | 179 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $243,000 | 160 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $24,000 | 51 |
| 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 | $34,000 | 323 |
| Personal Trust and Agency Accounts | $8,000 | 244 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 260 |
| Employee Benefit-defined Benefit Accounts | $0 | 189 |
| Number non-managed other employee benefit and retirement-related accounts | $16,000 | 224 |
| Corporate Trust and Agency Accounts | $0 | 201 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $2,000 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $37,000 | 300 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $610,000 | 286 |
| Number of Managed Accounts | $583,000 | 233 |
| Personal Trust and Agency Accounts | $215,000 | 265 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 322 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 208 |
| Number of other employee benefit and retirement-related accounts | $100,000 | 183 |
| Corporate Trust and Agency Accounts | $0 | 113 |
| Number of managed investment management and investment advisory agency accounts | $241,000 | 159 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $25,000 | 51 |
| 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 | $27,000 | 346 |
| Personal Trust and Agency Accounts | $2,000 | 322 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $6,000 | 279 |
| Employee Benefit-defined Benefit Accounts | $0 | 195 |
| Number non-managed other employee benefit and retirement-related accounts | $19,000 | 223 |
| Corporate Trust and Agency Accounts | $0 | 206 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 128 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $55,000 | 266 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $602,000 | 291 |
| Number of Managed Accounts | $568,000 | 238 |
| Personal Trust and Agency Accounts | $222,000 | 264 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 295 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 210 |
| Number of other employee benefit and retirement-related accounts | $96,000 | 183 |
| Corporate Trust and Agency Accounts | $0 | 110 |
| Number of managed investment management and investment advisory agency accounts | $236,000 | 162 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $10,000 | 71 |
| 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 | $34,000 | 338 |
| Personal Trust and Agency Accounts | $8,000 | 257 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 303 |
| Employee Benefit-defined Benefit Accounts | $0 | 195 |
| Number non-managed other employee benefit and retirement-related accounts | $19,000 | 221 |
| Corporate Trust and Agency Accounts | $0 | 205 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $4,000 | 100 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $30,000 | 330 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $583,000 | 353 |
| Number of Managed Accounts | $551,000 | 266 |
| Personal Trust and Agency Accounts | $216,000 | 316 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 638 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 303 |
| Number of other employee benefit and retirement-related accounts | $90,000 | 239 |
| Corporate Trust and Agency Accounts | $0 | 340 |
| Number of managed investment management and investment advisory agency accounts | $236,000 | 171 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $7,000 | 146 |
| 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 | $32,000 | 736 |
| Personal Trust and Agency Accounts | $9,000 | 540 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 727 |
| Employee Benefit-defined Benefit Accounts | $0 | 304 |
| Number non-managed other employee benefit and retirement-related accounts | $20,000 | 467 |
| Corporate Trust and Agency Accounts | $0 | 460 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $3,000 | 208 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $34,000 | 545 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $571,000 | 311 |
| Number of Managed Accounts | $543,000 | 259 |
| Personal Trust and Agency Accounts | $213,000 | 278 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 326 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 218 |
| Number of other employee benefit and retirement-related accounts | $88,000 | 195 |
| Corporate Trust and Agency Accounts | $0 | 121 |
| Number of managed investment management and investment advisory agency accounts | $232,000 | 165 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $8,000 | 94 |
| 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 | $28,000 | 354 |
| Personal Trust and Agency Accounts | $6,000 | 288 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 351 |
| Employee Benefit-defined Benefit Accounts | $0 | 213 |
| Number non-managed other employee benefit and retirement-related accounts | $20,000 | 229 |
| Corporate Trust and Agency Accounts | $0 | 209 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $2,000 | 126 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $34,000 | 333 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $570,000 | 313 |
| Number of Managed Accounts | $547,000 | 255 |
| Personal Trust and Agency Accounts | $219,000 | 282 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 331 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 217 |
| Number of other employee benefit and retirement-related accounts | $84,000 | 203 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of managed investment management and investment advisory agency accounts | $231,000 | 163 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $11,000 | 88 |
| 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 | $23,000 | 368 |
| Personal Trust and Agency Accounts | $2,000 | 342 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 354 |
| Employee Benefit-defined Benefit Accounts | $0 | 214 |
| Number non-managed other employee benefit and retirement-related accounts | $20,000 | 232 |
| Corporate Trust and Agency Accounts | $0 | 211 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $1,000 | 140 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $36,000 | 326 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $553,000 | 322 |
| Number of Managed Accounts | $528,000 | 267 |
| Personal Trust and Agency Accounts | $220,000 | 288 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 341 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 198 |
| Number of other employee benefit and retirement-related accounts | $82,000 | 204 |
| Corporate Trust and Agency Accounts | $0 | 138 |
| Number of managed investment management and investment advisory agency accounts | $213,000 | 169 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $10,000 | 91 |
| 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 | $25,000 | 373 |
| Personal Trust and Agency Accounts | $2,000 | 355 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 359 |
| Employee Benefit-defined Benefit Accounts | $0 | 215 |
| Number non-managed other employee benefit and retirement-related accounts | $21,000 | 233 |
| Corporate Trust and Agency Accounts | $0 | 216 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $2,000 | 133 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $39,000 | 331 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $564,000 | 378 |
| Number of Managed Accounts | $537,000 | 292 |
| Personal Trust and Agency Accounts | $225,000 | 321 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 673 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 329 |
| Number of other employee benefit and retirement-related accounts | $81,000 | 268 |
| Corporate Trust and Agency Accounts | $0 | 378 |
| Number of managed investment management and investment advisory agency accounts | $219,000 | 176 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $10,000 | 134 |
| 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 | $27,000 | 789 |
| Personal Trust and Agency Accounts | $1,000 | 927 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 764 |
| Employee Benefit-defined Benefit Accounts | $0 | 309 |
| Number non-managed other employee benefit and retirement-related accounts | $24,000 | 441 |
| Corporate Trust and Agency Accounts | $0 | 452 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $2,000 | 230 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $40,000 | 546 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $512,000 | 378 |
| Number of Managed Accounts | $471,000 | 304 |
| Personal Trust and Agency Accounts | $214,000 | 326 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 659 |
| Employee Benefit-defined Benefit Accounts | $0 | 447 |
| Number of other employee benefit and retirement-related accounts | $37,000 | 361 |
| Corporate Trust and Agency Accounts | $0 | 351 |
| Number of managed investment management and investment advisory agency accounts | $206,000 | 170 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $13,000 | 123 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $41,000 | 641 |
| Personal Trust and Agency Accounts | $1,000 | 869 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 515 |
| Employee Benefit-defined Benefit Accounts | $0 | 284 |
| Number non-managed other employee benefit and retirement-related accounts | $37,000 | 350 |
| Corporate Trust and Agency Accounts | $0 | 450 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 297 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $41,000 | 493 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |