Home > The National Bank of Indianapolis > Number of Fiduciary and Related Asset Accounts
The National Bank of Indianapolis, Number of Fiduciary and Related Asset Accounts
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,931,000 | 145 |
| Number of Managed Accounts | $1,649,000 | 127 |
| Personal Trust and Agency Accounts | $333,000 | 176 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $408,000 | 46 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 65 |
| Number of other employee benefit and retirement-related accounts | $229,000 | 268 |
| Corporate Trust and Agency Accounts | $0 | 193 |
| Number of managed investment management and investment advisory agency accounts | $363,000 | 164 |
| Number of foundation and endowment trust and agency accounts, managed assets | $17,000 | 242 |
| Other Fiduciary Accounts | $292,000 | 5 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $228,000 | 228 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Number of Non-Managed Accounts | $282,000 | 129 |
| Personal Trust and Agency Accounts | $252,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 165 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 90 |
| Number non-managed other employee benefit and retirement-related accounts | $9,000 | 419 |
| Corporate Trust and Agency Accounts | $1,000 | 210 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 289 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 247 |
| Other Fiduciary Accounts | $0 | 190 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $76,000 | 230 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $18,000 | 401 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,935,000 | 142 |
| Number of Managed Accounts | $1,653,000 | 126 |
| Personal Trust and Agency Accounts | $339,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $397,000 | 48 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 64 |
| Number of other employee benefit and retirement-related accounts | $238,000 | 250 |
| Corporate Trust and Agency Accounts | $0 | 125 |
| Number of managed investment management and investment advisory agency accounts | $370,000 | 155 |
| Number of foundation and endowment trust and agency accounts, managed assets | $18,000 | 217 |
| Other Fiduciary Accounts | $285,000 | 5 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $237,000 | 212 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $282,000 | 121 |
| Personal Trust and Agency Accounts | $251,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 158 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 88 |
| Number non-managed other employee benefit and retirement-related accounts | $10,000 | 272 |
| Corporate Trust and Agency Accounts | $0 | 169 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 233 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 210 |
| Other Fiduciary Accounts | $0 | 135 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $73,000 | 193 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $18,000 | 283 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,934,000 | 150 |
| Number of Managed Accounts | $1,647,000 | 134 |
| Personal Trust and Agency Accounts | $347,000 | 159 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $400,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 85 |
| Number of other employee benefit and retirement-related accounts | $239,000 | 199 |
| Corporate Trust and Agency Accounts | $0 | 74 |
| Number of managed investment management and investment advisory agency accounts | $363,000 | 165 |
| Number of foundation and endowment trust and agency accounts, managed assets | $18,000 | 204 |
| Other Fiduciary Accounts | $275,000 | 6 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $238,000 | 195 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $287,000 | 118 |
| Personal Trust and Agency Accounts | $252,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 151 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 41 |
| Number non-managed other employee benefit and retirement-related accounts | $11,000 | 199 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 162 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 147 |
| Other Fiduciary Accounts | $0 | 92 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $77,000 | 184 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $18,000 | 208 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,902,000 | 154 |
| Number of Managed Accounts | $1,616,000 | 138 |
| Personal Trust and Agency Accounts | $345,000 | 173 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $391,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 91 |
| Number of other employee benefit and retirement-related accounts | $228,000 | 236 |
| Corporate Trust and Agency Accounts | $0 | 160 |
| Number of managed investment management and investment advisory agency accounts | $349,000 | 174 |
| Number of foundation and endowment trust and agency accounts, managed assets | $18,000 | 243 |
| Other Fiduciary Accounts | $280,000 | 6 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $227,000 | 231 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Number of Non-Managed Accounts | $286,000 | 133 |
| Personal Trust and Agency Accounts | $250,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 177 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 45 |
| Number non-managed other employee benefit and retirement-related accounts | $11,000 | 364 |
| Corporate Trust and Agency Accounts | $0 | 212 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 255 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 208 |
| Other Fiduciary Accounts | $0 | 175 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $71,000 | 238 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $18,000 | 378 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,872,000 | 151 |
| Number of Managed Accounts | $1,584,000 | 141 |
| Personal Trust and Agency Accounts | $347,000 | 163 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $383,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 89 |
| Number of other employee benefit and retirement-related accounts | $225,000 | 207 |
| Corporate Trust and Agency Accounts | $0 | 76 |
| Number of managed investment management and investment advisory agency accounts | $332,000 | 181 |
| Number of foundation and endowment trust and agency accounts, managed assets | $18,000 | 209 |
| Other Fiduciary Accounts | $274,000 | 6 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $224,000 | 205 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $288,000 | 122 |
| Personal Trust and Agency Accounts | $250,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 154 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 45 |
| Number non-managed other employee benefit and retirement-related accounts | $12,000 | 202 |
| Corporate Trust and Agency Accounts | $0 | 115 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 165 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 151 |
| Other Fiduciary Accounts | $0 | 98 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $76,000 | 185 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $19,000 | 211 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,871,000 | 137 |
| Number of Managed Accounts | $1,581,000 | 127 |
| Personal Trust and Agency Accounts | $350,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $381,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 85 |
| Number of other employee benefit and retirement-related accounts | $227,000 | 215 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $326,000 | 173 |
| Number of foundation and endowment trust and agency accounts, managed assets | $18,000 | 215 |
| Other Fiduciary Accounts | $274,000 | 5 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $226,000 | 212 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $290,000 | 109 |
| Personal Trust and Agency Accounts | $251,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 152 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 40 |
| Number non-managed other employee benefit and retirement-related accounts | $13,000 | 217 |
| Corporate Trust and Agency Accounts | $0 | 126 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 176 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
| Other Fiduciary Accounts | $0 | 109 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $75,000 | 175 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $20,000 | 226 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,879,000 | 137 |
| Number of Managed Accounts | $1,590,000 | 129 |
| Personal Trust and Agency Accounts | $356,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $379,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 82 |
| Number of other employee benefit and retirement-related accounts | $236,000 | 197 |
| Corporate Trust and Agency Accounts | $0 | 72 |
| Number of managed investment management and investment advisory agency accounts | $324,000 | 171 |
| Number of foundation and endowment trust and agency accounts, managed assets | $18,000 | 195 |
| Other Fiduciary Accounts | $272,000 | 5 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $235,000 | 194 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $289,000 | 107 |
| Personal Trust and Agency Accounts | $249,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 143 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 40 |
| Number non-managed other employee benefit and retirement-related accounts | $14,000 | 182 |
| Corporate Trust and Agency Accounts | $0 | 109 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 142 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 135 |
| Other Fiduciary Accounts | $0 | 94 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $76,000 | 165 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $20,000 | 199 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,854,000 | 142 |
| Number of Managed Accounts | $1,575,000 | 129 |
| Personal Trust and Agency Accounts | $350,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $371,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 76 |
| Number of other employee benefit and retirement-related accounts | $240,000 | 222 |
| Corporate Trust and Agency Accounts | $0 | 160 |
| Number of managed investment management and investment advisory agency accounts | $324,000 | 173 |
| Number of foundation and endowment trust and agency accounts, managed assets | $18,000 | 232 |
| Other Fiduciary Accounts | $266,000 | 5 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $239,000 | 216 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Number of Non-Managed Accounts | $279,000 | 122 |
| Personal Trust and Agency Accounts | $238,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 167 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 44 |
| Number non-managed other employee benefit and retirement-related accounts | $15,000 | 329 |
| Corporate Trust and Agency Accounts | $0 | 213 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 243 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 188 |
| Other Fiduciary Accounts | $0 | 174 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $80,000 | 207 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $21,000 | 358 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,808,000 | 142 |
| Number of Managed Accounts | $1,536,000 | 133 |
| Personal Trust and Agency Accounts | $338,000 | 144 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $368,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 73 |
| Number of other employee benefit and retirement-related accounts | $231,000 | 202 |
| Corporate Trust and Agency Accounts | $0 | 71 |
| Number of managed investment management and investment advisory agency accounts | $315,000 | 172 |
| Number of foundation and endowment trust and agency accounts, managed assets | $18,000 | 189 |
| Other Fiduciary Accounts | $260,000 | 6 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $230,000 | 198 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $272,000 | 110 |
| Personal Trust and Agency Accounts | $228,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $13,000 | 141 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 43 |
| Number non-managed other employee benefit and retirement-related accounts | $16,000 | 175 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 147 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 131 |
| Other Fiduciary Accounts | $0 | 90 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $77,000 | 159 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $22,000 | 188 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,806,000 | 144 |
| Number of Managed Accounts | $1,536,000 | 136 |
| Personal Trust and Agency Accounts | $336,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $367,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 73 |
| Number of other employee benefit and retirement-related accounts | $237,000 | 216 |
| Corporate Trust and Agency Accounts | $0 | 76 |
| Number of managed investment management and investment advisory agency accounts | $317,000 | 174 |
| Number of foundation and endowment trust and agency accounts, managed assets | $18,000 | 211 |
| Other Fiduciary Accounts | $255,000 | 7 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $236,000 | 213 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $270,000 | 114 |
| Personal Trust and Agency Accounts | $227,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $13,000 | 154 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 47 |
| Number non-managed other employee benefit and retirement-related accounts | $15,000 | 202 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 172 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 146 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $77,000 | 168 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $21,000 | 223 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,788,000 | 143 |
| Number of Managed Accounts | $1,520,000 | 134 |
| Personal Trust and Agency Accounts | $334,000 | 147 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $362,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 74 |
| Number of other employee benefit and retirement-related accounts | $238,000 | 202 |
| Corporate Trust and Agency Accounts | $0 | 70 |
| Number of managed investment management and investment advisory agency accounts | $316,000 | 171 |
| Number of foundation and endowment trust and agency accounts, managed assets | $18,000 | 191 |
| Other Fiduciary Accounts | $246,000 | 7 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $237,000 | 199 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $268,000 | 112 |
| Personal Trust and Agency Accounts | $222,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 138 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 44 |
| Number non-managed other employee benefit and retirement-related accounts | $15,000 | 186 |
| Corporate Trust and Agency Accounts | $0 | 111 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 132 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 129 |
| Other Fiduciary Accounts | $0 | 88 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $74,000 | 167 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $22,000 | 197 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,763,000 | 147 |
| Number of Managed Accounts | $1,490,000 | 137 |
| Personal Trust and Agency Accounts | $336,000 | 159 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $359,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 89 |
| Number of other employee benefit and retirement-related accounts | $227,000 | 227 |
| Corporate Trust and Agency Accounts | $0 | 158 |
| Number of managed investment management and investment advisory agency accounts | $311,000 | 179 |
| Number of foundation and endowment trust and agency accounts, managed assets | $18,000 | 228 |
| Other Fiduciary Accounts | $234,000 | 8 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $226,000 | 221 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Number of Non-Managed Accounts | $273,000 | 129 |
| Personal Trust and Agency Accounts | $225,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 158 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 49 |
| Number non-managed other employee benefit and retirement-related accounts | $16,000 | 325 |
| Corporate Trust and Agency Accounts | $0 | 228 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 200 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 195 |
| Other Fiduciary Accounts | $0 | 171 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $77,000 | 211 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $26,000 | 335 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,760,000 | 144 |
| Number of Managed Accounts | $1,484,000 | 135 |
| Personal Trust and Agency Accounts | $339,000 | 146 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $357,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 85 |
| Number of other employee benefit and retirement-related accounts | $220,000 | 205 |
| Corporate Trust and Agency Accounts | $0 | 74 |
| Number of managed investment management and investment advisory agency accounts | $304,000 | 176 |
| Number of foundation and endowment trust and agency accounts, managed assets | $18,000 | 191 |
| Other Fiduciary Accounts | $241,000 | 7 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $219,000 | 200 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $276,000 | 111 |
| Personal Trust and Agency Accounts | $227,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $16,000 | 134 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 48 |
| Number non-managed other employee benefit and retirement-related accounts | $16,000 | 180 |
| Corporate Trust and Agency Accounts | $0 | 117 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 125 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 135 |
| Other Fiduciary Accounts | $0 | 88 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $81,000 | 153 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $27,000 | 190 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,781,000 | 145 |
| Number of Managed Accounts | $1,506,000 | 137 |
| Personal Trust and Agency Accounts | $349,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $362,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 88 |
| Number of other employee benefit and retirement-related accounts | $209,000 | 224 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $316,000 | 170 |
| Number of foundation and endowment trust and agency accounts, managed assets | $18,000 | 205 |
| Other Fiduciary Accounts | $247,000 | 7 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $208,000 | 217 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $275,000 | 117 |
| Personal Trust and Agency Accounts | $222,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $21,000 | 134 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 49 |
| Number non-managed other employee benefit and retirement-related accounts | $16,000 | 201 |
| Corporate Trust and Agency Accounts | $0 | 133 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 149 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 148 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $80,000 | 165 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $25,000 | 214 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,790,000 | 142 |
| Number of Managed Accounts | $1,522,000 | 135 |
| Personal Trust and Agency Accounts | $350,000 | 146 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $364,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 83 |
| Number of other employee benefit and retirement-related accounts | $213,000 | 208 |
| Corporate Trust and Agency Accounts | $0 | 73 |
| Number of managed investment management and investment advisory agency accounts | $320,000 | 165 |
| Number of foundation and endowment trust and agency accounts, managed assets | $19,000 | 184 |
| Other Fiduciary Accounts | $251,000 | 5 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $212,000 | 203 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $268,000 | 114 |
| Personal Trust and Agency Accounts | $214,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $22,000 | 126 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 47 |
| Number non-managed other employee benefit and retirement-related accounts | $15,000 | 190 |
| Corporate Trust and Agency Accounts | $0 | 116 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 127 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 140 |
| Other Fiduciary Accounts | $0 | 94 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $73,000 | 165 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $19,000 | 210 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,791,000 | 147 |
| Number of Managed Accounts | $1,515,000 | 138 |
| Personal Trust and Agency Accounts | $348,000 | 159 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $370,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 95 |
| Number of other employee benefit and retirement-related accounts | $210,000 | 235 |
| Corporate Trust and Agency Accounts | $0 | 158 |
| Number of managed investment management and investment advisory agency accounts | $320,000 | 167 |
| Number of foundation and endowment trust and agency accounts, managed assets | $19,000 | 216 |
| Other Fiduciary Accounts | $243,000 | 7 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $209,000 | 227 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Number of Non-Managed Accounts | $276,000 | 131 |
| Personal Trust and Agency Accounts | $216,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $22,000 | 141 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 49 |
| Number non-managed other employee benefit and retirement-related accounts | $15,000 | 345 |
| Corporate Trust and Agency Accounts | $0 | 235 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 201 |
| Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 60 |
| Other Fiduciary Accounts | $0 | 181 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $65,000 | 232 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $19,000 | 388 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,768,000 | 148 |
| Number of Managed Accounts | $1,491,000 | 137 |
| Personal Trust and Agency Accounts | $345,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $363,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 89 |
| Number of other employee benefit and retirement-related accounts | $203,000 | 209 |
| Corporate Trust and Agency Accounts | $0 | 79 |
| Number of managed investment management and investment advisory agency accounts | $322,000 | 167 |
| Number of foundation and endowment trust and agency accounts, managed assets | $19,000 | 179 |
| Other Fiduciary Accounts | $234,000 | 6 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $202,000 | 207 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $277,000 | 114 |
| Personal Trust and Agency Accounts | $218,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $22,000 | 127 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 45 |
| Number non-managed other employee benefit and retirement-related accounts | $15,000 | 196 |
| Corporate Trust and Agency Accounts | $0 | 114 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 124 |
| Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 55 |
| Other Fiduciary Accounts | $0 | 95 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $59,000 | 186 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $18,000 | 216 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,760,000 | 150 |
| Number of Managed Accounts | $1,472,000 | 138 |
| Personal Trust and Agency Accounts | $344,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $356,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 92 |
| Number of other employee benefit and retirement-related accounts | $196,000 | 227 |
| Corporate Trust and Agency Accounts | $0 | 77 |
| Number of managed investment management and investment advisory agency accounts | $323,000 | 163 |
| Number of foundation and endowment trust and agency accounts, managed assets | $19,000 | 189 |
| Other Fiduciary Accounts | $229,000 | 6 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $195,000 | 223 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $288,000 | 117 |
| Personal Trust and Agency Accounts | $229,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $22,000 | 132 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 46 |
| Number non-managed other employee benefit and retirement-related accounts | $15,000 | 208 |
| Corporate Trust and Agency Accounts | $0 | 126 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 139 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 63 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $57,000 | 201 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $18,000 | 236 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,734,000 | 150 |
| Number of Managed Accounts | $1,452,000 | 138 |
| Personal Trust and Agency Accounts | $344,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $353,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 90 |
| Number of other employee benefit and retirement-related accounts | $194,000 | 228 |
| Corporate Trust and Agency Accounts | $0 | 77 |
| Number of managed investment management and investment advisory agency accounts | $315,000 | 170 |
| Number of foundation and endowment trust and agency accounts, managed assets | $19,000 | 189 |
| Other Fiduciary Accounts | $222,000 | 5 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $193,000 | 224 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $282,000 | 117 |
| Personal Trust and Agency Accounts | $223,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $22,000 | 139 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 50 |
| Number non-managed other employee benefit and retirement-related accounts | $15,000 | 211 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 139 |
| Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 57 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $54,000 | 207 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $18,000 | 235 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,735,000 | 150 |
| Number of Managed Accounts | $1,453,000 | 135 |
| Personal Trust and Agency Accounts | $341,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $352,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 97 |
| Number of other employee benefit and retirement-related accounts | $200,000 | 238 |
| Corporate Trust and Agency Accounts | $0 | 155 |
| Number of managed investment management and investment advisory agency accounts | $314,000 | 169 |
| Number of foundation and endowment trust and agency accounts, managed assets | $21,000 | 197 |
| Other Fiduciary Accounts | $220,000 | 5 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $199,000 | 230 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Number of Non-Managed Accounts | $282,000 | 136 |
| Personal Trust and Agency Accounts | $226,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 162 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 47 |
| Number non-managed other employee benefit and retirement-related accounts | $16,000 | 348 |
| Corporate Trust and Agency Accounts | $0 | 243 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 203 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 71 |
| Other Fiduciary Accounts | $0 | 180 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $55,000 | 258 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $19,000 | 405 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,733,000 | 147 |
| Number of Managed Accounts | $1,431,000 | 135 |
| Personal Trust and Agency Accounts | $340,000 | 151 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $332,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 92 |
| Number of other employee benefit and retirement-related accounts | $202,000 | 215 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $312,000 | 166 |
| Number of foundation and endowment trust and agency accounts, managed assets | $21,000 | 179 |
| Other Fiduciary Accounts | $219,000 | 5 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $201,000 | 210 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $302,000 | 115 |
| Personal Trust and Agency Accounts | $236,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $24,000 | 135 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 46 |
| Number non-managed other employee benefit and retirement-related accounts | $17,000 | 195 |
| Corporate Trust and Agency Accounts | $0 | 131 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 143 |
| Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 60 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $55,000 | 209 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $19,000 | 226 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,749,000 | 145 |
| Number of Managed Accounts | $1,440,000 | 134 |
| Personal Trust and Agency Accounts | $345,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $332,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 93 |
| Number of other employee benefit and retirement-related accounts | $205,000 | 215 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $317,000 | 167 |
| Number of foundation and endowment trust and agency accounts, managed assets | $22,000 | 179 |
| Other Fiduciary Accounts | $214,000 | 6 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $204,000 | 210 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $309,000 | 110 |
| Personal Trust and Agency Accounts | $241,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $24,000 | 132 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 44 |
| Number non-managed other employee benefit and retirement-related accounts | $18,000 | 189 |
| Corporate Trust and Agency Accounts | $0 | 131 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 136 |
| Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 58 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $58,000 | 203 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $20,000 | 222 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,728,000 | 148 |
| Number of Managed Accounts | $1,427,000 | 138 |
| Personal Trust and Agency Accounts | $349,000 | 147 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $322,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 96 |
| Number of other employee benefit and retirement-related accounts | $207,000 | 212 |
| Corporate Trust and Agency Accounts | $0 | 85 |
| Number of managed investment management and investment advisory agency accounts | $309,000 | 168 |
| Number of foundation and endowment trust and agency accounts, managed assets | $23,000 | 178 |
| Other Fiduciary Accounts | $212,000 | 5 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $206,000 | 204 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $301,000 | 115 |
| Personal Trust and Agency Accounts | $232,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $27,000 | 128 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 46 |
| Number non-managed other employee benefit and retirement-related accounts | $16,000 | 202 |
| Corporate Trust and Agency Accounts | $0 | 134 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 141 |
| Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 61 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $57,000 | 203 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $18,000 | 234 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,733,000 | 148 |
| Number of Managed Accounts | $1,439,000 | 136 |
| Personal Trust and Agency Accounts | $354,000 | 151 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $334,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 102 |
| Number of other employee benefit and retirement-related accounts | $210,000 | 223 |
| Corporate Trust and Agency Accounts | $0 | 174 |
| Number of managed investment management and investment advisory agency accounts | $302,000 | 169 |
| Number of foundation and endowment trust and agency accounts, managed assets | $23,000 | 189 |
| Other Fiduciary Accounts | $211,000 | 5 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $209,000 | 217 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 47 |
| Number of Non-Managed Accounts | $294,000 | 132 |
| Personal Trust and Agency Accounts | $223,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $28,000 | 131 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 46 |
| Number non-managed other employee benefit and retirement-related accounts | $17,000 | 353 |
| Corporate Trust and Agency Accounts | $0 | 255 |
| Number of investment management and advisory agency accounts, non-managed assets | $5,000 | 185 |
| Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 64 |
| Other Fiduciary Accounts | $0 | 192 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $65,000 | 237 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $19,000 | 409 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,720,000 | 146 |
| Number of Managed Accounts | $1,435,000 | 134 |
| Personal Trust and Agency Accounts | $356,000 | 146 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $332,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 93 |
| Number of other employee benefit and retirement-related accounts | $212,000 | 208 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $301,000 | 170 |
| Number of foundation and endowment trust and agency accounts, managed assets | $23,000 | 176 |
| Other Fiduciary Accounts | $206,000 | 5 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $211,000 | 202 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $285,000 | 117 |
| Personal Trust and Agency Accounts | $216,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $26,000 | 129 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 44 |
| Number non-managed other employee benefit and retirement-related accounts | $18,000 | 191 |
| Corporate Trust and Agency Accounts | $0 | 132 |
| Number of investment management and advisory agency accounts, non-managed assets | $5,000 | 128 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 76 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $62,000 | 190 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $20,000 | 220 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,733,000 | 141 |
| Number of Managed Accounts | $1,447,000 | 132 |
| Personal Trust and Agency Accounts | $361,000 | 144 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $324,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 93 |
| Number of other employee benefit and retirement-related accounts | $209,000 | 210 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $318,000 | 166 |
| Number of foundation and endowment trust and agency accounts, managed assets | $22,000 | 177 |
| Other Fiduciary Accounts | $208,000 | 5 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $208,000 | 206 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $286,000 | 116 |
| Personal Trust and Agency Accounts | $216,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $26,000 | 133 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 44 |
| Number non-managed other employee benefit and retirement-related accounts | $18,000 | 192 |
| Corporate Trust and Agency Accounts | $0 | 130 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 146 |
| Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 62 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $62,000 | 194 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $19,000 | 222 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,704,000 | 139 |
| Number of Managed Accounts | $1,407,000 | 132 |
| Personal Trust and Agency Accounts | $358,000 | 146 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $313,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 94 |
| Number of other employee benefit and retirement-related accounts | $207,000 | 207 |
| Corporate Trust and Agency Accounts | $0 | 84 |
| Number of managed investment management and investment advisory agency accounts | $302,000 | 165 |
| Number of foundation and endowment trust and agency accounts, managed assets | $22,000 | 176 |
| Other Fiduciary Accounts | $200,000 | 8 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $206,000 | 201 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $297,000 | 114 |
| Personal Trust and Agency Accounts | $219,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $29,000 | 123 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 44 |
| Number non-managed other employee benefit and retirement-related accounts | $20,000 | 186 |
| Corporate Trust and Agency Accounts | $0 | 130 |
| Number of investment management and advisory agency accounts, non-managed assets | $5,000 | 130 |
| Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 53 |
| Other Fiduciary Accounts | $0 | 104 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $62,000 | 194 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $21,000 | 219 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,665,000 | 141 |
| Number of Managed Accounts | $1,381,000 | 139 |
| Personal Trust and Agency Accounts | $351,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $306,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 102 |
| Number of other employee benefit and retirement-related accounts | $204,000 | 216 |
| Corporate Trust and Agency Accounts | $0 | 181 |
| Number of managed investment management and investment advisory agency accounts | $303,000 | 164 |
| Number of foundation and endowment trust and agency accounts, managed assets | $22,000 | 189 |
| Other Fiduciary Accounts | $190,000 | 7 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $203,000 | 206 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 55 |
| Number of Non-Managed Accounts | $284,000 | 134 |
| Personal Trust and Agency Accounts | $215,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $30,000 | 127 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 51 |
| Number non-managed other employee benefit and retirement-related accounts | $19,000 | 354 |
| Corporate Trust and Agency Accounts | $0 | 256 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 201 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 99 |
| Other Fiduciary Accounts | $0 | 194 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $62,000 | 249 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $19,000 | 419 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,633,000 | 140 |
| Number of Managed Accounts | $1,370,000 | 138 |
| Personal Trust and Agency Accounts | $347,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $310,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 96 |
| Number of other employee benefit and retirement-related accounts | $199,000 | 207 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $308,000 | 163 |
| Number of foundation and endowment trust and agency accounts, managed assets | $22,000 | 171 |
| Other Fiduciary Accounts | $179,000 | 7 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $198,000 | 199 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $263,000 | 125 |
| Personal Trust and Agency Accounts | $199,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $31,000 | 121 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 53 |
| Number non-managed other employee benefit and retirement-related accounts | $15,000 | 216 |
| Corporate Trust and Agency Accounts | $0 | 140 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 135 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 91 |
| Other Fiduciary Accounts | $0 | 102 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $57,000 | 205 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $15,000 | 250 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,631,000 | 142 |
| Number of Managed Accounts | $1,358,000 | 136 |
| Personal Trust and Agency Accounts | $339,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $304,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 89 |
| Number of other employee benefit and retirement-related accounts | $198,000 | 206 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $305,000 | 166 |
| Number of foundation and endowment trust and agency accounts, managed assets | $22,000 | 172 |
| Other Fiduciary Accounts | $184,000 | 7 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $197,000 | 199 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $273,000 | 121 |
| Personal Trust and Agency Accounts | $208,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $31,000 | 122 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 53 |
| Number non-managed other employee benefit and retirement-related accounts | $15,000 | 222 |
| Corporate Trust and Agency Accounts | $0 | 143 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 140 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 92 |
| Other Fiduciary Accounts | $0 | 102 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $54,000 | 210 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $15,000 | 258 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,644,000 | 140 |
| Number of Managed Accounts | $1,360,000 | 137 |
| Personal Trust and Agency Accounts | $337,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $228,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 89 |
| Number of other employee benefit and retirement-related accounts | $193,000 | 209 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $307,000 | 165 |
| Number of foundation and endowment trust and agency accounts, managed assets | $22,000 | 173 |
| Other Fiduciary Accounts | $267,000 | 4 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $193,000 | 199 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $284,000 | 121 |
| Personal Trust and Agency Accounts | $213,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $30,000 | 122 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 50 |
| Number non-managed other employee benefit and retirement-related accounts | $20,000 | 203 |
| Corporate Trust and Agency Accounts | $0 | 148 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 139 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 81 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $50,000 | 224 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $17,000 | 249 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,625,000 | 144 |
| Number of Managed Accounts | $1,327,000 | 140 |
| Personal Trust and Agency Accounts | $324,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $224,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 94 |
| Number of other employee benefit and retirement-related accounts | $195,000 | 213 |
| Corporate Trust and Agency Accounts | $0 | 191 |
| Number of managed investment management and investment advisory agency accounts | $301,000 | 166 |
| Number of foundation and endowment trust and agency accounts, managed assets | $23,000 | 183 |
| Other Fiduciary Accounts | $254,000 | 6 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $195,000 | 202 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 60 |
| Number of Non-Managed Accounts | $298,000 | 132 |
| Personal Trust and Agency Accounts | $223,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $32,000 | 129 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 43 |
| Number non-managed other employee benefit and retirement-related accounts | $17,000 | 387 |
| Corporate Trust and Agency Accounts | $0 | 270 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 233 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 77 |
| Other Fiduciary Accounts | $0 | 200 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $55,000 | 282 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $14,000 | 492 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,622,000 | 142 |
| Number of Managed Accounts | $1,306,000 | 138 |
| Personal Trust and Agency Accounts | $334,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $217,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 90 |
| Number of other employee benefit and retirement-related accounts | $187,000 | 207 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $299,000 | 163 |
| Number of foundation and endowment trust and agency accounts, managed assets | $22,000 | 172 |
| Other Fiduciary Accounts | $241,000 | 7 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $187,000 | 197 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $316,000 | 112 |
| Personal Trust and Agency Accounts | $240,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $35,000 | 119 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 44 |
| Number non-managed other employee benefit and retirement-related accounts | $16,000 | 214 |
| Corporate Trust and Agency Accounts | $0 | 146 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 158 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 77 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $51,000 | 222 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $13,000 | 262 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,627,000 | 143 |
| Number of Managed Accounts | $1,304,000 | 141 |
| Personal Trust and Agency Accounts | $336,000 | 159 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $214,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 90 |
| Number of other employee benefit and retirement-related accounts | $192,000 | 203 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $296,000 | 167 |
| Number of foundation and endowment trust and agency accounts, managed assets | $23,000 | 174 |
| Other Fiduciary Accounts | $237,000 | 9 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $192,000 | 192 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $323,000 | 110 |
| Personal Trust and Agency Accounts | $242,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $41,000 | 111 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 45 |
| Number non-managed other employee benefit and retirement-related accounts | $15,000 | 217 |
| Corporate Trust and Agency Accounts | $0 | 146 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 160 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 75 |
| Other Fiduciary Accounts | $0 | 111 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $50,000 | 223 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $12,000 | 272 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,570,000 | 147 |
| Number of Managed Accounts | $1,246,000 | 143 |
| Personal Trust and Agency Accounts | $341,000 | 160 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $196,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 90 |
| Number of other employee benefit and retirement-related accounts | $177,000 | 213 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $288,000 | 171 |
| Number of foundation and endowment trust and agency accounts, managed assets | $23,000 | 170 |
| Other Fiduciary Accounts | $215,000 | 7 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $177,000 | 198 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $324,000 | 116 |
| Personal Trust and Agency Accounts | $240,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $41,000 | 117 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 44 |
| Number non-managed other employee benefit and retirement-related accounts | $17,000 | 214 |
| Corporate Trust and Agency Accounts | $0 | 152 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 148 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 76 |
| Other Fiduciary Accounts | $0 | 108 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $54,000 | 216 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $14,000 | 261 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,550,000 | 151 |
| Number of Managed Accounts | $1,228,000 | 145 |
| Personal Trust and Agency Accounts | $333,000 | 166 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $195,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 89 |
| Number of other employee benefit and retirement-related accounts | $174,000 | 231 |
| Corporate Trust and Agency Accounts | $0 | 193 |
| Number of managed investment management and investment advisory agency accounts | $283,000 | 172 |
| Number of foundation and endowment trust and agency accounts, managed assets | $23,000 | 180 |
| Other Fiduciary Accounts | $213,000 | 8 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $174,000 | 215 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Number of Non-Managed Accounts | $322,000 | 134 |
| Personal Trust and Agency Accounts | $242,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $41,000 | 123 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 50 |
| Number non-managed other employee benefit and retirement-related accounts | $16,000 | 411 |
| Corporate Trust and Agency Accounts | $0 | 275 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 228 |
| Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 75 |
| Other Fiduciary Accounts | $0 | 217 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $55,000 | 289 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $13,000 | 520 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,490,000 | 152 |
| Number of Managed Accounts | $1,174,000 | 149 |
| Personal Trust and Agency Accounts | $330,000 | 161 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $175,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 90 |
| Number of other employee benefit and retirement-related accounts | $159,000 | 222 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $272,000 | 175 |
| Number of foundation and endowment trust and agency accounts, managed assets | $23,000 | 167 |
| Other Fiduciary Accounts | $209,000 | 7 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $159,000 | 206 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $316,000 | 118 |
| Personal Trust and Agency Accounts | $238,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $41,000 | 115 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 51 |
| Number non-managed other employee benefit and retirement-related accounts | $15,000 | 220 |
| Corporate Trust and Agency Accounts | $0 | 144 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 151 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 77 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $54,000 | 221 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $12,000 | 271 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,428,000 | 156 |
| Number of Managed Accounts | $1,134,000 | 150 |
| Personal Trust and Agency Accounts | $334,000 | 159 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $160,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 90 |
| Number of other employee benefit and retirement-related accounts | $154,000 | 224 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $263,000 | 179 |
| Number of foundation and endowment trust and agency accounts, managed assets | $24,000 | 163 |
| Other Fiduciary Accounts | $193,000 | 8 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $154,000 | 205 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $294,000 | 125 |
| Personal Trust and Agency Accounts | $222,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $41,000 | 113 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 53 |
| Number non-managed other employee benefit and retirement-related accounts | $14,000 | 225 |
| Corporate Trust and Agency Accounts | $0 | 147 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 156 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 81 |
| Other Fiduciary Accounts | $0 | 110 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $55,000 | 217 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $12,000 | 274 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,387,000 | 164 |
| Number of Managed Accounts | $1,091,000 | 154 |
| Personal Trust and Agency Accounts | $331,000 | 159 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $145,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 88 |
| Number of other employee benefit and retirement-related accounts | $150,000 | 223 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $260,000 | 175 |
| Number of foundation and endowment trust and agency accounts, managed assets | $24,000 | 158 |
| Other Fiduciary Accounts | $175,000 | 10 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $150,000 | 206 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $296,000 | 126 |
| Personal Trust and Agency Accounts | $229,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $36,000 | 125 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 53 |
| Number non-managed other employee benefit and retirement-related accounts | $12,000 | 237 |
| Corporate Trust and Agency Accounts | $0 | 143 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 166 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 79 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $59,000 | 212 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $12,000 | 273 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,385,000 | 168 |
| Number of Managed Accounts | $1,077,000 | 157 |
| Personal Trust and Agency Accounts | $338,000 | 165 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $136,000 | 29 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 96 |
| Number of other employee benefit and retirement-related accounts | $155,000 | 239 |
| Corporate Trust and Agency Accounts | $0 | 208 |
| Number of managed investment management and investment advisory agency accounts | $252,000 | 183 |
| Number of foundation and endowment trust and agency accounts, managed assets | $25,000 | 165 |
| Other Fiduciary Accounts | $165,000 | 8 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $155,000 | 218 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Number of Non-Managed Accounts | $308,000 | 145 |
| Personal Trust and Agency Accounts | $231,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $46,000 | 121 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 53 |
| Number non-managed other employee benefit and retirement-related accounts | $12,000 | 462 |
| Corporate Trust and Agency Accounts | $0 | 294 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 272 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 87 |
| Other Fiduciary Accounts | $0 | 215 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $63,000 | 281 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $12,000 | 548 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,371,000 | 161 |
| Number of Managed Accounts | $1,060,000 | 151 |
| Personal Trust and Agency Accounts | $342,000 | 155 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $129,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 93 |
| Number of other employee benefit and retirement-related accounts | $151,000 | 213 |
| Corporate Trust and Agency Accounts | $0 | 92 |
| Number of managed investment management and investment advisory agency accounts | $251,000 | 172 |
| Number of foundation and endowment trust and agency accounts, managed assets | $25,000 | 147 |
| Other Fiduciary Accounts | $156,000 | 9 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $151,000 | 196 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $311,000 | 119 |
| Personal Trust and Agency Accounts | $233,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $46,000 | 111 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 52 |
| Number non-managed other employee benefit and retirement-related accounts | $12,000 | 227 |
| Corporate Trust and Agency Accounts | $0 | 145 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 159 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 76 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $61,000 | 209 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $12,000 | 267 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,343,000 | 161 |
| Number of Managed Accounts | $1,029,000 | 151 |
| Personal Trust and Agency Accounts | $336,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $124,000 | 30 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 89 |
| Number of other employee benefit and retirement-related accounts | $147,000 | 213 |
| Corporate Trust and Agency Accounts | $0 | 93 |
| Number of managed investment management and investment advisory agency accounts | $249,000 | 171 |
| Number of foundation and endowment trust and agency accounts, managed assets | $25,000 | 148 |
| Other Fiduciary Accounts | $142,000 | 8 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $147,000 | 196 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $314,000 | 117 |
| Personal Trust and Agency Accounts | $237,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $45,000 | 112 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 52 |
| Number non-managed other employee benefit and retirement-related accounts | $12,000 | 231 |
| Corporate Trust and Agency Accounts | $0 | 143 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 157 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 77 |
| Other Fiduciary Accounts | $0 | 104 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $64,000 | 209 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $12,000 | 270 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,317,000 | 165 |
| Number of Managed Accounts | $1,009,000 | 157 |
| Personal Trust and Agency Accounts | $339,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $115,000 | 34 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 90 |
| Number of other employee benefit and retirement-related accounts | $145,000 | 214 |
| Corporate Trust and Agency Accounts | $0 | 93 |
| Number of managed investment management and investment advisory agency accounts | $246,000 | 173 |
| Number of foundation and endowment trust and agency accounts, managed assets | $26,000 | 145 |
| Other Fiduciary Accounts | $132,000 | 11 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $143,000 | 199 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $308,000 | 125 |
| Personal Trust and Agency Accounts | $232,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $44,000 | 112 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 52 |
| Number non-managed other employee benefit and retirement-related accounts | $12,000 | 232 |
| Corporate Trust and Agency Accounts | $0 | 140 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 161 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 78 |
| Other Fiduciary Accounts | $0 | 110 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $66,000 | 201 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $12,000 | 274 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,308,000 | 171 |
| Number of Managed Accounts | $994,000 | 159 |
| Personal Trust and Agency Accounts | $341,000 | 159 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $106,000 | 40 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 98 |
| Number of other employee benefit and retirement-related accounts | $148,000 | 239 |
| Corporate Trust and Agency Accounts | $0 | 221 |
| Number of managed investment management and investment advisory agency accounts | $244,000 | 182 |
| Number of foundation and endowment trust and agency accounts, managed assets | $26,000 | 158 |
| Other Fiduciary Accounts | $123,000 | 8 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $143,000 | 221 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 71 |
| Number of Non-Managed Accounts | $314,000 | 156 |
| Personal Trust and Agency Accounts | $234,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $49,000 | 121 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 56 |
| Number non-managed other employee benefit and retirement-related accounts | $10,000 | 510 |
| Corporate Trust and Agency Accounts | $0 | 295 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 284 |
| Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 66 |
| Other Fiduciary Accounts | $0 | 221 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $68,000 | 280 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $10,000 | 596 |
| 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 | $1,282,000 | 166 |
| Number of Managed Accounts | $967,000 | 155 |
| Personal Trust and Agency Accounts | $336,000 | 157 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $102,000 | 41 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 93 |
| Number of other employee benefit and retirement-related accounts | $145,000 | 211 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $246,000 | 172 |
| Number of foundation and endowment trust and agency accounts, managed assets | $27,000 | 142 |
| Other Fiduciary Accounts | $105,000 | 11 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $143,000 | 189 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $315,000 | 120 |
| Personal Trust and Agency Accounts | $234,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $50,000 | 105 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 53 |
| Number non-managed other employee benefit and retirement-related accounts | $10,000 | 234 |
| Corporate Trust and Agency Accounts | $0 | 131 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 153 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 70 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $70,000 | 193 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $10,000 | 274 |
| 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 | $1,269,000 | 163 |
| Number of Managed Accounts | $945,000 | 157 |
| Personal Trust and Agency Accounts | $337,000 | 160 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $95,000 | 45 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 89 |
| Number of other employee benefit and retirement-related accounts | $145,000 | 210 |
| Corporate Trust and Agency Accounts | $0 | 85 |
| Number of managed investment management and investment advisory agency accounts | $244,000 | 172 |
| Number of foundation and endowment trust and agency accounts, managed assets | $27,000 | 141 |
| Other Fiduciary Accounts | $91,000 | 12 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $143,000 | 190 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $324,000 | 120 |
| Personal Trust and Agency Accounts | $243,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $50,000 | 108 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 56 |
| Number non-managed other employee benefit and retirement-related accounts | $11,000 | 236 |
| Corporate Trust and Agency Accounts | $0 | 137 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 149 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 68 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $70,000 | 195 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $11,000 | 270 |
| 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 | $1,250,000 | 163 |
| Number of Managed Accounts | $920,000 | 160 |
| Personal Trust and Agency Accounts | $334,000 | 155 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $101,000 | 43 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 88 |
| Number of other employee benefit and retirement-related accounts | $150,000 | 204 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $246,000 | 172 |
| Number of foundation and endowment trust and agency accounts, managed assets | $30,000 | 130 |
| Other Fiduciary Accounts | $52,000 | 16 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $148,000 | 183 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $330,000 | 119 |
| Personal Trust and Agency Accounts | $250,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $49,000 | 108 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 57 |
| Number non-managed other employee benefit and retirement-related accounts | $11,000 | 233 |
| Corporate Trust and Agency Accounts | $0 | 139 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 143 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 68 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $69,000 | 197 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $11,000 | 272 |
| 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 | $1,147,000 | 182 |
| Number of Managed Accounts | $813,000 | 179 |
| Personal Trust and Agency Accounts | $338,000 | 163 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $31,000 | 122 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 86 |
| Number of other employee benefit and retirement-related accounts | $151,000 | 220 |
| Corporate Trust and Agency Accounts | $0 | 226 |
| Number of managed investment management and investment advisory agency accounts | $253,000 | 174 |
| Number of foundation and endowment trust and agency accounts, managed assets | $32,000 | 131 |
| Other Fiduciary Accounts | $0 | 233 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $149,000 | 204 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 67 |
| Number of Non-Managed Accounts | $334,000 | 146 |
| Personal Trust and Agency Accounts | $252,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $50,000 | 120 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 57 |
| Number non-managed other employee benefit and retirement-related accounts | $11,000 | 502 |
| Corporate Trust and Agency Accounts | $0 | 326 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 245 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 74 |
| Other Fiduciary Accounts | $0 | 233 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $72,000 | 276 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $11,000 | 594 |
| 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 | $1,153,000 | 173 |
| Number of Managed Accounts | $828,000 | 172 |
| Personal Trust and Agency Accounts | $348,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $30,000 | 114 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 74 |
| Number of other employee benefit and retirement-related accounts | $155,000 | 195 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $254,000 | 165 |
| Number of foundation and endowment trust and agency accounts, managed assets | $32,000 | 121 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $153,000 | 175 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $325,000 | 119 |
| Personal Trust and Agency Accounts | $244,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $50,000 | 110 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 57 |
| Number non-managed other employee benefit and retirement-related accounts | $11,000 | 242 |
| Corporate Trust and Agency Accounts | $0 | 146 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 144 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 71 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $69,000 | 197 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $11,000 | 271 |
| 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 | $1,171,000 | 172 |
| Number of Managed Accounts | $839,000 | 170 |
| Personal Trust and Agency Accounts | $358,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $30,000 | 116 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 77 |
| Number of other employee benefit and retirement-related accounts | $155,000 | 193 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $253,000 | 166 |
| Number of foundation and endowment trust and agency accounts, managed assets | $34,000 | 115 |
| Other Fiduciary Accounts | $0 | 113 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $153,000 | 174 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $332,000 | 119 |
| Personal Trust and Agency Accounts | $244,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $55,000 | 106 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 57 |
| Number non-managed other employee benefit and retirement-related accounts | $12,000 | 240 |
| Corporate Trust and Agency Accounts | $0 | 146 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 128 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 66 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $65,000 | 205 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $12,000 | 266 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,187,000 | 169 |
| Number of Managed Accounts | $849,000 | 167 |
| Personal Trust and Agency Accounts | $361,000 | 151 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $31,000 | 111 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 76 |
| Number of other employee benefit and retirement-related accounts | $155,000 | 191 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $258,000 | 161 |
| Number of foundation and endowment trust and agency accounts, managed assets | $35,000 | 110 |
| Other Fiduciary Accounts | $0 | 113 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $153,000 | 165 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $338,000 | 120 |
| Personal Trust and Agency Accounts | $247,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $57,000 | 101 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 57 |
| Number non-managed other employee benefit and retirement-related accounts | $12,000 | 238 |
| Corporate Trust and Agency Accounts | $0 | 150 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 129 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 67 |
| Other Fiduciary Accounts | $0 | 109 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $64,000 | 207 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $12,000 | 264 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,169,000 | 188 |
| Number of Managed Accounts | $837,000 | 177 |
| Personal Trust and Agency Accounts | $358,000 | 160 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $33,000 | 124 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 83 |
| Number of other employee benefit and retirement-related accounts | $150,000 | 226 |
| Corporate Trust and Agency Accounts | $0 | 246 |
| Number of managed investment management and investment advisory agency accounts | $252,000 | 169 |
| Number of foundation and endowment trust and agency accounts, managed assets | $35,000 | 119 |
| Other Fiduciary Accounts | $0 | 259 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $150,000 | 195 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 79 |
| Number of Non-Managed Accounts | $332,000 | 150 |
| Personal Trust and Agency Accounts | $237,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $61,000 | 110 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 58 |
| Number non-managed other employee benefit and retirement-related accounts | $12,000 | 494 |
| Corporate Trust and Agency Accounts | $0 | 347 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 238 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 79 |
| Other Fiduciary Accounts | $0 | 239 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $70,000 | 304 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $12,000 | 570 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,152,000 | 176 |
| Number of Managed Accounts | $832,000 | 170 |
| Personal Trust and Agency Accounts | $357,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $30,000 | 116 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 83 |
| Number of other employee benefit and retirement-related accounts | $146,000 | 190 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $255,000 | 156 |
| Number of foundation and endowment trust and agency accounts, managed assets | $36,000 | 105 |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 8 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $146,000 | 164 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $320,000 | 126 |
| Personal Trust and Agency Accounts | $224,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $62,000 | 99 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 56 |
| Number non-managed other employee benefit and retirement-related accounts | $12,000 | 221 |
| Corporate Trust and Agency Accounts | $0 | 159 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 121 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 68 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $66,000 | 205 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $12,000 | 243 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,155,000 | 175 |
| Number of Managed Accounts | $838,000 | 168 |
| Personal Trust and Agency Accounts | $357,000 | 155 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $37,000 | 106 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 87 |
| Number of other employee benefit and retirement-related accounts | $149,000 | 188 |
| Corporate Trust and Agency Accounts | $0 | 95 |
| Number of managed investment management and investment advisory agency accounts | $250,000 | 158 |
| Number of foundation and endowment trust and agency accounts, managed assets | $37,000 | 100 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $149,000 | 159 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $317,000 | 128 |
| Personal Trust and Agency Accounts | $227,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $55,000 | 114 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 56 |
| Number non-managed other employee benefit and retirement-related accounts | $12,000 | 222 |
| Corporate Trust and Agency Accounts | $0 | 164 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 122 |
| Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 62 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $68,000 | 204 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $12,000 | 239 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,134,000 | 175 |
| Number of Managed Accounts | $847,000 | 166 |
| Personal Trust and Agency Accounts | $355,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $38,000 | 100 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 86 |
| Number of other employee benefit and retirement-related accounts | $153,000 | 187 |
| Corporate Trust and Agency Accounts | $0 | 91 |
| Number of managed investment management and investment advisory agency accounts | $254,000 | 160 |
| Number of foundation and endowment trust and agency accounts, managed assets | $39,000 | 99 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $153,000 | 160 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $287,000 | 138 |
| Personal Trust and Agency Accounts | $199,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $54,000 | 114 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 59 |
| Number non-managed other employee benefit and retirement-related accounts | $12,000 | 222 |
| Corporate Trust and Agency Accounts | $0 | 163 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 129 |
| Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 63 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $68,000 | 209 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $12,000 | 236 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,109,000 | 196 |
| Number of Managed Accounts | $833,000 | 177 |
| Personal Trust and Agency Accounts | $344,000 | 173 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $38,000 | 120 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 91 |
| Number of other employee benefit and retirement-related accounts | $154,000 | 210 |
| Corporate Trust and Agency Accounts | $0 | 253 |
| Number of managed investment management and investment advisory agency accounts | $249,000 | 171 |
| Number of foundation and endowment trust and agency accounts, managed assets | $40,000 | 99 |
| Other Fiduciary Accounts | $0 | 261 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $154,000 | 173 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 82 |
| Number of Non-Managed Accounts | $276,000 | 188 |
| Personal Trust and Agency Accounts | $193,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $53,000 | 129 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 62 |
| Number non-managed other employee benefit and retirement-related accounts | $12,000 | 508 |
| Corporate Trust and Agency Accounts | $0 | 372 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 358 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 78 |
| Other Fiduciary Accounts | $0 | 229 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $70,000 | 309 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $12,000 | 566 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,098,000 | 189 |
| Number of Managed Accounts | $834,000 | 174 |
| Personal Trust and Agency Accounts | $345,000 | 164 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $41,000 | 100 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 81 |
| Number of other employee benefit and retirement-related accounts | $156,000 | 177 |
| Corporate Trust and Agency Accounts | $0 | 98 |
| Number of managed investment management and investment advisory agency accounts | $284,000 | 158 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $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 | $264,000 | 142 |
| Personal Trust and Agency Accounts | $187,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $53,000 | 115 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 63 |
| Number non-managed other employee benefit and retirement-related accounts | $12,000 | 226 |
| Corporate Trust and Agency Accounts | $0 | 163 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $76,000 | 194 |
| 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 | $1,099,000 | 191 |
| Number of Managed Accounts | $836,000 | 175 |
| Personal Trust and Agency Accounts | $346,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $42,000 | 99 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 82 |
| Number of other employee benefit and retirement-related accounts | $155,000 | 176 |
| Corporate Trust and Agency Accounts | $0 | 100 |
| Number of managed investment management and investment advisory agency accounts | $285,000 | 161 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 115 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $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 | $263,000 | 145 |
| Personal Trust and Agency Accounts | $189,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $50,000 | 123 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 65 |
| Number non-managed other employee benefit and retirement-related accounts | $12,000 | 234 |
| Corporate Trust and Agency Accounts | $0 | 164 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $80,000 | 200 |
| 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 | $1,086,000 | 194 |
| Number of Managed Accounts | $824,000 | 179 |
| Personal Trust and Agency Accounts | $334,000 | 171 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $42,000 | 100 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 88 |
| Number of other employee benefit and retirement-related accounts | $151,000 | 177 |
| Corporate Trust and Agency Accounts | $0 | 99 |
| Number of managed investment management and investment advisory agency accounts | $289,000 | 158 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 119 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $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 | $262,000 | 144 |
| Personal Trust and Agency Accounts | $187,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $51,000 | 119 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 63 |
| Number non-managed other employee benefit and retirement-related accounts | $12,000 | 234 |
| Corporate Trust and Agency Accounts | $0 | 163 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 120 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $84,000 | 192 |
| 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 | $1,078,000 | 217 |
| Number of Managed Accounts | $820,000 | 189 |
| Personal Trust and Agency Accounts | $327,000 | 182 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $42,000 | 115 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 95 |
| Number of other employee benefit and retirement-related accounts | $151,000 | 210 |
| Corporate Trust and Agency Accounts | $0 | 267 |
| Number of managed investment management and investment advisory agency accounts | $292,000 | 159 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 285 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $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 | $258,000 | 198 |
| Personal Trust and Agency Accounts | $185,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $49,000 | 142 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 74 |
| Number non-managed other employee benefit and retirement-related accounts | $12,000 | 528 |
| Corporate Trust and Agency Accounts | $0 | 375 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 263 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $77,000 | 288 |
| 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 | $1,044,000 | 204 |
| Number of Managed Accounts | $796,000 | 185 |
| Personal Trust and Agency Accounts | $314,000 | 184 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $42,000 | 107 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 89 |
| Number of other employee benefit and retirement-related accounts | $146,000 | 185 |
| Corporate Trust and Agency Accounts | $0 | 108 |
| Number of managed investment management and investment advisory agency accounts | $286,000 | 159 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 120 |
| 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 | $248,000 | 153 |
| Personal Trust and Agency Accounts | $176,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $47,000 | 126 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 61 |
| Number non-managed other employee benefit and retirement-related accounts | $13,000 | 244 |
| Corporate Trust and Agency Accounts | $0 | 174 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 132 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $68,000 | 236 |
| 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 | $1,013,000 | 215 |
| Number of Managed Accounts | $772,000 | 194 |
| Personal Trust and Agency Accounts | $304,000 | 191 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $40,000 | 112 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 82 |
| Number of other employee benefit and retirement-related accounts | $140,000 | 193 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $279,000 | 166 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 123 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $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 | $241,000 | 160 |
| Personal Trust and Agency Accounts | $168,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $47,000 | 134 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 68 |
| Number non-managed other employee benefit and retirement-related accounts | $13,000 | 242 |
| Corporate Trust and Agency Accounts | $0 | 177 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 136 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $73,000 | 220 |
| 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 | $984,000 | 224 |
| Number of Managed Accounts | $762,000 | 197 |
| Personal Trust and Agency Accounts | $296,000 | 195 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $43,000 | 107 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 80 |
| Number of other employee benefit and retirement-related accounts | $139,000 | 189 |
| Corporate Trust and Agency Accounts | $0 | 103 |
| Number of managed investment management and investment advisory agency accounts | $275,000 | 168 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 128 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $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 | $222,000 | 167 |
| Personal Trust and Agency Accounts | $148,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $48,000 | 132 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 70 |
| Number non-managed other employee benefit and retirement-related accounts | $13,000 | 245 |
| Corporate Trust and Agency Accounts | $0 | 179 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 134 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $70,000 | 226 |
| 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 | $964,000 | 235 |
| Number of Managed Accounts | $747,000 | 206 |
| Personal Trust and Agency Accounts | $289,000 | 212 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $44,000 | 128 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 106 |
| Number of other employee benefit and retirement-related accounts | $133,000 | 224 |
| Corporate Trust and Agency Accounts | $0 | 273 |
| Number of managed investment management and investment advisory agency accounts | $274,000 | 176 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 300 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $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 | $217,000 | 224 |
| Personal Trust and Agency Accounts | $134,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $58,000 | 136 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 77 |
| Number non-managed other employee benefit and retirement-related accounts | $13,000 | 515 |
| Corporate Trust and Agency Accounts | $0 | 389 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 264 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $76,000 | 297 |
| 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 | $942,000 | 218 |
| Number of Managed Accounts | $722,000 | 204 |
| Personal Trust and Agency Accounts | $267,000 | 206 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $44,000 | 109 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 97 |
| Number of other employee benefit and retirement-related accounts | $137,000 | 180 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $267,000 | 171 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 121 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $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 | $220,000 | 157 |
| Personal Trust and Agency Accounts | $130,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $66,000 | 113 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 70 |
| Number non-managed other employee benefit and retirement-related accounts | $11,000 | 240 |
| Corporate Trust and Agency Accounts | $0 | 189 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 127 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $80,000 | 207 |
| 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 | $922,000 | 223 |
| Number of Managed Accounts | $729,000 | 206 |
| Personal Trust and Agency Accounts | $266,000 | 209 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $45,000 | 112 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 99 |
| Number of other employee benefit and retirement-related accounts | $141,000 | 177 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $270,000 | 167 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 124 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $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 | $193,000 | 168 |
| Personal Trust and Agency Accounts | $110,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $61,000 | 126 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 76 |
| Number non-managed other employee benefit and retirement-related accounts | $10,000 | 253 |
| Corporate Trust and Agency Accounts | $0 | 192 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $85,000 | 205 |
| 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 | $917,000 | 222 |
| Number of Managed Accounts | $729,000 | 203 |
| Personal Trust and Agency Accounts | $268,000 | 208 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $45,000 | 116 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 99 |
| Number of other employee benefit and retirement-related accounts | $143,000 | 173 |
| Corporate Trust and Agency Accounts | $0 | 102 |
| Number of managed investment management and investment advisory agency accounts | $266,000 | 167 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 119 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $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 | $188,000 | 173 |
| Personal Trust and Agency Accounts | $107,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $59,000 | 127 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 74 |
| Number non-managed other employee benefit and retirement-related accounts | $10,000 | 252 |
| Corporate Trust and Agency Accounts | $0 | 190 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 121 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $85,000 | 207 |
| 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 | $917,000 | 242 |
| Number of Managed Accounts | $733,000 | 209 |
| Personal Trust and Agency Accounts | $265,000 | 230 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $43,000 | 133 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 119 |
| Number of other employee benefit and retirement-related accounts | $147,000 | 188 |
| Corporate Trust and Agency Accounts | $0 | 281 |
| Number of managed investment management and investment advisory agency accounts | $271,000 | 169 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 293 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $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 | $184,000 | 251 |
| Personal Trust and Agency Accounts | $108,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $54,000 | 152 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 87 |
| Number non-managed other employee benefit and retirement-related accounts | $10,000 | 535 |
| Corporate Trust and Agency Accounts | $0 | 403 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 263 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $79,000 | 293 |
| 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 | $914,000 | 225 |
| Number of Managed Accounts | $733,000 | 204 |
| Personal Trust and Agency Accounts | $258,000 | 225 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $44,000 | 120 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 104 |
| Number of other employee benefit and retirement-related accounts | $150,000 | 162 |
| Corporate Trust and Agency Accounts | $0 | 101 |
| Number of managed investment management and investment advisory agency accounts | $274,000 | 162 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 122 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $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 | $181,000 | 189 |
| Personal Trust and Agency Accounts | $105,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $53,000 | 137 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 79 |
| Number non-managed other employee benefit and retirement-related accounts | $10,000 | 242 |
| Corporate Trust and Agency Accounts | $0 | 192 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 121 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $75,000 | 209 |
| 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 | $910,000 | 226 |
| Number of Managed Accounts | $731,000 | 209 |
| Personal Trust and Agency Accounts | $254,000 | 232 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $43,000 | 122 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 113 |
| Number of other employee benefit and retirement-related accounts | $151,000 | 167 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $276,000 | 163 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 130 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $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 | $179,000 | 194 |
| Personal Trust and Agency Accounts | $103,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $53,000 | 141 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 85 |
| Number non-managed other employee benefit and retirement-related accounts | $10,000 | 247 |
| Corporate Trust and Agency Accounts | $0 | 194 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 129 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $72,000 | 220 |
| 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 | $913,000 | 225 |
| Number of Managed Accounts | $739,000 | 208 |
| Personal Trust and Agency Accounts | $258,000 | 231 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $43,000 | 123 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 112 |
| Number of other employee benefit and retirement-related accounts | $154,000 | 163 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $277,000 | 164 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 139 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $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 | $174,000 | 201 |
| Personal Trust and Agency Accounts | $94,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $53,000 | 141 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 83 |
| Number non-managed other employee benefit and retirement-related accounts | $14,000 | 230 |
| Corporate Trust and Agency Accounts | $0 | 196 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 129 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $72,000 | 218 |
| 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 | $885,000 | 254 |
| Number of Managed Accounts | $722,000 | 218 |
| Personal Trust and Agency Accounts | $251,000 | 259 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $43,000 | 146 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 131 |
| Number of other employee benefit and retirement-related accounts | $153,000 | 179 |
| Corporate Trust and Agency Accounts | $0 | 303 |
| Number of managed investment management and investment advisory agency accounts | $269,000 | 165 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 320 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $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 | $163,000 | 288 |
| Personal Trust and Agency Accounts | $83,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $52,000 | 160 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 95 |
| Number non-managed other employee benefit and retirement-related accounts | $15,000 | 493 |
| Corporate Trust and Agency Accounts | $0 | 423 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 282 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $74,000 | 313 |
| 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 | $883,000 | 229 |
| Number of Managed Accounts | $721,000 | 205 |
| Personal Trust and Agency Accounts | $249,000 | 233 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $45,000 | 124 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 130 |
| Number of other employee benefit and retirement-related accounts | $157,000 | 146 |
| Corporate Trust and Agency Accounts | $0 | 110 |
| Number of managed investment management and investment advisory agency accounts | $265,000 | 159 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 135 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $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 | $162,000 | 207 |
| Personal Trust and Agency Accounts | $82,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $53,000 | 137 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 83 |
| Number non-managed other employee benefit and retirement-related accounts | $14,000 | 229 |
| Corporate Trust and Agency Accounts | $0 | 200 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 134 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $73,000 | 216 |
| 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 | $843,000 | 235 |
| Number of Managed Accounts | $701,000 | 209 |
| Personal Trust and Agency Accounts | $239,000 | 245 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $45,000 | 129 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 139 |
| Number of other employee benefit and retirement-related accounts | $155,000 | 147 |
| Corporate Trust and Agency Accounts | $0 | 114 |
| Number of managed investment management and investment advisory agency accounts | $258,000 | 164 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 140 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $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 | $142,000 | 218 |
| Personal Trust and Agency Accounts | $59,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $55,000 | 131 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 81 |
| Number non-managed other employee benefit and retirement-related accounts | $15,000 | 234 |
| Corporate Trust and Agency Accounts | $0 | 207 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 136 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $74,000 | 220 |
| 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 | $856,000 | 232 |
| Number of Managed Accounts | $701,000 | 207 |
| Personal Trust and Agency Accounts | $234,000 | 253 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $58,000 | 108 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 144 |
| Number of other employee benefit and retirement-related accounts | $150,000 | 150 |
| Corporate Trust and Agency Accounts | $0 | 116 |
| Number of managed investment management and investment advisory agency accounts | $255,000 | 166 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 144 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $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 | $155,000 | 213 |
| Personal Trust and Agency Accounts | $59,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $67,000 | 123 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 79 |
| Number non-managed other employee benefit and retirement-related accounts | $15,000 | 234 |
| Corporate Trust and Agency Accounts | $0 | 209 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 132 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $73,000 | 226 |
| 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 | $829,000 | 262 |
| Number of Managed Accounts | $711,000 | 209 |
| Personal Trust and Agency Accounts | $230,000 | 290 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $70,000 | 102 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 162 |
| Number of other employee benefit and retirement-related accounts | $150,000 | 172 |
| Corporate Trust and Agency Accounts | $0 | 312 |
| Number of managed investment management and investment advisory agency accounts | $257,000 | 165 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 337 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $118,000 | 370 |
| Personal Trust and Agency Accounts | $42,000 | 247 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $45,000 | 190 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 94 |
| Number non-managed other employee benefit and retirement-related accounts | $17,000 | 481 |
| Corporate Trust and Agency Accounts | $0 | 423 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 286 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $75,000 | 329 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $796,000 | 242 |
| Number of Managed Accounts | $681,000 | 209 |
| Personal Trust and Agency Accounts | $217,000 | 258 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $65,000 | 98 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 180 |
| Number of other employee benefit and retirement-related accounts | $146,000 | 146 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $251,000 | 155 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $115,000 | 241 |
| Personal Trust and Agency Accounts | $39,000 | 144 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $45,000 | 164 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 77 |
| Number non-managed other employee benefit and retirement-related accounts | $17,000 | 218 |
| Corporate Trust and Agency Accounts | $0 | 201 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 126 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $74,000 | 233 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $805,000 | 244 |
| Number of Managed Accounts | $689,000 | 203 |
| Personal Trust and Agency Accounts | $216,000 | 263 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $66,000 | 99 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 183 |
| Number of other employee benefit and retirement-related accounts | $148,000 | 145 |
| Corporate Trust and Agency Accounts | $0 | 113 |
| Number of managed investment management and investment advisory agency accounts | $257,000 | 152 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 127 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $116,000 | 251 |
| Personal Trust and Agency Accounts | $40,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $45,000 | 167 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 79 |
| Number non-managed other employee benefit and retirement-related accounts | $17,000 | 228 |
| Corporate Trust and Agency Accounts | $0 | 206 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 128 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $72,000 | 236 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $810,000 | 244 |
| Number of Managed Accounts | $687,000 | 206 |
| Personal Trust and Agency Accounts | $217,000 | 268 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $63,000 | 109 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 185 |
| Number of other employee benefit and retirement-related accounts | $153,000 | 141 |
| Corporate Trust and Agency Accounts | $0 | 110 |
| Number of managed investment management and investment advisory agency accounts | $252,000 | 157 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 130 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $123,000 | 246 |
| Personal Trust and Agency Accounts | $37,000 | 155 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $53,000 | 158 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 75 |
| Number non-managed other employee benefit and retirement-related accounts | $17,000 | 229 |
| Corporate Trust and Agency Accounts | $0 | 205 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 134 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $71,000 | 245 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $809,000 | 280 |
| Number of Managed Accounts | $685,000 | 225 |
| Personal Trust and Agency Accounts | $211,000 | 321 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $62,000 | 125 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 241 |
| Number of other employee benefit and retirement-related accounts | $157,000 | 152 |
| Corporate Trust and Agency Accounts | $0 | 340 |
| Number of managed investment management and investment advisory agency accounts | $253,000 | 161 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 331 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $124,000 | 377 |
| Personal Trust and Agency Accounts | $43,000 | 253 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $52,000 | 184 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 103 |
| Number non-managed other employee benefit and retirement-related accounts | $18,000 | 491 |
| Corporate Trust and Agency Accounts | $0 | 460 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 293 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $73,000 | 352 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $813,000 | 255 |
| Number of Managed Accounts | $680,000 | 220 |
| Personal Trust and Agency Accounts | $206,000 | 282 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $62,000 | 129 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 196 |
| Number of other employee benefit and retirement-related accounts | $157,000 | 137 |
| Corporate Trust and Agency Accounts | $0 | 121 |
| Number of managed investment management and investment advisory agency accounts | $253,000 | 149 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 143 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $133,000 | 246 |
| Personal Trust and Agency Accounts | $43,000 | 157 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $53,000 | 171 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 78 |
| Number non-managed other employee benefit and retirement-related accounts | $18,000 | 237 |
| Corporate Trust and Agency Accounts | $0 | 209 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 152 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $70,000 | 260 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $829,000 | 258 |
| Number of Managed Accounts | $700,000 | 214 |
| Personal Trust and Agency Accounts | $220,000 | 281 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $78,000 | 107 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 193 |
| Number of other employee benefit and retirement-related accounts | $158,000 | 137 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of managed investment management and investment advisory agency accounts | $242,000 | 155 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 151 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $129,000 | 260 |
| Personal Trust and Agency Accounts | $40,000 | 166 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $53,000 | 178 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 77 |
| Number non-managed other employee benefit and retirement-related accounts | $17,000 | 239 |
| Corporate Trust and Agency Accounts | $0 | 211 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 161 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $70,000 | 263 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $824,000 | 261 |
| Number of Managed Accounts | $711,000 | 220 |
| Personal Trust and Agency Accounts | $227,000 | 284 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $94,000 | 95 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 198 |
| Number of other employee benefit and retirement-related accounts | $147,000 | 141 |
| Corporate Trust and Agency Accounts | $0 | 138 |
| Number of managed investment management and investment advisory agency accounts | $241,000 | 156 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 156 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $113,000 | 275 |
| Personal Trust and Agency Accounts | $35,000 | 179 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $51,000 | 183 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 99 |
| Number non-managed other employee benefit and retirement-related accounts | $17,000 | 243 |
| Corporate Trust and Agency Accounts | $0 | 216 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 158 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $78,000 | 261 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $822,000 | 293 |
| Number of Managed Accounts | $707,000 | 238 |
| Personal Trust and Agency Accounts | $217,000 | 330 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $95,000 | 107 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 251 |
| Number of other employee benefit and retirement-related accounts | $148,000 | 169 |
| Corporate Trust and Agency Accounts | $0 | 378 |
| Number of managed investment management and investment advisory agency accounts | $245,000 | 160 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 352 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $115,000 | 398 |
| Personal Trust and Agency Accounts | $38,000 | 297 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $52,000 | 205 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 127 |
| Number non-managed other employee benefit and retirement-related accounts | $17,000 | 496 |
| Corporate Trust and Agency Accounts | $0 | 452 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 305 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $84,000 | 359 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $814,000 | 274 |
| Number of Managed Accounts | $702,000 | 221 |
| Personal Trust and Agency Accounts | $223,000 | 312 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $115,000 | 108 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 240 |
| Number of other employee benefit and retirement-related accounts | $131,000 | 176 |
| Corporate Trust and Agency Accounts | $0 | 351 |
| Number of managed investment management and investment advisory agency accounts | $231,000 | 151 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 365 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $112,000 | 383 |
| Personal Trust and Agency Accounts | $33,000 | 279 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $59,000 | 182 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 130 |
| Number non-managed other employee benefit and retirement-related accounts | $13,000 | 517 |
| Corporate Trust and Agency Accounts | $0 | 450 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 297 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $120,000 | 254 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |