Home > The Huntington National Bank > Number of Fiduciary and Related Asset Accounts
The Huntington National Bank, Number of Fiduciary and Related Asset Accounts
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $23,850,000 | 26 |
| Number of Managed Accounts | $17,006,000 | 18 |
| Personal Trust and Agency Accounts | $4,354,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $26,000 | 128 |
| Employee Benefit-defined Benefit Accounts | $0 | 229 |
| Number of other employee benefit and retirement-related accounts | $5,199,000 | 29 |
| Corporate Trust and Agency Accounts | $53,000 | 20 |
| Number of managed investment management and investment advisory agency accounts | $6,618,000 | 18 |
| Number of foundation and endowment trust and agency accounts, managed assets | $478,000 | 18 |
| Other Fiduciary Accounts | $278,000 | 6 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,141,000 | 16 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Number of Non-Managed Accounts | $6,844,000 | 24 |
| Personal Trust and Agency Accounts | $154,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $129,000 | 43 |
| Employee Benefit-defined Benefit Accounts | $115,000 | 55 |
| Number non-managed other employee benefit and retirement-related accounts | $368,000 | 65 |
| Corporate Trust and Agency Accounts | $5,833,000 | 27 |
| Number of investment management and advisory agency accounts, non-managed assets | $154,000 | 21 |
| Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 58 |
| Other Fiduciary Accounts | $85,000 | 32 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,149,000 | 60 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 38 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $95,000 | 165 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $23,894,000 | 25 |
| Number of Managed Accounts | $16,806,000 | 19 |
| Personal Trust and Agency Accounts | $4,343,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $24,000 | 126 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 133 |
| Number of other employee benefit and retirement-related accounts | $5,078,000 | 24 |
| Corporate Trust and Agency Accounts | $42,000 | 17 |
| Number of managed investment management and investment advisory agency accounts | $6,571,000 | 19 |
| Number of foundation and endowment trust and agency accounts, managed assets | $488,000 | 17 |
| Other Fiduciary Accounts | $259,000 | 5 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,025,000 | 17 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $7,088,000 | 22 |
| Personal Trust and Agency Accounts | $155,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $302,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $150,000 | 49 |
| Number non-managed other employee benefit and retirement-related accounts | $399,000 | 27 |
| Corporate Trust and Agency Accounts | $5,830,000 | 16 |
| Number of investment management and advisory agency accounts, non-managed assets | $161,000 | 22 |
| Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 46 |
| Other Fiduciary Accounts | $84,000 | 24 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,223,000 | 52 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $108,000 | 116 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $22,366,000 | 25 |
| Number of Managed Accounts | $16,539,000 | 18 |
| Personal Trust and Agency Accounts | $4,381,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $22,000 | 136 |
| Employee Benefit-defined Benefit Accounts | $0 | 184 |
| Number of other employee benefit and retirement-related accounts | $4,935,000 | 26 |
| Corporate Trust and Agency Accounts | $39,000 | 18 |
| Number of managed investment management and investment advisory agency accounts | $6,520,000 | 19 |
| Number of foundation and endowment trust and agency accounts, managed assets | $469,000 | 18 |
| Other Fiduciary Accounts | $173,000 | 10 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,890,000 | 16 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $5,827,000 | 26 |
| Personal Trust and Agency Accounts | $158,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $148,000 | 39 |
| Employee Benefit-defined Benefit Accounts | $0 | 165 |
| Number non-managed other employee benefit and retirement-related accounts | $340,000 | 66 |
| Corporate Trust and Agency Accounts | $4,928,000 | 35 |
| Number of investment management and advisory agency accounts, non-managed assets | $159,000 | 19 |
| Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 41 |
| Other Fiduciary Accounts | $85,000 | 28 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,235,000 | 51 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 37 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $117,000 | 120 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $23,785,000 | 27 |
| Number of Managed Accounts | $16,563,000 | 19 |
| Personal Trust and Agency Accounts | $4,402,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $121,000 | 29 |
| Employee Benefit-defined Benefit Accounts | $88,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $4,851,000 | 17 |
| Corporate Trust and Agency Accounts | $39,000 | 18 |
| Number of managed investment management and investment advisory agency accounts | $6,429,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | $464,000 | 17 |
| Other Fiduciary Accounts | $169,000 | 11 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,779,000 | 17 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $7,222,000 | 24 |
| Personal Trust and Agency Accounts | $187,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $540,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $99,000 | 18 |
| Number non-managed other employee benefit and retirement-related accounts | $411,000 | 23 |
| Corporate Trust and Agency Accounts | $5,729,000 | 14 |
| Number of investment management and advisory agency accounts, non-managed assets | $162,000 | 18 |
| Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 41 |
| Other Fiduciary Accounts | $85,000 | 25 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,268,000 | 53 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $129,000 | 68 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $23,724,000 | 28 |
| Number of Managed Accounts | $16,479,000 | 19 |
| Personal Trust and Agency Accounts | $4,466,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $127,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $91,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $4,778,000 | 17 |
| Corporate Trust and Agency Accounts | $40,000 | 26 |
| Number of managed investment management and investment advisory agency accounts | $6,343,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | $471,000 | 18 |
| Other Fiduciary Accounts | $163,000 | 11 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,721,000 | 17 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Number of Non-Managed Accounts | $7,245,000 | 25 |
| Personal Trust and Agency Accounts | $190,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $560,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $107,000 | 19 |
| Number non-managed other employee benefit and retirement-related accounts | $472,000 | 24 |
| Corporate Trust and Agency Accounts | $5,650,000 | 16 |
| Number of investment management and advisory agency accounts, non-managed assets | $171,000 | 16 |
| Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 46 |
| Other Fiduciary Accounts | $86,000 | 28 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,330,000 | 59 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $177,000 | 82 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $22,867,000 | 28 |
| Number of Managed Accounts | $16,124,000 | 19 |
| Personal Trust and Agency Accounts | $4,486,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $130,000 | 30 |
| Employee Benefit-defined Benefit Accounts | $95,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $4,624,000 | 17 |
| Corporate Trust and Agency Accounts | $40,000 | 17 |
| Number of managed investment management and investment advisory agency accounts | $6,119,000 | 22 |
| Number of foundation and endowment trust and agency accounts, managed assets | $477,000 | 18 |
| Other Fiduciary Accounts | $153,000 | 11 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,583,000 | 17 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $6,743,000 | 26 |
| Personal Trust and Agency Accounts | $264,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $590,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $108,000 | 19 |
| Number non-managed other employee benefit and retirement-related accounts | $482,000 | 21 |
| Corporate Trust and Agency Accounts | $5,033,000 | 16 |
| Number of investment management and advisory agency accounts, non-managed assets | $171,000 | 16 |
| Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 42 |
| Other Fiduciary Accounts | $86,000 | 25 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,380,000 | 52 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $183,000 | 55 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $22,628,000 | 26 |
| Number of Managed Accounts | $16,120,000 | 19 |
| Personal Trust and Agency Accounts | $4,522,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $125,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $89,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $4,606,000 | 17 |
| Corporate Trust and Agency Accounts | $41,000 | 17 |
| Number of managed investment management and investment advisory agency accounts | $6,107,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | $480,000 | 16 |
| Other Fiduciary Accounts | $150,000 | 10 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,564,000 | 17 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $6,508,000 | 23 |
| Personal Trust and Agency Accounts | $204,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $612,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $105,000 | 18 |
| Number non-managed other employee benefit and retirement-related accounts | $492,000 | 21 |
| Corporate Trust and Agency Accounts | $4,824,000 | 12 |
| Number of investment management and advisory agency accounts, non-managed assets | $176,000 | 14 |
| Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 40 |
| Other Fiduciary Accounts | $86,000 | 27 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,407,000 | 47 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $195,000 | 54 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $23,370,000 | 26 |
| Number of Managed Accounts | $16,535,000 | 19 |
| Personal Trust and Agency Accounts | $4,599,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $127,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $88,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $4,795,000 | 17 |
| Corporate Trust and Agency Accounts | $42,000 | 13 |
| Number of managed investment management and investment advisory agency accounts | $6,251,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | $497,000 | 15 |
| Other Fiduciary Accounts | $136,000 | 11 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,524,000 | 17 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $6,835,000 | 22 |
| Personal Trust and Agency Accounts | $206,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $635,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $102,000 | 18 |
| Number non-managed other employee benefit and retirement-related accounts | $275,000 | 30 |
| Corporate Trust and Agency Accounts | $5,516,000 | 11 |
| Number of investment management and advisory agency accounts, non-managed assets | $5,000 | 109 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 75 |
| Other Fiduciary Accounts | $94,000 | 23 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,436,000 | 48 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $204,000 | 50 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $23,369,000 | 25 |
| Number of Managed Accounts | $16,585,000 | 19 |
| Personal Trust and Agency Accounts | $4,634,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $128,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $83,000 | 11 |
| Number of other employee benefit and retirement-related accounts | $4,810,000 | 17 |
| Corporate Trust and Agency Accounts | $42,000 | 19 |
| Number of managed investment management and investment advisory agency accounts | $6,252,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | $499,000 | 16 |
| Other Fiduciary Accounts | $137,000 | 11 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,528,000 | 17 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Number of Non-Managed Accounts | $6,784,000 | 21 |
| Personal Trust and Agency Accounts | $222,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $644,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $107,000 | 19 |
| Number non-managed other employee benefit and retirement-related accounts | $287,000 | 37 |
| Corporate Trust and Agency Accounts | $5,419,000 | 11 |
| Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 123 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 92 |
| Other Fiduciary Accounts | $94,000 | 25 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,450,000 | 50 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $215,000 | 70 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $22,448,000 | 25 |
| Number of Managed Accounts | $16,406,000 | 19 |
| Personal Trust and Agency Accounts | $4,677,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $140,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $84,000 | 11 |
| Number of other employee benefit and retirement-related accounts | $4,698,000 | 18 |
| Corporate Trust and Agency Accounts | $38,000 | 14 |
| Number of managed investment management and investment advisory agency accounts | $6,118,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | $523,000 | 15 |
| Other Fiduciary Accounts | $128,000 | 11 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,417,000 | 18 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $6,042,000 | 21 |
| Personal Trust and Agency Accounts | $202,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $665,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $105,000 | 18 |
| Number non-managed other employee benefit and retirement-related accounts | $295,000 | 30 |
| Corporate Trust and Agency Accounts | $4,680,000 | 12 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 181 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 92 |
| Other Fiduciary Accounts | $94,000 | 24 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,514,000 | 44 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $224,000 | 46 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $22,191,000 | 27 |
| Number of Managed Accounts | $16,348,000 | 19 |
| Personal Trust and Agency Accounts | $4,750,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $143,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $85,000 | 11 |
| Number of other employee benefit and retirement-related accounts | $4,641,000 | 18 |
| Corporate Trust and Agency Accounts | $38,000 | 15 |
| Number of managed investment management and investment advisory agency accounts | $6,040,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | $527,000 | 15 |
| Other Fiduciary Accounts | $124,000 | 11 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,361,000 | 18 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $5,843,000 | 22 |
| Personal Trust and Agency Accounts | $211,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $685,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $104,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $301,000 | 32 |
| Corporate Trust and Agency Accounts | $4,447,000 | 12 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 103 |
| Other Fiduciary Accounts | $94,000 | 24 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,523,000 | 47 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $229,000 | 54 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $19,694,000 | 27 |
| Number of Managed Accounts | $13,476,000 | 21 |
| Personal Trust and Agency Accounts | $4,081,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $131,000 | 31 |
| Employee Benefit-defined Benefit Accounts | $77,000 | 12 |
| Number of other employee benefit and retirement-related accounts | $3,578,000 | 20 |
| Corporate Trust and Agency Accounts | $38,000 | 13 |
| Number of managed investment management and investment advisory agency accounts | $4,975,000 | 23 |
| Number of foundation and endowment trust and agency accounts, managed assets | $474,000 | 15 |
| Other Fiduciary Accounts | $122,000 | 10 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,296,000 | 20 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $6,218,000 | 22 |
| Personal Trust and Agency Accounts | $194,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $513,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $104,000 | 19 |
| Number non-managed other employee benefit and retirement-related accounts | $240,000 | 36 |
| Corporate Trust and Agency Accounts | $5,073,000 | 11 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 183 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 92 |
| Other Fiduciary Accounts | $93,000 | 24 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,313,000 | 48 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $167,000 | 61 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $19,886,000 | 28 |
| Number of Managed Accounts | $13,707,000 | 21 |
| Personal Trust and Agency Accounts | $4,136,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $127,000 | 32 |
| Employee Benefit-defined Benefit Accounts | $79,000 | 13 |
| Number of other employee benefit and retirement-related accounts | $3,538,000 | 20 |
| Corporate Trust and Agency Accounts | $28,000 | 22 |
| Number of managed investment management and investment advisory agency accounts | $5,214,000 | 23 |
| Number of foundation and endowment trust and agency accounts, managed assets | $471,000 | 15 |
| Other Fiduciary Accounts | $114,000 | 14 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,244,000 | 20 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Number of Non-Managed Accounts | $6,179,000 | 23 |
| Personal Trust and Agency Accounts | $205,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $526,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $102,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $246,000 | 47 |
| Corporate Trust and Agency Accounts | $5,006,000 | 11 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 353 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 125 |
| Other Fiduciary Accounts | $93,000 | 26 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,366,000 | 50 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $172,000 | 89 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $19,164,000 | 28 |
| Number of Managed Accounts | $13,565,000 | 21 |
| Personal Trust and Agency Accounts | $4,159,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $129,000 | 30 |
| Employee Benefit-defined Benefit Accounts | $81,000 | 13 |
| Number of other employee benefit and retirement-related accounts | $3,456,000 | 20 |
| Corporate Trust and Agency Accounts | $50,000 | 12 |
| Number of managed investment management and investment advisory agency accounts | $5,083,000 | 23 |
| Number of foundation and endowment trust and agency accounts, managed assets | $494,000 | 15 |
| Other Fiduciary Accounts | $113,000 | 12 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,159,000 | 20 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $5,599,000 | 23 |
| Personal Trust and Agency Accounts | $207,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $547,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $100,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $380,000 | 28 |
| Corporate Trust and Agency Accounts | $4,269,000 | 11 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 190 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 93 |
| Other Fiduciary Accounts | $95,000 | 24 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,461,000 | 43 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $298,000 | 45 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $19,034,000 | 28 |
| Number of Managed Accounts | $13,583,000 | 21 |
| Personal Trust and Agency Accounts | $4,238,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $130,000 | 29 |
| Employee Benefit-defined Benefit Accounts | $81,000 | 13 |
| Number of other employee benefit and retirement-related accounts | $3,406,000 | 20 |
| Corporate Trust and Agency Accounts | $46,000 | 13 |
| Number of managed investment management and investment advisory agency accounts | $5,070,000 | 22 |
| Number of foundation and endowment trust and agency accounts, managed assets | $499,000 | 15 |
| Other Fiduciary Accounts | $113,000 | 11 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,110,000 | 20 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $5,451,000 | 23 |
| Personal Trust and Agency Accounts | $214,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $559,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $103,000 | 19 |
| Number non-managed other employee benefit and retirement-related accounts | $425,000 | 28 |
| Corporate Trust and Agency Accounts | $4,055,000 | 11 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 224 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 102 |
| Other Fiduciary Accounts | $94,000 | 24 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,539,000 | 42 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $344,000 | 48 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $19,804,000 | 28 |
| Number of Managed Accounts | $13,593,000 | 20 |
| Personal Trust and Agency Accounts | $4,307,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $132,000 | 30 |
| Employee Benefit-defined Benefit Accounts | $81,000 | 13 |
| Number of other employee benefit and retirement-related accounts | $3,358,000 | 20 |
| Corporate Trust and Agency Accounts | $58,000 | 12 |
| Number of managed investment management and investment advisory agency accounts | $5,042,000 | 22 |
| Number of foundation and endowment trust and agency accounts, managed assets | $503,000 | 15 |
| Other Fiduciary Accounts | $112,000 | 10 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,061,000 | 20 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $6,211,000 | 23 |
| Personal Trust and Agency Accounts | $212,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $635,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $105,000 | 19 |
| Number non-managed other employee benefit and retirement-related accounts | $515,000 | 22 |
| Corporate Trust and Agency Accounts | $4,650,000 | 11 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 191 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 95 |
| Other Fiduciary Accounts | $93,000 | 24 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,630,000 | 45 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $431,000 | 38 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $19,796,000 | 28 |
| Number of Managed Accounts | $13,514,000 | 21 |
| Personal Trust and Agency Accounts | $4,363,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $139,000 | 29 |
| Employee Benefit-defined Benefit Accounts | $85,000 | 13 |
| Number of other employee benefit and retirement-related accounts | $3,281,000 | 20 |
| Corporate Trust and Agency Accounts | $48,000 | 16 |
| Number of managed investment management and investment advisory agency accounts | $4,968,000 | 23 |
| Number of foundation and endowment trust and agency accounts, managed assets | $510,000 | 16 |
| Other Fiduciary Accounts | $120,000 | 12 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,987,000 | 20 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Number of Non-Managed Accounts | $6,282,000 | 23 |
| Personal Trust and Agency Accounts | $222,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $643,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $111,000 | 19 |
| Number non-managed other employee benefit and retirement-related accounts | $655,000 | 22 |
| Corporate Trust and Agency Accounts | $4,556,000 | 11 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 362 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 125 |
| Other Fiduciary Accounts | $94,000 | 27 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,694,000 | 48 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $569,000 | 39 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $19,743,000 | 29 |
| Number of Managed Accounts | $13,571,000 | 21 |
| Personal Trust and Agency Accounts | $4,449,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $144,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $85,000 | 13 |
| Number of other employee benefit and retirement-related accounts | $3,248,000 | 20 |
| Corporate Trust and Agency Accounts | $50,000 | 13 |
| Number of managed investment management and investment advisory agency accounts | $4,971,000 | 24 |
| Number of foundation and endowment trust and agency accounts, managed assets | $509,000 | 16 |
| Other Fiduciary Accounts | $115,000 | 11 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,950,000 | 20 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $6,172,000 | 22 |
| Personal Trust and Agency Accounts | $241,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $651,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $122,000 | 18 |
| Number non-managed other employee benefit and retirement-related accounts | $733,000 | 18 |
| Corporate Trust and Agency Accounts | $4,327,000 | 11 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 191 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 103 |
| Other Fiduciary Accounts | $97,000 | 21 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,746,000 | 41 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $642,000 | 33 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $19,264,000 | 29 |
| Number of Managed Accounts | $13,519,000 | 21 |
| Personal Trust and Agency Accounts | $4,520,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $151,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $86,000 | 12 |
| Number of other employee benefit and retirement-related accounts | $3,170,000 | 20 |
| Corporate Trust and Agency Accounts | $52,000 | 13 |
| Number of managed investment management and investment advisory agency accounts | $4,916,000 | 23 |
| Number of foundation and endowment trust and agency accounts, managed assets | $512,000 | 16 |
| Other Fiduciary Accounts | $112,000 | 12 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,867,000 | 20 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $5,745,000 | 22 |
| Personal Trust and Agency Accounts | $270,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $701,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $117,000 | 18 |
| Number non-managed other employee benefit and retirement-related accounts | $766,000 | 18 |
| Corporate Trust and Agency Accounts | $3,795,000 | 11 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 109 |
| Other Fiduciary Accounts | $95,000 | 22 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,760,000 | 41 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $679,000 | 33 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $19,889,000 | 29 |
| Number of Managed Accounts | $13,444,000 | 21 |
| Personal Trust and Agency Accounts | $4,552,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $158,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $80,000 | 12 |
| Number of other employee benefit and retirement-related accounts | $3,115,000 | 20 |
| Corporate Trust and Agency Accounts | $54,000 | 13 |
| Number of managed investment management and investment advisory agency accounts | $4,874,000 | 23 |
| Number of foundation and endowment trust and agency accounts, managed assets | $506,000 | 16 |
| Other Fiduciary Accounts | $105,000 | 13 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,812,000 | 20 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $6,445,000 | 22 |
| Personal Trust and Agency Accounts | $277,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $718,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $114,000 | 19 |
| Number non-managed other employee benefit and retirement-related accounts | $820,000 | 17 |
| Corporate Trust and Agency Accounts | $4,419,000 | 10 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 111 |
| Other Fiduciary Accounts | $96,000 | 24 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,799,000 | 39 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $723,000 | 30 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $19,839,000 | 29 |
| Number of Managed Accounts | $13,408,000 | 22 |
| Personal Trust and Agency Accounts | $4,566,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $157,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $77,000 | 15 |
| Number of other employee benefit and retirement-related accounts | $3,077,000 | 20 |
| Corporate Trust and Agency Accounts | $55,000 | 17 |
| Number of managed investment management and investment advisory agency accounts | $4,865,000 | 24 |
| Number of foundation and endowment trust and agency accounts, managed assets | $510,000 | 17 |
| Other Fiduciary Accounts | $101,000 | 12 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,768,000 | 20 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Number of Non-Managed Accounts | $6,431,000 | 22 |
| Personal Trust and Agency Accounts | $283,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $714,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $117,000 | 18 |
| Number non-managed other employee benefit and retirement-related accounts | $867,000 | 17 |
| Corporate Trust and Agency Accounts | $4,357,000 | 11 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 360 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 129 |
| Other Fiduciary Accounts | $92,000 | 29 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,824,000 | 40 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $773,000 | 31 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $19,902,000 | 29 |
| Number of Managed Accounts | $13,612,000 | 22 |
| Personal Trust and Agency Accounts | $4,674,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $175,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $70,000 | 18 |
| Number of other employee benefit and retirement-related accounts | $3,058,000 | 21 |
| Corporate Trust and Agency Accounts | $54,000 | 13 |
| Number of managed investment management and investment advisory agency accounts | $4,878,000 | 24 |
| Number of foundation and endowment trust and agency accounts, managed assets | $523,000 | 16 |
| Other Fiduciary Accounts | $180,000 | 6 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,744,000 | 21 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $6,290,000 | 21 |
| Personal Trust and Agency Accounts | $295,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $738,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $123,000 | 19 |
| Number non-managed other employee benefit and retirement-related accounts | $921,000 | 17 |
| Corporate Trust and Agency Accounts | $4,195,000 | 11 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 105 |
| Other Fiduciary Accounts | $17,000 | 39 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,886,000 | 39 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $822,000 | 29 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $19,378,000 | 28 |
| Number of Managed Accounts | $13,488,000 | 22 |
| Personal Trust and Agency Accounts | $4,714,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $175,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $71,000 | 17 |
| Number of other employee benefit and retirement-related accounts | $3,022,000 | 21 |
| Corporate Trust and Agency Accounts | $72,000 | 12 |
| Number of managed investment management and investment advisory agency accounts | $4,824,000 | 24 |
| Number of foundation and endowment trust and agency accounts, managed assets | $515,000 | 17 |
| Other Fiduciary Accounts | $95,000 | 13 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,707,000 | 21 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $5,890,000 | 20 |
| Personal Trust and Agency Accounts | $285,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $783,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $115,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $982,000 | 16 |
| Corporate Trust and Agency Accounts | $3,707,000 | 11 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 106 |
| Other Fiduciary Accounts | $17,000 | 41 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,980,000 | 38 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $888,000 | 28 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $20,343,000 | 29 |
| Number of Managed Accounts | $13,607,000 | 22 |
| Personal Trust and Agency Accounts | $4,780,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $175,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $94,000 | 11 |
| Number of other employee benefit and retirement-related accounts | $2,995,000 | 21 |
| Corporate Trust and Agency Accounts | $55,000 | 15 |
| Number of managed investment management and investment advisory agency accounts | $4,826,000 | 24 |
| Number of foundation and endowment trust and agency accounts, managed assets | $521,000 | 16 |
| Other Fiduciary Accounts | $161,000 | 7 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,602,000 | 21 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $6,736,000 | 22 |
| Personal Trust and Agency Accounts | $303,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $812,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $114,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $1,169,000 | 15 |
| Corporate Trust and Agency Accounts | $4,323,000 | 11 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 104 |
| Other Fiduciary Accounts | $14,000 | 42 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,072,000 | 38 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,071,000 | 25 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $20,357,000 | 29 |
| Number of Managed Accounts | $13,568,000 | 22 |
| Personal Trust and Agency Accounts | $4,819,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $182,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $92,000 | 12 |
| Number of other employee benefit and retirement-related accounts | $2,958,000 | 21 |
| Corporate Trust and Agency Accounts | $55,000 | 17 |
| Number of managed investment management and investment advisory agency accounts | $4,810,000 | 25 |
| Number of foundation and endowment trust and agency accounts, managed assets | $532,000 | 16 |
| Other Fiduciary Accounts | $120,000 | 10 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,594,000 | 21 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 47 |
| Number of Non-Managed Accounts | $6,789,000 | 23 |
| Personal Trust and Agency Accounts | $308,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $894,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $112,000 | 21 |
| Number non-managed other employee benefit and retirement-related accounts | $1,247,000 | 13 |
| Corporate Trust and Agency Accounts | $4,213,000 | 11 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 374 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 101 |
| Other Fiduciary Accounts | $13,000 | 62 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,155,000 | 37 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,154,000 | 25 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $20,374,000 | 28 |
| Number of Managed Accounts | $13,663,000 | 23 |
| Personal Trust and Agency Accounts | $4,869,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $183,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $101,000 | 12 |
| Number of other employee benefit and retirement-related accounts | $2,969,000 | 21 |
| Corporate Trust and Agency Accounts | $53,000 | 15 |
| Number of managed investment management and investment advisory agency accounts | $4,837,000 | 24 |
| Number of foundation and endowment trust and agency accounts, managed assets | $532,000 | 16 |
| Other Fiduciary Accounts | $119,000 | 9 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,600,000 | 21 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $6,711,000 | 23 |
| Personal Trust and Agency Accounts | $310,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $874,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $113,000 | 21 |
| Number non-managed other employee benefit and retirement-related accounts | $1,301,000 | 14 |
| Corporate Trust and Agency Accounts | $4,096,000 | 11 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 211 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 92 |
| Other Fiduciary Accounts | $15,000 | 40 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,204,000 | 37 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,213,000 | 24 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $20,262,000 | 28 |
| Number of Managed Accounts | $13,777,000 | 22 |
| Personal Trust and Agency Accounts | $4,925,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $179,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $110,000 | 12 |
| Number of other employee benefit and retirement-related accounts | $2,963,000 | 21 |
| Corporate Trust and Agency Accounts | $55,000 | 16 |
| Number of managed investment management and investment advisory agency accounts | $4,863,000 | 23 |
| Number of foundation and endowment trust and agency accounts, managed assets | $559,000 | 16 |
| Other Fiduciary Accounts | $123,000 | 8 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,649,000 | 21 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $6,485,000 | 23 |
| Personal Trust and Agency Accounts | $314,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $865,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $114,000 | 21 |
| Number non-managed other employee benefit and retirement-related accounts | $1,353,000 | 14 |
| Corporate Trust and Agency Accounts | $3,821,000 | 11 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 213 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 79 |
| Other Fiduciary Accounts | $15,000 | 40 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,231,000 | 36 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,234,000 | 24 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $20,731,000 | 28 |
| Number of Managed Accounts | $13,901,000 | 22 |
| Personal Trust and Agency Accounts | $4,965,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $184,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $128,000 | 10 |
| Number of other employee benefit and retirement-related accounts | $2,946,000 | 21 |
| Corporate Trust and Agency Accounts | $53,000 | 15 |
| Number of managed investment management and investment advisory agency accounts | $4,863,000 | 22 |
| Number of foundation and endowment trust and agency accounts, managed assets | $590,000 | 15 |
| Other Fiduciary Accounts | $172,000 | 10 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,620,000 | 21 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $6,830,000 | 23 |
| Personal Trust and Agency Accounts | $329,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $789,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $114,000 | 21 |
| Number non-managed other employee benefit and retirement-related accounts | $1,427,000 | 13 |
| Corporate Trust and Agency Accounts | $4,147,000 | 11 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 215 |
| Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 49 |
| Other Fiduciary Accounts | $17,000 | 44 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,263,000 | 37 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,307,000 | 23 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $20,855,000 | 28 |
| Number of Managed Accounts | $13,942,000 | 22 |
| Personal Trust and Agency Accounts | $5,035,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $197,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $123,000 | 12 |
| Number of other employee benefit and retirement-related accounts | $2,963,000 | 21 |
| Corporate Trust and Agency Accounts | $52,000 | 21 |
| Number of managed investment management and investment advisory agency accounts | $4,869,000 | 22 |
| Number of foundation and endowment trust and agency accounts, managed assets | $586,000 | 15 |
| Other Fiduciary Accounts | $117,000 | 10 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,633,000 | 21 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 55 |
| Number of Non-Managed Accounts | $6,913,000 | 24 |
| Personal Trust and Agency Accounts | $335,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $832,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $115,000 | 22 |
| Number non-managed other employee benefit and retirement-related accounts | $1,549,000 | 12 |
| Corporate Trust and Agency Accounts | $4,058,000 | 11 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 371 |
| Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 66 |
| Other Fiduciary Accounts | $19,000 | 60 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,330,000 | 36 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,431,000 | 23 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $21,322,000 | 27 |
| Number of Managed Accounts | $14,158,000 | 22 |
| Personal Trust and Agency Accounts | $5,109,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $202,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $134,000 | 10 |
| Number of other employee benefit and retirement-related accounts | $2,994,000 | 20 |
| Corporate Trust and Agency Accounts | $53,000 | 17 |
| Number of managed investment management and investment advisory agency accounts | $4,940,000 | 22 |
| Number of foundation and endowment trust and agency accounts, managed assets | $587,000 | 15 |
| Other Fiduciary Accounts | $139,000 | 10 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,647,000 | 20 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $7,164,000 | 21 |
| Personal Trust and Agency Accounts | $339,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $861,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $113,000 | 21 |
| Number non-managed other employee benefit and retirement-related accounts | $1,601,000 | 12 |
| Corporate Trust and Agency Accounts | $4,228,000 | 11 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
| Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 51 |
| Other Fiduciary Accounts | $15,000 | 47 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,345,000 | 36 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,472,000 | 23 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $17,157,000 | 29 |
| Number of Managed Accounts | $10,225,000 | 27 |
| Personal Trust and Agency Accounts | $3,796,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $125,000 | 29 |
| Employee Benefit-defined Benefit Accounts | $96,000 | 15 |
| Number of other employee benefit and retirement-related accounts | $2,156,000 | 25 |
| Corporate Trust and Agency Accounts | $56,000 | 17 |
| Number of managed investment management and investment advisory agency accounts | $3,378,000 | 25 |
| Number of foundation and endowment trust and agency accounts, managed assets | $537,000 | 15 |
| Other Fiduciary Accounts | $81,000 | 17 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,824,000 | 26 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $6,932,000 | 22 |
| Personal Trust and Agency Accounts | $282,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $552,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $89,000 | 22 |
| Number non-managed other employee benefit and retirement-related accounts | $1,673,000 | 12 |
| Corporate Trust and Agency Accounts | $4,317,000 | 11 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 223 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 69 |
| Other Fiduciary Accounts | $15,000 | 45 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,170,000 | 38 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,566,000 | 23 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $17,374,000 | 28 |
| Number of Managed Accounts | $10,280,000 | 27 |
| Personal Trust and Agency Accounts | $3,858,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $126,000 | 32 |
| Employee Benefit-defined Benefit Accounts | $92,000 | 15 |
| Number of other employee benefit and retirement-related accounts | $2,156,000 | 25 |
| Corporate Trust and Agency Accounts | $26,000 | 20 |
| Number of managed investment management and investment advisory agency accounts | $3,398,000 | 25 |
| Number of foundation and endowment trust and agency accounts, managed assets | $540,000 | 15 |
| Other Fiduciary Accounts | $84,000 | 15 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,824,000 | 26 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $7,094,000 | 22 |
| Personal Trust and Agency Accounts | $284,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $567,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $86,000 | 22 |
| Number non-managed other employee benefit and retirement-related accounts | $1,728,000 | 12 |
| Corporate Trust and Agency Accounts | $4,410,000 | 11 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 226 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 70 |
| Other Fiduciary Accounts | $15,000 | 46 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,206,000 | 37 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,619,000 | 23 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $17,384,000 | 27 |
| Number of Managed Accounts | $10,325,000 | 26 |
| Personal Trust and Agency Accounts | $3,885,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $135,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $100,000 | 13 |
| Number of other employee benefit and retirement-related accounts | $2,167,000 | 23 |
| Corporate Trust and Agency Accounts | $18,000 | 34 |
| Number of managed investment management and investment advisory agency accounts | $3,384,000 | 25 |
| Number of foundation and endowment trust and agency accounts, managed assets | $545,000 | 15 |
| Other Fiduciary Accounts | $91,000 | 15 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,834,000 | 26 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 60 |
| Number of Non-Managed Accounts | $7,059,000 | 22 |
| Personal Trust and Agency Accounts | $292,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $569,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $79,000 | 23 |
| Number non-managed other employee benefit and retirement-related accounts | $1,859,000 | 11 |
| Corporate Trust and Agency Accounts | $4,239,000 | 11 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 395 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 77 |
| Other Fiduciary Accounts | $17,000 | 64 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,276,000 | 37 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,719,000 | 22 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $17,633,000 | 27 |
| Number of Managed Accounts | $10,531,000 | 26 |
| Personal Trust and Agency Accounts | $3,977,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $136,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $105,000 | 12 |
| Number of other employee benefit and retirement-related accounts | $2,200,000 | 22 |
| Corporate Trust and Agency Accounts | $20,000 | 25 |
| Number of managed investment management and investment advisory agency accounts | $3,427,000 | 25 |
| Number of foundation and endowment trust and agency accounts, managed assets | $550,000 | 14 |
| Other Fiduciary Accounts | $116,000 | 10 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,865,000 | 25 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $7,102,000 | 21 |
| Personal Trust and Agency Accounts | $302,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $578,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $82,000 | 23 |
| Number non-managed other employee benefit and retirement-related accounts | $1,966,000 | 11 |
| Corporate Trust and Agency Accounts | $4,156,000 | 11 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 221 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 77 |
| Other Fiduciary Accounts | $14,000 | 50 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,361,000 | 35 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,819,000 | 22 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $17,923,000 | 27 |
| Number of Managed Accounts | $10,740,000 | 27 |
| Personal Trust and Agency Accounts | $4,035,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $135,000 | 30 |
| Employee Benefit-defined Benefit Accounts | $100,000 | 13 |
| Number of other employee benefit and retirement-related accounts | $1,940,000 | 25 |
| Corporate Trust and Agency Accounts | $21,000 | 25 |
| Number of managed investment management and investment advisory agency accounts | $3,229,000 | 24 |
| Number of foundation and endowment trust and agency accounts, managed assets | $554,000 | 14 |
| Other Fiduciary Accounts | $726,000 | 3 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,886,000 | 24 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $7,183,000 | 18 |
| Personal Trust and Agency Accounts | $305,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $579,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $80,000 | 24 |
| Number non-managed other employee benefit and retirement-related accounts | $2,069,000 | 10 |
| Corporate Trust and Agency Accounts | $4,113,000 | 11 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 75 |
| Other Fiduciary Accounts | $33,000 | 31 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,429,000 | 37 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,922,000 | 21 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $17,881,000 | 27 |
| Number of Managed Accounts | $10,377,000 | 26 |
| Personal Trust and Agency Accounts | $4,104,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $134,000 | 29 |
| Employee Benefit-defined Benefit Accounts | $101,000 | 14 |
| Number of other employee benefit and retirement-related accounts | $2,005,000 | 25 |
| Corporate Trust and Agency Accounts | $22,000 | 24 |
| Number of managed investment management and investment advisory agency accounts | $3,314,000 | 24 |
| Number of foundation and endowment trust and agency accounts, managed assets | $561,000 | 14 |
| Other Fiduciary Accounts | $136,000 | 10 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,947,000 | 25 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $7,504,000 | 19 |
| Personal Trust and Agency Accounts | $313,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $594,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $84,000 | 23 |
| Number non-managed other employee benefit and retirement-related accounts | $2,249,000 | 9 |
| Corporate Trust and Agency Accounts | $4,245,000 | 12 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 76 |
| Other Fiduciary Accounts | $15,000 | 51 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,590,000 | 37 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $2,108,000 | 21 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $18,128,000 | 28 |
| Number of Managed Accounts | $10,581,000 | 23 |
| Personal Trust and Agency Accounts | $4,200,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $142,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $103,000 | 14 |
| Number of other employee benefit and retirement-related accounts | $2,079,000 | 22 |
| Corporate Trust and Agency Accounts | $22,000 | 33 |
| Number of managed investment management and investment advisory agency accounts | $3,372,000 | 23 |
| Number of foundation and endowment trust and agency accounts, managed assets | $593,000 | 14 |
| Other Fiduciary Accounts | $70,000 | 22 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,023,000 | 20 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $2,596,000 | 21 |
| Number of Non-Managed Accounts | $7,547,000 | 21 |
| Personal Trust and Agency Accounts | $328,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $639,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $83,000 | 23 |
| Number non-managed other employee benefit and retirement-related accounts | $2,375,000 | 11 |
| Corporate Trust and Agency Accounts | $4,104,000 | 12 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 382 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 84 |
| Other Fiduciary Accounts | $14,000 | 79 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,773,000 | 38 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $2,231,000 | 21 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $18,459,000 | 28 |
| Number of Managed Accounts | $10,698,000 | 22 |
| Personal Trust and Agency Accounts | $4,283,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $153,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $103,000 | 13 |
| Number of other employee benefit and retirement-related accounts | $2,079,000 | 20 |
| Corporate Trust and Agency Accounts | $17,000 | 28 |
| Number of managed investment management and investment advisory agency accounts | $3,379,000 | 22 |
| Number of foundation and endowment trust and agency accounts, managed assets | $605,000 | 14 |
| Other Fiduciary Accounts | $79,000 | 20 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,022,000 | 19 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $7,761,000 | 20 |
| Personal Trust and Agency Accounts | $338,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $658,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $90,000 | 24 |
| Number non-managed other employee benefit and retirement-related accounts | $2,555,000 | 8 |
| Corporate Trust and Agency Accounts | $4,102,000 | 12 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 215 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 77 |
| Other Fiduciary Accounts | $14,000 | 52 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,875,000 | 34 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $2,374,000 | 21 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $18,664,000 | 28 |
| Number of Managed Accounts | $10,795,000 | 21 |
| Personal Trust and Agency Accounts | $4,312,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $156,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $107,000 | 13 |
| Number of other employee benefit and retirement-related accounts | $2,084,000 | 20 |
| Corporate Trust and Agency Accounts | $22,000 | 25 |
| Number of managed investment management and investment advisory agency accounts | $3,405,000 | 22 |
| Number of foundation and endowment trust and agency accounts, managed assets | $610,000 | 14 |
| Other Fiduciary Accounts | $99,000 | 12 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,026,000 | 19 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $7,869,000 | 20 |
| Personal Trust and Agency Accounts | $341,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $674,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $93,000 | 24 |
| Number non-managed other employee benefit and retirement-related accounts | $2,587,000 | 8 |
| Corporate Trust and Agency Accounts | $4,152,000 | 12 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 167 |
| Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 58 |
| Other Fiduciary Accounts | $14,000 | 55 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,872,000 | 35 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $2,407,000 | 21 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $18,936,000 | 29 |
| Number of Managed Accounts | $10,856,000 | 21 |
| Personal Trust and Agency Accounts | $4,373,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $156,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $104,000 | 14 |
| Number of other employee benefit and retirement-related accounts | $2,088,000 | 20 |
| Corporate Trust and Agency Accounts | $19,000 | 27 |
| Number of managed investment management and investment advisory agency accounts | $3,402,000 | 22 |
| Number of foundation and endowment trust and agency accounts, managed assets | $604,000 | 14 |
| Other Fiduciary Accounts | $110,000 | 12 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,030,000 | 19 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $8,080,000 | 21 |
| Personal Trust and Agency Accounts | $358,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $688,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $93,000 | 24 |
| Number non-managed other employee benefit and retirement-related accounts | $2,734,000 | 10 |
| Corporate Trust and Agency Accounts | $4,186,000 | 11 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 49 |
| Other Fiduciary Accounts | $14,000 | 60 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,964,000 | 34 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $2,522,000 | 21 |
| 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 | $19,420,000 | 28 |
| Number of Managed Accounts | $10,936,000 | 21 |
| Personal Trust and Agency Accounts | $4,446,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $161,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $104,000 | 16 |
| Number of other employee benefit and retirement-related accounts | $2,079,000 | 20 |
| Corporate Trust and Agency Accounts | $23,000 | 28 |
| Number of managed investment management and investment advisory agency accounts | $3,424,000 | 22 |
| Number of foundation and endowment trust and agency accounts, managed assets | $586,000 | 15 |
| Other Fiduciary Accounts | $113,000 | 11 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,024,000 | 19 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $6,627,000 | 13 |
| Number of Non-Managed Accounts | $8,484,000 | 21 |
| Personal Trust and Agency Accounts | $367,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $695,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $97,000 | 23 |
| Number non-managed other employee benefit and retirement-related accounts | $3,006,000 | 11 |
| Corporate Trust and Agency Accounts | $4,298,000 | 10 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 395 |
| Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 69 |
| Other Fiduciary Accounts | $16,000 | 73 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,132,000 | 37 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $2,752,000 | 22 |
| 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 | $19,308,000 | 29 |
| Number of Managed Accounts | $10,973,000 | 21 |
| Personal Trust and Agency Accounts | $4,487,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $174,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $110,000 | 17 |
| Number of other employee benefit and retirement-related accounts | $2,080,000 | 20 |
| Corporate Trust and Agency Accounts | $27,000 | 17 |
| Number of managed investment management and investment advisory agency accounts | $3,398,000 | 22 |
| Number of foundation and endowment trust and agency accounts, managed assets | $581,000 | 14 |
| Other Fiduciary Accounts | $116,000 | 11 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,027,000 | 19 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $8,335,000 | 21 |
| Personal Trust and Agency Accounts | $368,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $704,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $94,000 | 23 |
| Number non-managed other employee benefit and retirement-related accounts | $2,958,000 | 10 |
| Corporate Trust and Agency Accounts | $4,190,000 | 10 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 205 |
| Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 61 |
| Other Fiduciary Accounts | $16,000 | 49 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,082,000 | 35 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $2,702,000 | 22 |
| 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 | $19,214,000 | 29 |
| Number of Managed Accounts | $10,975,000 | 20 |
| Personal Trust and Agency Accounts | $4,526,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $177,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $112,000 | 15 |
| Number of other employee benefit and retirement-related accounts | $2,067,000 | 19 |
| Corporate Trust and Agency Accounts | $28,000 | 18 |
| Number of managed investment management and investment advisory agency accounts | $3,380,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | $567,000 | 13 |
| Other Fiduciary Accounts | $118,000 | 10 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,015,000 | 18 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $8,239,000 | 22 |
| Personal Trust and Agency Accounts | $377,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $724,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $96,000 | 23 |
| Number non-managed other employee benefit and retirement-related accounts | $2,879,000 | 11 |
| Corporate Trust and Agency Accounts | $4,142,000 | 10 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 61 |
| Other Fiduciary Accounts | $16,000 | 49 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,023,000 | 35 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $2,614,000 | 24 |
| 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 | $19,244,000 | 29 |
| Number of Managed Accounts | $11,025,000 | 20 |
| Personal Trust and Agency Accounts | $4,597,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $179,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $123,000 | 13 |
| Number of other employee benefit and retirement-related accounts | $2,067,000 | 19 |
| Corporate Trust and Agency Accounts | $30,000 | 19 |
| Number of managed investment management and investment advisory agency accounts | $3,350,000 | 20 |
| Number of foundation and endowment trust and agency accounts, managed assets | $561,000 | 13 |
| Other Fiduciary Accounts | $118,000 | 12 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,019,000 | 18 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $8,219,000 | 22 |
| Personal Trust and Agency Accounts | $346,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $748,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $99,000 | 23 |
| Number non-managed other employee benefit and retirement-related accounts | $2,696,000 | 11 |
| Corporate Trust and Agency Accounts | $4,309,000 | 10 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 206 |
| Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 63 |
| Other Fiduciary Accounts | $16,000 | 51 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,933,000 | 35 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $2,530,000 | 25 |
| 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 | $19,195,000 | 28 |
| Number of Managed Accounts | $11,000,000 | 19 |
| Personal Trust and Agency Accounts | $4,528,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $249,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $124,000 | 14 |
| Number of other employee benefit and retirement-related accounts | $2,072,000 | 19 |
| Corporate Trust and Agency Accounts | $34,000 | 29 |
| Number of managed investment management and investment advisory agency accounts | $3,338,000 | 20 |
| Number of foundation and endowment trust and agency accounts, managed assets | $535,000 | 13 |
| Other Fiduciary Accounts | $120,000 | 9 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,042,000 | 17 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $7,463,000 | 13 |
| Number of Non-Managed Accounts | $8,195,000 | 24 |
| Personal Trust and Agency Accounts | $439,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $760,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $97,000 | 23 |
| Number non-managed other employee benefit and retirement-related accounts | $2,590,000 | 14 |
| Corporate Trust and Agency Accounts | $4,286,000 | 10 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 418 |
| Number (#) individual retirement, health savings, and other similar accounts | $14,000 | 32 |
| Other Fiduciary Accounts | $9,000 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $29,047,000 | 19 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $2,421,000 | 27 |
| 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 | $19,248,000 | 28 |
| Number of Managed Accounts | $11,148,000 | 19 |
| Personal Trust and Agency Accounts | $4,547,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $328,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $129,000 | 12 |
| Number of other employee benefit and retirement-related accounts | $2,061,000 | 19 |
| Corporate Trust and Agency Accounts | $35,000 | 16 |
| Number of managed investment management and investment advisory agency accounts | $3,389,000 | 19 |
| Number of foundation and endowment trust and agency accounts, managed assets | $540,000 | 13 |
| Other Fiduciary Accounts | $119,000 | 9 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,033,000 | 18 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $8,100,000 | 22 |
| Personal Trust and Agency Accounts | $456,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $815,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $97,000 | 24 |
| Number non-managed other employee benefit and retirement-related accounts | $2,508,000 | 11 |
| Corporate Trust and Agency Accounts | $4,199,000 | 10 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Number (#) individual retirement, health savings, and other similar accounts | $16,000 | 28 |
| Other Fiduciary Accounts | $9,000 | 63 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $79,940,000 | 12 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $2,339,000 | 24 |
| 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 | $19,257,000 | 27 |
| Number of Managed Accounts | $11,231,000 | 18 |
| Personal Trust and Agency Accounts | $4,602,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $335,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $126,000 | 13 |
| Number of other employee benefit and retirement-related accounts | $2,077,000 | 19 |
| Corporate Trust and Agency Accounts | $39,000 | 15 |
| Number of managed investment management and investment advisory agency accounts | $3,397,000 | 20 |
| Number of foundation and endowment trust and agency accounts, managed assets | $536,000 | 12 |
| Other Fiduciary Accounts | $119,000 | 8 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,050,000 | 18 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $8,026,000 | 22 |
| Personal Trust and Agency Accounts | $460,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $816,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $101,000 | 25 |
| Number non-managed other employee benefit and retirement-related accounts | $2,430,000 | 12 |
| Corporate Trust and Agency Accounts | $4,194,000 | 10 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Number (#) individual retirement, health savings, and other similar accounts | $16,000 | 27 |
| Other Fiduciary Accounts | $9,000 | 65 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $78,492,000 | 12 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $2,249,000 | 23 |
| 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 | $18,982,000 | 27 |
| Number of Managed Accounts | $11,113,000 | 19 |
| Personal Trust and Agency Accounts | $4,615,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $197,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $127,000 | 13 |
| Number of other employee benefit and retirement-related accounts | $2,052,000 | 19 |
| Corporate Trust and Agency Accounts | $44,000 | 14 |
| Number of managed investment management and investment advisory agency accounts | $3,422,000 | 20 |
| Number of foundation and endowment trust and agency accounts, managed assets | $536,000 | 13 |
| Other Fiduciary Accounts | $120,000 | 7 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,026,000 | 17 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $7,869,000 | 24 |
| Personal Trust and Agency Accounts | $476,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $848,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $95,000 | 24 |
| Number non-managed other employee benefit and retirement-related accounts | $2,269,000 | 13 |
| Corporate Trust and Agency Accounts | $4,155,000 | 10 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 202 |
| Number (#) individual retirement, health savings, and other similar accounts | $17,000 | 27 |
| Other Fiduciary Accounts | $9,000 | 64 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $76,070,000 | 12 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $2,069,000 | 23 |
| 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 | $18,827,000 | 25 |
| Number of Managed Accounts | $11,202,000 | 19 |
| Personal Trust and Agency Accounts | $4,663,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $202,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $129,000 | 14 |
| Number of other employee benefit and retirement-related accounts | $2,081,000 | 19 |
| Corporate Trust and Agency Accounts | $49,000 | 20 |
| Number of managed investment management and investment advisory agency accounts | $3,422,000 | 20 |
| Number of foundation and endowment trust and agency accounts, managed assets | $535,000 | 12 |
| Other Fiduciary Accounts | $121,000 | 7 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,052,000 | 17 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $7,721,000 | 11 |
| Number of Non-Managed Accounts | $7,625,000 | 24 |
| Personal Trust and Agency Accounts | $466,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $859,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $97,000 | 24 |
| Number non-managed other employee benefit and retirement-related accounts | $2,150,000 | 14 |
| Corporate Trust and Agency Accounts | $4,027,000 | 10 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 414 |
| Number (#) individual retirement, health savings, and other similar accounts | $17,000 | 29 |
| Other Fiduciary Accounts | $9,000 | 111 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $74,553,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,942,000 | 24 |
| 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 | $18,787,000 | 27 |
| Number of Managed Accounts | $11,311,000 | 20 |
| Personal Trust and Agency Accounts | $4,720,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $205,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $125,000 | 12 |
| Number of other employee benefit and retirement-related accounts | $2,124,000 | 21 |
| Corporate Trust and Agency Accounts | $47,000 | 14 |
| Number of managed investment management and investment advisory agency accounts | $3,432,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | $538,000 | 11 |
| Other Fiduciary Accounts | $120,000 | 8 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,092,000 | 19 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $7,476,000 | 22 |
| Personal Trust and Agency Accounts | $464,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $897,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $105,000 | 24 |
| Number non-managed other employee benefit and retirement-related accounts | $2,034,000 | 13 |
| Corporate Trust and Agency Accounts | $3,942,000 | 11 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 189 |
| Number (#) individual retirement, health savings, and other similar accounts | $24,000 | 19 |
| Other Fiduciary Accounts | $10,000 | 64 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $74,957,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,848,000 | 23 |
| 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 | $17,533,000 | 28 |
| Number of Managed Accounts | $11,302,000 | 19 |
| Personal Trust and Agency Accounts | $4,783,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $200,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $122,000 | 11 |
| Number of other employee benefit and retirement-related accounts | $2,083,000 | 20 |
| Corporate Trust and Agency Accounts | $50,000 | 13 |
| Number of managed investment management and investment advisory agency accounts | $3,410,000 | 19 |
| Number of foundation and endowment trust and agency accounts, managed assets | $532,000 | 11 |
| Other Fiduciary Accounts | $122,000 | 8 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,053,000 | 18 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $6,231,000 | 27 |
| Personal Trust and Agency Accounts | $559,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $937,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $103,000 | 24 |
| Number non-managed other employee benefit and retirement-related accounts | $747,000 | 22 |
| Corporate Trust and Agency Accounts | $3,778,000 | 12 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 185 |
| Number (#) individual retirement, health savings, and other similar accounts | $26,000 | 19 |
| Other Fiduciary Accounts | $81,000 | 26 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $74,305,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $635,000 | 29 |
| 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 | $17,693,000 | 27 |
| Number of Managed Accounts | $11,329,000 | 18 |
| Personal Trust and Agency Accounts | $4,831,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $203,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $119,000 | 11 |
| Number of other employee benefit and retirement-related accounts | $2,066,000 | 18 |
| Corporate Trust and Agency Accounts | $48,000 | 14 |
| Number of managed investment management and investment advisory agency accounts | $3,408,000 | 19 |
| Number of foundation and endowment trust and agency accounts, managed assets | $533,000 | 11 |
| Other Fiduciary Accounts | $121,000 | 8 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,037,000 | 17 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $6,364,000 | 27 |
| Personal Trust and Agency Accounts | $586,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $935,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $105,000 | 24 |
| Number non-managed other employee benefit and retirement-related accounts | $730,000 | 22 |
| Corporate Trust and Agency Accounts | $3,900,000 | 12 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Number (#) individual retirement, health savings, and other similar accounts | $26,000 | 21 |
| Other Fiduciary Accounts | $82,000 | 28 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $71,490,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $610,000 | 30 |
| 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 | $17,298,000 | 28 |
| Number of Managed Accounts | $11,269,000 | 19 |
| Personal Trust and Agency Accounts | $4,596,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $188,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $125,000 | 14 |
| Number of other employee benefit and retirement-related accounts | $2,030,000 | 18 |
| Corporate Trust and Agency Accounts | $57,000 | 15 |
| Number of managed investment management and investment advisory agency accounts | $3,566,000 | 19 |
| Number of foundation and endowment trust and agency accounts, managed assets | $401,000 | 12 |
| Other Fiduciary Accounts | $306,000 | 5 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,008,000 | 17 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $7,650,000 | 14 |
| Number of Non-Managed Accounts | $6,029,000 | 28 |
| Personal Trust and Agency Accounts | $429,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $936,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $107,000 | 24 |
| Number non-managed other employee benefit and retirement-related accounts | $635,000 | 31 |
| Corporate Trust and Agency Accounts | $3,717,000 | 12 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 407 |
| Number (#) individual retirement, health savings, and other similar accounts | $55,000 | 15 |
| Other Fiduciary Accounts | $150,000 | 29 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $67,868,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $596,000 | 38 |
| 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 | $17,212,000 | 25 |
| Number of Managed Accounts | $11,342,000 | 18 |
| Personal Trust and Agency Accounts | $4,654,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $185,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $124,000 | 12 |
| Number of other employee benefit and retirement-related accounts | $2,007,000 | 18 |
| Corporate Trust and Agency Accounts | $53,000 | 11 |
| Number of managed investment management and investment advisory agency accounts | $3,617,000 | 19 |
| Number of foundation and endowment trust and agency accounts, managed assets | $397,000 | 13 |
| Other Fiduciary Accounts | $305,000 | 5 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 8 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,980,000 | 17 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $5,870,000 | 27 |
| Personal Trust and Agency Accounts | $426,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $960,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $138,000 | 21 |
| Number non-managed other employee benefit and retirement-related accounts | $594,000 | 30 |
| Corporate Trust and Agency Accounts | $3,546,000 | 12 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Number (#) individual retirement, health savings, and other similar accounts | $54,000 | 13 |
| Other Fiduciary Accounts | $152,000 | 22 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,886,000 | 39 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $573,000 | 35 |
| 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 | $17,141,000 | 25 |
| Number of Managed Accounts | $11,392,000 | 18 |
| Personal Trust and Agency Accounts | $4,700,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $186,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $129,000 | 12 |
| Number of other employee benefit and retirement-related accounts | $2,008,000 | 18 |
| Corporate Trust and Agency Accounts | $55,000 | 11 |
| Number of managed investment management and investment advisory agency accounts | $3,591,000 | 19 |
| Number of foundation and endowment trust and agency accounts, managed assets | $412,000 | 11 |
| Other Fiduciary Accounts | $311,000 | 4 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,981,000 | 17 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $5,749,000 | 29 |
| Personal Trust and Agency Accounts | $424,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $970,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $139,000 | 22 |
| Number non-managed other employee benefit and retirement-related accounts | $585,000 | 32 |
| Corporate Trust and Agency Accounts | $3,441,000 | 13 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 170 |
| Number (#) individual retirement, health savings, and other similar accounts | $36,000 | 19 |
| Other Fiduciary Accounts | $154,000 | 23 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,906,000 | 36 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $563,000 | 35 |
| 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 | $17,255,000 | 27 |
| Number of Managed Accounts | $11,376,000 | 17 |
| Personal Trust and Agency Accounts | $4,727,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $176,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $133,000 | 12 |
| Number of other employee benefit and retirement-related accounts | $1,985,000 | 18 |
| Corporate Trust and Agency Accounts | $54,000 | 12 |
| Number of managed investment management and investment advisory agency accounts | $3,574,000 | 19 |
| Number of foundation and endowment trust and agency accounts, managed assets | $411,000 | 13 |
| Other Fiduciary Accounts | $316,000 | 5 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,958,000 | 17 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $5,879,000 | 30 |
| Personal Trust and Agency Accounts | $428,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $971,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $146,000 | 22 |
| Number non-managed other employee benefit and retirement-related accounts | $582,000 | 31 |
| Corporate Trust and Agency Accounts | $3,560,000 | 12 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Number (#) individual retirement, health savings, and other similar accounts | $36,000 | 20 |
| Other Fiduciary Accounts | $156,000 | 25 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,908,000 | 39 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $559,000 | 32 |
| 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 | $17,354,000 | 29 |
| Number of Managed Accounts | $11,471,000 | 19 |
| Personal Trust and Agency Accounts | $4,776,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $226,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $141,000 | 13 |
| Number of other employee benefit and retirement-related accounts | $1,977,000 | 19 |
| Corporate Trust and Agency Accounts | $48,000 | 17 |
| Number of managed investment management and investment advisory agency accounts | $3,577,000 | 20 |
| Number of foundation and endowment trust and agency accounts, managed assets | $411,000 | 15 |
| Other Fiduciary Accounts | $315,000 | 5 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,950,000 | 18 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $7,568,000 | 17 |
| Number of Non-Managed Accounts | $5,883,000 | 33 |
| Personal Trust and Agency Accounts | $427,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,048,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $149,000 | 22 |
| Number non-managed other employee benefit and retirement-related accounts | $590,000 | 41 |
| Corporate Trust and Agency Accounts | $3,474,000 | 14 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 358 |
| Number (#) individual retirement, health savings, and other similar accounts | $37,000 | 22 |
| Other Fiduciary Accounts | $158,000 | 29 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,872,000 | 40 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $564,000 | 44 |
| 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 | $17,422,000 | 33 |
| Number of Managed Accounts | $11,529,000 | 20 |
| Personal Trust and Agency Accounts | $4,878,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $162,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $94,000 | 19 |
| Number of other employee benefit and retirement-related accounts | $1,949,000 | 21 |
| Corporate Trust and Agency Accounts | $57,000 | 14 |
| Number of managed investment management and investment advisory agency accounts | $3,707,000 | 22 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $682,000 | 8 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $5,893,000 | 33 |
| Personal Trust and Agency Accounts | $410,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,049,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $118,000 | 25 |
| Number non-managed other employee benefit and retirement-related accounts | $583,000 | 31 |
| Corporate Trust and Agency Accounts | $3,545,000 | 13 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $188,000 | 24 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,893,000 | 41 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $17,474,000 | 31 |
| Number of Managed Accounts | $11,549,000 | 19 |
| Personal Trust and Agency Accounts | $4,954,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $165,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $65,000 | 27 |
| Number of other employee benefit and retirement-related accounts | $1,925,000 | 21 |
| Corporate Trust and Agency Accounts | $56,000 | 16 |
| Number of managed investment management and investment advisory agency accounts | $3,702,000 | 24 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $682,000 | 8 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $5,925,000 | 33 |
| Personal Trust and Agency Accounts | $411,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,055,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $118,000 | 24 |
| Number non-managed other employee benefit and retirement-related accounts | $580,000 | 28 |
| Corporate Trust and Agency Accounts | $3,571,000 | 12 |
| 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 | $190,000 | 25 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,005,000 | 41 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $17,769,000 | 30 |
| Number of Managed Accounts | $11,802,000 | 19 |
| Personal Trust and Agency Accounts | $5,017,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $161,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $63,000 | 30 |
| Number of other employee benefit and retirement-related accounts | $1,948,000 | 21 |
| Corporate Trust and Agency Accounts | $72,000 | 14 |
| Number of managed investment management and investment advisory agency accounts | $3,857,000 | 24 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $684,000 | 8 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $5,967,000 | 32 |
| Personal Trust and Agency Accounts | $423,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,032,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $113,000 | 25 |
| Number non-managed other employee benefit and retirement-related accounts | $567,000 | 27 |
| Corporate Trust and Agency Accounts | $3,640,000 | 12 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $192,000 | 25 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,959,000 | 41 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $17,897,000 | 31 |
| Number of Managed Accounts | $11,875,000 | 20 |
| Personal Trust and Agency Accounts | $5,057,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $174,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $65,000 | 29 |
| Number of other employee benefit and retirement-related accounts | $1,953,000 | 21 |
| Corporate Trust and Agency Accounts | $69,000 | 20 |
| Number of managed investment management and investment advisory agency accounts | $3,871,000 | 24 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $686,000 | 7 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $6,022,000 | 33 |
| Personal Trust and Agency Accounts | $440,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,066,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $109,000 | 27 |
| Number non-managed other employee benefit and retirement-related accounts | $559,000 | 39 |
| Corporate Trust and Agency Accounts | $3,658,000 | 12 |
| 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 | $190,000 | 35 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,973,000 | 43 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $17,961,000 | 31 |
| Number of Managed Accounts | $11,999,000 | 20 |
| Personal Trust and Agency Accounts | $5,117,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $183,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $64,000 | 28 |
| Number of other employee benefit and retirement-related accounts | $1,977,000 | 21 |
| Corporate Trust and Agency Accounts | $70,000 | 13 |
| Number of managed investment management and investment advisory agency accounts | $3,896,000 | 22 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $692,000 | 8 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $5,962,000 | 30 |
| Personal Trust and Agency Accounts | $432,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,130,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $116,000 | 25 |
| Number non-managed other employee benefit and retirement-related accounts | $564,000 | 31 |
| Corporate Trust and Agency Accounts | $3,528,000 | 12 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $192,000 | 26 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,005,000 | 42 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $17,683,000 | 32 |
| Number of Managed Accounts | $12,054,000 | 21 |
| Personal Trust and Agency Accounts | $5,207,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $191,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $73,000 | 27 |
| Number of other employee benefit and retirement-related accounts | $1,963,000 | 20 |
| Corporate Trust and Agency Accounts | $72,000 | 16 |
| Number of managed investment management and investment advisory agency accounts | $3,855,000 | 24 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $693,000 | 9 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $5,629,000 | 33 |
| Personal Trust and Agency Accounts | $441,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,128,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $142,000 | 26 |
| Number non-managed other employee benefit and retirement-related accounts | $566,000 | 32 |
| Corporate Trust and Agency Accounts | $3,157,000 | 12 |
| 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 | $195,000 | 25 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,024,000 | 45 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $17,869,000 | 32 |
| Number of Managed Accounts | $12,148,000 | 19 |
| Personal Trust and Agency Accounts | $5,315,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $195,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $74,000 | 25 |
| Number of other employee benefit and retirement-related accounts | $1,985,000 | 20 |
| Corporate Trust and Agency Accounts | $73,000 | 12 |
| Number of managed investment management and investment advisory agency accounts | $3,806,000 | 23 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $700,000 | 12 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $5,721,000 | 30 |
| Personal Trust and Agency Accounts | $447,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,130,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $146,000 | 26 |
| Number non-managed other employee benefit and retirement-related accounts | $570,000 | 31 |
| Corporate Trust and Agency Accounts | $3,230,000 | 12 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $198,000 | 26 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,931,000 | 43 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $18,011,000 | 31 |
| Number of Managed Accounts | $12,371,000 | 22 |
| Personal Trust and Agency Accounts | $5,484,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $193,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $70,000 | 29 |
| Number of other employee benefit and retirement-related accounts | $1,967,000 | 20 |
| Corporate Trust and Agency Accounts | $72,000 | 17 |
| Number of managed investment management and investment advisory agency accounts | $3,885,000 | 22 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $700,000 | 11 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $5,640,000 | 32 |
| Personal Trust and Agency Accounts | $503,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,108,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $154,000 | 24 |
| Number non-managed other employee benefit and retirement-related accounts | $578,000 | 41 |
| Corporate Trust and Agency Accounts | $3,096,000 | 12 |
| 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 | $201,000 | 31 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,074,000 | 45 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $17,922,000 | 32 |
| Number of Managed Accounts | $12,330,000 | 21 |
| Personal Trust and Agency Accounts | $5,532,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $193,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $71,000 | 28 |
| Number of other employee benefit and retirement-related accounts | $1,951,000 | 19 |
| Corporate Trust and Agency Accounts | $68,000 | 14 |
| Number of managed investment management and investment advisory agency accounts | $3,805,000 | 23 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $710,000 | 11 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $5,592,000 | 31 |
| Personal Trust and Agency Accounts | $506,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,127,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $159,000 | 25 |
| Number non-managed other employee benefit and retirement-related accounts | $579,000 | 29 |
| Corporate Trust and Agency Accounts | $3,019,000 | 13 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $202,000 | 24 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,111,000 | 42 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $13,000,000 | 38 |
| Number of Managed Accounts | $8,203,000 | 27 |
| Personal Trust and Agency Accounts | $3,739,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $130,000 | 43 |
| Employee Benefit-defined Benefit Accounts | $42,000 | 38 |
| Number of other employee benefit and retirement-related accounts | $1,329,000 | 24 |
| Corporate Trust and Agency Accounts | $40,000 | 28 |
| Number of managed investment management and investment advisory agency accounts | $2,514,000 | 32 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $409,000 | 15 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,797,000 | 32 |
| Personal Trust and Agency Accounts | $433,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $707,000 | 30 |
| Employee Benefit-defined Benefit Accounts | $133,000 | 29 |
| Number non-managed other employee benefit and retirement-related accounts | $440,000 | 36 |
| Corporate Trust and Agency Accounts | $2,980,000 | 13 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $104,000 | 29 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,854,000 | 47 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $12,815,000 | 38 |
| Number of Managed Accounts | $8,121,000 | 26 |
| Personal Trust and Agency Accounts | $3,792,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $129,000 | 46 |
| Employee Benefit-defined Benefit Accounts | $34,000 | 42 |
| Number of other employee benefit and retirement-related accounts | $1,301,000 | 23 |
| Corporate Trust and Agency Accounts | $41,000 | 26 |
| Number of managed investment management and investment advisory agency accounts | $2,410,000 | 33 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $414,000 | 13 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,694,000 | 34 |
| Personal Trust and Agency Accounts | $473,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $706,000 | 34 |
| Employee Benefit-defined Benefit Accounts | $107,000 | 35 |
| Number non-managed other employee benefit and retirement-related accounts | $435,000 | 36 |
| Corporate Trust and Agency Accounts | $2,869,000 | 14 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $104,000 | 30 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,859,000 | 46 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $12,700,000 | 39 |
| Number of Managed Accounts | $8,155,000 | 26 |
| Personal Trust and Agency Accounts | $3,804,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $142,000 | 45 |
| Employee Benefit-defined Benefit Accounts | $37,000 | 45 |
| Number of other employee benefit and retirement-related accounts | $1,313,000 | 23 |
| Corporate Trust and Agency Accounts | $45,000 | 37 |
| Number of managed investment management and investment advisory agency accounts | $2,397,000 | 33 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $417,000 | 13 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,545,000 | 38 |
| Personal Trust and Agency Accounts | $418,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $684,000 | 35 |
| Employee Benefit-defined Benefit Accounts | $108,000 | 38 |
| Number non-managed other employee benefit and retirement-related accounts | $444,000 | 46 |
| Corporate Trust and Agency Accounts | $2,786,000 | 14 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $105,000 | 43 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,882,000 | 46 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $12,610,000 | 38 |
| Number of Managed Accounts | $8,169,000 | 26 |
| Personal Trust and Agency Accounts | $3,861,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $150,000 | 40 |
| Employee Benefit-defined Benefit Accounts | $38,000 | 44 |
| Number of other employee benefit and retirement-related accounts | $1,281,000 | 20 |
| Corporate Trust and Agency Accounts | $41,000 | 29 |
| Number of managed investment management and investment advisory agency accounts | $2,377,000 | 33 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $421,000 | 14 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,441,000 | 39 |
| Personal Trust and Agency Accounts | $421,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $698,000 | 34 |
| Employee Benefit-defined Benefit Accounts | $111,000 | 34 |
| Number non-managed other employee benefit and retirement-related accounts | $445,000 | 36 |
| Corporate Trust and Agency Accounts | $2,659,000 | 17 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $107,000 | 34 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,896,000 | 44 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $12,551,000 | 38 |
| Number of Managed Accounts | $8,193,000 | 26 |
| Personal Trust and Agency Accounts | $3,889,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $222,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $36,000 | 46 |
| Number of other employee benefit and retirement-related accounts | $1,258,000 | 19 |
| Corporate Trust and Agency Accounts | $41,000 | 31 |
| Number of managed investment management and investment advisory agency accounts | $2,327,000 | 31 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $420,000 | 15 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,358,000 | 38 |
| Personal Trust and Agency Accounts | $386,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $652,000 | 35 |
| Employee Benefit-defined Benefit Accounts | $116,000 | 38 |
| Number non-managed other employee benefit and retirement-related accounts | $439,000 | 36 |
| Corporate Trust and Agency Accounts | $2,659,000 | 17 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $106,000 | 34 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,896,000 | 42 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $12,564,000 | 38 |
| Number of Managed Accounts | $8,191,000 | 26 |
| Personal Trust and Agency Accounts | $4,063,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $233,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $37,000 | 46 |
| Number of other employee benefit and retirement-related accounts | $1,139,000 | 20 |
| Corporate Trust and Agency Accounts | $40,000 | 32 |
| Number of managed investment management and investment advisory agency accounts | $2,266,000 | 31 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $413,000 | 16 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,373,000 | 36 |
| Personal Trust and Agency Accounts | $430,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $694,000 | 34 |
| Employee Benefit-defined Benefit Accounts | $104,000 | 37 |
| Number non-managed other employee benefit and retirement-related accounts | $431,000 | 38 |
| Corporate Trust and Agency Accounts | $2,638,000 | 17 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $76,000 | 41 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,891,000 | 41 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $10,794,000 | 46 |
| Number of Managed Accounts | $6,860,000 | 37 |
| Personal Trust and Agency Accounts | $3,272,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $172,000 | 39 |
| Employee Benefit-defined Benefit Accounts | $34,000 | 48 |
| Number of other employee benefit and retirement-related accounts | $1,025,000 | 24 |
| Corporate Trust and Agency Accounts | $39,000 | 41 |
| Number of managed investment management and investment advisory agency accounts | $1,958,000 | 35 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $360,000 | 16 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,934,000 | 42 |
| Personal Trust and Agency Accounts | $265,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $537,000 | 40 |
| Employee Benefit-defined Benefit Accounts | $105,000 | 38 |
| Number non-managed other employee benefit and retirement-related accounts | $375,000 | 52 |
| Corporate Trust and Agency Accounts | $2,606,000 | 17 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $46,000 | 68 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,883,000 | 44 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $10,780,000 | 42 |
| Number of Managed Accounts | $6,869,000 | 34 |
| Personal Trust and Agency Accounts | $3,340,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $170,000 | 38 |
| Employee Benefit-defined Benefit Accounts | $37,000 | 45 |
| Number of other employee benefit and retirement-related accounts | $1,007,000 | 24 |
| Corporate Trust and Agency Accounts | $38,000 | 31 |
| Number of managed investment management and investment advisory agency accounts | $1,918,000 | 36 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $359,000 | 15 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,911,000 | 41 |
| Personal Trust and Agency Accounts | $266,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $542,000 | 41 |
| Employee Benefit-defined Benefit Accounts | $104,000 | 37 |
| Number non-managed other employee benefit and retirement-related accounts | $368,000 | 38 |
| Corporate Trust and Agency Accounts | $2,585,000 | 17 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $46,000 | 49 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,885,000 | 41 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $10,650,000 | 41 |
| Number of Managed Accounts | $6,767,000 | 33 |
| Personal Trust and Agency Accounts | $3,399,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $174,000 | 37 |
| Employee Benefit-defined Benefit Accounts | $35,000 | 44 |
| Number of other employee benefit and retirement-related accounts | $934,000 | 27 |
| Corporate Trust and Agency Accounts | $41,000 | 28 |
| Number of managed investment management and investment advisory agency accounts | $1,830,000 | 35 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $354,000 | 11 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,883,000 | 41 |
| Personal Trust and Agency Accounts | $266,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $543,000 | 40 |
| Employee Benefit-defined Benefit Accounts | $102,000 | 37 |
| Number non-managed other employee benefit and retirement-related accounts | $369,000 | 41 |
| Corporate Trust and Agency Accounts | $2,557,000 | 16 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $46,000 | 50 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,866,000 | 38 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $10,618,000 | 43 |
| Number of Managed Accounts | $6,746,000 | 36 |
| Personal Trust and Agency Accounts | $3,432,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $179,000 | 38 |
| Employee Benefit-defined Benefit Accounts | $35,000 | 49 |
| Number of other employee benefit and retirement-related accounts | $915,000 | 27 |
| Corporate Trust and Agency Accounts | $79,000 | 21 |
| Number of managed investment management and investment advisory agency accounts | $1,739,000 | 37 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $367,000 | 13 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,872,000 | 43 |
| Personal Trust and Agency Accounts | $269,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $567,000 | 40 |
| Employee Benefit-defined Benefit Accounts | $106,000 | 37 |
| Number non-managed other employee benefit and retirement-related accounts | $364,000 | 41 |
| Corporate Trust and Agency Accounts | $2,520,000 | 16 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $46,000 | 53 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,852,000 | 42 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $10,107,000 | 49 |
| Number of Managed Accounts | $6,595,000 | 38 |
| Personal Trust and Agency Accounts | $3,418,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $185,000 | 38 |
| Employee Benefit-defined Benefit Accounts | $33,000 | 52 |
| Number of other employee benefit and retirement-related accounts | $895,000 | 26 |
| Corporate Trust and Agency Accounts | $80,000 | 24 |
| Number of managed investment management and investment advisory agency accounts | $1,620,000 | 37 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $364,000 | 13 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,512,000 | 49 |
| Personal Trust and Agency Accounts | $269,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $556,000 | 43 |
| Employee Benefit-defined Benefit Accounts | $105,000 | 41 |
| Number non-managed other employee benefit and retirement-related accounts | $320,000 | 67 |
| Corporate Trust and Agency Accounts | $2,217,000 | 17 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $45,000 | 79 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,776,000 | 44 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $10,085,000 | 44 |
| Number of Managed Accounts | $6,603,000 | 36 |
| Personal Trust and Agency Accounts | $3,485,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $184,000 | 40 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 49 |
| Number of other employee benefit and retirement-related accounts | $869,000 | 27 |
| Corporate Trust and Agency Accounts | $79,000 | 18 |
| Number of managed investment management and investment advisory agency accounts | $1,596,000 | 37 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $359,000 | 14 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,482,000 | 45 |
| Personal Trust and Agency Accounts | $272,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $553,000 | 43 |
| Employee Benefit-defined Benefit Accounts | $108,000 | 36 |
| Number non-managed other employee benefit and retirement-related accounts | $328,000 | 47 |
| Corporate Trust and Agency Accounts | $2,176,000 | 15 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $45,000 | 49 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,737,000 | 45 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $9,995,000 | 44 |
| Number of Managed Accounts | $6,557,000 | 34 |
| Personal Trust and Agency Accounts | $3,522,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $187,000 | 40 |
| Employee Benefit-defined Benefit Accounts | $29,000 | 53 |
| Number of other employee benefit and retirement-related accounts | $850,000 | 29 |
| Corporate Trust and Agency Accounts | $80,000 | 17 |
| Number of managed investment management and investment advisory agency accounts | $1,532,000 | 38 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $357,000 | 14 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,438,000 | 45 |
| Personal Trust and Agency Accounts | $269,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $550,000 | 44 |
| Employee Benefit-defined Benefit Accounts | $102,000 | 38 |
| Number non-managed other employee benefit and retirement-related accounts | $327,000 | 48 |
| Corporate Trust and Agency Accounts | $2,144,000 | 15 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $46,000 | 50 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,665,000 | 45 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $9,951,000 | 45 |
| Number of Managed Accounts | $6,600,000 | 34 |
| Personal Trust and Agency Accounts | $3,567,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $196,000 | 39 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 49 |
| Number of other employee benefit and retirement-related accounts | $835,000 | 29 |
| Corporate Trust and Agency Accounts | $80,000 | 19 |
| Number of managed investment management and investment advisory agency accounts | $1,499,000 | 39 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $392,000 | 13 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,351,000 | 46 |
| Personal Trust and Agency Accounts | $278,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $540,000 | 44 |
| Employee Benefit-defined Benefit Accounts | $100,000 | 38 |
| Number non-managed other employee benefit and retirement-related accounts | $329,000 | 47 |
| Corporate Trust and Agency Accounts | $2,094,000 | 17 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $10,000 | 82 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,632,000 | 45 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $9,954,000 | 49 |
| Number of Managed Accounts | $6,500,000 | 40 |
| Personal Trust and Agency Accounts | $3,571,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $197,000 | 41 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 55 |
| Number of other employee benefit and retirement-related accounts | $807,000 | 31 |
| Corporate Trust and Agency Accounts | $85,000 | 25 |
| Number of managed investment management and investment advisory agency accounts | $1,433,000 | 43 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $376,000 | 15 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,454,000 | 47 |
| Personal Trust and Agency Accounts | $272,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $639,000 | 44 |
| Employee Benefit-defined Benefit Accounts | $103,000 | 40 |
| Number non-managed other employee benefit and retirement-related accounts | $326,000 | 67 |
| Corporate Trust and Agency Accounts | $2,105,000 | 19 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $9,000 | 143 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,608,000 | 48 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $10,001,000 | 45 |
| Number of Managed Accounts | $6,549,000 | 36 |
| Personal Trust and Agency Accounts | $3,620,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $197,000 | 42 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 54 |
| Number of other employee benefit and retirement-related accounts | $807,000 | 31 |
| Corporate Trust and Agency Accounts | $85,000 | 19 |
| Number of managed investment management and investment advisory agency accounts | $1,433,000 | 40 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $376,000 | 13 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,452,000 | 46 |
| Personal Trust and Agency Accounts | $270,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $639,000 | 46 |
| Employee Benefit-defined Benefit Accounts | $103,000 | 35 |
| Number non-managed other employee benefit and retirement-related accounts | $326,000 | 49 |
| Corporate Trust and Agency Accounts | $2,105,000 | 20 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $9,000 | 100 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,608,000 | 46 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $10,253,000 | 45 |
| Number of Managed Accounts | $6,558,000 | 37 |
| Personal Trust and Agency Accounts | $3,631,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $212,000 | 42 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 54 |
| Number of other employee benefit and retirement-related accounts | $786,000 | 32 |
| Corporate Trust and Agency Accounts | $88,000 | 20 |
| Number of managed investment management and investment advisory agency accounts | $1,427,000 | 40 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $383,000 | 13 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,695,000 | 48 |
| Personal Trust and Agency Accounts | $263,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $640,000 | 47 |
| Employee Benefit-defined Benefit Accounts | $103,000 | 35 |
| Number non-managed other employee benefit and retirement-related accounts | $627,000 | 37 |
| Corporate Trust and Agency Accounts | $2,054,000 | 22 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $8,000 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,580,000 | 48 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $10,023,000 | 47 |
| Number of Managed Accounts | $6,569,000 | 37 |
| Personal Trust and Agency Accounts | $3,650,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $212,000 | 47 |
| Employee Benefit-defined Benefit Accounts | $33,000 | 55 |
| Number of other employee benefit and retirement-related accounts | $773,000 | 30 |
| Corporate Trust and Agency Accounts | $92,000 | 21 |
| Number of managed investment management and investment advisory agency accounts | $1,427,000 | 38 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $382,000 | 14 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,454,000 | 49 |
| Personal Trust and Agency Accounts | $260,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $651,000 | 44 |
| Employee Benefit-defined Benefit Accounts | $102,000 | 37 |
| Number non-managed other employee benefit and retirement-related accounts | $358,000 | 50 |
| Corporate Trust and Agency Accounts | $2,072,000 | 22 |
| 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 | $11,000 | 93 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,609,000 | 49 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $9,922,000 | 46 |
| Number of Managed Accounts | $6,509,000 | 40 |
| Personal Trust and Agency Accounts | $3,657,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $189,000 | 60 |
| Employee Benefit-defined Benefit Accounts | $37,000 | 58 |
| Number of other employee benefit and retirement-related accounts | $766,000 | 31 |
| Corporate Trust and Agency Accounts | $99,000 | 25 |
| Number of managed investment management and investment advisory agency accounts | $1,376,000 | 39 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $385,000 | 14 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,413,000 | 50 |
| Personal Trust and Agency Accounts | $251,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $643,000 | 46 |
| Employee Benefit-defined Benefit Accounts | $97,000 | 48 |
| Number non-managed other employee benefit and retirement-related accounts | $347,000 | 62 |
| Corporate Trust and Agency Accounts | $2,064,000 | 22 |
| 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 | $11,000 | 146 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,587,000 | 50 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $10,493,000 | 41 |
| Number of Managed Accounts | $7,006,000 | 36 |
| Personal Trust and Agency Accounts | $4,072,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $220,000 | 61 |
| Employee Benefit-defined Benefit Accounts | $39,000 | 58 |
| Number of other employee benefit and retirement-related accounts | $726,000 | 32 |
| Corporate Trust and Agency Accounts | $103,000 | 25 |
| Number of managed investment management and investment advisory agency accounts | $1,417,000 | 36 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $429,000 | 14 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,487,000 | 46 |
| Personal Trust and Agency Accounts | $260,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $699,000 | 36 |
| Employee Benefit-defined Benefit Accounts | $92,000 | 50 |
| Number non-managed other employee benefit and retirement-related accounts | $438,000 | 56 |
| Corporate Trust and Agency Accounts | $1,983,000 | 24 |
| 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 | $15,000 | 120 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,573,000 | 40 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |