Home > The Stephenson National Bank and Trust > Number of Fiduciary and Related Asset Accounts
The Stephenson National Bank and Trust, 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 | $1,190,000 | 217 |
| Number of Managed Accounts | $1,126,000 | 185 |
| Personal Trust and Agency Accounts | $104,000 | 406 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 318 |
| Employee Benefit-defined Benefit Accounts | $0 | 229 |
| Number of other employee benefit and retirement-related accounts | $635,000 | 141 |
| 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 | $23,000 | 207 |
| Other Fiduciary Accounts | $0 | 249 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $635,000 | 110 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Number of Non-Managed Accounts | $64,000 | 333 |
| Personal Trust and Agency Accounts | $0 | 637 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $19,000 | 135 |
| Employee Benefit-defined Benefit Accounts | $0 | 185 |
| Number non-managed other employee benefit and retirement-related accounts | $14,000 | 362 |
| Corporate Trust and Agency Accounts | $0 | 248 |
| Number of investment management and advisory agency accounts, non-managed assets | $31,000 | 104 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 247 |
| Other Fiduciary Accounts | $0 | 190 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 626 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $14,000 | 433 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $0 | 1,485 |
| Fiduciary power exercised | $0 | 1,127 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 375 |
| Number of Managed Accounts | $0 | 366 |
| Personal Trust and Agency Accounts | $0 | 365 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $35,100,750 | 3 |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | $1,782,000 | 54 |
| Corporate Trust and Agency Accounts | $0 | 79 |
| Number of managed investment management and investment advisory agency accounts | $0 | 333 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 298 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| 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 | $0 | 1 |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | $0 | 313 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,676 | 167 |
| Employee Benefit-defined Benefit Accounts | $34,365,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 298 |
| Corporate Trust and Agency Accounts | $0 | 118 |
| Number of investment management and advisory agency accounts, non-managed assets | $71,585 | 49 |
| Number (#) individual retirement, health savings, and other similar accounts | $627 | 168 |
| Other Fiduciary Accounts | $0 | 95 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 340 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,559,000 | 45 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $0 | 1,477 |
| Fiduciary power exercised | $0 | 1,118 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 448 |
| Number of Managed Accounts | $0 | 438 |
| Personal Trust and Agency Accounts | $0 | 437 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $35,346,000 | 5 |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | $1,888,500 | 52 |
| Corporate Trust and Agency Accounts | $43 | 100 |
| Number of managed investment management and investment advisory agency accounts | $0 | 399 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 348 |
| Other Fiduciary Accounts | $1,862 | 108 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| 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 | $0 | 1 |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | $0 | 369 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,906 | 187 |
| Employee Benefit-defined Benefit Accounts | $36,274,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $3,201,000 | 30 |
| Corporate Trust and Agency Accounts | $10,625,000 | 21 |
| Number of investment management and advisory agency accounts, non-managed assets | $70,925 | 48 |
| Number (#) individual retirement, health savings, and other similar accounts | $501 | 187 |
| Other Fiduciary Accounts | $12,000 | 48 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 403 |
| Fiduciary Accounts Held in Foreign Offices | $4,881,000 | 12 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,549,000 | 46 |
| 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 | $1,202,000 | 210 |
| Number of Managed Accounts | $1,144,000 | 177 |
| Personal Trust and Agency Accounts | $102,000 | 309 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 211 |
| Employee Benefit-defined Benefit Accounts | $0 | 171 |
| Number of other employee benefit and retirement-related accounts | $646,000 | 107 |
| Corporate Trust and Agency Accounts | $0 | 74 |
| Number of managed investment management and investment advisory agency accounts | $372,000 | 159 |
| Number of foundation and endowment trust and agency accounts, managed assets | $23,000 | 183 |
| Other Fiduciary Accounts | $0 | 108 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $646,000 | 105 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $58,000 | 250 |
| Personal Trust and Agency Accounts | $0 | 307 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $19,000 | 126 |
| Employee Benefit-defined Benefit Accounts | $0 | 122 |
| 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 | $28,000 | 49 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 147 |
| Other Fiduciary Accounts | $0 | 92 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 348 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $11,000 | 238 |
| 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 | $1,221,000 | 213 |
| Number of Managed Accounts | $1,164,000 | 180 |
| Personal Trust and Agency Accounts | $107,000 | 400 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 296 |
| Employee Benefit-defined Benefit Accounts | $0 | 238 |
| Number of other employee benefit and retirement-related accounts | $652,000 | 107 |
| Corporate Trust and Agency Accounts | $0 | 160 |
| Number of managed investment management and investment advisory agency accounts | $381,000 | 161 |
| Number of foundation and endowment trust and agency accounts, managed assets | $23,000 | 214 |
| Other Fiduciary Accounts | $0 | 220 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $652,000 | 104 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Number of Non-Managed Accounts | $57,000 | 369 |
| Personal Trust and Agency Accounts | $0 | 651 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $20,000 | 140 |
| Employee Benefit-defined Benefit Accounts | $0 | 148 |
| 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 | $26,000 | 67 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 208 |
| Other Fiduciary Accounts | $0 | 175 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 656 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $11,000 | 446 |
| 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 | $1,225,000 | 209 |
| Number of Managed Accounts | $1,166,000 | 177 |
| Personal Trust and Agency Accounts | $110,000 | 310 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 224 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 150 |
| Number of other employee benefit and retirement-related accounts | $648,000 | 107 |
| Corporate Trust and Agency Accounts | $0 | 76 |
| Number of managed investment management and investment advisory agency accounts | $383,000 | 159 |
| Number of foundation and endowment trust and agency accounts, managed assets | $23,000 | 191 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $648,000 | 105 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $59,000 | 249 |
| Personal Trust and Agency Accounts | $0 | 309 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $20,000 | 132 |
| Employee Benefit-defined Benefit Accounts | $0 | 128 |
| Number non-managed other employee benefit and retirement-related accounts | $11,000 | 210 |
| Corporate Trust and Agency Accounts | $0 | 115 |
| Number of investment management and advisory agency accounts, non-managed assets | $28,000 | 50 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 151 |
| Other Fiduciary Accounts | $0 | 98 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 363 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $11,000 | 244 |
| 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 | $1,217,000 | 190 |
| Number of Managed Accounts | $1,158,000 | 164 |
| Personal Trust and Agency Accounts | $110,000 | 324 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 245 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 149 |
| Number of other employee benefit and retirement-related accounts | $639,000 | 104 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $384,000 | 148 |
| Number of foundation and endowment trust and agency accounts, managed assets | $23,000 | 191 |
| 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 | $639,000 | 102 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $59,000 | 247 |
| Personal Trust and Agency Accounts | $0 | 335 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $19,000 | 129 |
| Employee Benefit-defined Benefit Accounts | $0 | 122 |
| Number non-managed other employee benefit and retirement-related accounts | $11,000 | 233 |
| Corporate Trust and Agency Accounts | $0 | 126 |
| Number of investment management and advisory agency accounts, non-managed assets | $29,000 | 49 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
| Other Fiduciary Accounts | $0 | 109 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 398 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $11,000 | 274 |
| 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 | $1,204,000 | 194 |
| Number of Managed Accounts | $1,145,000 | 166 |
| Personal Trust and Agency Accounts | $108,000 | 284 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 217 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 145 |
| Number of other employee benefit and retirement-related accounts | $636,000 | 105 |
| Corporate Trust and Agency Accounts | $0 | 72 |
| Number of managed investment management and investment advisory agency accounts | $376,000 | 150 |
| Number of foundation and endowment trust and agency accounts, managed assets | $23,000 | 180 |
| Other Fiduciary Accounts | $0 | 101 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $636,000 | 104 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $59,000 | 223 |
| Personal Trust and Agency Accounts | $0 | 284 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $19,000 | 122 |
| Employee Benefit-defined Benefit Accounts | $0 | 119 |
| Number non-managed other employee benefit and retirement-related accounts | $11,000 | 197 |
| Corporate Trust and Agency Accounts | $0 | 109 |
| Number of investment management and advisory agency accounts, non-managed assets | $29,000 | 47 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 135 |
| Other Fiduciary Accounts | $0 | 94 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 336 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $11,000 | 233 |
| 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 | $1,208,000 | 197 |
| Number of Managed Accounts | $1,149,000 | 162 |
| Personal Trust and Agency Accounts | $109,000 | 374 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 294 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 166 |
| Number of other employee benefit and retirement-related accounts | $637,000 | 107 |
| Corporate Trust and Agency Accounts | $0 | 160 |
| Number of managed investment management and investment advisory agency accounts | $379,000 | 150 |
| Number of foundation and endowment trust and agency accounts, managed assets | $22,000 | 206 |
| Other Fiduciary Accounts | $0 | 222 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $637,000 | 105 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Number of Non-Managed Accounts | $59,000 | 339 |
| Personal Trust and Agency Accounts | $0 | 626 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $19,000 | 136 |
| Employee Benefit-defined Benefit Accounts | $0 | 144 |
| Number non-managed other employee benefit and retirement-related accounts | $11,000 | 365 |
| Corporate Trust and Agency Accounts | $0 | 213 |
| Number of investment management and advisory agency accounts, non-managed assets | $29,000 | 60 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 188 |
| Other Fiduciary Accounts | $0 | 174 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 645 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $11,000 | 442 |
| 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 | $1,214,000 | 190 |
| Number of Managed Accounts | $1,154,000 | 162 |
| Personal Trust and Agency Accounts | $116,000 | 279 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 222 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 140 |
| Number of other employee benefit and retirement-related accounts | $634,000 | 105 |
| Corporate Trust and Agency Accounts | $0 | 71 |
| Number of managed investment management and investment advisory agency accounts | $379,000 | 147 |
| Number of foundation and endowment trust and agency accounts, managed assets | $23,000 | 175 |
| Other Fiduciary Accounts | $0 | 97 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $634,000 | 104 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $60,000 | 223 |
| Personal Trust and Agency Accounts | $0 | 273 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $19,000 | 125 |
| Employee Benefit-defined Benefit Accounts | $0 | 118 |
| Number non-managed other employee benefit and retirement-related accounts | $11,000 | 203 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of investment management and advisory agency accounts, non-managed assets | $30,000 | 48 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 131 |
| Other Fiduciary Accounts | $0 | 90 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 319 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $11,000 | 232 |
| 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 | $1,205,000 | 193 |
| Number of Managed Accounts | $1,143,000 | 166 |
| Personal Trust and Agency Accounts | $111,000 | 323 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 252 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 147 |
| Number of other employee benefit and retirement-related accounts | $633,000 | 108 |
| Corporate Trust and Agency Accounts | $0 | 76 |
| Number of managed investment management and investment advisory agency accounts | $374,000 | 152 |
| Number of foundation and endowment trust and agency accounts, managed assets | $23,000 | 186 |
| Other Fiduciary Accounts | $0 | 113 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $633,000 | 107 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $62,000 | 240 |
| Personal Trust and Agency Accounts | $0 | 318 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $19,000 | 137 |
| Employee Benefit-defined Benefit Accounts | $0 | 128 |
| Number non-managed other employee benefit and retirement-related accounts | $11,000 | 229 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of investment management and advisory agency accounts, non-managed assets | $32,000 | 48 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 146 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 376 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $11,000 | 272 |
| 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 | $1,192,000 | 191 |
| Number of Managed Accounts | $1,132,000 | 163 |
| Personal Trust and Agency Accounts | $114,000 | 283 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 226 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 141 |
| Number of other employee benefit and retirement-related accounts | $626,000 | 105 |
| Corporate Trust and Agency Accounts | $0 | 70 |
| Number of managed investment management and investment advisory agency accounts | $367,000 | 152 |
| Number of foundation and endowment trust and agency accounts, managed assets | $23,000 | 175 |
| Other Fiduciary Accounts | $0 | 98 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $626,000 | 103 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $60,000 | 231 |
| Personal Trust and Agency Accounts | $0 | 274 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $19,000 | 129 |
| Employee Benefit-defined Benefit Accounts | $0 | 120 |
| Number non-managed other employee benefit and retirement-related accounts | $11,000 | 205 |
| Corporate Trust and Agency Accounts | $0 | 111 |
| Number of investment management and advisory agency accounts, non-managed assets | $30,000 | 49 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 129 |
| Other Fiduciary Accounts | $0 | 88 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 322 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $11,000 | 237 |
| 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 | $1,186,000 | 198 |
| Number of Managed Accounts | $1,125,000 | 167 |
| Personal Trust and Agency Accounts | $109,000 | 379 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 304 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 170 |
| Number of other employee benefit and retirement-related accounts | $625,000 | 104 |
| Corporate Trust and Agency Accounts | $0 | 158 |
| Number of managed investment management and investment advisory agency accounts | $366,000 | 153 |
| Number of foundation and endowment trust and agency accounts, managed assets | $23,000 | 198 |
| Other Fiduciary Accounts | $0 | 217 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $625,000 | 103 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Number of Non-Managed Accounts | $61,000 | 339 |
| Personal Trust and Agency Accounts | $1,000 | 574 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $20,000 | 142 |
| Employee Benefit-defined Benefit Accounts | $0 | 150 |
| Number non-managed other employee benefit and retirement-related accounts | $11,000 | 376 |
| Corporate Trust and Agency Accounts | $0 | 228 |
| Number of investment management and advisory agency accounts, non-managed assets | $29,000 | 65 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 195 |
| Other Fiduciary Accounts | $0 | 171 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 663 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $11,000 | 457 |
| 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 | $1,178,000 | 191 |
| Number of Managed Accounts | $1,115,000 | 163 |
| Personal Trust and Agency Accounts | $110,000 | 281 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 223 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 141 |
| Number of other employee benefit and retirement-related accounts | $621,000 | 103 |
| Corporate Trust and Agency Accounts | $0 | 74 |
| Number of managed investment management and investment advisory agency accounts | $359,000 | 155 |
| Number of foundation and endowment trust and agency accounts, managed assets | $23,000 | 172 |
| Other Fiduciary Accounts | $0 | 101 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $621,000 | 101 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $63,000 | 223 |
| Personal Trust and Agency Accounts | $1,000 | 259 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $20,000 | 128 |
| Employee Benefit-defined Benefit Accounts | $0 | 124 |
| Number non-managed other employee benefit and retirement-related accounts | $9,000 | 221 |
| Corporate Trust and Agency Accounts | $0 | 117 |
| Number of investment management and advisory agency accounts, non-managed assets | $33,000 | 45 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 135 |
| Other Fiduciary Accounts | $0 | 88 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 324 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $9,000 | 253 |
| 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 | $1,170,000 | 195 |
| Number of Managed Accounts | $1,111,000 | 169 |
| Personal Trust and Agency Accounts | $113,000 | 314 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 254 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 149 |
| Number of other employee benefit and retirement-related accounts | $615,000 | 105 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $358,000 | 154 |
| Number of foundation and endowment trust and agency accounts, managed assets | $23,000 | 181 |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $615,000 | 100 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $59,000 | 246 |
| Personal Trust and Agency Accounts | $1,000 | 298 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $19,000 | 138 |
| Employee Benefit-defined Benefit Accounts | $0 | 135 |
| Number non-managed other employee benefit and retirement-related accounts | $7,000 | 265 |
| Corporate Trust and Agency Accounts | $0 | 133 |
| Number of investment management and advisory agency accounts, non-managed assets | $32,000 | 50 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 148 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 375 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $7,000 | 302 |
| 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 | $1,166,000 | 191 |
| Number of Managed Accounts | $1,107,000 | 166 |
| Personal Trust and Agency Accounts | $113,000 | 279 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 223 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 142 |
| Number of other employee benefit and retirement-related accounts | $610,000 | 101 |
| Corporate Trust and Agency Accounts | $0 | 73 |
| Number of managed investment management and investment advisory agency accounts | $359,000 | 153 |
| Number of foundation and endowment trust and agency accounts, managed assets | $23,000 | 170 |
| Other Fiduciary Accounts | $0 | 109 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $610,000 | 98 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $59,000 | 229 |
| Personal Trust and Agency Accounts | $1,000 | 263 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $19,000 | 132 |
| Employee Benefit-defined Benefit Accounts | $0 | 127 |
| Number non-managed other employee benefit and retirement-related accounts | $7,000 | 234 |
| Corporate Trust and Agency Accounts | $0 | 116 |
| Number of investment management and advisory agency accounts, non-managed assets | $32,000 | 50 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 140 |
| Other Fiduciary Accounts | $0 | 94 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 329 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $7,000 | 265 |
| 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 | $1,158,000 | 202 |
| Number of Managed Accounts | $1,100,000 | 171 |
| Personal Trust and Agency Accounts | $116,000 | 368 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 311 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 179 |
| Number of other employee benefit and retirement-related accounts | $604,000 | 103 |
| Corporate Trust and Agency Accounts | $0 | 158 |
| Number of managed investment management and investment advisory agency accounts | $355,000 | 156 |
| Number of foundation and endowment trust and agency accounts, managed assets | $23,000 | 193 |
| Other Fiduciary Accounts | $0 | 226 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $604,000 | 101 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Number of Non-Managed Accounts | $58,000 | 367 |
| Personal Trust and Agency Accounts | $1,000 | 592 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $18,000 | 152 |
| Employee Benefit-defined Benefit Accounts | $0 | 156 |
| Number non-managed other employee benefit and retirement-related accounts | $7,000 | 438 |
| Corporate Trust and Agency Accounts | $0 | 235 |
| Number of investment management and advisory agency accounts, non-managed assets | $32,000 | 62 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 204 |
| Other Fiduciary Accounts | $0 | 181 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 673 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $7,000 | 518 |
| 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 | $1,154,000 | 192 |
| Number of Managed Accounts | $1,095,000 | 163 |
| Personal Trust and Agency Accounts | $111,000 | 290 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 231 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 151 |
| Number of other employee benefit and retirement-related accounts | $606,000 | 98 |
| Corporate Trust and Agency Accounts | $0 | 79 |
| Number of managed investment management and investment advisory agency accounts | $354,000 | 155 |
| Number of foundation and endowment trust and agency accounts, managed assets | $22,000 | 170 |
| Other Fiduciary Accounts | $0 | 110 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $606,000 | 97 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $59,000 | 230 |
| Personal Trust and Agency Accounts | $1,000 | 261 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $18,000 | 137 |
| Employee Benefit-defined Benefit Accounts | $0 | 127 |
| Number non-managed other employee benefit and retirement-related accounts | $9,000 | 229 |
| Corporate Trust and Agency Accounts | $0 | 114 |
| Number of investment management and advisory agency accounts, non-managed assets | $31,000 | 53 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 143 |
| Other Fiduciary Accounts | $0 | 95 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 332 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $9,000 | 254 |
| 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 | $1,144,000 | 195 |
| Number of Managed Accounts | $1,084,000 | 167 |
| Personal Trust and Agency Accounts | $110,000 | 314 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 221 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 157 |
| Number of other employee benefit and retirement-related accounts | $598,000 | 101 |
| Corporate Trust and Agency Accounts | $0 | 77 |
| Number of managed investment management and investment advisory agency accounts | $353,000 | 152 |
| Number of foundation and endowment trust and agency accounts, managed assets | $20,000 | 183 |
| 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 | $598,000 | 98 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $60,000 | 240 |
| Personal Trust and Agency Accounts | $1,000 | 287 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $18,000 | 145 |
| Employee Benefit-defined Benefit Accounts | $0 | 133 |
| Number non-managed other employee benefit and retirement-related accounts | $9,000 | 243 |
| Corporate Trust and Agency Accounts | $0 | 126 |
| Number of investment management and advisory agency accounts, non-managed assets | $32,000 | 54 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 149 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 369 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $9,000 | 275 |
| 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 | $1,146,000 | 193 |
| Number of Managed Accounts | $1,084,000 | 169 |
| Personal Trust and Agency Accounts | $113,000 | 315 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 223 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 154 |
| Number of other employee benefit and retirement-related accounts | $593,000 | 101 |
| Corporate Trust and Agency Accounts | $0 | 77 |
| Number of managed investment management and investment advisory agency accounts | $357,000 | 152 |
| Number of foundation and endowment trust and agency accounts, managed assets | $18,000 | 193 |
| Other Fiduciary Accounts | $0 | 133 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $593,000 | 100 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $62,000 | 240 |
| Personal Trust and Agency Accounts | $1,000 | 289 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $18,000 | 150 |
| Employee Benefit-defined Benefit Accounts | $0 | 135 |
| Number non-managed other employee benefit and retirement-related accounts | $10,000 | 239 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of investment management and advisory agency accounts, non-managed assets | $33,000 | 51 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 151 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 372 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $10,000 | 274 |
| 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 | $1,140,000 | 197 |
| Number of Managed Accounts | $1,078,000 | 168 |
| Personal Trust and Agency Accounts | $105,000 | 399 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 271 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 182 |
| Number of other employee benefit and retirement-related accounts | $588,000 | 98 |
| Corporate Trust and Agency Accounts | $0 | 155 |
| Number of managed investment management and investment advisory agency accounts | $364,000 | 150 |
| Number of foundation and endowment trust and agency accounts, managed assets | $18,000 | 212 |
| Other Fiduciary Accounts | $0 | 229 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $588,000 | 95 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Number of Non-Managed Accounts | $62,000 | 356 |
| Personal Trust and Agency Accounts | $1,000 | 600 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $18,000 | 158 |
| Employee Benefit-defined Benefit Accounts | $0 | 168 |
| Number non-managed other employee benefit and retirement-related accounts | $10,000 | 413 |
| Corporate Trust and Agency Accounts | $0 | 243 |
| Number of investment management and advisory agency accounts, non-managed assets | $33,000 | 60 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 205 |
| Other Fiduciary Accounts | $0 | 180 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 696 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $10,000 | 496 |
| 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 | $1,155,000 | 188 |
| Number of Managed Accounts | $1,091,000 | 165 |
| Personal Trust and Agency Accounts | $115,000 | 313 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 231 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 157 |
| Number of other employee benefit and retirement-related accounts | $588,000 | 93 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $367,000 | 147 |
| Number of foundation and endowment trust and agency accounts, managed assets | $18,000 | 188 |
| 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 | $588,000 | 92 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $64,000 | 235 |
| Personal Trust and Agency Accounts | $2,000 | 273 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $18,000 | 149 |
| Employee Benefit-defined Benefit Accounts | $0 | 135 |
| Number non-managed other employee benefit and retirement-related accounts | $9,000 | 243 |
| Corporate Trust and Agency Accounts | $0 | 131 |
| Number of investment management and advisory agency accounts, non-managed assets | $35,000 | 54 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 150 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 376 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $9,000 | 280 |
| 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 | $1,142,000 | 193 |
| Number of Managed Accounts | $1,078,000 | 167 |
| Personal Trust and Agency Accounts | $119,000 | 312 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 234 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 156 |
| Number of other employee benefit and retirement-related accounts | $578,000 | 95 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $360,000 | 150 |
| Number of foundation and endowment trust and agency accounts, managed assets | $18,000 | 189 |
| Other Fiduciary Accounts | $0 | 124 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $578,000 | 94 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $64,000 | 240 |
| Personal Trust and Agency Accounts | $2,000 | 274 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $18,000 | 147 |
| Employee Benefit-defined Benefit Accounts | $0 | 137 |
| Number non-managed other employee benefit and retirement-related accounts | $9,000 | 241 |
| Corporate Trust and Agency Accounts | $0 | 131 |
| Number of investment management and advisory agency accounts, non-managed assets | $35,000 | 53 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 153 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 379 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $9,000 | 281 |
| 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 | $1,138,000 | 195 |
| Number of Managed Accounts | $1,078,000 | 166 |
| Personal Trust and Agency Accounts | $121,000 | 311 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 233 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 158 |
| Number of other employee benefit and retirement-related accounts | $578,000 | 92 |
| Corporate Trust and Agency Accounts | $0 | 85 |
| Number of managed investment management and investment advisory agency accounts | $358,000 | 149 |
| Number of foundation and endowment trust and agency accounts, managed assets | $18,000 | 190 |
| Other Fiduciary Accounts | $0 | 126 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $578,000 | 91 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $60,000 | 247 |
| Personal Trust and Agency Accounts | $1,000 | 301 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $18,000 | 146 |
| Employee Benefit-defined Benefit Accounts | $0 | 137 |
| Number non-managed other employee benefit and retirement-related accounts | $9,000 | 246 |
| Corporate Trust and Agency Accounts | $0 | 134 |
| Number of investment management and advisory agency accounts, non-managed assets | $32,000 | 56 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 150 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 381 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $9,000 | 280 |
| 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 | $1,126,000 | 204 |
| Number of Managed Accounts | $1,066,000 | 170 |
| Personal Trust and Agency Accounts | $121,000 | 372 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 281 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 188 |
| Number of other employee benefit and retirement-related accounts | $573,000 | 92 |
| Corporate Trust and Agency Accounts | $0 | 174 |
| Number of managed investment management and investment advisory agency accounts | $351,000 | 151 |
| Number of foundation and endowment trust and agency accounts, managed assets | $18,000 | 209 |
| Other Fiduciary Accounts | $0 | 227 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $573,000 | 91 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 47 |
| Number of Non-Managed Accounts | $60,000 | 368 |
| Personal Trust and Agency Accounts | $1,000 | 625 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 158 |
| Employee Benefit-defined Benefit Accounts | $0 | 165 |
| Number non-managed other employee benefit and retirement-related accounts | $9,000 | 437 |
| Corporate Trust and Agency Accounts | $0 | 255 |
| Number of investment management and advisory agency accounts, non-managed assets | $33,000 | 62 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 206 |
| Other Fiduciary Accounts | $0 | 192 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 700 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $9,000 | 514 |
| 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 | $1,121,000 | 198 |
| Number of Managed Accounts | $1,061,000 | 167 |
| Personal Trust and Agency Accounts | $124,000 | 304 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 233 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 161 |
| Number of other employee benefit and retirement-related accounts | $570,000 | 89 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $346,000 | 151 |
| Number of foundation and endowment trust and agency accounts, managed assets | $18,000 | 191 |
| 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 | $570,000 | 88 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $60,000 | 244 |
| Personal Trust and Agency Accounts | $1,000 | 293 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 148 |
| Employee Benefit-defined Benefit Accounts | $0 | 132 |
| Number non-managed other employee benefit and retirement-related accounts | $10,000 | 235 |
| Corporate Trust and Agency Accounts | $0 | 132 |
| Number of investment management and advisory agency accounts, non-managed assets | $32,000 | 54 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 152 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 374 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $10,000 | 272 |
| 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 | $1,102,000 | 197 |
| Number of Managed Accounts | $1,040,000 | 168 |
| Personal Trust and Agency Accounts | $125,000 | 304 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 231 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 160 |
| Number of other employee benefit and retirement-related accounts | $561,000 | 90 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $334,000 | 159 |
| Number of foundation and endowment trust and agency accounts, managed assets | $17,000 | 194 |
| 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 | $561,000 | 88 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $62,000 | 243 |
| Personal Trust and Agency Accounts | $1,000 | 297 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 151 |
| Employee Benefit-defined Benefit Accounts | $0 | 131 |
| Number non-managed other employee benefit and retirement-related accounts | $10,000 | 239 |
| Corporate Trust and Agency Accounts | $0 | 130 |
| Number of investment management and advisory agency accounts, non-managed assets | $34,000 | 52 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 153 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 377 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $10,000 | 273 |
| 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 | $1,069,000 | 202 |
| Number of Managed Accounts | $1,012,000 | 169 |
| Personal Trust and Agency Accounts | $127,000 | 303 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 238 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 158 |
| Number of other employee benefit and retirement-related accounts | $549,000 | 91 |
| Corporate Trust and Agency Accounts | $0 | 84 |
| Number of managed investment management and investment advisory agency accounts | $316,000 | 163 |
| Number of foundation and endowment trust and agency accounts, managed assets | $17,000 | 194 |
| Other Fiduciary Accounts | $0 | 122 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $549,000 | 87 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $57,000 | 251 |
| Personal Trust and Agency Accounts | $1,000 | 298 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 150 |
| Employee Benefit-defined Benefit Accounts | $0 | 131 |
| Number non-managed other employee benefit and retirement-related accounts | $10,000 | 241 |
| Corporate Trust and Agency Accounts | $0 | 130 |
| Number of investment management and advisory agency accounts, non-managed assets | $29,000 | 53 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 152 |
| Other Fiduciary Accounts | $0 | 104 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 381 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $10,000 | 273 |
| 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 | $1,053,000 | 206 |
| Number of Managed Accounts | $998,000 | 170 |
| Personal Trust and Agency Accounts | $135,000 | 351 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 289 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 187 |
| Number of other employee benefit and retirement-related accounts | $538,000 | 91 |
| Corporate Trust and Agency Accounts | $0 | 181 |
| Number of managed investment management and investment advisory agency accounts | $322,000 | 157 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 494 |
| Other Fiduciary Accounts | $0 | 216 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $538,000 | 86 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 55 |
| Number of Non-Managed Accounts | $55,000 | 407 |
| Personal Trust and Agency Accounts | $1,000 | 636 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $16,000 | 166 |
| Employee Benefit-defined Benefit Accounts | $0 | 167 |
| Number non-managed other employee benefit and retirement-related accounts | $10,000 | 448 |
| Corporate Trust and Agency Accounts | $0 | 256 |
| Number of investment management and advisory agency accounts, non-managed assets | $28,000 | 64 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 203 |
| Other Fiduciary Accounts | $0 | 194 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 734 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $10,000 | 517 |
| 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 | $1,048,000 | 204 |
| Number of Managed Accounts | $993,000 | 169 |
| Personal Trust and Agency Accounts | $138,000 | 292 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 238 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 160 |
| Number of other employee benefit and retirement-related accounts | $530,000 | 91 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $322,000 | 158 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 300 |
| Other Fiduciary Accounts | $0 | 118 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $530,000 | 84 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $55,000 | 263 |
| Personal Trust and Agency Accounts | $1,000 | 305 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $16,000 | 157 |
| Employee Benefit-defined Benefit Accounts | $0 | 139 |
| Number non-managed other employee benefit and retirement-related accounts | $11,000 | 242 |
| Corporate Trust and Agency Accounts | $0 | 140 |
| Number of investment management and advisory agency accounts, non-managed assets | $27,000 | 53 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 155 |
| Other Fiduciary Accounts | $0 | 102 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 383 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $11,000 | 278 |
| 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 | $1,049,000 | 205 |
| Number of Managed Accounts | $996,000 | 170 |
| Personal Trust and Agency Accounts | $146,000 | 283 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 245 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 163 |
| Number of other employee benefit and retirement-related accounts | $526,000 | 89 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $321,000 | 160 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 301 |
| 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 | $526,000 | 84 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $53,000 | 267 |
| Personal Trust and Agency Accounts | $1,000 | 309 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 163 |
| Employee Benefit-defined Benefit Accounts | $0 | 139 |
| Number non-managed other employee benefit and retirement-related accounts | $10,000 | 253 |
| Corporate Trust and Agency Accounts | $0 | 143 |
| Number of investment management and advisory agency accounts, non-managed assets | $27,000 | 55 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 159 |
| Other Fiduciary Accounts | $0 | 102 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 386 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $10,000 | 288 |
| 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 | $1,038,000 | 203 |
| Number of Managed Accounts | $987,000 | 172 |
| Personal Trust and Agency Accounts | $139,000 | 295 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 243 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 162 |
| Number of other employee benefit and retirement-related accounts | $520,000 | 89 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $325,000 | 158 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 299 |
| Other Fiduciary Accounts | $0 | 126 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $520,000 | 83 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $51,000 | 268 |
| Personal Trust and Agency Accounts | $1,000 | 307 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 164 |
| Employee Benefit-defined Benefit Accounts | $0 | 138 |
| Number non-managed other employee benefit and retirement-related accounts | $8,000 | 256 |
| Corporate Trust and Agency Accounts | $0 | 148 |
| Number of investment management and advisory agency accounts, non-managed assets | $27,000 | 57 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 158 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 386 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $8,000 | 289 |
| 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 | $1,015,000 | 214 |
| Number of Managed Accounts | $963,000 | 178 |
| Personal Trust and Agency Accounts | $132,000 | 362 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 283 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 193 |
| Number of other employee benefit and retirement-related accounts | $506,000 | 91 |
| Corporate Trust and Agency Accounts | $0 | 191 |
| Number of managed investment management and investment advisory agency accounts | $321,000 | 162 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 494 |
| Other Fiduciary Accounts | $0 | 237 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $506,000 | 85 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 60 |
| Number of Non-Managed Accounts | $52,000 | 430 |
| Personal Trust and Agency Accounts | $1,000 | 662 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $16,000 | 178 |
| Employee Benefit-defined Benefit Accounts | $0 | 175 |
| Number non-managed other employee benefit and retirement-related accounts | $8,000 | 487 |
| Corporate Trust and Agency Accounts | $0 | 270 |
| Number of investment management and advisory agency accounts, non-managed assets | $27,000 | 70 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 210 |
| Other Fiduciary Accounts | $0 | 200 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 752 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $8,000 | 565 |
| 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 | $1,047,000 | 201 |
| Number of Managed Accounts | $995,000 | 166 |
| Personal Trust and Agency Accounts | $142,000 | 289 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 227 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 160 |
| Number of other employee benefit and retirement-related accounts | $524,000 | 89 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $325,000 | 154 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 296 |
| 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 | $524,000 | 83 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $52,000 | 269 |
| Personal Trust and Agency Accounts | $1,000 | 305 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $16,000 | 161 |
| Employee Benefit-defined Benefit Accounts | $0 | 142 |
| Number non-managed other employee benefit and retirement-related accounts | $7,000 | 257 |
| Corporate Trust and Agency Accounts | $0 | 146 |
| Number of investment management and advisory agency accounts, non-managed assets | $28,000 | 53 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 154 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 386 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $7,000 | 296 |
| 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 | $1,058,000 | 202 |
| Number of Managed Accounts | $1,008,000 | 167 |
| Personal Trust and Agency Accounts | $146,000 | 284 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 232 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 164 |
| Number of other employee benefit and retirement-related accounts | $528,000 | 89 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $330,000 | 152 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 295 |
| Other Fiduciary Accounts | $0 | 133 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $528,000 | 82 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $50,000 | 272 |
| Personal Trust and Agency Accounts | $1,000 | 308 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $16,000 | 166 |
| Employee Benefit-defined Benefit Accounts | $0 | 141 |
| Number non-managed other employee benefit and retirement-related accounts | $6,000 | 268 |
| Corporate Trust and Agency Accounts | $0 | 146 |
| Number of investment management and advisory agency accounts, non-managed assets | $27,000 | 53 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
| Other Fiduciary Accounts | $0 | 111 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 391 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $6,000 | 310 |
| 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 | $1,023,000 | 204 |
| Number of Managed Accounts | $977,000 | 168 |
| Personal Trust and Agency Accounts | $143,000 | 289 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 235 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 165 |
| Number of other employee benefit and retirement-related accounts | $509,000 | 86 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $321,000 | 156 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 292 |
| Other Fiduciary Accounts | $0 | 128 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $509,000 | 79 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $46,000 | 279 |
| Personal Trust and Agency Accounts | $1,000 | 310 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $16,000 | 163 |
| Employee Benefit-defined Benefit Accounts | $0 | 139 |
| Number non-managed other employee benefit and retirement-related accounts | $5,000 | 280 |
| Corporate Trust and Agency Accounts | $0 | 152 |
| Number of investment management and advisory agency accounts, non-managed assets | $24,000 | 55 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
| Other Fiduciary Accounts | $0 | 108 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 387 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $5,000 | 316 |
| 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 | $1,027,000 | 211 |
| Number of Managed Accounts | $978,000 | 167 |
| Personal Trust and Agency Accounts | $144,000 | 337 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 294 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 206 |
| Number of other employee benefit and retirement-related accounts | $509,000 | 82 |
| Corporate Trust and Agency Accounts | $0 | 193 |
| Number of managed investment management and investment advisory agency accounts | $321,000 | 156 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 495 |
| Other Fiduciary Accounts | $0 | 236 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $509,000 | 76 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Number of Non-Managed Accounts | $49,000 | 463 |
| Personal Trust and Agency Accounts | $3,000 | 568 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 177 |
| Employee Benefit-defined Benefit Accounts | $0 | 180 |
| Number non-managed other employee benefit and retirement-related accounts | $5,000 | 570 |
| Corporate Trust and Agency Accounts | $0 | 275 |
| Number of investment management and advisory agency accounts, non-managed assets | $24,000 | 73 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 222 |
| Other Fiduciary Accounts | $0 | 217 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 775 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $5,000 | 641 |
| 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 | $1,009,000 | 210 |
| Number of Managed Accounts | $961,000 | 173 |
| Personal Trust and Agency Accounts | $138,000 | 297 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 232 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 172 |
| Number of other employee benefit and retirement-related accounts | $499,000 | 85 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $320,000 | 156 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 293 |
| Other Fiduciary Accounts | $0 | 128 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $499,000 | 79 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $48,000 | 278 |
| Personal Trust and Agency Accounts | $3,000 | 261 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 158 |
| Employee Benefit-defined Benefit Accounts | $0 | 143 |
| Number non-managed other employee benefit and retirement-related accounts | $5,000 | 281 |
| Corporate Trust and Agency Accounts | $0 | 144 |
| Number of investment management and advisory agency accounts, non-managed assets | $23,000 | 60 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 160 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 385 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $5,000 | 316 |
| 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 | $1,003,000 | 212 |
| Number of Managed Accounts | $954,000 | 174 |
| Personal Trust and Agency Accounts | $139,000 | 295 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 235 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 171 |
| Number of other employee benefit and retirement-related accounts | $488,000 | 85 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $323,000 | 152 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 291 |
| Other Fiduciary Accounts | $0 | 124 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $488,000 | 77 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $49,000 | 272 |
| Personal Trust and Agency Accounts | $3,000 | 266 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 159 |
| Employee Benefit-defined Benefit Accounts | $0 | 143 |
| Number non-managed other employee benefit and retirement-related accounts | $5,000 | 279 |
| Corporate Trust and Agency Accounts | $0 | 147 |
| Number of investment management and advisory agency accounts, non-managed assets | $24,000 | 59 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
| Other Fiduciary Accounts | $0 | 110 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 386 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $5,000 | 318 |
| 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 | $1,002,000 | 211 |
| Number of Managed Accounts | $954,000 | 175 |
| Personal Trust and Agency Accounts | $142,000 | 293 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 237 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 173 |
| Number of other employee benefit and retirement-related accounts | $484,000 | 82 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $324,000 | 153 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 290 |
| 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 | $484,000 | 76 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $48,000 | 277 |
| Personal Trust and Agency Accounts | $4,000 | 246 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 161 |
| Employee Benefit-defined Benefit Accounts | $0 | 145 |
| Number non-managed other employee benefit and retirement-related accounts | $6,000 | 270 |
| Corporate Trust and Agency Accounts | $0 | 143 |
| Number of investment management and advisory agency accounts, non-managed assets | $21,000 | 68 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 159 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 388 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $6,000 | 313 |
| 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 | $1,000,000 | 221 |
| Number of Managed Accounts | $949,000 | 174 |
| Personal Trust and Agency Accounts | $143,000 | 345 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 300 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 212 |
| Number of other employee benefit and retirement-related accounts | $473,000 | 80 |
| Corporate Trust and Agency Accounts | $0 | 208 |
| Number of managed investment management and investment advisory agency accounts | $329,000 | 151 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 489 |
| Other Fiduciary Accounts | $0 | 240 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $473,000 | 74 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Number of Non-Managed Accounts | $51,000 | 464 |
| Personal Trust and Agency Accounts | $4,000 | 523 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 187 |
| Employee Benefit-defined Benefit Accounts | $0 | 188 |
| Number non-managed other employee benefit and retirement-related accounts | $7,000 | 535 |
| Corporate Trust and Agency Accounts | $0 | 294 |
| Number of investment management and advisory agency accounts, non-managed assets | $23,000 | 81 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 221 |
| Other Fiduciary Accounts | $0 | 215 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 790 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $7,000 | 620 |
| 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 | $1,016,000 | 202 |
| Number of Managed Accounts | $965,000 | 165 |
| Personal Trust and Agency Accounts | $148,000 | 281 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 235 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 176 |
| Number of other employee benefit and retirement-related accounts | $475,000 | 77 |
| Corporate Trust and Agency Accounts | $0 | 92 |
| Number of managed investment management and investment advisory agency accounts | $338,000 | 143 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $475,000 | 71 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $51,000 | 268 |
| Personal Trust and Agency Accounts | $5,000 | 233 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 159 |
| Employee Benefit-defined Benefit Accounts | $0 | 142 |
| Number non-managed other employee benefit and retirement-related accounts | $7,000 | 253 |
| Corporate Trust and Agency Accounts | $0 | 145 |
| Number of investment management and advisory agency accounts, non-managed assets | $22,000 | 63 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 154 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 369 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $7,000 | 295 |
| 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 | $1,009,000 | 204 |
| Number of Managed Accounts | $960,000 | 163 |
| Personal Trust and Agency Accounts | $151,000 | 282 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 234 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 176 |
| Number of other employee benefit and retirement-related accounts | $470,000 | 75 |
| Corporate Trust and Agency Accounts | $0 | 93 |
| Number of managed investment management and investment advisory agency accounts | $335,000 | 139 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
| Other Fiduciary Accounts | $0 | 119 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $470,000 | 69 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $49,000 | 275 |
| Personal Trust and Agency Accounts | $5,000 | 237 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 157 |
| Employee Benefit-defined Benefit Accounts | $0 | 145 |
| Number non-managed other employee benefit and retirement-related accounts | $6,000 | 261 |
| Corporate Trust and Agency Accounts | $0 | 143 |
| Number of investment management and advisory agency accounts, non-managed assets | $21,000 | 69 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 155 |
| Other Fiduciary Accounts | $0 | 104 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 371 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $6,000 | 299 |
| 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 | $982,000 | 210 |
| Number of Managed Accounts | $934,000 | 166 |
| Personal Trust and Agency Accounts | $144,000 | 292 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 240 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 179 |
| Number of other employee benefit and retirement-related accounts | $460,000 | 74 |
| Corporate Trust and Agency Accounts | $0 | 93 |
| Number of managed investment management and investment advisory agency accounts | $326,000 | 145 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 276 |
| Other Fiduciary Accounts | $0 | 118 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $460,000 | 67 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $48,000 | 276 |
| Personal Trust and Agency Accounts | $5,000 | 240 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 164 |
| Employee Benefit-defined Benefit Accounts | $0 | 148 |
| Number non-managed other employee benefit and retirement-related accounts | $6,000 | 264 |
| Corporate Trust and Agency Accounts | $0 | 140 |
| Number of investment management and advisory agency accounts, non-managed assets | $20,000 | 68 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 158 |
| Other Fiduciary Accounts | $0 | 110 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 374 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $6,000 | 305 |
| 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 | $971,000 | 219 |
| Number of Managed Accounts | $923,000 | 168 |
| Personal Trust and Agency Accounts | $153,000 | 334 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 317 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 221 |
| Number of other employee benefit and retirement-related accounts | $452,000 | 72 |
| Corporate Trust and Agency Accounts | $0 | 221 |
| Number of managed investment management and investment advisory agency accounts | $314,000 | 152 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 482 |
| Other Fiduciary Accounts | $0 | 246 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $452,000 | 65 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 71 |
| Number of Non-Managed Accounts | $48,000 | 489 |
| Personal Trust and Agency Accounts | $6,000 | 493 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 198 |
| Employee Benefit-defined Benefit Accounts | $0 | 200 |
| Number non-managed other employee benefit and retirement-related accounts | $6,000 | 570 |
| Corporate Trust and Agency Accounts | $0 | 295 |
| Number of investment management and advisory agency accounts, non-managed assets | $19,000 | 90 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 220 |
| Other Fiduciary Accounts | $0 | 221 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 809 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $6,000 | 652 |
| 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 | $926,000 | 212 |
| Number of Managed Accounts | $878,000 | 168 |
| Personal Trust and Agency Accounts | $144,000 | 278 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 238 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 180 |
| Number of other employee benefit and retirement-related accounts | $431,000 | 74 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $299,000 | 152 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other Fiduciary Accounts | $0 | 115 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $431,000 | 67 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $48,000 | 262 |
| Personal Trust and Agency Accounts | $6,000 | 219 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 164 |
| Employee Benefit-defined Benefit Accounts | $0 | 147 |
| Number non-managed other employee benefit and retirement-related accounts | $6,000 | 262 |
| Corporate Trust and Agency Accounts | $0 | 131 |
| Number of investment management and advisory agency accounts, non-managed assets | $19,000 | 66 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 149 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 356 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $6,000 | 289 |
| 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 | $894,000 | 217 |
| Number of Managed Accounts | $847,000 | 175 |
| Personal Trust and Agency Accounts | $141,000 | 278 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 243 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 182 |
| Number of other employee benefit and retirement-related accounts | $413,000 | 79 |
| Corporate Trust and Agency Accounts | $0 | 85 |
| Number of managed investment management and investment advisory agency accounts | $289,000 | 155 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $413,000 | 72 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $47,000 | 269 |
| Personal Trust and Agency Accounts | $6,000 | 219 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 164 |
| Employee Benefit-defined Benefit Accounts | $0 | 145 |
| Number non-managed other employee benefit and retirement-related accounts | $6,000 | 263 |
| Corporate Trust and Agency Accounts | $0 | 137 |
| Number of investment management and advisory agency accounts, non-managed assets | $18,000 | 69 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 147 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 361 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $6,000 | 291 |
| 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 | $854,000 | 226 |
| Number of Managed Accounts | $810,000 | 182 |
| Personal Trust and Agency Accounts | $144,000 | 274 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 241 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 183 |
| Number of other employee benefit and retirement-related accounts | $390,000 | 84 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $272,000 | 158 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 265 |
| Other Fiduciary Accounts | $0 | 113 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $390,000 | 75 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $44,000 | 266 |
| Personal Trust and Agency Accounts | $5,000 | 230 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 164 |
| Employee Benefit-defined Benefit Accounts | $0 | 149 |
| Number non-managed other employee benefit and retirement-related accounts | $7,000 | 250 |
| Corporate Trust and Agency Accounts | $0 | 139 |
| Number of investment management and advisory agency accounts, non-managed assets | $15,000 | 71 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 148 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 361 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $7,000 | 285 |
| 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 | $827,000 | 250 |
| Number of Managed Accounts | $784,000 | 190 |
| Personal Trust and Agency Accounts | $146,000 | 348 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 331 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 228 |
| Number of other employee benefit and retirement-related accounts | $372,000 | 93 |
| Corporate Trust and Agency Accounts | $0 | 226 |
| Number of managed investment management and investment advisory agency accounts | $262,000 | 165 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 473 |
| Other Fiduciary Accounts | $0 | 233 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $372,000 | 84 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 67 |
| Number of Non-Managed Accounts | $43,000 | 518 |
| Personal Trust and Agency Accounts | $5,000 | 513 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 198 |
| Employee Benefit-defined Benefit Accounts | $0 | 200 |
| Number non-managed other employee benefit and retirement-related accounts | $6,000 | 576 |
| Corporate Trust and Agency Accounts | $0 | 326 |
| Number of investment management and advisory agency accounts, non-managed assets | $15,000 | 99 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 211 |
| Other Fiduciary Accounts | $0 | 233 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 829 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $6,000 | 657 |
| 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 | $794,000 | 236 |
| Number of Managed Accounts | $749,000 | 189 |
| Personal Trust and Agency Accounts | $141,000 | 271 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 256 |
| Employee Benefit-defined Benefit Accounts | $0 | 220 |
| Number of other employee benefit and retirement-related accounts | $353,000 | 97 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $253,000 | 166 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 264 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $353,000 | 85 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $45,000 | 275 |
| Personal Trust and Agency Accounts | $5,000 | 230 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 165 |
| Employee Benefit-defined Benefit Accounts | $0 | 153 |
| Number non-managed other employee benefit and retirement-related accounts | $7,000 | 260 |
| Corporate Trust and Agency Accounts | $0 | 146 |
| Number of investment management and advisory agency accounts, non-managed assets | $16,000 | 62 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 143 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 369 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $7,000 | 286 |
| 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 | $728,000 | 251 |
| Number of Managed Accounts | $684,000 | 208 |
| Personal Trust and Agency Accounts | $137,000 | 278 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 262 |
| Employee Benefit-defined Benefit Accounts | $0 | 223 |
| Number of other employee benefit and retirement-related accounts | $313,000 | 110 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $232,000 | 179 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other Fiduciary Accounts | $0 | 113 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $313,000 | 97 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $44,000 | 278 |
| Personal Trust and Agency Accounts | $5,000 | 230 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 166 |
| Employee Benefit-defined Benefit Accounts | $0 | 154 |
| Number non-managed other employee benefit and retirement-related accounts | $7,000 | 262 |
| Corporate Trust and Agency Accounts | $0 | 146 |
| Number of investment management and advisory agency accounts, non-managed assets | $15,000 | 64 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 139 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 372 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $7,000 | 287 |
| 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 | $699,000 | 258 |
| Number of Managed Accounts | $659,000 | 209 |
| Personal Trust and Agency Accounts | $132,000 | 288 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 268 |
| Employee Benefit-defined Benefit Accounts | $0 | 230 |
| Number of other employee benefit and retirement-related accounts | $290,000 | 115 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $235,000 | 176 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 266 |
| Other Fiduciary Accounts | $0 | 113 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $290,000 | 99 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $40,000 | 283 |
| Personal Trust and Agency Accounts | $5,000 | 231 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 171 |
| Employee Benefit-defined Benefit Accounts | $0 | 155 |
| Number non-managed other employee benefit and retirement-related accounts | $5,000 | 276 |
| Corporate Trust and Agency Accounts | $0 | 150 |
| Number of investment management and advisory agency accounts, non-managed assets | $13,000 | 69 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
| Other Fiduciary Accounts | $0 | 109 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 376 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $5,000 | 291 |
| 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 | $668,000 | 297 |
| Number of Managed Accounts | $628,000 | 234 |
| Personal Trust and Agency Accounts | $136,000 | 375 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 407 |
| Employee Benefit-defined Benefit Accounts | $0 | 357 |
| Number of other employee benefit and retirement-related accounts | $272,000 | 126 |
| Corporate Trust and Agency Accounts | $0 | 246 |
| Number of managed investment management and investment advisory agency accounts | $218,000 | 187 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 476 |
| Other Fiduciary Accounts | $0 | 259 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $272,000 | 111 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 79 |
| Number of Non-Managed Accounts | $40,000 | 568 |
| Personal Trust and Agency Accounts | $5,000 | 535 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 205 |
| Employee Benefit-defined Benefit Accounts | $0 | 217 |
| Number non-managed other employee benefit and retirement-related accounts | $6,000 | 582 |
| Corporate Trust and Agency Accounts | $0 | 347 |
| Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 114 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 201 |
| Other Fiduciary Accounts | $0 | 239 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 873 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $6,000 | 656 |
| 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 | $0 | 412 |
| Number of Managed Accounts | $0 | 393 |
| Personal Trust and Agency Accounts | $0 | 386 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 296 |
| Employee Benefit-defined Benefit Accounts | $0 | 232 |
| Number of other employee benefit and retirement-related accounts | $0 | 349 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $0 | 354 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 263 |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 312 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 391 |
| Personal Trust and Agency Accounts | $0 | 328 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 296 |
| Employee Benefit-defined Benefit Accounts | $0 | 151 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 311 |
| Corporate Trust and Agency Accounts | $0 | 159 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 370 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 306 |
| 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 | $0 | 414 |
| Number of Managed Accounts | $0 | 393 |
| Personal Trust and Agency Accounts | $0 | 383 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 299 |
| Employee Benefit-defined Benefit Accounts | $0 | 230 |
| Number of other employee benefit and retirement-related accounts | $0 | 350 |
| Corporate Trust and Agency Accounts | $0 | 95 |
| Number of managed investment management and investment advisory agency accounts | $0 | 356 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 264 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 307 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 394 |
| Personal Trust and Agency Accounts | $0 | 331 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 296 |
| Employee Benefit-defined Benefit Accounts | $0 | 156 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 312 |
| Corporate Trust and Agency Accounts | $0 | 164 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 170 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 133 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 370 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 303 |
| 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 | $0 | 421 |
| Number of Managed Accounts | $0 | 397 |
| Personal Trust and Agency Accounts | $0 | 388 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 304 |
| Employee Benefit-defined Benefit Accounts | $0 | 230 |
| Number of other employee benefit and retirement-related accounts | $0 | 356 |
| Corporate Trust and Agency Accounts | $0 | 91 |
| Number of managed investment management and investment advisory agency accounts | $0 | 359 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 260 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 310 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 401 |
| Personal Trust and Agency Accounts | $0 | 339 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 299 |
| Employee Benefit-defined Benefit Accounts | $0 | 155 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 313 |
| Corporate Trust and Agency Accounts | $0 | 163 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 136 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 377 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 303 |
| 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 | $567,000 | 345 |
| Number of Managed Accounts | $520,000 | 267 |
| Personal Trust and Agency Accounts | $108,000 | 455 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 413 |
| Employee Benefit-defined Benefit Accounts | $0 | 372 |
| Number of other employee benefit and retirement-related accounts | $220,000 | 157 |
| Corporate Trust and Agency Accounts | $0 | 253 |
| Number of managed investment management and investment advisory agency accounts | $190,000 | 209 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 459 |
| Other Fiduciary Accounts | $0 | 261 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $216,000 | 134 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 82 |
| Number of Non-Managed Accounts | $47,000 | 545 |
| Personal Trust and Agency Accounts | $9,000 | 475 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $18,000 | 206 |
| Employee Benefit-defined Benefit Accounts | $0 | 225 |
| Number non-managed other employee benefit and retirement-related accounts | $9,000 | 549 |
| Corporate Trust and Agency Accounts | $0 | 372 |
| Number of investment management and advisory agency accounts, non-managed assets | $11,000 | 108 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 193 |
| Other Fiduciary Accounts | $0 | 229 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 883 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $9,000 | 601 |
| 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 | $507,000 | 301 |
| Number of Managed Accounts | $460,000 | 255 |
| Personal Trust and Agency Accounts | $90,000 | 302 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 257 |
| Employee Benefit-defined Benefit Accounts | $0 | 220 |
| Number of other employee benefit and retirement-related accounts | $195,000 | 158 |
| Corporate Trust and Agency Accounts | $0 | 98 |
| Number of managed investment management and investment advisory agency accounts | $173,000 | 214 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $47,000 | 262 |
| Personal Trust and Agency Accounts | $9,000 | 216 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $18,000 | 168 |
| Employee Benefit-defined Benefit Accounts | $0 | 156 |
| Number non-managed other employee benefit and retirement-related accounts | $7,000 | 242 |
| 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 | $13,000 | 71 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 362 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $427,000 | 317 |
| Number of Managed Accounts | $379,000 | 284 |
| Personal Trust and Agency Accounts | $78,000 | 320 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 270 |
| Employee Benefit-defined Benefit Accounts | $0 | 225 |
| Number of other employee benefit and retirement-related accounts | $147,000 | 183 |
| Corporate Trust and Agency Accounts | $0 | 100 |
| Number of managed investment management and investment advisory agency accounts | $152,000 | 230 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 115 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $48,000 | 266 |
| Personal Trust and Agency Accounts | $13,000 | 198 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 178 |
| Employee Benefit-defined Benefit Accounts | $0 | 155 |
| Number non-managed other employee benefit and retirement-related accounts | $7,000 | 249 |
| 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 | $11,000 | 74 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 375 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $424,000 | 317 |
| Number of Managed Accounts | $375,000 | 284 |
| Personal Trust and Agency Accounts | $81,000 | 313 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 269 |
| Employee Benefit-defined Benefit Accounts | $0 | 227 |
| Number of other employee benefit and retirement-related accounts | $141,000 | 189 |
| Corporate Trust and Agency Accounts | $0 | 99 |
| Number of managed investment management and investment advisory agency accounts | $151,000 | 227 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 119 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $49,000 | 265 |
| Personal Trust and Agency Accounts | $14,000 | 189 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 180 |
| Employee Benefit-defined Benefit Accounts | $0 | 154 |
| Number non-managed other employee benefit and retirement-related accounts | $7,000 | 253 |
| 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 | $11,000 | 78 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 378 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $423,000 | 425 |
| Number of Managed Accounts | $376,000 | 348 |
| Personal Trust and Agency Accounts | $82,000 | 561 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 435 |
| Employee Benefit-defined Benefit Accounts | $0 | 371 |
| Number of other employee benefit and retirement-related accounts | $143,000 | 221 |
| Corporate Trust and Agency Accounts | $0 | 267 |
| Number of managed investment management and investment advisory agency accounts | $149,000 | 260 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 285 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $47,000 | 555 |
| Personal Trust and Agency Accounts | $13,000 | 431 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 233 |
| Employee Benefit-defined Benefit Accounts | $0 | 235 |
| Number non-managed other employee benefit and retirement-related accounts | $7,000 | 595 |
| 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 | $10,000 | 128 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 882 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $427,000 | 332 |
| Number of Managed Accounts | $379,000 | 293 |
| Personal Trust and Agency Accounts | $83,000 | 329 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 247 |
| Employee Benefit-defined Benefit Accounts | $0 | 235 |
| Number of other employee benefit and retirement-related accounts | $141,000 | 192 |
| Corporate Trust and Agency Accounts | $0 | 108 |
| Number of managed investment management and investment advisory agency accounts | $150,000 | 233 |
| 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 | 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 | $48,000 | 281 |
| Personal Trust and Agency Accounts | $15,000 | 192 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 193 |
| Employee Benefit-defined Benefit Accounts | $0 | 163 |
| Number non-managed other employee benefit and retirement-related accounts | $7,000 | 272 |
| 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 | $9,000 | 86 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 397 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $431,000 | 335 |
| Number of Managed Accounts | $381,000 | 294 |
| Personal Trust and Agency Accounts | $89,000 | 333 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 248 |
| Employee Benefit-defined Benefit Accounts | $0 | 241 |
| Number of other employee benefit and retirement-related accounts | $139,000 | 194 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $148,000 | 236 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 123 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $50,000 | 283 |
| Personal Trust and Agency Accounts | $15,000 | 196 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $16,000 | 201 |
| Employee Benefit-defined Benefit Accounts | $0 | 167 |
| Number non-managed other employee benefit and retirement-related accounts | $8,000 | 267 |
| 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 | $11,000 | 77 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 401 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $423,000 | 340 |
| Number of Managed Accounts | $373,000 | 299 |
| Personal Trust and Agency Accounts | $87,000 | 338 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 251 |
| Employee Benefit-defined Benefit Accounts | $0 | 240 |
| Number of other employee benefit and retirement-related accounts | $133,000 | 198 |
| Corporate Trust and Agency Accounts | $0 | 103 |
| Number of managed investment management and investment advisory agency accounts | $148,000 | 242 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 128 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $50,000 | 284 |
| Personal Trust and Agency Accounts | $15,000 | 194 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 204 |
| Employee Benefit-defined Benefit Accounts | $0 | 174 |
| Number non-managed other employee benefit and retirement-related accounts | $8,000 | 265 |
| 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 | $12,000 | 83 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 408 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $425,000 | 426 |
| Number of Managed Accounts | $374,000 | 347 |
| Personal Trust and Agency Accounts | $91,000 | 537 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 393 |
| Employee Benefit-defined Benefit Accounts | $0 | 397 |
| Number of other employee benefit and retirement-related accounts | $129,000 | 230 |
| Corporate Trust and Agency Accounts | $0 | 273 |
| Number of managed investment management and investment advisory agency accounts | $150,000 | 262 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 300 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $51,000 | 538 |
| Personal Trust and Agency Accounts | $16,000 | 398 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 270 |
| Employee Benefit-defined Benefit Accounts | $0 | 244 |
| Number non-managed other employee benefit and retirement-related accounts | $8,000 | 575 |
| 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 | $13,000 | 117 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 913 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $421,000 | 326 |
| Number of Managed Accounts | $371,000 | 290 |
| Personal Trust and Agency Accounts | $94,000 | 321 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 257 |
| Employee Benefit-defined Benefit Accounts | $0 | 235 |
| Number of other employee benefit and retirement-related accounts | $129,000 | 189 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $144,000 | 237 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 121 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $50,000 | 269 |
| Personal Trust and Agency Accounts | $16,000 | 179 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $13,000 | 213 |
| Employee Benefit-defined Benefit Accounts | $0 | 170 |
| Number non-managed other employee benefit and retirement-related accounts | $8,000 | 253 |
| 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 | $13,000 | 67 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 393 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $407,000 | 335 |
| Number of Managed Accounts | $357,000 | 297 |
| Personal Trust and Agency Accounts | $96,000 | 325 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 263 |
| Employee Benefit-defined Benefit Accounts | $0 | 244 |
| Number of other employee benefit and retirement-related accounts | $122,000 | 199 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $135,000 | 245 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 124 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $50,000 | 281 |
| Personal Trust and Agency Accounts | $16,000 | 187 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $13,000 | 219 |
| Employee Benefit-defined Benefit Accounts | $0 | 174 |
| Number non-managed other employee benefit and retirement-related accounts | $8,000 | 261 |
| 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 | $13,000 | 65 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 402 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $393,000 | 337 |
| Number of Managed Accounts | $342,000 | 298 |
| Personal Trust and Agency Accounts | $93,000 | 328 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 269 |
| Employee Benefit-defined Benefit Accounts | $0 | 246 |
| Number of other employee benefit and retirement-related accounts | $111,000 | 203 |
| Corporate Trust and Agency Accounts | $0 | 102 |
| Number of managed investment management and investment advisory agency accounts | $134,000 | 243 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 119 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $51,000 | 278 |
| Personal Trust and Agency Accounts | $17,000 | 183 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $13,000 | 221 |
| Employee Benefit-defined Benefit Accounts | $0 | 175 |
| Number non-managed other employee benefit and retirement-related accounts | $8,000 | 261 |
| 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 | $13,000 | 62 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 400 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $382,000 | 445 |
| Number of Managed Accounts | $331,000 | 362 |
| Personal Trust and Agency Accounts | $96,000 | 534 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 422 |
| Employee Benefit-defined Benefit Accounts | $0 | 426 |
| Number of other employee benefit and retirement-related accounts | $104,000 | 245 |
| Corporate Trust and Agency Accounts | $0 | 281 |
| Number of managed investment management and investment advisory agency accounts | $127,000 | 294 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 293 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $51,000 | 550 |
| Personal Trust and Agency Accounts | $17,000 | 389 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 288 |
| Employee Benefit-defined Benefit Accounts | $0 | 260 |
| Number non-managed other employee benefit and retirement-related accounts | $8,000 | 570 |
| 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 | $12,000 | 114 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 951 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Personal Trust and Agency Accounts | $0 | 398 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 320 |
| Employee Benefit-defined Benefit Accounts | $0 | 242 |
| Number of other employee benefit and retirement-related accounts | $0 | 356 |
| Corporate Trust and Agency Accounts | $0 | 101 |
| Number of managed investment management and investment advisory agency accounts | $0 | 365 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 122 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 409 |
| Personal Trust and Agency Accounts | $0 | 336 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 322 |
| Employee Benefit-defined Benefit Accounts | $0 | 176 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 326 |
| 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 | $0 | 389 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 435 |
| Number of Managed Accounts | $0 | 413 |
| Personal Trust and Agency Accounts | $0 | 402 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 328 |
| Employee Benefit-defined Benefit Accounts | $0 | 248 |
| Number of other employee benefit and retirement-related accounts | $0 | 358 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $0 | 369 |
| 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 | $0 | 412 |
| Personal Trust and Agency Accounts | $0 | 342 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 326 |
| Employee Benefit-defined Benefit Accounts | $0 | 185 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 331 |
| 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 | $0 | 396 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Personal Trust and Agency Accounts | $0 | 426 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 337 |
| Employee Benefit-defined Benefit Accounts | $0 | 249 |
| Number of other employee benefit and retirement-related accounts | $0 | 369 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $0 | 379 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 139 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 423 |
| Personal Trust and Agency Accounts | $0 | 351 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 329 |
| Employee Benefit-defined Benefit Accounts | $0 | 185 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 333 |
| 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 | $0 | 406 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $340,000 | 491 |
| Number of Managed Accounts | $301,000 | 407 |
| Personal Trust and Agency Accounts | $95,000 | 549 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 437 |
| Employee Benefit-defined Benefit Accounts | $0 | 446 |
| Number of other employee benefit and retirement-related accounts | $92,000 | 258 |
| Corporate Trust and Agency Accounts | $0 | 303 |
| Number of managed investment management and investment advisory agency accounts | $110,000 | 320 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 320 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $39,000 | 639 |
| Personal Trust and Agency Accounts | $17,000 | 398 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 504 |
| Employee Benefit-defined Benefit Accounts | $0 | 282 |
| Number non-managed other employee benefit and retirement-related accounts | $9,000 | 577 |
| Corporate Trust and Agency Accounts | $11,000 | 183 |
| 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 | $1,000 | 912 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $353,000 | 345 |
| Number of Managed Accounts | $310,000 | 313 |
| Personal Trust and Agency Accounts | $101,000 | 322 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 233 |
| Employee Benefit-defined Benefit Accounts | $0 | 246 |
| Number of other employee benefit and retirement-related accounts | $90,000 | 199 |
| Corporate Trust and Agency Accounts | $0 | 110 |
| Number of managed investment management and investment advisory agency accounts | $109,000 | 255 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 135 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $43,000 | 300 |
| Personal Trust and Agency Accounts | $20,000 | 175 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 297 |
| Employee Benefit-defined Benefit Accounts | $0 | 188 |
| Number non-managed other employee benefit and retirement-related accounts | $9,000 | 249 |
| Corporate Trust and Agency Accounts | $12,000 | 120 |
| 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 | $1,000 | 388 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $346,000 | 355 |
| Number of Managed Accounts | $301,000 | 321 |
| Personal Trust and Agency Accounts | $99,000 | 333 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 251 |
| Employee Benefit-defined Benefit Accounts | $0 | 251 |
| Number of other employee benefit and retirement-related accounts | $89,000 | 202 |
| Corporate Trust and Agency Accounts | $0 | 114 |
| Number of managed investment management and investment advisory agency accounts | $104,000 | 266 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 140 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $45,000 | 303 |
| Personal Trust and Agency Accounts | $21,000 | 175 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 305 |
| Employee Benefit-defined Benefit Accounts | $0 | 181 |
| Number non-managed other employee benefit and retirement-related accounts | $9,000 | 262 |
| Corporate Trust and Agency Accounts | $13,000 | 121 |
| 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 | $1,000 | 405 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $350,000 | 357 |
| Number of Managed Accounts | $301,000 | 323 |
| Personal Trust and Agency Accounts | $106,000 | 333 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 253 |
| Employee Benefit-defined Benefit Accounts | $0 | 254 |
| Number of other employee benefit and retirement-related accounts | $85,000 | 200 |
| Corporate Trust and Agency Accounts | $0 | 116 |
| Number of managed investment management and investment advisory agency accounts | $101,000 | 270 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 144 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $49,000 | 299 |
| Personal Trust and Agency Accounts | $22,000 | 171 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 298 |
| Employee Benefit-defined Benefit Accounts | $0 | 184 |
| Number non-managed other employee benefit and retirement-related accounts | $11,000 | 252 |
| Corporate Trust and Agency Accounts | $13,000 | 118 |
| 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 | $1,000 | 406 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $354,000 | 483 |
| Number of Managed Accounts | $303,000 | 398 |
| Personal Trust and Agency Accounts | $119,000 | 470 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 358 |
| Employee Benefit-defined Benefit Accounts | $0 | 445 |
| Number of other employee benefit and retirement-related accounts | $78,000 | 270 |
| Corporate Trust and Agency Accounts | $0 | 312 |
| Number of managed investment management and investment advisory agency accounts | $97,000 | 334 |
| 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 | $51,000 | 587 |
| Personal Trust and Agency Accounts | $22,000 | 345 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 473 |
| Employee Benefit-defined Benefit Accounts | $0 | 292 |
| Number non-managed other employee benefit and retirement-related accounts | $12,000 | 544 |
| Corporate Trust and Agency Accounts | $14,000 | 158 |
| 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 | $1,000 | 927 |
| 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 | $354,000 | 348 |
| Number of Managed Accounts | $298,000 | 315 |
| Personal Trust and Agency Accounts | $121,000 | 312 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 289 |
| Employee Benefit-defined Benefit Accounts | $0 | 243 |
| Number of other employee benefit and retirement-related accounts | $73,000 | 207 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $101,000 | 257 |
| 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 | $56,000 | 294 |
| Personal Trust and Agency Accounts | $22,000 | 183 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 254 |
| Employee Benefit-defined Benefit Accounts | $0 | 189 |
| Number non-managed other employee benefit and retirement-related accounts | $12,000 | 245 |
| Corporate Trust and Agency Accounts | $13,000 | 117 |
| 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 | $1,000 | 398 |
| 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 | $352,000 | 355 |
| Number of Managed Accounts | $305,000 | 314 |
| Personal Trust and Agency Accounts | $130,000 | 308 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 245 |
| Employee Benefit-defined Benefit Accounts | $0 | 247 |
| Number of other employee benefit and retirement-related accounts | $69,000 | 218 |
| Corporate Trust and Agency Accounts | $0 | 113 |
| Number of managed investment management and investment advisory agency accounts | $96,000 | 259 |
| 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 | $47,000 | 315 |
| Personal Trust and Agency Accounts | $33,000 | 159 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 324 |
| Employee Benefit-defined Benefit Accounts | $0 | 195 |
| Number non-managed other employee benefit and retirement-related accounts | $13,000 | 247 |
| 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 | $1,000 | 403 |
| 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 | $342,000 | 359 |
| Number of Managed Accounts | $295,000 | 321 |
| Personal Trust and Agency Accounts | $128,000 | 312 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $16,000 | 226 |
| Employee Benefit-defined Benefit Accounts | $0 | 247 |
| Number of other employee benefit and retirement-related accounts | $59,000 | 230 |
| Corporate Trust and Agency Accounts | $0 | 110 |
| Number of managed investment management and investment advisory agency accounts | $92,000 | 266 |
| 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 | $47,000 | 317 |
| Personal Trust and Agency Accounts | $33,000 | 163 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 325 |
| Employee Benefit-defined Benefit Accounts | $0 | 195 |
| Number non-managed other employee benefit and retirement-related accounts | $13,000 | 247 |
| 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 | $2,000 | 402 |
| 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 | $339,000 | 507 |
| Number of Managed Accounts | $293,000 | 415 |
| Personal Trust and Agency Accounts | $133,000 | 446 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $25,000 | 251 |
| Employee Benefit-defined Benefit Accounts | $0 | 450 |
| Number of other employee benefit and retirement-related accounts | $59,000 | 309 |
| Corporate Trust and Agency Accounts | $0 | 340 |
| Number of managed investment management and investment advisory agency accounts | $76,000 | 375 |
| 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 | $46,000 | 636 |
| Personal Trust and Agency Accounts | $32,000 | 306 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 596 |
| Employee Benefit-defined Benefit Accounts | $0 | 304 |
| Number non-managed other employee benefit and retirement-related accounts | $13,000 | 537 |
| 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 | $2,000 | 917 |
| 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 | $488,000 | 334 |
| Number of Managed Accounts | $359,000 | 304 |
| Personal Trust and Agency Accounts | $135,000 | 323 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $64,000 | 121 |
| Employee Benefit-defined Benefit Accounts | $0 | 256 |
| Number of other employee benefit and retirement-related accounts | $68,000 | 230 |
| Corporate Trust and Agency Accounts | $0 | 121 |
| Number of managed investment management and investment advisory agency accounts | $92,000 | 266 |
| 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 | $129,000 | 249 |
| Personal Trust and Agency Accounts | $67,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $38,000 | 197 |
| Employee Benefit-defined Benefit Accounts | $0 | 213 |
| Number non-managed other employee benefit and retirement-related accounts | $24,000 | 221 |
| 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 | $2,000 | 412 |
| 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 | $483,000 | 341 |
| Number of Managed Accounts | $353,000 | 309 |
| Personal Trust and Agency Accounts | $132,000 | 327 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $61,000 | 132 |
| Employee Benefit-defined Benefit Accounts | $0 | 257 |
| Number of other employee benefit and retirement-related accounts | $73,000 | 222 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of managed investment management and investment advisory agency accounts | $87,000 | 269 |
| 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 | $130,000 | 257 |
| Personal Trust and Agency Accounts | $66,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $33,000 | 206 |
| Employee Benefit-defined Benefit Accounts | $0 | 214 |
| Number non-managed other employee benefit and retirement-related accounts | $31,000 | 211 |
| 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 | $2,000 | 416 |
| 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 | $482,000 | 342 |
| Number of Managed Accounts | $354,000 | 317 |
| Personal Trust and Agency Accounts | $140,000 | 336 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $61,000 | 136 |
| Employee Benefit-defined Benefit Accounts | $0 | 261 |
| Number of other employee benefit and retirement-related accounts | $68,000 | 229 |
| Corporate Trust and Agency Accounts | $0 | 138 |
| Number of managed investment management and investment advisory agency accounts | $85,000 | 270 |
| 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 | $128,000 | 264 |
| Personal Trust and Agency Accounts | $66,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $38,000 | 202 |
| Employee Benefit-defined Benefit Accounts | $0 | 215 |
| Number non-managed other employee benefit and retirement-related accounts | $24,000 | 228 |
| 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 | $2,000 | 428 |
| 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 | $476,000 | 424 |
| Number of Managed Accounts | $356,000 | 385 |
| Personal Trust and Agency Accounts | $152,000 | 420 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $62,000 | 156 |
| Employee Benefit-defined Benefit Accounts | $0 | 477 |
| Number of other employee benefit and retirement-related accounts | $65,000 | 315 |
| Corporate Trust and Agency Accounts | $0 | 378 |
| Number of managed investment management and investment advisory agency accounts | $77,000 | 372 |
| 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 | $120,000 | 390 |
| Personal Trust and Agency Accounts | $50,000 | 250 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $41,000 | 226 |
| Employee Benefit-defined Benefit Accounts | $0 | 309 |
| Number non-managed other employee benefit and retirement-related accounts | $29,000 | 403 |
| 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 | $2,000 | 945 |
| 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 | $487,000 | 392 |
| Number of Managed Accounts | $376,000 | 354 |
| Personal Trust and Agency Accounts | $160,000 | 407 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $73,000 | 156 |
| Employee Benefit-defined Benefit Accounts | $0 | 447 |
| Number of other employee benefit and retirement-related accounts | $62,000 | 284 |
| Corporate Trust and Agency Accounts | $0 | 351 |
| Number of managed investment management and investment advisory agency accounts | $81,000 | 323 |
| 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 | $111,000 | 386 |
| Personal Trust and Agency Accounts | $46,000 | 226 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $35,000 | 239 |
| Employee Benefit-defined Benefit Accounts | $0 | 284 |
| Number non-managed other employee benefit and retirement-related accounts | $30,000 | 383 |
| 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 | $2,000 | 880 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |