Home > The Fremont National Bank and Trust Company > Number of Fiduciary and Related Asset Accounts
The Fremont National Bank and Trust Company, Number of Fiduciary and Related Asset Accounts
| 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 | $545,000 | 341 |
| Number of Managed Accounts | $294,000 | 401 |
| Personal Trust and Agency Accounts | $78,000 | 532 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 209 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 212 |
| Number of other employee benefit and retirement-related accounts | $126,000 | 268 |
| Corporate Trust and Agency Accounts | $0 | 208 |
| Number of managed investment management and investment advisory agency accounts | $77,000 | 366 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,000 | 383 |
| Other Fiduciary Accounts | $0 | 240 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $126,000 | 246 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Number of Non-Managed Accounts | $251,000 | 170 |
| Personal Trust and Agency Accounts | $45,000 | 177 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $87,000 | 79 |
| Employee Benefit-defined Benefit Accounts | $0 | 188 |
| Number non-managed other employee benefit and retirement-related accounts | $81,000 | 156 |
| Corporate Trust and Agency Accounts | $20,000 | 93 |
| Number of investment management and advisory agency accounts, non-managed assets | $18,000 | 99 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 221 |
| Other Fiduciary Accounts | $0 | 215 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,000 | 664 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $81,000 | 193 |
| 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 | $564,000 | 295 |
| Number of Managed Accounts | $302,000 | 317 |
| Personal Trust and Agency Accounts | $83,000 | 332 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 177 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 176 |
| Number of other employee benefit and retirement-related accounts | $127,000 | 228 |
| Corporate Trust and Agency Accounts | $1,000 | 69 |
| Number of managed investment management and investment advisory agency accounts | $77,000 | 286 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,000 | 254 |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $127,000 | 212 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $262,000 | 132 |
| Personal Trust and Agency Accounts | $47,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $88,000 | 74 |
| Employee Benefit-defined Benefit Accounts | $0 | 142 |
| Number non-managed other employee benefit and retirement-related accounts | $87,000 | 99 |
| Corporate Trust and Agency Accounts | $22,000 | 66 |
| Number of investment management and advisory agency accounts, non-managed assets | $18,000 | 74 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 154 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,000 | 341 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $87,000 | 117 |
| 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 | $610,000 | 279 |
| Number of Managed Accounts | $301,000 | 317 |
| Personal Trust and Agency Accounts | $84,000 | 331 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 180 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 176 |
| Number of other employee benefit and retirement-related accounts | $128,000 | 225 |
| Corporate Trust and Agency Accounts | $1,000 | 74 |
| Number of managed investment management and investment advisory agency accounts | $74,000 | 284 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,000 | 250 |
| Other Fiduciary Accounts | $0 | 119 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $128,000 | 208 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $309,000 | 120 |
| Personal Trust and Agency Accounts | $65,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $86,000 | 76 |
| Employee Benefit-defined Benefit Accounts | $0 | 145 |
| Number non-managed other employee benefit and retirement-related accounts | $106,000 | 91 |
| Corporate Trust and Agency Accounts | $30,000 | 63 |
| Number of investment management and advisory agency accounts, non-managed assets | $22,000 | 65 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 155 |
| Other Fiduciary Accounts | $0 | 104 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $12,000 | 311 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $106,000 | 109 |
| 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 | $786,000 | 246 |
| Number of Managed Accounts | $332,000 | 309 |
| Personal Trust and Agency Accounts | $90,000 | 328 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 182 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 179 |
| Number of other employee benefit and retirement-related accounts | $124,000 | 226 |
| Corporate Trust and Agency Accounts | $38,000 | 15 |
| Number of managed investment management and investment advisory agency accounts | $64,000 | 294 |
| Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 239 |
| Other Fiduciary Accounts | $0 | 118 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $124,000 | 207 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $454,000 | 101 |
| Personal Trust and Agency Accounts | $69,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $89,000 | 77 |
| Employee Benefit-defined Benefit Accounts | $0 | 148 |
| Number non-managed other employee benefit and retirement-related accounts | $107,000 | 94 |
| Corporate Trust and Agency Accounts | $167,000 | 45 |
| Number of investment management and advisory agency accounts, non-managed assets | $22,000 | 66 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 158 |
| Other Fiduciary Accounts | $0 | 110 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $12,000 | 313 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $107,000 | 113 |
| 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 | $797,000 | 258 |
| Number of Managed Accounts | $400,000 | 320 |
| Personal Trust and Agency Accounts | $143,000 | 357 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 205 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 221 |
| Number of other employee benefit and retirement-related accounts | $132,000 | 252 |
| Corporate Trust and Agency Accounts | $38,000 | 25 |
| Number of managed investment management and investment advisory agency accounts | $66,000 | 392 |
| Number of foundation and endowment trust and agency accounts, managed assets | $8,000 | 285 |
| Other Fiduciary Accounts | $2,000 | 155 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $132,000 | 227 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 71 |
| Number of Non-Managed Accounts | $397,000 | 128 |
| Personal Trust and Agency Accounts | $10,000 | 418 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $60,000 | 107 |
| Employee Benefit-defined Benefit Accounts | $0 | 200 |
| Number non-managed other employee benefit and retirement-related accounts | $112,000 | 136 |
| Corporate Trust and Agency Accounts | $180,000 | 49 |
| Number of investment management and advisory agency accounts, non-managed assets | $22,000 | 82 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 220 |
| Other Fiduciary Accounts | $13,000 | 82 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $13,000 | 552 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $112,000 | 169 |
| 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 | $802,000 | 237 |
| Number of Managed Accounts | $416,000 | 276 |
| Personal Trust and Agency Accounts | $150,000 | 270 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $12,000 | 164 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 180 |
| Number of other employee benefit and retirement-related accounts | $134,000 | 219 |
| Corporate Trust and Agency Accounts | $42,000 | 15 |
| Number of managed investment management and investment advisory agency accounts | $67,000 | 288 |
| Number of foundation and endowment trust and agency accounts, managed assets | $8,000 | 218 |
| Other Fiduciary Accounts | $2,000 | 80 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $134,000 | 196 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $386,000 | 107 |
| Personal Trust and Agency Accounts | $11,000 | 187 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $62,000 | 92 |
| Employee Benefit-defined Benefit Accounts | $0 | 147 |
| Number non-managed other employee benefit and retirement-related accounts | $116,000 | 81 |
| Corporate Trust and Agency Accounts | $174,000 | 47 |
| Number of investment management and advisory agency accounts, non-managed assets | $23,000 | 58 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 149 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $14,000 | 290 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $116,000 | 99 |
| 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 | $864,000 | 225 |
| Number of Managed Accounts | $425,000 | 271 |
| Personal Trust and Agency Accounts | $156,000 | 267 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $12,000 | 171 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 182 |
| Number of other employee benefit and retirement-related accounts | $137,000 | 217 |
| Corporate Trust and Agency Accounts | $40,000 | 14 |
| Number of managed investment management and investment advisory agency accounts | $69,000 | 285 |
| Number of foundation and endowment trust and agency accounts, managed assets | $8,000 | 214 |
| Other Fiduciary Accounts | $2,000 | 81 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $137,000 | 193 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $439,000 | 100 |
| Personal Trust and Agency Accounts | $11,000 | 184 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $65,000 | 94 |
| Employee Benefit-defined Benefit Accounts | $0 | 145 |
| Number non-managed other employee benefit and retirement-related accounts | $131,000 | 77 |
| Corporate Trust and Agency Accounts | $207,000 | 43 |
| Number of investment management and advisory agency accounts, non-managed assets | $25,000 | 56 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 147 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $14,000 | 294 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $137,000 | 84 |
| 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 | $911,000 | 213 |
| Number of Managed Accounts | $462,000 | 259 |
| Personal Trust and Agency Accounts | $179,000 | 241 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $13,000 | 164 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 183 |
| Number of other employee benefit and retirement-related accounts | $145,000 | 209 |
| Corporate Trust and Agency Accounts | $39,000 | 15 |
| Number of managed investment management and investment advisory agency accounts | $77,000 | 277 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,000 | 239 |
| Other Fiduciary Accounts | $5,000 | 56 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $145,000 | 186 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $449,000 | 97 |
| Personal Trust and Agency Accounts | $11,000 | 181 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $65,000 | 96 |
| Employee Benefit-defined Benefit Accounts | $0 | 149 |
| Number non-managed other employee benefit and retirement-related accounts | $132,000 | 74 |
| Corporate Trust and Agency Accounts | $216,000 | 44 |
| Number of investment management and advisory agency accounts, non-managed assets | $25,000 | 56 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 148 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $14,000 | 297 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $132,000 | 86 |
| 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 | $958,000 | 215 |
| Number of Managed Accounts | $465,000 | 291 |
| Personal Trust and Agency Accounts | $166,000 | 309 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 184 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 228 |
| Number of other employee benefit and retirement-related accounts | $146,000 | 227 |
| Corporate Trust and Agency Accounts | $54,000 | 19 |
| Number of managed investment management and investment advisory agency accounts | $78,000 | 357 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,000 | 361 |
| Other Fiduciary Accounts | $2,000 | 148 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $146,000 | 206 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 67 |
| Number of Non-Managed Accounts | $493,000 | 108 |
| Personal Trust and Agency Accounts | $11,000 | 394 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $72,000 | 98 |
| Employee Benefit-defined Benefit Accounts | $0 | 200 |
| Number non-managed other employee benefit and retirement-related accounts | $137,000 | 109 |
| Corporate Trust and Agency Accounts | $233,000 | 46 |
| Number of investment management and advisory agency accounts, non-managed assets | $26,000 | 70 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 211 |
| Other Fiduciary Accounts | $14,000 | 85 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $14,000 | 547 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $137,000 | 132 |
| 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 | $956,000 | 205 |
| Number of Managed Accounts | $472,000 | 255 |
| Personal Trust and Agency Accounts | $186,000 | 236 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 161 |
| Employee Benefit-defined Benefit Accounts | $0 | 220 |
| Number of other employee benefit and retirement-related accounts | $141,000 | 205 |
| Corporate Trust and Agency Accounts | $47,000 | 14 |
| Number of managed investment management and investment advisory agency accounts | $76,000 | 281 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,000 | 237 |
| Other Fiduciary Accounts | $4,000 | 63 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $141,000 | 183 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $484,000 | 95 |
| Personal Trust and Agency Accounts | $11,000 | 186 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $71,000 | 90 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 111 |
| Number non-managed other employee benefit and retirement-related accounts | $140,000 | 68 |
| Corporate Trust and Agency Accounts | $237,000 | 46 |
| Number of investment management and advisory agency accounts, non-managed assets | $24,000 | 49 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 143 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $16,000 | 295 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $140,000 | 78 |
| 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 | $816,000 | 233 |
| Number of Managed Accounts | $422,000 | 274 |
| Personal Trust and Agency Accounts | $191,000 | 237 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 160 |
| Employee Benefit-defined Benefit Accounts | $0 | 223 |
| Number of other employee benefit and retirement-related accounts | $94,000 | 241 |
| Corporate Trust and Agency Accounts | $39,000 | 14 |
| Number of managed investment management and investment advisory agency accounts | $80,000 | 282 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,000 | 232 |
| Other Fiduciary Accounts | $0 | 113 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $58,000 | 247 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $394,000 | 113 |
| Personal Trust and Agency Accounts | $11,000 | 188 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $103,000 | 73 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 112 |
| Number non-managed other employee benefit and retirement-related accounts | $75,000 | 113 |
| Corporate Trust and Agency Accounts | $204,000 | 48 |
| 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 | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $16,000 | 294 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $71,000 | 128 |
| 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 | $989,000 | 204 |
| Number of Managed Accounts | $478,000 | 254 |
| Personal Trust and Agency Accounts | $203,000 | 237 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 194 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 92 |
| Number of other employee benefit and retirement-related accounts | $155,000 | 191 |
| Corporate Trust and Agency Accounts | $48,000 | 14 |
| Number of managed investment management and investment advisory agency accounts | $54,000 | 303 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,000 | 236 |
| Other Fiduciary Accounts | $0 | 113 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $61,000 | 243 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $511,000 | 98 |
| Personal Trust and Agency Accounts | $26,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $105,000 | 74 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 115 |
| Number non-managed other employee benefit and retirement-related accounts | $151,000 | 67 |
| Corporate Trust and Agency Accounts | $220,000 | 46 |
| Number of investment management and advisory agency accounts, non-managed assets | $8,000 | 88 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
| Other Fiduciary Accounts | $0 | 109 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $15,000 | 305 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $80,000 | 118 |
| 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 | $1,008,000 | 214 |
| Number of Managed Accounts | $482,000 | 285 |
| Personal Trust and Agency Accounts | $202,000 | 270 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 245 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 103 |
| Number of other employee benefit and retirement-related accounts | $156,000 | 217 |
| Corporate Trust and Agency Accounts | $50,000 | 20 |
| Number of managed investment management and investment advisory agency accounts | $56,000 | 424 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,000 | 373 |
| Other Fiduciary Accounts | $0 | 259 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $61,000 | 317 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 79 |
| Number of Non-Managed Accounts | $526,000 | 111 |
| Personal Trust and Agency Accounts | $30,000 | 240 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $105,000 | 80 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 146 |
| Number non-managed other employee benefit and retirement-related accounts | $161,000 | 103 |
| Corporate Trust and Agency Accounts | $221,000 | 48 |
| Number of investment management and advisory agency accounts, non-managed assets | $8,000 | 148 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 201 |
| Other Fiduciary Accounts | $0 | 239 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $15,000 | 558 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $85,000 | 203 |
| 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 | $1,020,000 | 201 |
| Number of Managed Accounts | $490,000 | 247 |
| Personal Trust and Agency Accounts | $196,000 | 235 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 204 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 89 |
| Number of other employee benefit and retirement-related accounts | $172,000 | 170 |
| Corporate Trust and Agency Accounts | $47,000 | 13 |
| Number of managed investment management and investment advisory agency accounts | $57,000 | 286 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,000 | 233 |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $61,000 | 233 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $530,000 | 94 |
| Personal Trust and Agency Accounts | $31,000 | 123 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $58,000 | 107 |
| Employee Benefit-defined Benefit Accounts | $48,000 | 35 |
| Number non-managed other employee benefit and retirement-related accounts | $173,000 | 62 |
| Corporate Trust and Agency Accounts | $212,000 | 46 |
| Number of investment management and advisory agency accounts, non-managed assets | $8,000 | 88 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $16,000 | 301 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $88,000 | 109 |
| 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 | $1,009,000 | 202 |
| Number of Managed Accounts | $486,000 | 251 |
| Personal Trust and Agency Accounts | $193,000 | 239 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 201 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 93 |
| Number of other employee benefit and retirement-related accounts | $172,000 | 169 |
| Corporate Trust and Agency Accounts | $47,000 | 12 |
| Number of managed investment management and investment advisory agency accounts | $56,000 | 289 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,000 | 232 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $62,000 | 227 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $523,000 | 97 |
| Personal Trust and Agency Accounts | $32,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $59,000 | 105 |
| Employee Benefit-defined Benefit Accounts | $48,000 | 35 |
| Number non-managed other employee benefit and retirement-related accounts | $151,000 | 67 |
| Corporate Trust and Agency Accounts | $225,000 | 46 |
| Number of investment management and advisory agency accounts, non-managed assets | $8,000 | 84 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 133 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $15,000 | 305 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $89,000 | 103 |
| 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 | $1,025,000 | 203 |
| Number of Managed Accounts | $487,000 | 250 |
| Personal Trust and Agency Accounts | $195,000 | 240 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 203 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 95 |
| Number of other employee benefit and retirement-related accounts | $172,000 | 170 |
| Corporate Trust and Agency Accounts | $46,000 | 13 |
| Number of managed investment management and investment advisory agency accounts | $56,000 | 293 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,000 | 232 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $66,000 | 225 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $538,000 | 102 |
| Personal Trust and Agency Accounts | $31,000 | 123 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $59,000 | 109 |
| Employee Benefit-defined Benefit Accounts | $51,000 | 35 |
| Number non-managed other employee benefit and retirement-related accounts | $157,000 | 63 |
| Corporate Trust and Agency Accounts | $232,000 | 48 |
| Number of investment management and advisory agency accounts, non-managed assets | $8,000 | 74 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 136 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $15,000 | 314 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $92,000 | 98 |
| 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 | $1,022,000 | 217 |
| Number of Managed Accounts | $477,000 | 290 |
| Personal Trust and Agency Accounts | $191,000 | 288 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 262 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 110 |
| Number of other employee benefit and retirement-related accounts | $168,000 | 195 |
| Corporate Trust and Agency Accounts | $44,000 | 20 |
| Number of managed investment management and investment advisory agency accounts | $57,000 | 425 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,000 | 354 |
| Other Fiduciary Accounts | $0 | 261 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $65,000 | 297 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 82 |
| Number of Non-Managed Accounts | $545,000 | 123 |
| Personal Trust and Agency Accounts | $31,000 | 238 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $62,000 | 114 |
| Employee Benefit-defined Benefit Accounts | $51,000 | 35 |
| Number non-managed other employee benefit and retirement-related accounts | $155,000 | 109 |
| Corporate Trust and Agency Accounts | $239,000 | 50 |
| Number of investment management and advisory agency accounts, non-managed assets | $7,000 | 148 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 193 |
| Other Fiduciary Accounts | $0 | 229 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $15,000 | 560 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $93,000 | 189 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,044,000 | 203 |
| Number of Managed Accounts | $479,000 | 251 |
| Personal Trust and Agency Accounts | $189,000 | 241 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 197 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 99 |
| Number of other employee benefit and retirement-related accounts | $166,000 | 168 |
| Corporate Trust and Agency Accounts | $51,000 | 17 |
| Number of managed investment management and investment advisory agency accounts | $59,000 | 291 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $565,000 | 96 |
| Personal Trust and Agency Accounts | $30,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $64,000 | 105 |
| Employee Benefit-defined Benefit Accounts | $52,000 | 36 |
| Number non-managed other employee benefit and retirement-related accounts | $153,000 | 66 |
| Corporate Trust and Agency Accounts | $266,000 | 45 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $14,000 | 304 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,045,000 | 204 |
| Number of Managed Accounts | $478,000 | 254 |
| Personal Trust and Agency Accounts | $190,000 | 247 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 206 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 93 |
| Number of other employee benefit and retirement-related accounts | $164,000 | 171 |
| Corporate Trust and Agency Accounts | $51,000 | 17 |
| Number of managed investment management and investment advisory agency accounts | $58,000 | 300 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 115 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $567,000 | 95 |
| Personal Trust and Agency Accounts | $31,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $62,000 | 108 |
| Employee Benefit-defined Benefit Accounts | $52,000 | 37 |
| Number non-managed other employee benefit and retirement-related accounts | $148,000 | 71 |
| Corporate Trust and Agency Accounts | $274,000 | 43 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $14,000 | 313 |
| 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 | $1,043,000 | 203 |
| Number of Managed Accounts | $477,000 | 255 |
| Personal Trust and Agency Accounts | $189,000 | 249 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 203 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 96 |
| Number of other employee benefit and retirement-related accounts | $164,000 | 170 |
| Corporate Trust and Agency Accounts | $51,000 | 16 |
| Number of managed investment management and investment advisory agency accounts | $58,000 | 300 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 119 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $566,000 | 94 |
| Personal Trust and Agency Accounts | $32,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $66,000 | 104 |
| Employee Benefit-defined Benefit Accounts | $51,000 | 37 |
| Number non-managed other employee benefit and retirement-related accounts | $145,000 | 76 |
| Corporate Trust and Agency Accounts | $272,000 | 43 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 120 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $14,000 | 313 |
| 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 | $1,045,000 | 222 |
| Number of Managed Accounts | $481,000 | 290 |
| Personal Trust and Agency Accounts | $191,000 | 298 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 284 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 103 |
| Number of other employee benefit and retirement-related accounts | $163,000 | 199 |
| Corporate Trust and Agency Accounts | $51,000 | 22 |
| Number of managed investment management and investment advisory agency accounts | $61,000 | 452 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 285 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $564,000 | 119 |
| Personal Trust and Agency Accounts | $31,000 | 259 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $66,000 | 117 |
| Employee Benefit-defined Benefit Accounts | $51,000 | 43 |
| Number non-managed other employee benefit and retirement-related accounts | $143,000 | 126 |
| Corporate Trust and Agency Accounts | $273,000 | 50 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 263 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $14,000 | 586 |
| 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 | $2,100,000 | 110 |
| Number of Managed Accounts | $956,000 | 163 |
| Personal Trust and Agency Accounts | $182,000 | 264 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 218 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 94 |
| Number of other employee benefit and retirement-related accounts | $171,000 | 167 |
| Corporate Trust and Agency Accounts | $51,000 | 19 |
| Number of managed investment management and investment advisory agency accounts | $59,000 | 322 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $478,000 | 10 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,144,000 | 66 |
| Personal Trust and Agency Accounts | $35,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $70,000 | 97 |
| Employee Benefit-defined Benefit Accounts | $52,000 | 38 |
| Number non-managed other employee benefit and retirement-related accounts | $140,000 | 80 |
| Corporate Trust and Agency Accounts | $275,000 | 46 |
| 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 | $572,000 | 11 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $15,000 | 330 |
| 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 | $1,045,000 | 207 |
| Number of Managed Accounts | $483,000 | 264 |
| Personal Trust and Agency Accounts | $183,000 | 264 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 222 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 101 |
| Number of other employee benefit and retirement-related accounts | $171,000 | 169 |
| Corporate Trust and Agency Accounts | $52,000 | 20 |
| Number of managed investment management and investment advisory agency accounts | $62,000 | 320 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 123 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $562,000 | 105 |
| Personal Trust and Agency Accounts | $34,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $73,000 | 100 |
| Employee Benefit-defined Benefit Accounts | $51,000 | 41 |
| Number non-managed other employee benefit and retirement-related accounts | $130,000 | 86 |
| Corporate Trust and Agency Accounts | $274,000 | 46 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 136 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $15,000 | 330 |
| 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 | $1,039,000 | 208 |
| Number of Managed Accounts | $478,000 | 268 |
| Personal Trust and Agency Accounts | $181,000 | 267 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 231 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 97 |
| Number of other employee benefit and retirement-related accounts | $171,000 | 165 |
| Corporate Trust and Agency Accounts | $48,000 | 22 |
| Number of managed investment management and investment advisory agency accounts | $64,000 | 323 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 128 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $561,000 | 104 |
| Personal Trust and Agency Accounts | $37,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $74,000 | 101 |
| Employee Benefit-defined Benefit Accounts | $51,000 | 42 |
| Number non-managed other employee benefit and retirement-related accounts | $129,000 | 85 |
| Corporate Trust and Agency Accounts | $270,000 | 46 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 134 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $14,000 | 335 |
| 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 | $1,039,000 | 214 |
| Number of Managed Accounts | $467,000 | 294 |
| Personal Trust and Agency Accounts | $179,000 | 318 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 326 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 106 |
| Number of other employee benefit and retirement-related accounts | $163,000 | 189 |
| Corporate Trust and Agency Accounts | $46,000 | 27 |
| Number of managed investment management and investment advisory agency accounts | $65,000 | 440 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 300 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $572,000 | 120 |
| Personal Trust and Agency Accounts | $37,000 | 241 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $91,000 | 104 |
| Employee Benefit-defined Benefit Accounts | $51,000 | 45 |
| Number non-managed other employee benefit and retirement-related accounts | $130,000 | 141 |
| Corporate Trust and Agency Accounts | $263,000 | 48 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 264 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $14,000 | 613 |
| 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 | $995,000 | 205 |
| Number of Managed Accounts | $443,000 | 267 |
| Personal Trust and Agency Accounts | $164,000 | 275 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 234 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 97 |
| Number of other employee benefit and retirement-related accounts | $164,000 | 160 |
| Corporate Trust and Agency Accounts | $29,000 | 29 |
| Number of managed investment management and investment advisory agency accounts | $72,000 | 292 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 121 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $552,000 | 99 |
| Personal Trust and Agency Accounts | $40,000 | 121 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $92,000 | 93 |
| Employee Benefit-defined Benefit Accounts | $50,000 | 43 |
| Number non-managed other employee benefit and retirement-related accounts | $142,000 | 75 |
| Corporate Trust and Agency Accounts | $228,000 | 48 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 127 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $15,000 | 325 |
| 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 | $975,000 | 211 |
| Number of Managed Accounts | $441,000 | 269 |
| Personal Trust and Agency Accounts | $168,000 | 275 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 239 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 99 |
| Number of other employee benefit and retirement-related accounts | $162,000 | 160 |
| Corporate Trust and Agency Accounts | $29,000 | 32 |
| Number of managed investment management and investment advisory agency accounts | $68,000 | 297 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 124 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $534,000 | 103 |
| Personal Trust and Agency Accounts | $19,000 | 172 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $92,000 | 96 |
| Employee Benefit-defined Benefit Accounts | $51,000 | 45 |
| Number non-managed other employee benefit and retirement-related accounts | $143,000 | 76 |
| Corporate Trust and Agency Accounts | $229,000 | 48 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $15,000 | 330 |
| 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 | $984,000 | 202 |
| Number of Managed Accounts | $429,000 | 275 |
| Personal Trust and Agency Accounts | $167,000 | 275 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 239 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 99 |
| Number of other employee benefit and retirement-related accounts | $154,000 | 161 |
| Corporate Trust and Agency Accounts | $28,000 | 33 |
| Number of managed investment management and investment advisory agency accounts | $66,000 | 299 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 119 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $555,000 | 97 |
| Personal Trust and Agency Accounts | $19,000 | 173 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $119,000 | 80 |
| Employee Benefit-defined Benefit Accounts | $53,000 | 45 |
| Number non-managed other employee benefit and retirement-related accounts | $138,000 | 78 |
| Corporate Trust and Agency Accounts | $226,000 | 48 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 121 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $17,000 | 327 |
| 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 | $992,000 | 220 |
| Number of Managed Accounts | $430,000 | 306 |
| Personal Trust and Agency Accounts | $167,000 | 332 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 337 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 119 |
| Number of other employee benefit and retirement-related accounts | $152,000 | 181 |
| Corporate Trust and Agency Accounts | $30,000 | 52 |
| Number of managed investment management and investment advisory agency accounts | $66,000 | 435 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 293 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $562,000 | 118 |
| Personal Trust and Agency Accounts | $18,000 | 377 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $121,000 | 89 |
| Employee Benefit-defined Benefit Accounts | $56,000 | 52 |
| Number non-managed other employee benefit and retirement-related accounts | $139,000 | 132 |
| Corporate Trust and Agency Accounts | $228,000 | 51 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 263 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $17,000 | 597 |
| 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 | $1,006,000 | 202 |
| Number of Managed Accounts | $430,000 | 273 |
| Personal Trust and Agency Accounts | $166,000 | 272 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 236 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 104 |
| Number of other employee benefit and retirement-related accounts | $152,000 | 161 |
| Corporate Trust and Agency Accounts | $29,000 | 35 |
| Number of managed investment management and investment advisory agency accounts | $68,000 | 293 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 122 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $576,000 | 102 |
| Personal Trust and Agency Accounts | $20,000 | 171 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $123,000 | 84 |
| Employee Benefit-defined Benefit Accounts | $57,000 | 45 |
| Number non-managed other employee benefit and retirement-related accounts | $140,000 | 78 |
| Corporate Trust and Agency Accounts | $236,000 | 50 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 121 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $17,000 | 316 |
| 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 | $1,021,000 | 208 |
| Number of Managed Accounts | $444,000 | 277 |
| Personal Trust and Agency Accounts | $169,000 | 279 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 235 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 100 |
| Number of other employee benefit and retirement-related accounts | $146,000 | 168 |
| Corporate Trust and Agency Accounts | $29,000 | 37 |
| Number of managed investment management and investment advisory agency accounts | $81,000 | 288 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 130 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $577,000 | 102 |
| Personal Trust and Agency Accounts | $20,000 | 176 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $132,000 | 87 |
| Employee Benefit-defined Benefit Accounts | $57,000 | 52 |
| Number non-managed other employee benefit and retirement-related accounts | $135,000 | 84 |
| Corporate Trust and Agency Accounts | $233,000 | 52 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 129 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $24,000 | 306 |
| 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 | $1,030,000 | 201 |
| Number of Managed Accounts | $441,000 | 280 |
| Personal Trust and Agency Accounts | $165,000 | 284 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 235 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 98 |
| Number of other employee benefit and retirement-related accounts | $145,000 | 171 |
| Corporate Trust and Agency Accounts | $29,000 | 37 |
| Number of managed investment management and investment advisory agency accounts | $83,000 | 291 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 139 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $589,000 | 99 |
| Personal Trust and Agency Accounts | $20,000 | 182 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $132,000 | 89 |
| Employee Benefit-defined Benefit Accounts | $57,000 | 48 |
| Number non-managed other employee benefit and retirement-related accounts | $137,000 | 86 |
| Corporate Trust and Agency Accounts | $243,000 | 52 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 129 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $25,000 | 314 |
| 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 | $1,028,000 | 216 |
| Number of Managed Accounts | $436,000 | 317 |
| Personal Trust and Agency Accounts | $165,000 | 361 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $12,000 | 306 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 109 |
| Number of other employee benefit and retirement-related accounts | $139,000 | 190 |
| Corporate Trust and Agency Accounts | $28,000 | 59 |
| Number of managed investment management and investment advisory agency accounts | $83,000 | 383 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 320 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $592,000 | 116 |
| Personal Trust and Agency Accounts | $22,000 | 334 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $136,000 | 93 |
| Employee Benefit-defined Benefit Accounts | $59,000 | 52 |
| Number non-managed other employee benefit and retirement-related accounts | $132,000 | 147 |
| Corporate Trust and Agency Accounts | $243,000 | 50 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 282 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $23,000 | 574 |
| 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 | $1,020,000 | 192 |
| Number of Managed Accounts | $422,000 | 278 |
| Personal Trust and Agency Accounts | $158,000 | 284 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $12,000 | 223 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 100 |
| Number of other employee benefit and retirement-related accounts | $136,000 | 161 |
| Corporate Trust and Agency Accounts | $25,000 | 37 |
| Number of managed investment management and investment advisory agency accounts | $82,000 | 279 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 135 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $598,000 | 97 |
| Personal Trust and Agency Accounts | $21,000 | 172 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $136,000 | 88 |
| Employee Benefit-defined Benefit Accounts | $60,000 | 49 |
| Number non-managed other employee benefit and retirement-related accounts | $127,000 | 91 |
| Corporate Trust and Agency Accounts | $254,000 | 48 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 134 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $24,000 | 307 |
| 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 | $1,072,000 | 190 |
| Number of Managed Accounts | $433,000 | 280 |
| Personal Trust and Agency Accounts | $165,000 | 285 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $13,000 | 232 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 94 |
| Number of other employee benefit and retirement-related accounts | $134,000 | 158 |
| Corporate Trust and Agency Accounts | $25,000 | 36 |
| Number of managed investment management and investment advisory agency accounts | $86,000 | 285 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 140 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $639,000 | 96 |
| Personal Trust and Agency Accounts | $21,000 | 175 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $138,000 | 82 |
| Employee Benefit-defined Benefit Accounts | $61,000 | 48 |
| Number non-managed other employee benefit and retirement-related accounts | $126,000 | 93 |
| Corporate Trust and Agency Accounts | $293,000 | 47 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 136 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $25,000 | 315 |
| 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 | $1,083,000 | 190 |
| Number of Managed Accounts | $432,000 | 288 |
| Personal Trust and Agency Accounts | $167,000 | 288 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $13,000 | 231 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 107 |
| Number of other employee benefit and retirement-related accounts | $129,000 | 163 |
| Corporate Trust and Agency Accounts | $24,000 | 37 |
| Number of managed investment management and investment advisory agency accounts | $91,000 | 285 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 144 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $651,000 | 101 |
| Personal Trust and Agency Accounts | $21,000 | 177 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $138,000 | 87 |
| Employee Benefit-defined Benefit Accounts | $62,000 | 49 |
| Number non-managed other employee benefit and retirement-related accounts | $135,000 | 86 |
| Corporate Trust and Agency Accounts | $295,000 | 48 |
| 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 | $28,000 | 310 |
| 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 | $1,073,000 | 202 |
| Number of Managed Accounts | $422,000 | 321 |
| Personal Trust and Agency Accounts | $163,000 | 369 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $13,000 | 299 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 127 |
| Number of other employee benefit and retirement-related accounts | $124,000 | 200 |
| Corporate Trust and Agency Accounts | $23,000 | 56 |
| Number of managed investment management and investment advisory agency accounts | $92,000 | 348 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 337 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $651,000 | 117 |
| Personal Trust and Agency Accounts | $21,000 | 356 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $135,000 | 98 |
| Employee Benefit-defined Benefit Accounts | $59,000 | 55 |
| Number non-managed other employee benefit and retirement-related accounts | $125,000 | 150 |
| Corporate Trust and Agency Accounts | $311,000 | 48 |
| 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 | $30,000 | 533 |
| 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 | $1,060,000 | 193 |
| Number of Managed Accounts | $420,000 | 280 |
| Personal Trust and Agency Accounts | $170,000 | 284 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $13,000 | 224 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 114 |
| Number of other employee benefit and retirement-related accounts | $122,000 | 164 |
| Corporate Trust and Agency Accounts | $29,000 | 34 |
| Number of managed investment management and investment advisory agency accounts | $79,000 | 277 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $640,000 | 101 |
| Personal Trust and Agency Accounts | $16,000 | 206 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $136,000 | 93 |
| Employee Benefit-defined Benefit Accounts | $60,000 | 47 |
| Number non-managed other employee benefit and retirement-related accounts | $123,000 | 91 |
| Corporate Trust and Agency Accounts | $305,000 | 47 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 126 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $31,000 | 315 |
| 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 | $1,045,000 | 197 |
| Number of Managed Accounts | $367,000 | 290 |
| Personal Trust and Agency Accounts | $121,000 | 315 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 227 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 113 |
| Number of other employee benefit and retirement-related accounts | $120,000 | 165 |
| Corporate Trust and Agency Accounts | $26,000 | 39 |
| Number of managed investment management and investment advisory agency accounts | $79,000 | 279 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 127 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $678,000 | 101 |
| Personal Trust and Agency Accounts | $19,000 | 202 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $140,000 | 95 |
| Employee Benefit-defined Benefit Accounts | $86,000 | 42 |
| Number non-managed other employee benefit and retirement-related accounts | $125,000 | 96 |
| Corporate Trust and Agency Accounts | $308,000 | 49 |
| 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 | $34,000 | 314 |
| 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 | $1,084,000 | 192 |
| Number of Managed Accounts | $384,000 | 293 |
| Personal Trust and Agency Accounts | $128,000 | 312 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 235 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 114 |
| Number of other employee benefit and retirement-related accounts | $120,000 | 165 |
| Corporate Trust and Agency Accounts | $29,000 | 36 |
| Number of managed investment management and investment advisory agency accounts | $86,000 | 273 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 130 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $700,000 | 100 |
| Personal Trust and Agency Accounts | $21,000 | 196 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $142,000 | 93 |
| Employee Benefit-defined Benefit Accounts | $86,000 | 43 |
| Number non-managed other employee benefit and retirement-related accounts | $130,000 | 93 |
| Corporate Trust and Agency Accounts | $321,000 | 51 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 134 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $35,000 | 316 |
| 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 | $1,113,000 | 210 |
| Number of Managed Accounts | $412,000 | 337 |
| Personal Trust and Agency Accounts | $157,000 | 395 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 313 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 129 |
| Number of other employee benefit and retirement-related accounts | $113,000 | 212 |
| Corporate Trust and Agency Accounts | $33,000 | 50 |
| Number of managed investment management and investment advisory agency accounts | $87,000 | 345 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 331 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $701,000 | 117 |
| Personal Trust and Agency Accounts | $22,000 | 371 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $145,000 | 101 |
| Employee Benefit-defined Benefit Accounts | $89,000 | 45 |
| Number non-managed other employee benefit and retirement-related accounts | $128,000 | 165 |
| Corporate Trust and Agency Accounts | $317,000 | 58 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 293 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $36,000 | 532 |
| 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 | $1,140,000 | 194 |
| Number of Managed Accounts | $411,000 | 296 |
| Personal Trust and Agency Accounts | $159,000 | 305 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 241 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 125 |
| Number of other employee benefit and retirement-related accounts | $113,000 | 170 |
| Corporate Trust and Agency Accounts | $33,000 | 32 |
| Number of managed investment management and investment advisory agency accounts | $82,000 | 273 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 143 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $729,000 | 107 |
| Personal Trust and Agency Accounts | $23,000 | 196 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $149,000 | 100 |
| Employee Benefit-defined Benefit Accounts | $92,000 | 39 |
| Number non-managed other employee benefit and retirement-related accounts | $128,000 | 98 |
| Corporate Trust and Agency Accounts | $337,000 | 59 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 152 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $36,000 | 323 |
| 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 | $1,182,000 | 191 |
| Number of Managed Accounts | $419,000 | 298 |
| Personal Trust and Agency Accounts | $160,000 | 311 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 250 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 131 |
| Number of other employee benefit and retirement-related accounts | $115,000 | 168 |
| Corporate Trust and Agency Accounts | $38,000 | 30 |
| Number of managed investment management and investment advisory agency accounts | $85,000 | 272 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 151 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $763,000 | 106 |
| Personal Trust and Agency Accounts | $23,000 | 200 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $166,000 | 101 |
| Employee Benefit-defined Benefit Accounts | $91,000 | 41 |
| Number non-managed other employee benefit and retirement-related accounts | $134,000 | 97 |
| Corporate Trust and Agency Accounts | $349,000 | 59 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 161 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $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 | $1,212,000 | 198 |
| Number of Managed Accounts | $787,000 | 207 |
| Personal Trust and Agency Accounts | $152,000 | 322 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 256 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 138 |
| Number of other employee benefit and retirement-related accounts | $118,000 | 169 |
| Corporate Trust and Agency Accounts | $395,000 | 6 |
| Number of managed investment management and investment advisory agency accounts | $101,000 | 258 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 156 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $425,000 | 153 |
| Personal Trust and Agency Accounts | $23,000 | 203 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $169,000 | 102 |
| Employee Benefit-defined Benefit Accounts | $95,000 | 42 |
| Number non-managed other employee benefit and retirement-related accounts | $134,000 | 97 |
| Corporate Trust and Agency Accounts | $4,000 | 172 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 158 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $35,000 | 341 |
| 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 | $1,270,000 | 205 |
| Number of Managed Accounts | $841,000 | 203 |
| Personal Trust and Agency Accounts | $148,000 | 435 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $16,000 | 327 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 129 |
| Number of other employee benefit and retirement-related accounts | $119,000 | 206 |
| Corporate Trust and Agency Accounts | $445,000 | 7 |
| Number of managed investment management and investment advisory agency accounts | $105,000 | 304 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 352 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $429,000 | 175 |
| Personal Trust and Agency Accounts | $23,000 | 379 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $167,000 | 111 |
| Employee Benefit-defined Benefit Accounts | $98,000 | 47 |
| Number non-managed other employee benefit and retirement-related accounts | $139,000 | 144 |
| Corporate Trust and Agency Accounts | $2,000 | 343 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 305 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $36,000 | 570 |
| 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 | $1,991,000 | 127 |
| Number of Managed Accounts | $1,374,000 | 125 |
| Personal Trust and Agency Accounts | $462,000 | 172 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $31,000 | 244 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 105 |
| Number of other employee benefit and retirement-related accounts | $176,000 | 127 |
| Corporate Trust and Agency Accounts | $425,000 | 2 |
| Number of managed investment management and investment advisory agency accounts | $268,000 | 129 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 365 |
| 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 | $617,000 | 127 |
| Personal Trust and Agency Accounts | $37,000 | 260 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $237,000 | 85 |
| Employee Benefit-defined Benefit Accounts | $104,000 | 45 |
| Number non-managed other employee benefit and retirement-related accounts | $237,000 | 98 |
| Corporate Trust and Agency Accounts | $2,000 | 332 |
| 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 | $42,000 | 485 |
| 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 |