Home > Truist Bank > Number of Fiduciary and Related Asset Accounts
Truist Bank, Number of Fiduciary and Related Asset Accounts
| 2024-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 6 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $32,429,000 | 19 |
| Number of Managed Accounts | $29,301,000 | 12 |
| Personal Trust and Agency Accounts | $8,613,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $50,000 | 94 |
| Employee Benefit-defined Benefit Accounts | $48,000 | 58 |
| Number of other employee benefit and retirement-related accounts | $5,248,000 | 24 |
| Corporate Trust and Agency Accounts | $539,000 | 12 |
| Number of managed investment management and investment advisory agency accounts | $11,894,000 | 11 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,250,000 | 8 |
| Other Fiduciary Accounts | $659,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,233,000 | 17 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 47 |
| Number of Non-Managed Accounts | $3,128,000 | 35 |
| Personal Trust and Agency Accounts | $568,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $55,000 | 90 |
| Employee Benefit-defined Benefit Accounts | $185,000 | 10 |
| Number non-managed other employee benefit and retirement-related accounts | $154,000 | 94 |
| Corporate Trust and Agency Accounts | $1,976,000 | 21 |
| Number of investment management and advisory agency accounts, non-managed assets | $134,000 | 20 |
| Number (#) individual retirement, health savings, and other similar accounts | $21,000 | 56 |
| Other Fiduciary Accounts | $35,000 | 33 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,125,000 | 39 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 40 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $66,000 | 211 |
| 2024-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $33,609,000 | 21 |
| Number of Managed Accounts | $30,007,000 | 14 |
| Personal Trust and Agency Accounts | $8,754,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $53,000 | 95 |
| Employee Benefit-defined Benefit Accounts | $56,000 | 56 |
| Number of other employee benefit and retirement-related accounts | $5,424,000 | 23 |
| Corporate Trust and Agency Accounts | $535,000 | 9 |
| Number of managed investment management and investment advisory agency accounts | $12,243,000 | 11 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,287,000 | 9 |
| Other Fiduciary Accounts | $655,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,406,000 | 16 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,602,000 | 34 |
| Personal Trust and Agency Accounts | $564,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $55,000 | 83 |
| Employee Benefit-defined Benefit Accounts | $185,000 | 12 |
| Number non-managed other employee benefit and retirement-related accounts | $159,000 | 49 |
| Corporate Trust and Agency Accounts | $2,436,000 | 20 |
| Number of investment management and advisory agency accounts, non-managed assets | $149,000 | 19 |
| Number (#) individual retirement, health savings, and other similar accounts | $19,000 | 59 |
| Other Fiduciary Accounts | $35,000 | 27 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,651,000 | 38 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 18 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $71,000 | 146 |
| 2024-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 2 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $34,519,000 | 21 |
| Number of Managed Accounts | $30,916,000 | 14 |
| Personal Trust and Agency Accounts | $8,941,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $53,000 | 97 |
| Employee Benefit-defined Benefit Accounts | $57,000 | 57 |
| Number of other employee benefit and retirement-related accounts | $5,641,000 | 20 |
| Corporate Trust and Agency Accounts | $593,000 | 10 |
| Number of managed investment management and investment advisory agency accounts | $12,647,000 | 12 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,314,000 | 8 |
| Other Fiduciary Accounts | $670,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,615,000 | 15 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,603,000 | 34 |
| Personal Trust and Agency Accounts | $626,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $58,000 | 86 |
| Employee Benefit-defined Benefit Accounts | $188,000 | 10 |
| Number non-managed other employee benefit and retirement-related accounts | $164,000 | 85 |
| Corporate Trust and Agency Accounts | $2,338,000 | 20 |
| Number of investment management and advisory agency accounts, non-managed assets | $174,000 | 18 |
| Number (#) individual retirement, health savings, and other similar accounts | $20,000 | 60 |
| Other Fiduciary Accounts | $35,000 | 32 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,704,000 | 40 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 38 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $80,000 | 154 |
| 2024-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 7 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $35,771,000 | 21 |
| Number of Managed Accounts | $32,017,000 | 14 |
| Personal Trust and Agency Accounts | $9,157,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $50,000 | 96 |
| Employee Benefit-defined Benefit Accounts | $61,000 | 13 |
| Number of other employee benefit and retirement-related accounts | $5,871,000 | 24 |
| Corporate Trust and Agency Accounts | $504,000 | 6 |
| Number of managed investment management and investment advisory agency accounts | $13,379,000 | 12 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,320,000 | 8 |
| Other Fiduciary Accounts | $675,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,802,000 | 14 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,754,000 | 33 |
| Personal Trust and Agency Accounts | $663,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $56,000 | 70 |
| Employee Benefit-defined Benefit Accounts | $186,000 | 50 |
| Number non-managed other employee benefit and retirement-related accounts | $181,000 | 43 |
| Corporate Trust and Agency Accounts | $2,404,000 | 24 |
| Number of investment management and advisory agency accounts, non-managed assets | $209,000 | 14 |
| Number (#) individual retirement, health savings, and other similar accounts | $20,000 | 20 |
| Other Fiduciary Accounts | $35,000 | 29 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,845,000 | 38 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $93,000 | 128 |
| 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 | $36,671,000 | 22 |
| Number of Managed Accounts | $32,880,000 | 14 |
| Personal Trust and Agency Accounts | $9,250,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $53,000 | 97 |
| Employee Benefit-defined Benefit Accounts | $65,000 | 13 |
| Number of other employee benefit and retirement-related accounts | $6,153,000 | 26 |
| Corporate Trust and Agency Accounts | $497,000 | 6 |
| Number of managed investment management and investment advisory agency accounts | $13,844,000 | 11 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,346,000 | 8 |
| Other Fiduciary Accounts | $672,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $6,122,000 | 14 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $1,367,000 | 23 |
| Number of Non-Managed Accounts | $3,791,000 | 32 |
| Personal Trust and Agency Accounts | $683,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $67,000 | 65 |
| Employee Benefit-defined Benefit Accounts | $191,000 | 50 |
| Number non-managed other employee benefit and retirement-related accounts | $181,000 | 90 |
| Corporate Trust and Agency Accounts | $2,428,000 | 42 |
| Number of investment management and advisory agency accounts, non-managed assets | $194,000 | 15 |
| Number (#) individual retirement, health savings, and other similar accounts | $12,000 | 30 |
| Other Fiduciary Accounts | $35,000 | 42 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,891,000 | 41 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 38 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $95,000 | 165 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $37,270,000 | 21 |
| Number of Managed Accounts | $33,501,000 | 14 |
| Personal Trust and Agency Accounts | $9,479,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $56,000 | 92 |
| Employee Benefit-defined Benefit Accounts | $70,000 | 11 |
| Number of other employee benefit and retirement-related accounts | $6,276,000 | 20 |
| Corporate Trust and Agency Accounts | $505,000 | 6 |
| Number of managed investment management and investment advisory agency accounts | $14,084,000 | 11 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,309,000 | 9 |
| Other Fiduciary Accounts | $722,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $6,245,000 | 14 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,769,000 | 32 |
| Personal Trust and Agency Accounts | $676,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $56,000 | 70 |
| Employee Benefit-defined Benefit Accounts | $187,000 | 47 |
| Number non-managed other employee benefit and retirement-related accounts | $188,000 | 44 |
| Corporate Trust and Agency Accounts | $2,416,000 | 26 |
| Number of investment management and advisory agency accounts, non-managed assets | $199,000 | 17 |
| Number (#) individual retirement, health savings, and other similar accounts | $12,000 | 31 |
| Other Fiduciary Accounts | $35,000 | 29 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,996,000 | 38 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $97,000 | 124 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $37,568,000 | 20 |
| Number of Managed Accounts | $33,775,000 | 13 |
| Personal Trust and Agency Accounts | $9,663,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $61,000 | 95 |
| Employee Benefit-defined Benefit Accounts | $72,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $6,320,000 | 22 |
| Corporate Trust and Agency Accounts | $503,000 | 6 |
| Number of managed investment management and investment advisory agency accounts | $14,092,000 | 11 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,336,000 | 9 |
| Other Fiduciary Accounts | $728,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $6,288,000 | 13 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,793,000 | 33 |
| Personal Trust and Agency Accounts | $686,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $55,000 | 75 |
| Employee Benefit-defined Benefit Accounts | $195,000 | 50 |
| Number non-managed other employee benefit and retirement-related accounts | $194,000 | 78 |
| Corporate Trust and Agency Accounts | $2,410,000 | 45 |
| Number of investment management and advisory agency accounts, non-managed assets | $205,000 | 15 |
| Number (#) individual retirement, health savings, and other similar accounts | $13,000 | 32 |
| Other Fiduciary Accounts | $35,000 | 39 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,085,000 | 36 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 37 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $98,000 | 133 |
| 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 | $37,959,000 | 22 |
| Number of Managed Accounts | $34,050,000 | 14 |
| Personal Trust and Agency Accounts | $9,818,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $62,000 | 53 |
| Employee Benefit-defined Benefit Accounts | $74,000 | 11 |
| Number of other employee benefit and retirement-related accounts | $6,357,000 | 14 |
| Corporate Trust and Agency Accounts | $484,000 | 6 |
| Number of managed investment management and investment advisory agency accounts | $14,190,000 | 11 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,337,000 | 9 |
| Other Fiduciary Accounts | $728,000 | 3 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $6,235,000 | 14 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,909,000 | 35 |
| Personal Trust and Agency Accounts | $693,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $57,000 | 72 |
| Employee Benefit-defined Benefit Accounts | $200,000 | 12 |
| Number non-managed other employee benefit and retirement-related accounts | $208,000 | 35 |
| Corporate Trust and Agency Accounts | $2,504,000 | 20 |
| Number of investment management and advisory agency accounts, non-managed assets | $198,000 | 15 |
| Number (#) individual retirement, health savings, and other similar accounts | $14,000 | 30 |
| Other Fiduciary Accounts | $35,000 | 29 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,199,000 | 36 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $112,000 | 74 |
| 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 | $39,003,000 | 20 |
| Number of Managed Accounts | $34,987,000 | 14 |
| Personal Trust and Agency Accounts | $9,929,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $64,000 | 55 |
| Employee Benefit-defined Benefit Accounts | $75,000 | 11 |
| Number of other employee benefit and retirement-related accounts | $6,517,000 | 14 |
| Corporate Trust and Agency Accounts | $478,000 | 6 |
| Number of managed investment management and investment advisory agency accounts | $14,844,000 | 11 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,351,000 | 9 |
| Other Fiduciary Accounts | $729,000 | 3 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $6,483,000 | 14 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $1,873,000 | 21 |
| Number of Non-Managed Accounts | $4,016,000 | 34 |
| Personal Trust and Agency Accounts | $720,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $57,000 | 80 |
| Employee Benefit-defined Benefit Accounts | $203,000 | 12 |
| Number non-managed other employee benefit and retirement-related accounts | $213,000 | 47 |
| Corporate Trust and Agency Accounts | $2,560,000 | 20 |
| Number of investment management and advisory agency accounts, non-managed assets | $213,000 | 13 |
| Number (#) individual retirement, health savings, and other similar accounts | $15,000 | 28 |
| Other Fiduciary Accounts | $35,000 | 36 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,223,000 | 41 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $117,000 | 115 |
| 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 | $39,217,000 | 20 |
| Number of Managed Accounts | $35,510,000 | 14 |
| Personal Trust and Agency Accounts | $10,161,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $64,000 | 56 |
| Employee Benefit-defined Benefit Accounts | $81,000 | 10 |
| Number of other employee benefit and retirement-related accounts | $6,564,000 | 14 |
| Corporate Trust and Agency Accounts | $476,000 | 6 |
| Number of managed investment management and investment advisory agency accounts | $15,088,000 | 11 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,257,000 | 9 |
| Other Fiduciary Accounts | $819,000 | 3 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $6,524,000 | 14 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,707,000 | 34 |
| Personal Trust and Agency Accounts | $703,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $58,000 | 75 |
| Employee Benefit-defined Benefit Accounts | $205,000 | 12 |
| Number non-managed other employee benefit and retirement-related accounts | $223,000 | 34 |
| Corporate Trust and Agency Accounts | $2,257,000 | 20 |
| Number of investment management and advisory agency accounts, non-managed assets | $213,000 | 12 |
| Number (#) individual retirement, health savings, and other similar accounts | $13,000 | 33 |
| Other Fiduciary Accounts | $35,000 | 29 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,272,000 | 37 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $127,000 | 74 |
| 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 | $39,259,000 | 19 |
| Number of Managed Accounts | $35,365,000 | 14 |
| Personal Trust and Agency Accounts | $10,657,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $66,000 | 50 |
| Employee Benefit-defined Benefit Accounts | $92,000 | 8 |
| Number of other employee benefit and retirement-related accounts | $6,528,000 | 14 |
| Corporate Trust and Agency Accounts | $485,000 | 3 |
| Number of managed investment management and investment advisory agency accounts | $14,325,000 | 11 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,393,000 | 9 |
| Other Fiduciary Accounts | $819,000 | 3 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $6,489,000 | 14 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,894,000 | 28 |
| Personal Trust and Agency Accounts | $462,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $60,000 | 71 |
| Employee Benefit-defined Benefit Accounts | $216,000 | 10 |
| Number non-managed other employee benefit and retirement-related accounts | $240,000 | 32 |
| Corporate Trust and Agency Accounts | $2,655,000 | 15 |
| Number of investment management and advisory agency accounts, non-managed assets | $213,000 | 11 |
| Number (#) individual retirement, health savings, and other similar accounts | $13,000 | 31 |
| Other Fiduciary Accounts | $35,000 | 31 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,347,000 | 34 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $137,000 | 74 |
| 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 | $40,480,000 | 17 |
| Number of Managed Accounts | $36,381,000 | 14 |
| Personal Trust and Agency Accounts | $10,871,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $67,000 | 51 |
| Employee Benefit-defined Benefit Accounts | $94,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $6,662,000 | 14 |
| Corporate Trust and Agency Accounts | $470,000 | 3 |
| Number of managed investment management and investment advisory agency accounts | $14,935,000 | 11 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,459,000 | 8 |
| Other Fiduciary Accounts | $823,000 | 3 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $6,622,000 | 14 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,099,000 | 26 |
| Personal Trust and Agency Accounts | $468,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $72,000 | 65 |
| Employee Benefit-defined Benefit Accounts | $224,000 | 9 |
| Number non-managed other employee benefit and retirement-related accounts | $251,000 | 32 |
| Corporate Trust and Agency Accounts | $2,828,000 | 15 |
| Number of investment management and advisory agency accounts, non-managed assets | $208,000 | 12 |
| Number (#) individual retirement, health savings, and other similar accounts | $13,000 | 29 |
| Other Fiduciary Accounts | $35,000 | 29 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,401,000 | 33 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $146,000 | 64 |
| 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 | $40,747,000 | 17 |
| Number of Managed Accounts | $36,576,000 | 13 |
| Personal Trust and Agency Accounts | $10,951,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $74,000 | 49 |
| Employee Benefit-defined Benefit Accounts | $103,000 | 8 |
| Number of other employee benefit and retirement-related accounts | $6,727,000 | 14 |
| Corporate Trust and Agency Accounts | $469,000 | 3 |
| Number of managed investment management and investment advisory agency accounts | $14,865,000 | 11 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,564,000 | 7 |
| Other Fiduciary Accounts | $823,000 | 3 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $6,683,000 | 14 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $3,061,000 | 16 |
| Number of Non-Managed Accounts | $4,171,000 | 26 |
| Personal Trust and Agency Accounts | $479,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $70,000 | 69 |
| Employee Benefit-defined Benefit Accounts | $228,000 | 10 |
| Number non-managed other employee benefit and retirement-related accounts | $258,000 | 42 |
| Corporate Trust and Agency Accounts | $2,871,000 | 15 |
| Number of investment management and advisory agency accounts, non-managed assets | $210,000 | 12 |
| Number (#) individual retirement, health savings, and other similar accounts | $13,000 | 30 |
| Other Fiduciary Accounts | $42,000 | 35 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,437,000 | 34 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $156,000 | 93 |
| 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 | $39,984,000 | 17 |
| Number of Managed Accounts | $36,065,000 | 13 |
| Personal Trust and Agency Accounts | $10,692,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $74,000 | 50 |
| Employee Benefit-defined Benefit Accounts | $109,000 | 8 |
| Number of other employee benefit and retirement-related accounts | $6,709,000 | 15 |
| Corporate Trust and Agency Accounts | $469,000 | 3 |
| Number of managed investment management and investment advisory agency accounts | $14,649,000 | 10 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,531,000 | 7 |
| Other Fiduciary Accounts | $832,000 | 3 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $6,660,000 | 15 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,919,000 | 28 |
| Personal Trust and Agency Accounts | $257,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $69,000 | 67 |
| Employee Benefit-defined Benefit Accounts | $216,000 | 11 |
| Number non-managed other employee benefit and retirement-related accounts | $259,000 | 33 |
| Corporate Trust and Agency Accounts | $2,848,000 | 15 |
| Number of investment management and advisory agency accounts, non-managed assets | $211,000 | 12 |
| Number (#) individual retirement, health savings, and other similar accounts | $15,000 | 28 |
| Other Fiduciary Accounts | $44,000 | 28 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,559,000 | 30 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $159,000 | 58 |
| 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 | $40,086,000 | 18 |
| Number of Managed Accounts | $36,218,000 | 12 |
| Personal Trust and Agency Accounts | $10,868,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $75,000 | 50 |
| Employee Benefit-defined Benefit Accounts | $112,000 | 8 |
| Number of other employee benefit and retirement-related accounts | $6,766,000 | 15 |
| Corporate Trust and Agency Accounts | $467,000 | 3 |
| Number of managed investment management and investment advisory agency accounts | $14,571,000 | 10 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,521,000 | 7 |
| Other Fiduciary Accounts | $838,000 | 3 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $6,717,000 | 15 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,868,000 | 28 |
| Personal Trust and Agency Accounts | $267,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $71,000 | 68 |
| Employee Benefit-defined Benefit Accounts | $219,000 | 11 |
| Number non-managed other employee benefit and retirement-related accounts | $270,000 | 34 |
| Corporate Trust and Agency Accounts | $2,759,000 | 15 |
| Number of investment management and advisory agency accounts, non-managed assets | $221,000 | 10 |
| Number (#) individual retirement, health savings, and other similar accounts | $15,000 | 30 |
| Other Fiduciary Accounts | $46,000 | 28 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,310,000 | 30 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $167,000 | 67 |
| 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 | $41,663,000 | 17 |
| Number of Managed Accounts | $36,538,000 | 11 |
| Personal Trust and Agency Accounts | $11,470,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $107,000 | 36 |
| Employee Benefit-defined Benefit Accounts | $112,000 | 8 |
| Number of other employee benefit and retirement-related accounts | $6,738,000 | 14 |
| Corporate Trust and Agency Accounts | $436,000 | 3 |
| Number of managed investment management and investment advisory agency accounts | $14,431,000 | 10 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,447,000 | 8 |
| Other Fiduciary Accounts | $797,000 | 3 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $6,652,000 | 15 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $5,125,000 | 23 |
| Personal Trust and Agency Accounts | $308,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $102,000 | 56 |
| Employee Benefit-defined Benefit Accounts | $234,000 | 11 |
| Number non-managed other employee benefit and retirement-related accounts | $272,000 | 33 |
| Corporate Trust and Agency Accounts | $3,877,000 | 13 |
| Number of investment management and advisory agency accounts, non-managed assets | $225,000 | 11 |
| Number (#) individual retirement, health savings, and other similar accounts | $41,000 | 16 |
| Other Fiduciary Accounts | $66,000 | 27 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,167,000 | 32 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $167,000 | 61 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $43,138,000 | 17 |
| Number of Managed Accounts | $36,137,000 | 11 |
| Personal Trust and Agency Accounts | $11,825,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $197,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $123,000 | 8 |
| Number of other employee benefit and retirement-related accounts | $6,654,000 | 14 |
| Corporate Trust and Agency Accounts | $430,000 | 3 |
| Number of managed investment management and investment advisory agency accounts | $13,646,000 | 12 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,468,000 | 8 |
| Other Fiduciary Accounts | $794,000 | 3 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $6,569,000 | 14 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $3,946,000 | 18 |
| Number of Non-Managed Accounts | $7,001,000 | 22 |
| Personal Trust and Agency Accounts | $326,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,902,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $220,000 | 11 |
| Number non-managed other employee benefit and retirement-related accounts | $352,000 | 34 |
| Corporate Trust and Agency Accounts | $3,882,000 | 12 |
| Number of investment management and advisory agency accounts, non-managed assets | $210,000 | 12 |
| Number (#) individual retirement, health savings, and other similar accounts | $44,000 | 16 |
| Other Fiduciary Accounts | $65,000 | 31 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,292,000 | 34 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $173,000 | 88 |
| 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 | $43,438,000 | 17 |
| Number of Managed Accounts | $36,500,000 | 11 |
| Personal Trust and Agency Accounts | $12,057,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $204,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $132,000 | 8 |
| Number of other employee benefit and retirement-related accounts | $6,724,000 | 14 |
| Corporate Trust and Agency Accounts | $428,000 | 3 |
| Number of managed investment management and investment advisory agency accounts | $13,700,000 | 12 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,457,000 | 8 |
| Other Fiduciary Accounts | $798,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $6,679,000 | 14 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $6,938,000 | 22 |
| Personal Trust and Agency Accounts | $334,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,943,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $224,000 | 11 |
| Number non-managed other employee benefit and retirement-related accounts | $390,000 | 26 |
| Corporate Trust and Agency Accounts | $3,763,000 | 12 |
| Number of investment management and advisory agency accounts, non-managed assets | $185,000 | 14 |
| Number (#) individual retirement, health savings, and other similar accounts | $45,000 | 16 |
| Other Fiduciary Accounts | $54,000 | 28 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,371,000 | 29 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $176,000 | 61 |
| 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 | $44,505,000 | 17 |
| Number of Managed Accounts | $37,193,000 | 11 |
| Personal Trust and Agency Accounts | $12,219,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $210,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $153,000 | 8 |
| Number of other employee benefit and retirement-related accounts | $6,760,000 | 14 |
| Corporate Trust and Agency Accounts | $422,000 | 3 |
| Number of managed investment management and investment advisory agency accounts | $13,948,000 | 11 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,678,000 | 7 |
| Other Fiduciary Accounts | $803,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $6,714,000 | 14 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $7,312,000 | 22 |
| Personal Trust and Agency Accounts | $325,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,073,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $226,000 | 11 |
| Number non-managed other employee benefit and retirement-related accounts | $392,000 | 29 |
| Corporate Trust and Agency Accounts | $4,020,000 | 12 |
| Number of investment management and advisory agency accounts, non-managed assets | $181,000 | 14 |
| Number (#) individual retirement, health savings, and other similar accounts | $46,000 | 17 |
| Other Fiduciary Accounts | $49,000 | 29 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,270,000 | 31 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $182,000 | 67 |
| 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 | $44,890,000 | 17 |
| Number of Managed Accounts | $37,476,000 | 11 |
| Personal Trust and Agency Accounts | $13,232,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $235,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $188,000 | 8 |
| Number of other employee benefit and retirement-related accounts | $6,727,000 | 14 |
| Corporate Trust and Agency Accounts | $412,000 | 3 |
| Number of managed investment management and investment advisory agency accounts | $13,942,000 | 11 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,726,000 | 7 |
| Other Fiduciary Accounts | $14,000 | 38 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $6,680,000 | 14 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $7,414,000 | 22 |
| Personal Trust and Agency Accounts | $368,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,039,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $237,000 | 11 |
| Number non-managed other employee benefit and retirement-related accounts | $399,000 | 26 |
| Corporate Trust and Agency Accounts | $4,134,000 | 12 |
| Number of investment management and advisory agency accounts, non-managed assets | $172,000 | 15 |
| Number (#) individual retirement, health savings, and other similar accounts | $47,000 | 17 |
| Other Fiduciary Accounts | $18,000 | 36 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,494,000 | 31 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $182,000 | 63 |
| 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 | $45,253,000 | 17 |
| Number of Managed Accounts | $37,671,000 | 11 |
| Personal Trust and Agency Accounts | $13,320,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $231,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $183,000 | 8 |
| Number of other employee benefit and retirement-related accounts | $6,684,000 | 14 |
| Corporate Trust and Agency Accounts | $404,000 | 3 |
| Number of managed investment management and investment advisory agency accounts | $14,037,000 | 11 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,798,000 | 6 |
| Other Fiduciary Accounts | $14,000 | 52 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $6,633,000 | 14 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $6,918,000 | 13 |
| Number of Non-Managed Accounts | $7,582,000 | 22 |
| Personal Trust and Agency Accounts | $366,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,083,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $244,000 | 9 |
| Number non-managed other employee benefit and retirement-related accounts | $406,000 | 32 |
| Corporate Trust and Agency Accounts | $4,242,000 | 12 |
| Number of investment management and advisory agency accounts, non-managed assets | $178,000 | 14 |
| Number (#) individual retirement, health savings, and other similar accounts | $46,000 | 17 |
| Other Fiduciary Accounts | $17,000 | 49 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,579,000 | 33 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $186,000 | 85 |
| 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 | $20,503,000 | 28 |
| Number of Managed Accounts | $16,522,000 | 19 |
| Personal Trust and Agency Accounts | $4,793,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $141,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $132,000 | 8 |
| Number of other employee benefit and retirement-related accounts | $4,063,000 | 17 |
| Corporate Trust and Agency Accounts | $3,000 | 45 |
| Number of managed investment management and investment advisory agency accounts | $5,913,000 | 20 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,460,000 | 9 |
| Other Fiduciary Accounts | $17,000 | 35 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,038,000 | 17 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,981,000 | 24 |
| Personal Trust and Agency Accounts | $213,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,480,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $96,000 | 22 |
| Number non-managed other employee benefit and retirement-related accounts | $259,000 | 38 |
| Corporate Trust and Agency Accounts | $1,897,000 | 16 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 191 |
| Number (#) individual retirement, health savings, and other similar accounts | $20,000 | 31 |
| Other Fiduciary Accounts | $16,000 | 38 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,402,000 | 45 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $104,000 | 87 |
| 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 | $20,432,000 | 28 |
| Number of Managed Accounts | $16,513,000 | 19 |
| Personal Trust and Agency Accounts | $4,844,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $151,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $134,000 | 8 |
| Number of other employee benefit and retirement-related accounts | $3,977,000 | 17 |
| Corporate Trust and Agency Accounts | $3,000 | 49 |
| Number of managed investment management and investment advisory agency accounts | $5,841,000 | 20 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,546,000 | 9 |
| Other Fiduciary Accounts | $17,000 | 39 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,952,000 | 17 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,919,000 | 25 |
| Personal Trust and Agency Accounts | $204,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,441,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $96,000 | 22 |
| Number non-managed other employee benefit and retirement-related accounts | $263,000 | 41 |
| Corporate Trust and Agency Accounts | $1,881,000 | 18 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Number (#) individual retirement, health savings, and other similar accounts | $18,000 | 31 |
| Other Fiduciary Accounts | $16,000 | 39 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,329,000 | 45 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $102,000 | 96 |
| 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 | $20,489,000 | 28 |
| Number of Managed Accounts | $16,551,000 | 19 |
| Personal Trust and Agency Accounts | $4,946,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $154,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $144,000 | 8 |
| Number of other employee benefit and retirement-related accounts | $3,938,000 | 17 |
| Corporate Trust and Agency Accounts | $3,000 | 48 |
| Number of managed investment management and investment advisory agency accounts | $5,775,000 | 20 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,574,000 | 9 |
| Other Fiduciary Accounts | $17,000 | 39 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,911,000 | 17 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,938,000 | 24 |
| Personal Trust and Agency Accounts | $203,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,441,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $101,000 | 21 |
| Number non-managed other employee benefit and retirement-related accounts | $270,000 | 41 |
| Corporate Trust and Agency Accounts | $1,894,000 | 18 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Number (#) individual retirement, health savings, and other similar accounts | $13,000 | 38 |
| Other Fiduciary Accounts | $16,000 | 41 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,278,000 | 45 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $104,000 | 95 |
| 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 | $20,648,000 | 28 |
| Number of Managed Accounts | $16,687,000 | 20 |
| Personal Trust and Agency Accounts | $4,948,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $158,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $147,000 | 8 |
| Number of other employee benefit and retirement-related accounts | $3,888,000 | 18 |
| Corporate Trust and Agency Accounts | $3,000 | 83 |
| Number of managed investment management and investment advisory agency accounts | $5,753,000 | 22 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,770,000 | 9 |
| Other Fiduciary Accounts | $20,000 | 34 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,858,000 | 16 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $6,986,000 | 11 |
| Number of Non-Managed Accounts | $3,961,000 | 26 |
| Personal Trust and Agency Accounts | $200,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,440,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $98,000 | 23 |
| Number non-managed other employee benefit and retirement-related accounts | $284,000 | 46 |
| Corporate Trust and Agency Accounts | $1,898,000 | 19 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 360 |
| Number (#) individual retirement, health savings, and other similar accounts | $25,000 | 26 |
| Other Fiduciary Accounts | $16,000 | 57 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,264,000 | 46 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $108,000 | 133 |
| 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 | $20,590,000 | 27 |
| Number of Managed Accounts | $16,682,000 | 20 |
| Personal Trust and Agency Accounts | $5,012,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $157,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $148,000 | 8 |
| Number of other employee benefit and retirement-related accounts | $3,815,000 | 19 |
| Corporate Trust and Agency Accounts | $3,000 | 49 |
| Number of managed investment management and investment advisory agency accounts | $5,680,000 | 22 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,848,000 | 8 |
| Other Fiduciary Accounts | $19,000 | 31 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,785,000 | 17 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,908,000 | 24 |
| Personal Trust and Agency Accounts | $200,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,404,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $99,000 | 22 |
| Number non-managed other employee benefit and retirement-related accounts | $288,000 | 38 |
| Corporate Trust and Agency Accounts | $1,878,000 | 18 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Number (#) individual retirement, health savings, and other similar accounts | $23,000 | 29 |
| Other Fiduciary Accounts | $16,000 | 41 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,212,000 | 47 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $105,000 | 92 |
| 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 | $20,662,000 | 27 |
| Number of Managed Accounts | $16,763,000 | 19 |
| Personal Trust and Agency Accounts | $5,089,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $163,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $147,000 | 8 |
| Number of other employee benefit and retirement-related accounts | $3,755,000 | 19 |
| Corporate Trust and Agency Accounts | $3,000 | 49 |
| Number of managed investment management and investment advisory agency accounts | $5,575,000 | 23 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,008,000 | 8 |
| Other Fiduciary Accounts | $23,000 | 28 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,729,000 | 17 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,899,000 | 24 |
| Personal Trust and Agency Accounts | $203,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,386,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $100,000 | 22 |
| Number non-managed other employee benefit and retirement-related accounts | $299,000 | 38 |
| Corporate Trust and Agency Accounts | $1,887,000 | 20 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Number (#) individual retirement, health savings, and other similar accounts | $11,000 | 37 |
| Other Fiduciary Accounts | $13,000 | 45 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,202,000 | 45 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $109,000 | 92 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $20,564,000 | 28 |
| Number of Managed Accounts | $16,685,000 | 19 |
| Personal Trust and Agency Accounts | $5,189,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $167,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $140,000 | 8 |
| Number of other employee benefit and retirement-related accounts | $3,692,000 | 19 |
| Corporate Trust and Agency Accounts | $3,000 | 51 |
| Number of managed investment management and investment advisory agency accounts | $5,483,000 | 22 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,988,000 | 8 |
| Other Fiduciary Accounts | $23,000 | 29 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,667,000 | 17 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,879,000 | 26 |
| Personal Trust and Agency Accounts | $203,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,323,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $102,000 | 24 |
| Number non-managed other employee benefit and retirement-related accounts | $329,000 | 37 |
| Corporate Trust and Agency Accounts | $1,899,000 | 20 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Number (#) individual retirement, health savings, and other similar accounts | $10,000 | 42 |
| Other Fiduciary Accounts | $13,000 | 44 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,203,000 | 44 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $122,000 | 84 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $20,637,000 | 26 |
| Number of Managed Accounts | $16,728,000 | 19 |
| Personal Trust and Agency Accounts | $5,241,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $187,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $141,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $3,673,000 | 20 |
| Corporate Trust and Agency Accounts | $3,000 | 90 |
| Number of managed investment management and investment advisory agency accounts | $5,458,000 | 22 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,001,000 | 8 |
| Other Fiduciary Accounts | $24,000 | 34 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,649,000 | 17 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $6,961,000 | 12 |
| Number of Non-Managed Accounts | $3,909,000 | 29 |
| Personal Trust and Agency Accounts | $203,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,356,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $101,000 | 24 |
| Number non-managed other employee benefit and retirement-related accounts | $361,000 | 44 |
| Corporate Trust and Agency Accounts | $1,869,000 | 20 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 374 |
| Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 56 |
| Other Fiduciary Accounts | $13,000 | 62 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,611,000 | 43 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $129,000 | 119 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $20,785,000 | 27 |
| Number of Managed Accounts | $16,907,000 | 19 |
| Personal Trust and Agency Accounts | $5,335,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $206,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $144,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $3,632,000 | 19 |
| Corporate Trust and Agency Accounts | $1,000 | 68 |
| Number of managed investment management and investment advisory agency accounts | $5,398,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,165,000 | 7 |
| Other Fiduciary Accounts | $26,000 | 28 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,607,000 | 17 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,878,000 | 27 |
| Personal Trust and Agency Accounts | $189,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,336,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $102,000 | 24 |
| Number non-managed other employee benefit and retirement-related accounts | $382,000 | 31 |
| Corporate Trust and Agency Accounts | $1,846,000 | 20 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 211 |
| Number (#) individual retirement, health savings, and other similar accounts | $10,000 | 43 |
| Other Fiduciary Accounts | $13,000 | 47 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,561,000 | 41 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $129,000 | 82 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $20,884,000 | 27 |
| Number of Managed Accounts | $16,998,000 | 18 |
| Personal Trust and Agency Accounts | $5,457,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $217,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $140,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $3,585,000 | 19 |
| Corporate Trust and Agency Accounts | $1,000 | 68 |
| Number of managed investment management and investment advisory agency accounts | $5,402,000 | 19 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,169,000 | 7 |
| Other Fiduciary Accounts | $27,000 | 28 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,562,000 | 18 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,886,000 | 27 |
| Personal Trust and Agency Accounts | $190,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,322,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $104,000 | 23 |
| Number non-managed other employee benefit and retirement-related accounts | $390,000 | 31 |
| Corporate Trust and Agency Accounts | $1,861,000 | 19 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 213 |
| Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 54 |
| Other Fiduciary Accounts | $13,000 | 50 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,545,000 | 42 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $128,000 | 83 |
| 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 | $21,074,000 | 27 |
| Number of Managed Accounts | $17,191,000 | 17 |
| Personal Trust and Agency Accounts | $5,514,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $270,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $141,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $3,545,000 | 19 |
| Corporate Trust and Agency Accounts | $1,000 | 67 |
| Number of managed investment management and investment advisory agency accounts | $5,406,000 | 18 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,287,000 | 7 |
| Other Fiduciary Accounts | $27,000 | 26 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,522,000 | 18 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,883,000 | 27 |
| Personal Trust and Agency Accounts | $180,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,322,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $103,000 | 23 |
| Number non-managed other employee benefit and retirement-related accounts | $408,000 | 30 |
| Corporate Trust and Agency Accounts | $1,853,000 | 19 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 215 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 80 |
| Other Fiduciary Accounts | $14,000 | 49 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,524,000 | 42 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $129,000 | 83 |
| 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 | $21,135,000 | 27 |
| Number of Managed Accounts | $17,299,000 | 17 |
| Personal Trust and Agency Accounts | $5,586,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $285,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $152,000 | 10 |
| Number of other employee benefit and retirement-related accounts | $3,572,000 | 19 |
| Corporate Trust and Agency Accounts | $0 | 181 |
| Number of managed investment management and investment advisory agency accounts | $5,382,000 | 18 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,297,000 | 7 |
| Other Fiduciary Accounts | $25,000 | 37 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,549,000 | 18 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $6,390,000 | 11 |
| Number of Non-Managed Accounts | $3,836,000 | 29 |
| Personal Trust and Agency Accounts | $177,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,302,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $94,000 | 24 |
| Number non-managed other employee benefit and retirement-related accounts | $418,000 | 33 |
| Corporate Trust and Agency Accounts | $1,824,000 | 18 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 371 |
| Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 56 |
| Other Fiduciary Accounts | $15,000 | 65 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,548,000 | 43 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $126,000 | 126 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $21,268,000 | 28 |
| Number of Managed Accounts | $17,379,000 | 17 |
| Personal Trust and Agency Accounts | $5,665,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $322,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $151,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $3,554,000 | 16 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $5,369,000 | 18 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,296,000 | 7 |
| Other Fiduciary Accounts | $22,000 | 31 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,529,000 | 16 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,889,000 | 26 |
| Personal Trust and Agency Accounts | $153,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,261,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $86,000 | 24 |
| Number non-managed other employee benefit and retirement-related accounts | $654,000 | 21 |
| Corporate Trust and Agency Accounts | $1,727,000 | 21 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 91 |
| Other Fiduciary Accounts | $6,000 | 66 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,513,000 | 42 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $358,000 | 44 |
| 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 | $21,417,000 | 27 |
| Number of Managed Accounts | $17,636,000 | 17 |
| Personal Trust and Agency Accounts | $5,677,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $468,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $150,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $3,605,000 | 16 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $5,726,000 | 17 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,907,000 | 7 |
| Other Fiduciary Accounts | $103,000 | 14 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,529,000 | 16 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,781,000 | 27 |
| Personal Trust and Agency Accounts | $150,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,152,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $77,000 | 24 |
| Number non-managed other employee benefit and retirement-related accounts | $665,000 | 22 |
| Corporate Trust and Agency Accounts | $1,725,000 | 20 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 163 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 80 |
| Other Fiduciary Accounts | $7,000 | 64 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,473,000 | 43 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $361,000 | 43 |
| 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 | $16,942,000 | 29 |
| Number of Managed Accounts | $13,370,000 | 22 |
| Personal Trust and Agency Accounts | $4,741,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $185,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $49,000 | 26 |
| Number of other employee benefit and retirement-related accounts | $2,528,000 | 19 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $4,019,000 | 23 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,830,000 | 7 |
| Other Fiduciary Accounts | $18,000 | 38 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,510,000 | 18 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,572,000 | 29 |
| Personal Trust and Agency Accounts | $140,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,236,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $74,000 | 24 |
| Number non-managed other employee benefit and retirement-related accounts | $383,000 | 30 |
| Corporate Trust and Agency Accounts | $1,730,000 | 18 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 226 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 81 |
| Other Fiduciary Accounts | $6,000 | 65 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,324,000 | 43 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $77,000 | 118 |
| 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 | $16,967,000 | 28 |
| Number of Managed Accounts | $13,427,000 | 21 |
| Personal Trust and Agency Accounts | $4,877,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $178,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $45,000 | 29 |
| Number of other employee benefit and retirement-related accounts | $2,517,000 | 18 |
| Corporate Trust and Agency Accounts | $0 | 191 |
| Number of managed investment management and investment advisory agency accounts | $4,011,000 | 23 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,785,000 | 8 |
| Other Fiduciary Accounts | $14,000 | 52 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,501,000 | 17 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $6,052,000 | 13 |
| Number of Non-Managed Accounts | $3,540,000 | 30 |
| Personal Trust and Agency Accounts | $130,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,221,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $68,000 | 24 |
| Number non-managed other employee benefit and retirement-related accounts | $401,000 | 33 |
| Corporate Trust and Agency Accounts | $1,710,000 | 20 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 395 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 90 |
| Other Fiduciary Accounts | $7,000 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,304,000 | 44 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $88,000 | 168 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $17,051,000 | 28 |
| Number of Managed Accounts | $13,544,000 | 21 |
| Personal Trust and Agency Accounts | $4,900,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $181,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $57,000 | 23 |
| Number of other employee benefit and retirement-related accounts | $2,516,000 | 18 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $4,054,000 | 22 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,823,000 | 7 |
| Other Fiduciary Accounts | $13,000 | 46 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,500,000 | 17 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,507,000 | 28 |
| Personal Trust and Agency Accounts | $126,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,223,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $66,000 | 24 |
| Number non-managed other employee benefit and retirement-related accounts | $414,000 | 27 |
| Corporate Trust and Agency Accounts | $1,660,000 | 20 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 221 |
| Number (#) individual retirement, health savings, and other similar accounts | $11,000 | 39 |
| Other Fiduciary Accounts | $7,000 | 67 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,297,000 | 43 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $92,000 | 111 |
| 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 | $15,151,000 | 28 |
| Number of Managed Accounts | $11,686,000 | 22 |
| Personal Trust and Agency Accounts | $3,913,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $164,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $47,000 | 26 |
| Number of other employee benefit and retirement-related accounts | $2,176,000 | 22 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $3,573,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,801,000 | 8 |
| Other Fiduciary Accounts | $12,000 | 50 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,160,000 | 20 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,465,000 | 28 |
| Personal Trust and Agency Accounts | $119,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,200,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $63,000 | 25 |
| Number non-managed other employee benefit and retirement-related accounts | $396,000 | 28 |
| Corporate Trust and Agency Accounts | $1,674,000 | 21 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
| Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 57 |
| Other Fiduciary Accounts | $7,000 | 66 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,276,000 | 46 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $72,000 | 121 |
| 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 | $14,766,000 | 28 |
| Number of Managed Accounts | $11,314,000 | 22 |
| Personal Trust and Agency Accounts | $3,863,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $173,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $47,000 | 26 |
| Number of other employee benefit and retirement-related accounts | $2,016,000 | 24 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $3,398,000 | 22 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,805,000 | 8 |
| Other Fiduciary Accounts | $12,000 | 46 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,999,000 | 24 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,452,000 | 29 |
| Personal Trust and Agency Accounts | $122,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,188,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $62,000 | 24 |
| Number non-managed other employee benefit and retirement-related accounts | $400,000 | 30 |
| Corporate Trust and Agency Accounts | $1,665,000 | 21 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
| Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 49 |
| Other Fiduciary Accounts | $6,000 | 68 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,216,000 | 46 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $62,000 | 137 |
| 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 | $14,749,000 | 29 |
| Number of Managed Accounts | $11,314,000 | 20 |
| Personal Trust and Agency Accounts | $3,862,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $178,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $46,000 | 29 |
| Number of other employee benefit and retirement-related accounts | $1,966,000 | 24 |
| Corporate Trust and Agency Accounts | $0 | 193 |
| Number of managed investment management and investment advisory agency accounts | $3,374,000 | 22 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,876,000 | 7 |
| Other Fiduciary Accounts | $12,000 | 59 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,950,000 | 24 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $6,149,000 | 10 |
| Number of Non-Managed Accounts | $3,435,000 | 34 |
| Personal Trust and Agency Accounts | $142,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,174,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $62,000 | 24 |
| Number non-managed other employee benefit and retirement-related accounts | $396,000 | 41 |
| Corporate Trust and Agency Accounts | $1,644,000 | 21 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 382 |
| Number (#) individual retirement, health savings, and other similar accounts | $12,000 | 37 |
| Other Fiduciary Accounts | $5,000 | 114 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,216,000 | 52 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $61,000 | 228 |
| 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 | $14,801,000 | 29 |
| Number of Managed Accounts | $11,334,000 | 20 |
| Personal Trust and Agency Accounts | $3,922,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $179,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $47,000 | 26 |
| Number of other employee benefit and retirement-related accounts | $1,926,000 | 23 |
| Corporate Trust and Agency Accounts | $1,000 | 72 |
| Number of managed investment management and investment advisory agency accounts | $3,321,000 | 23 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,926,000 | 7 |
| Other Fiduciary Accounts | $12,000 | 45 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,909,000 | 23 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,467,000 | 31 |
| Personal Trust and Agency Accounts | $144,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,167,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $60,000 | 25 |
| Number non-managed other employee benefit and retirement-related accounts | $399,000 | 32 |
| Corporate Trust and Agency Accounts | $1,679,000 | 20 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 215 |
| Number (#) individual retirement, health savings, and other similar accounts | $13,000 | 33 |
| Other Fiduciary Accounts | $5,000 | 68 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,213,000 | 45 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $62,000 | 134 |
| 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 | $15,108,000 | 29 |
| Number of Managed Accounts | $11,678,000 | 20 |
| Personal Trust and Agency Accounts | $3,968,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $175,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $46,000 | 27 |
| Number of other employee benefit and retirement-related accounts | $1,866,000 | 23 |
| Corporate Trust and Agency Accounts | $1,000 | 72 |
| Number of managed investment management and investment advisory agency accounts | $3,276,000 | 23 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,334,000 | 7 |
| Other Fiduciary Accounts | $12,000 | 43 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,850,000 | 23 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,430,000 | 32 |
| Personal Trust and Agency Accounts | $146,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,152,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $62,000 | 25 |
| Number non-managed other employee benefit and retirement-related accounts | $420,000 | 30 |
| Corporate Trust and Agency Accounts | $1,634,000 | 20 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 220 |
| Number (#) individual retirement, health savings, and other similar accounts | $11,000 | 37 |
| Other Fiduciary Accounts | $5,000 | 71 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,240,000 | 44 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $64,000 | 134 |
| 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 | $15,021,000 | 30 |
| Number of Managed Accounts | $11,571,000 | 20 |
| Personal Trust and Agency Accounts | $3,967,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $177,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $46,000 | 27 |
| Number of other employee benefit and retirement-related accounts | $1,808,000 | 24 |
| Corporate Trust and Agency Accounts | $1,000 | 71 |
| Number of managed investment management and investment advisory agency accounts | $3,222,000 | 24 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,338,000 | 7 |
| Other Fiduciary Accounts | $12,000 | 46 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,792,000 | 23 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,450,000 | 35 |
| Personal Trust and Agency Accounts | $146,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,140,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $63,000 | 25 |
| Number non-managed other employee benefit and retirement-related accounts | $425,000 | 33 |
| Corporate Trust and Agency Accounts | $1,660,000 | 20 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Number (#) individual retirement, health savings, and other similar accounts | $11,000 | 36 |
| Other Fiduciary Accounts | $5,000 | 74 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,263,000 | 44 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $67,000 | 136 |
| 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 | $15,002,000 | 29 |
| Number of Managed Accounts | $11,490,000 | 20 |
| Personal Trust and Agency Accounts | $3,952,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $180,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $50,000 | 29 |
| Number of other employee benefit and retirement-related accounts | $1,778,000 | 23 |
| Corporate Trust and Agency Accounts | $1,000 | 142 |
| Number of managed investment management and investment advisory agency accounts | $3,388,000 | 23 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,128,000 | 6 |
| Other Fiduciary Accounts | $13,000 | 57 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,765,000 | 22 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $6,196,000 | 14 |
| Number of Non-Managed Accounts | $3,512,000 | 35 |
| Personal Trust and Agency Accounts | $149,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,119,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $55,000 | 26 |
| Number non-managed other employee benefit and retirement-related accounts | $425,000 | 40 |
| Corporate Trust and Agency Accounts | $1,750,000 | 21 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 395 |
| Number (#) individual retirement, health savings, and other similar accounts | $11,000 | 39 |
| Other Fiduciary Accounts | $3,000 | 135 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,262,000 | 47 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $62,000 | 243 |
| 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 | $14,334,000 | 30 |
| Number of Managed Accounts | $10,787,000 | 22 |
| Personal Trust and Agency Accounts | $3,979,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $181,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $50,000 | 29 |
| Number of other employee benefit and retirement-related accounts | $1,733,000 | 23 |
| Corporate Trust and Agency Accounts | $1,000 | 69 |
| Number of managed investment management and investment advisory agency accounts | $3,221,000 | 24 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,608,000 | 7 |
| Other Fiduciary Accounts | $14,000 | 39 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,720,000 | 23 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,547,000 | 33 |
| Personal Trust and Agency Accounts | $139,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,142,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $56,000 | 26 |
| Number non-managed other employee benefit and retirement-related accounts | $432,000 | 31 |
| Corporate Trust and Agency Accounts | $1,762,000 | 21 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 205 |
| Number (#) individual retirement, health savings, and other similar accounts | $11,000 | 38 |
| Other Fiduciary Accounts | $5,000 | 71 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,771,000 | 39 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $68,000 | 135 |
| 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 | $14,442,000 | 30 |
| Number of Managed Accounts | $10,870,000 | 21 |
| Personal Trust and Agency Accounts | $4,034,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $192,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $50,000 | 29 |
| Number of other employee benefit and retirement-related accounts | $1,699,000 | 21 |
| Corporate Trust and Agency Accounts | $1,000 | 74 |
| Number of managed investment management and investment advisory agency accounts | $3,170,000 | 24 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,710,000 | 7 |
| Other Fiduciary Accounts | $14,000 | 40 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,686,000 | 21 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,572,000 | 34 |
| Personal Trust and Agency Accounts | $137,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,146,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $57,000 | 26 |
| Number non-managed other employee benefit and retirement-related accounts | $431,000 | 31 |
| Corporate Trust and Agency Accounts | $1,785,000 | 21 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Number (#) individual retirement, health savings, and other similar accounts | $11,000 | 38 |
| Other Fiduciary Accounts | $5,000 | 72 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,767,000 | 39 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $68,000 | 140 |
| 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 | $14,501,000 | 30 |
| Number of Managed Accounts | $10,920,000 | 21 |
| Personal Trust and Agency Accounts | $4,102,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $195,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $51,000 | 29 |
| Number of other employee benefit and retirement-related accounts | $1,649,000 | 20 |
| Corporate Trust and Agency Accounts | $1,000 | 71 |
| Number of managed investment management and investment advisory agency accounts | $3,088,000 | 24 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,820,000 | 6 |
| Other Fiduciary Accounts | $14,000 | 42 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,635,000 | 20 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,581,000 | 34 |
| Personal Trust and Agency Accounts | $129,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,148,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $57,000 | 26 |
| Number non-managed other employee benefit and retirement-related accounts | $443,000 | 33 |
| Corporate Trust and Agency Accounts | $1,788,000 | 20 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 206 |
| Number (#) individual retirement, health savings, and other similar accounts | $11,000 | 38 |
| Other Fiduciary Accounts | $5,000 | 73 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,769,000 | 40 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $68,000 | 140 |
| 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 | $14,438,000 | 29 |
| Number of Managed Accounts | $10,891,000 | 20 |
| Personal Trust and Agency Accounts | $4,142,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $217,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $52,000 | 31 |
| Number of other employee benefit and retirement-related accounts | $1,603,000 | 20 |
| Corporate Trust and Agency Accounts | $1,000 | 151 |
| Number of managed investment management and investment advisory agency accounts | $3,042,000 | 24 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,819,000 | 6 |
| Other Fiduciary Accounts | $15,000 | 47 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,589,000 | 19 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $6,512,000 | 14 |
| Number of Non-Managed Accounts | $3,547,000 | 36 |
| Personal Trust and Agency Accounts | $112,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,140,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $54,000 | 26 |
| Number non-managed other employee benefit and retirement-related accounts | $443,000 | 40 |
| Corporate Trust and Agency Accounts | $1,783,000 | 20 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 418 |
| Number (#) individual retirement, health savings, and other similar accounts | $10,000 | 40 |
| Other Fiduciary Accounts | $5,000 | 125 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,699,000 | 46 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $75,000 | 224 |
| 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 | $14,323,000 | 29 |
| Number of Managed Accounts | $10,816,000 | 20 |
| Personal Trust and Agency Accounts | $4,130,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $219,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $54,000 | 27 |
| Number of other employee benefit and retirement-related accounts | $1,560,000 | 20 |
| Corporate Trust and Agency Accounts | $1,000 | 68 |
| Number of managed investment management and investment advisory agency accounts | $2,976,000 | 23 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,861,000 | 5 |
| Other Fiduciary Accounts | $15,000 | 36 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,546,000 | 20 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,507,000 | 33 |
| Personal Trust and Agency Accounts | $117,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,146,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $52,000 | 32 |
| Number non-managed other employee benefit and retirement-related accounts | $441,000 | 33 |
| Corporate Trust and Agency Accounts | $1,731,000 | 20 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Number (#) individual retirement, health savings, and other similar accounts | $15,000 | 30 |
| Other Fiduciary Accounts | $5,000 | 69 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,661,000 | 38 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $74,000 | 126 |
| 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 | $14,304,000 | 28 |
| Number of Managed Accounts | $10,813,000 | 19 |
| Personal Trust and Agency Accounts | $4,196,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $218,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $54,000 | 27 |
| Number of other employee benefit and retirement-related accounts | $1,533,000 | 20 |
| Corporate Trust and Agency Accounts | $1,000 | 68 |
| Number of managed investment management and investment advisory agency accounts | $2,934,000 | 24 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,861,000 | 5 |
| Other Fiduciary Accounts | $16,000 | 35 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,519,000 | 20 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,491,000 | 35 |
| Personal Trust and Agency Accounts | $117,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,140,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $51,000 | 35 |
| Number non-managed other employee benefit and retirement-related accounts | $442,000 | 34 |
| Corporate Trust and Agency Accounts | $1,720,000 | 19 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Number (#) individual retirement, health savings, and other similar accounts | $16,000 | 27 |
| Other Fiduciary Accounts | $5,000 | 72 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,275,000 | 44 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $76,000 | 131 |
| 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 | $14,193,000 | 29 |
| Number of Managed Accounts | $10,692,000 | 20 |
| Personal Trust and Agency Accounts | $4,256,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $223,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $53,000 | 26 |
| Number of other employee benefit and retirement-related accounts | $1,517,000 | 20 |
| Corporate Trust and Agency Accounts | $1,000 | 70 |
| Number of managed investment management and investment advisory agency accounts | $2,881,000 | 23 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,747,000 | 6 |
| Other Fiduciary Accounts | $14,000 | 34 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,503,000 | 19 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,501,000 | 36 |
| Personal Trust and Agency Accounts | $116,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,134,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $52,000 | 33 |
| Number non-managed other employee benefit and retirement-related accounts | $446,000 | 31 |
| Corporate Trust and Agency Accounts | $1,730,000 | 19 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 202 |
| Number (#) individual retirement, health savings, and other similar accounts | $19,000 | 23 |
| Other Fiduciary Accounts | $4,000 | 75 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,270,000 | 44 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $77,000 | 126 |
| 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 | $14,149,000 | 28 |
| Number of Managed Accounts | $10,621,000 | 21 |
| Personal Trust and Agency Accounts | $4,291,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $228,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $55,000 | 28 |
| Number of other employee benefit and retirement-related accounts | $1,507,000 | 20 |
| Corporate Trust and Agency Accounts | $0 | 226 |
| Number of managed investment management and investment advisory agency accounts | $2,857,000 | 24 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,668,000 | 5 |
| Other Fiduciary Accounts | $15,000 | 47 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,494,000 | 19 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $7,900,000 | 10 |
| Number of Non-Managed Accounts | $3,528,000 | 36 |
| Personal Trust and Agency Accounts | $116,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,141,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $47,000 | 36 |
| Number non-managed other employee benefit and retirement-related accounts | $458,000 | 36 |
| Corporate Trust and Agency Accounts | $1,743,000 | 19 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 414 |
| Number (#) individual retirement, health savings, and other similar accounts | $19,000 | 25 |
| Other Fiduciary Accounts | $4,000 | 138 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,261,000 | 45 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $79,000 | 214 |
| 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 | $14,210,000 | 29 |
| Number of Managed Accounts | $10,695,000 | 21 |
| Personal Trust and Agency Accounts | $4,370,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $240,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $58,000 | 25 |
| Number of other employee benefit and retirement-related accounts | $1,500,000 | 23 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $2,826,000 | 26 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,684,000 | 5 |
| Other Fiduciary Accounts | $17,000 | 35 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,486,000 | 22 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,515,000 | 34 |
| Personal Trust and Agency Accounts | $112,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,133,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $47,000 | 36 |
| Number non-managed other employee benefit and retirement-related accounts | $460,000 | 31 |
| Corporate Trust and Agency Accounts | $1,741,000 | 18 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 189 |
| Number (#) individual retirement, health savings, and other similar accounts | $19,000 | 24 |
| Other Fiduciary Accounts | $3,000 | 80 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,247,000 | 44 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $80,000 | 120 |
| 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 | $14,075,000 | 30 |
| Number of Managed Accounts | $10,545,000 | 21 |
| Personal Trust and Agency Accounts | $4,531,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $247,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $59,000 | 25 |
| Number of other employee benefit and retirement-related accounts | $1,481,000 | 23 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $2,819,000 | 25 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,390,000 | 7 |
| Other Fiduciary Accounts | $18,000 | 29 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,466,000 | 22 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,530,000 | 35 |
| Personal Trust and Agency Accounts | $110,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,147,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $46,000 | 35 |
| Number non-managed other employee benefit and retirement-related accounts | $465,000 | 33 |
| Corporate Trust and Agency Accounts | $1,740,000 | 19 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 185 |
| Number (#) individual retirement, health savings, and other similar accounts | $19,000 | 26 |
| Other Fiduciary Accounts | $3,000 | 82 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,241,000 | 44 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $89,000 | 110 |
| 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 | $14,564,000 | 29 |
| Number of Managed Accounts | $10,490,000 | 20 |
| Personal Trust and Agency Accounts | $4,587,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $247,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $57,000 | 26 |
| Number of other employee benefit and retirement-related accounts | $1,446,000 | 22 |
| Corporate Trust and Agency Accounts | $2,000 | 69 |
| Number of managed investment management and investment advisory agency accounts | $2,820,000 | 23 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,315,000 | 7 |
| Other Fiduciary Accounts | $16,000 | 31 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,431,000 | 21 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,074,000 | 30 |
| Personal Trust and Agency Accounts | $131,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,149,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $49,000 | 34 |
| Number non-managed other employee benefit and retirement-related accounts | $467,000 | 33 |
| Corporate Trust and Agency Accounts | $1,733,000 | 18 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Number (#) individual retirement, health savings, and other similar accounts | $544,000 | 2 |
| Other Fiduciary Accounts | $1,000 | 98 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $652,000 | 59 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $96,000 | 103 |
| 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 | $14,520,000 | 30 |
| Number of Managed Accounts | $10,476,000 | 21 |
| Personal Trust and Agency Accounts | $4,605,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $248,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $60,000 | 26 |
| Number of other employee benefit and retirement-related accounts | $1,441,000 | 22 |
| Corporate Trust and Agency Accounts | $2,000 | 148 |
| Number of managed investment management and investment advisory agency accounts | $2,735,000 | 25 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,370,000 | 7 |
| Other Fiduciary Accounts | $15,000 | 51 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,427,000 | 21 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $7,764,000 | 12 |
| Number of Non-Managed Accounts | $4,044,000 | 33 |
| Personal Trust and Agency Accounts | $129,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,134,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $48,000 | 36 |
| Number non-managed other employee benefit and retirement-related accounts | $463,000 | 42 |
| Corporate Trust and Agency Accounts | $1,725,000 | 19 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 407 |
| Number (#) individual retirement, health savings, and other similar accounts | $543,000 | 2 |
| Other Fiduciary Accounts | $2,000 | 180 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $688,000 | 60 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $100,000 | 183 |
| 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 | $14,534,000 | 29 |
| Number of Managed Accounts | $10,470,000 | 19 |
| Personal Trust and Agency Accounts | $4,648,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $276,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $58,000 | 27 |
| Number of other employee benefit and retirement-related accounts | $1,417,000 | 22 |
| Corporate Trust and Agency Accounts | $2,000 | 65 |
| Number of managed investment management and investment advisory agency accounts | $2,721,000 | 23 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,334,000 | 7 |
| Other Fiduciary Accounts | $14,000 | 39 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 8 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,401,000 | 21 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,064,000 | 32 |
| Personal Trust and Agency Accounts | $135,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,143,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $51,000 | 33 |
| Number non-managed other employee benefit and retirement-related accounts | $467,000 | 33 |
| Corporate Trust and Agency Accounts | $1,725,000 | 17 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Number (#) individual retirement, health savings, and other similar accounts | $541,000 | 2 |
| Other Fiduciary Accounts | $2,000 | 96 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $683,000 | 58 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $102,000 | 99 |
| 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 | $14,210,000 | 31 |
| Number of Managed Accounts | $10,364,000 | 19 |
| Personal Trust and Agency Accounts | $4,718,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $276,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $56,000 | 28 |
| Number of other employee benefit and retirement-related accounts | $1,394,000 | 22 |
| Corporate Trust and Agency Accounts | $2,000 | 64 |
| Number of managed investment management and investment advisory agency accounts | $2,705,000 | 23 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,186,000 | 7 |
| Other Fiduciary Accounts | $27,000 | 30 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,377,000 | 21 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,846,000 | 35 |
| Personal Trust and Agency Accounts | $134,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,133,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $51,000 | 31 |
| Number non-managed other employee benefit and retirement-related accounts | $122,000 | 78 |
| Corporate Trust and Agency Accounts | $1,734,000 | 20 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 170 |
| Number (#) individual retirement, health savings, and other similar accounts | $670,000 | 3 |
| Other Fiduciary Accounts | $2,000 | 95 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,035,000 | 46 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $109,000 | 91 |
| 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 | $14,247,000 | 31 |
| Number of Managed Accounts | $10,587,000 | 19 |
| Personal Trust and Agency Accounts | $4,789,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $277,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $57,000 | 28 |
| Number of other employee benefit and retirement-related accounts | $1,365,000 | 21 |
| Corporate Trust and Agency Accounts | $1,000 | 75 |
| Number of managed investment management and investment advisory agency accounts | $2,672,000 | 24 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,353,000 | 7 |
| Other Fiduciary Accounts | $73,000 | 19 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,348,000 | 20 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,660,000 | 36 |
| Personal Trust and Agency Accounts | $140,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,115,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $53,000 | 32 |
| Number non-managed other employee benefit and retirement-related accounts | $124,000 | 76 |
| Corporate Trust and Agency Accounts | $1,748,000 | 18 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Number (#) individual retirement, health savings, and other similar accounts | $479,000 | 4 |
| Other Fiduciary Accounts | $1,000 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,039,000 | 47 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $112,000 | 88 |
| 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 | $14,082,000 | 34 |
| Number of Managed Accounts | $10,458,000 | 20 |
| Personal Trust and Agency Accounts | $4,834,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $279,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $60,000 | 29 |
| Number of other employee benefit and retirement-related accounts | $1,325,000 | 24 |
| Corporate Trust and Agency Accounts | $1,000 | 180 |
| Number of managed investment management and investment advisory agency accounts | $2,634,000 | 25 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,268,000 | 8 |
| Other Fiduciary Accounts | $57,000 | 18 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,309,000 | 23 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $9,445,000 | 14 |
| Number of Non-Managed Accounts | $3,624,000 | 39 |
| Personal Trust and Agency Accounts | $156,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,065,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $53,000 | 34 |
| Number non-managed other employee benefit and retirement-related accounts | $129,000 | 132 |
| Corporate Trust and Agency Accounts | $1,757,000 | 19 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 358 |
| Number (#) individual retirement, health savings, and other similar accounts | $464,000 | 4 |
| Other Fiduciary Accounts | $0 | 229 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,034,000 | 49 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $117,000 | 169 |
| 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 | $14,820,000 | 34 |
| Number of Managed Accounts | $10,433,000 | 21 |
| Personal Trust and Agency Accounts | $5,184,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $287,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $57,000 | 30 |
| Number of other employee benefit and retirement-related accounts | $1,478,000 | 24 |
| Corporate Trust and Agency Accounts | $3,000 | 62 |
| Number of managed investment management and investment advisory agency accounts | $3,402,000 | 24 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $22,000 | 37 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,387,000 | 36 |
| Personal Trust and Agency Accounts | $1,936,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $479,000 | 35 |
| Employee Benefit-defined Benefit Accounts | $47,000 | 37 |
| Number non-managed other employee benefit and retirement-related accounts | $147,000 | 69 |
| Corporate Trust and Agency Accounts | $1,766,000 | 20 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $12,000 | 74 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,038,000 | 50 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $14,793,000 | 34 |
| Number of Managed Accounts | $10,440,000 | 21 |
| Personal Trust and Agency Accounts | $5,197,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $286,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $59,000 | 31 |
| Number of other employee benefit and retirement-related accounts | $1,428,000 | 24 |
| Corporate Trust and Agency Accounts | $3,000 | 64 |
| Number of managed investment management and investment advisory agency accounts | $3,445,000 | 26 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $22,000 | 40 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,353,000 | 36 |
| Personal Trust and Agency Accounts | $1,882,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $486,000 | 34 |
| Employee Benefit-defined Benefit Accounts | $49,000 | 38 |
| Number non-managed other employee benefit and retirement-related accounts | $156,000 | 67 |
| Corporate Trust and Agency Accounts | $1,769,000 | 20 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $11,000 | 74 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,065,000 | 54 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $15,036,000 | 33 |
| Number of Managed Accounts | $10,630,000 | 21 |
| Personal Trust and Agency Accounts | $5,283,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $297,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $52,000 | 34 |
| Number of other employee benefit and retirement-related accounts | $1,419,000 | 24 |
| Corporate Trust and Agency Accounts | $4,000 | 62 |
| Number of managed investment management and investment advisory agency accounts | $3,555,000 | 26 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $20,000 | 42 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,406,000 | 34 |
| Personal Trust and Agency Accounts | $1,910,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $496,000 | 34 |
| Employee Benefit-defined Benefit Accounts | $53,000 | 35 |
| Number non-managed other employee benefit and retirement-related accounts | $181,000 | 61 |
| Corporate Trust and Agency Accounts | $1,754,000 | 20 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $12,000 | 73 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,066,000 | 54 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $14,871,000 | 35 |
| Number of Managed Accounts | $10,626,000 | 23 |
| Personal Trust and Agency Accounts | $5,349,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $302,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $55,000 | 33 |
| Number of other employee benefit and retirement-related accounts | $1,404,000 | 25 |
| Corporate Trust and Agency Accounts | $4,000 | 139 |
| Number of managed investment management and investment advisory agency accounts | $3,492,000 | 26 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $20,000 | 58 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,245,000 | 38 |
| Personal Trust and Agency Accounts | $1,884,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $343,000 | 43 |
| Employee Benefit-defined Benefit Accounts | $57,000 | 42 |
| Number non-managed other employee benefit and retirement-related accounts | $188,000 | 102 |
| Corporate Trust and Agency Accounts | $1,759,000 | 20 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $14,000 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,046,000 | 59 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $14,505,000 | 34 |
| Number of Managed Accounts | $10,614,000 | 22 |
| Personal Trust and Agency Accounts | $5,391,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $312,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $49,000 | 32 |
| Number of other employee benefit and retirement-related accounts | $1,371,000 | 25 |
| Corporate Trust and Agency Accounts | $4,000 | 62 |
| Number of managed investment management and investment advisory agency accounts | $3,467,000 | 26 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $20,000 | 46 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,891,000 | 36 |
| Personal Trust and Agency Accounts | $1,463,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $364,000 | 40 |
| Employee Benefit-defined Benefit Accounts | $64,000 | 34 |
| Number non-managed other employee benefit and retirement-related accounts | $218,000 | 59 |
| Corporate Trust and Agency Accounts | $1,766,000 | 20 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $16,000 | 69 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,022,000 | 55 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $14,346,000 | 35 |
| Number of Managed Accounts | $10,458,000 | 23 |
| Personal Trust and Agency Accounts | $5,448,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $316,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $49,000 | 33 |
| Number of other employee benefit and retirement-related accounts | $1,346,000 | 25 |
| Corporate Trust and Agency Accounts | $4,000 | 63 |
| Number of managed investment management and investment advisory agency accounts | $3,278,000 | 27 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $17,000 | 49 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,888,000 | 38 |
| Personal Trust and Agency Accounts | $1,469,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $365,000 | 42 |
| Employee Benefit-defined Benefit Accounts | $58,000 | 38 |
| Number non-managed other employee benefit and retirement-related accounts | $178,000 | 67 |
| Corporate Trust and Agency Accounts | $1,798,000 | 19 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $20,000 | 66 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,004,000 | 59 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $14,233,000 | 34 |
| Number of Managed Accounts | $10,407,000 | 23 |
| Personal Trust and Agency Accounts | $5,517,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $321,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $47,000 | 32 |
| Number of other employee benefit and retirement-related accounts | $1,320,000 | 26 |
| Corporate Trust and Agency Accounts | $5,000 | 60 |
| Number of managed investment management and investment advisory agency accounts | $3,179,000 | 25 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $18,000 | 51 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,826,000 | 35 |
| Personal Trust and Agency Accounts | $1,459,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $373,000 | 40 |
| Employee Benefit-defined Benefit Accounts | $59,000 | 39 |
| Number non-managed other employee benefit and retirement-related accounts | $174,000 | 67 |
| Corporate Trust and Agency Accounts | $1,746,000 | 20 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $15,000 | 78 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,012,000 | 56 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $14,058,000 | 36 |
| Number of Managed Accounts | $10,352,000 | 25 |
| Personal Trust and Agency Accounts | $5,555,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $339,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $51,000 | 35 |
| Number of other employee benefit and retirement-related accounts | $1,291,000 | 28 |
| Corporate Trust and Agency Accounts | $5,000 | 118 |
| Number of managed investment management and investment advisory agency accounts | $3,093,000 | 25 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $18,000 | 75 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,706,000 | 39 |
| Personal Trust and Agency Accounts | $1,320,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $365,000 | 44 |
| Employee Benefit-defined Benefit Accounts | $61,000 | 42 |
| Number non-managed other employee benefit and retirement-related accounts | $185,000 | 105 |
| Corporate Trust and Agency Accounts | $1,765,000 | 19 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $10,000 | 128 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,010,000 | 59 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $14,057,000 | 37 |
| Number of Managed Accounts | $10,365,000 | 24 |
| Personal Trust and Agency Accounts | $5,684,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $348,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $53,000 | 31 |
| Number of other employee benefit and retirement-related accounts | $1,268,000 | 27 |
| Corporate Trust and Agency Accounts | $5,000 | 57 |
| Number of managed investment management and investment advisory agency accounts | $2,989,000 | 28 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $18,000 | 52 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,692,000 | 35 |
| Personal Trust and Agency Accounts | $1,312,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $372,000 | 43 |
| Employee Benefit-defined Benefit Accounts | $51,000 | 42 |
| Number non-managed other employee benefit and retirement-related accounts | $193,000 | 62 |
| Corporate Trust and Agency Accounts | $1,752,000 | 19 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $12,000 | 70 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,004,000 | 54 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $14,105,000 | 35 |
| Number of Managed Accounts | $10,371,000 | 22 |
| Personal Trust and Agency Accounts | $5,741,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $351,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $52,000 | 32 |
| Number of other employee benefit and retirement-related accounts | $1,249,000 | 26 |
| Corporate Trust and Agency Accounts | $5,000 | 60 |
| Number of managed investment management and investment advisory agency accounts | $2,954,000 | 27 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $19,000 | 49 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,734,000 | 35 |
| Personal Trust and Agency Accounts | $1,312,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $386,000 | 44 |
| Employee Benefit-defined Benefit Accounts | $51,000 | 45 |
| Number non-managed other employee benefit and retirement-related accounts | $202,000 | 61 |
| Corporate Trust and Agency Accounts | $1,772,000 | 19 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $11,000 | 71 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $992,000 | 57 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $14,005,000 | 36 |
| Number of Managed Accounts | $10,311,000 | 23 |
| Personal Trust and Agency Accounts | $5,785,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $388,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $51,000 | 35 |
| Number of other employee benefit and retirement-related accounts | $1,219,000 | 25 |
| Corporate Trust and Agency Accounts | $5,000 | 60 |
| Number of managed investment management and investment advisory agency accounts | $2,842,000 | 27 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $21,000 | 48 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,694,000 | 37 |
| Personal Trust and Agency Accounts | $1,301,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $421,000 | 43 |
| Employee Benefit-defined Benefit Accounts | $52,000 | 46 |
| Number non-managed other employee benefit and retirement-related accounts | $200,000 | 58 |
| Corporate Trust and Agency Accounts | $1,709,000 | 19 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $11,000 | 66 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $972,000 | 57 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $14,109,000 | 36 |
| Number of Managed Accounts | $10,402,000 | 23 |
| Personal Trust and Agency Accounts | $5,872,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $413,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $52,000 | 36 |
| Number of other employee benefit and retirement-related accounts | $1,222,000 | 25 |
| Corporate Trust and Agency Accounts | $6,000 | 128 |
| Number of managed investment management and investment advisory agency accounts | $2,817,000 | 26 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $20,000 | 65 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,707,000 | 41 |
| Personal Trust and Agency Accounts | $1,301,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $430,000 | 43 |
| Employee Benefit-defined Benefit Accounts | $53,000 | 53 |
| Number non-managed other employee benefit and retirement-related accounts | $209,000 | 92 |
| Corporate Trust and Agency Accounts | $1,702,000 | 21 |
| 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 | $959,000 | 63 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $9,074,000 | 44 |
| Number of Managed Accounts | $6,917,000 | 33 |
| Personal Trust and Agency Accounts | $3,816,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $229,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $45,000 | 40 |
| Number of other employee benefit and retirement-related accounts | $860,000 | 36 |
| Corporate Trust and Agency Accounts | $5,000 | 64 |
| Number of managed investment management and investment advisory agency accounts | $1,942,000 | 38 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $20,000 | 49 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,157,000 | 50 |
| Personal Trust and Agency Accounts | $1,058,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $300,000 | 53 |
| Employee Benefit-defined Benefit Accounts | $41,000 | 51 |
| Number non-managed other employee benefit and retirement-related accounts | $140,000 | 78 |
| Corporate Trust and Agency Accounts | $607,000 | 35 |
| 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 | 70 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $749,000 | 62 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $9,209,000 | 45 |
| Number of Managed Accounts | $7,035,000 | 33 |
| Personal Trust and Agency Accounts | $3,896,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $232,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $48,000 | 40 |
| Number of other employee benefit and retirement-related accounts | $897,000 | 33 |
| Corporate Trust and Agency Accounts | $5,000 | 64 |
| Number of managed investment management and investment advisory agency accounts | $1,935,000 | 36 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $22,000 | 51 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,174,000 | 48 |
| Personal Trust and Agency Accounts | $1,058,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $321,000 | 51 |
| Employee Benefit-defined Benefit Accounts | $34,000 | 62 |
| Number non-managed other employee benefit and retirement-related accounts | $148,000 | 79 |
| Corporate Trust and Agency Accounts | $602,000 | 34 |
| 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 | 73 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $738,000 | 62 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $9,387,000 | 44 |
| Number of Managed Accounts | $7,190,000 | 32 |
| Personal Trust and Agency Accounts | $3,986,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $251,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $47,000 | 40 |
| Number of other employee benefit and retirement-related accounts | $907,000 | 30 |
| Corporate Trust and Agency Accounts | $5,000 | 65 |
| Number of managed investment management and investment advisory agency accounts | $1,974,000 | 36 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $20,000 | 55 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,197,000 | 48 |
| Personal Trust and Agency Accounts | $1,043,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $349,000 | 49 |
| Employee Benefit-defined Benefit Accounts | $33,000 | 57 |
| Number non-managed other employee benefit and retirement-related accounts | $162,000 | 76 |
| Corporate Trust and Agency Accounts | $599,000 | 33 |
| 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 | 79 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $734,000 | 62 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $9,713,000 | 48 |
| Number of Managed Accounts | $7,483,000 | 33 |
| Personal Trust and Agency Accounts | $4,016,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $269,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $50,000 | 42 |
| Number of other employee benefit and retirement-related accounts | $1,043,000 | 23 |
| Corporate Trust and Agency Accounts | $5,000 | 143 |
| Number of managed investment management and investment advisory agency accounts | $2,081,000 | 33 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $19,000 | 79 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,230,000 | 53 |
| Personal Trust and Agency Accounts | $1,044,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $370,000 | 50 |
| Employee Benefit-defined Benefit Accounts | $29,000 | 65 |
| Number non-managed other employee benefit and retirement-related accounts | $176,000 | 114 |
| Corporate Trust and Agency Accounts | $600,000 | 33 |
| 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 | 122 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $736,000 | 67 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $9,843,000 | 44 |
| Number of Managed Accounts | $7,731,000 | 29 |
| Personal Trust and Agency Accounts | $4,091,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $278,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $46,000 | 41 |
| Number of other employee benefit and retirement-related accounts | $1,154,000 | 19 |
| Corporate Trust and Agency Accounts | $5,000 | 69 |
| Number of managed investment management and investment advisory agency accounts | $2,138,000 | 33 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $19,000 | 55 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,112,000 | 48 |
| Personal Trust and Agency Accounts | $927,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $382,000 | 47 |
| Employee Benefit-defined Benefit Accounts | $28,000 | 59 |
| Number non-managed other employee benefit and retirement-related accounts | $186,000 | 63 |
| Corporate Trust and Agency Accounts | $578,000 | 33 |
| 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 | $711,000 | 61 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $10,065,000 | 43 |
| Number of Managed Accounts | $7,917,000 | 26 |
| Personal Trust and Agency Accounts | $4,197,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $298,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $47,000 | 41 |
| Number of other employee benefit and retirement-related accounts | $1,191,000 | 18 |
| Corporate Trust and Agency Accounts | $5,000 | 70 |
| Number of managed investment management and investment advisory agency accounts | $2,159,000 | 29 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $20,000 | 53 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,148,000 | 48 |
| Personal Trust and Agency Accounts | $938,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $405,000 | 46 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 61 |
| Number non-managed other employee benefit and retirement-related accounts | $202,000 | 62 |
| Corporate Trust and Agency Accounts | $568,000 | 34 |
| 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 | $771,000 | 57 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $10,367,000 | 44 |
| Number of Managed Accounts | $8,126,000 | 27 |
| Personal Trust and Agency Accounts | $4,290,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $342,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $47,000 | 43 |
| Number of other employee benefit and retirement-related accounts | $1,229,000 | 19 |
| Corporate Trust and Agency Accounts | $4,000 | 73 |
| Number of managed investment management and investment advisory agency accounts | $2,194,000 | 31 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $20,000 | 53 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,241,000 | 51 |
| Personal Trust and Agency Accounts | $954,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $453,000 | 46 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 62 |
| Number non-managed other employee benefit and retirement-related accounts | $218,000 | 57 |
| Corporate Trust and Agency Accounts | $580,000 | 34 |
| 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 | 79 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $766,000 | 62 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $10,642,000 | 47 |
| Number of Managed Accounts | $8,248,000 | 28 |
| Personal Trust and Agency Accounts | $4,313,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $366,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $48,000 | 43 |
| Number of other employee benefit and retirement-related accounts | $1,255,000 | 19 |
| Corporate Trust and Agency Accounts | $5,000 | 139 |
| Number of managed investment management and investment advisory agency accounts | $2,240,000 | 29 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $21,000 | 79 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,394,000 | 56 |
| Personal Trust and Agency Accounts | $987,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $522,000 | 45 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 69 |
| Number non-managed other employee benefit and retirement-related accounts | $251,000 | 83 |
| Corporate Trust and Agency Accounts | $597,000 | 35 |
| 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 | 126 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $779,000 | 64 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $10,910,000 | 43 |
| Number of Managed Accounts | $8,441,000 | 27 |
| Personal Trust and Agency Accounts | $4,385,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $390,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $48,000 | 42 |
| Number of other employee benefit and retirement-related accounts | $1,286,000 | 19 |
| Corporate Trust and Agency Accounts | $10,000 | 53 |
| Number of managed investment management and investment advisory agency accounts | $2,300,000 | 28 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $22,000 | 53 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,469,000 | 51 |
| Personal Trust and Agency Accounts | $1,010,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $539,000 | 45 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 61 |
| Number non-managed other employee benefit and retirement-related accounts | $266,000 | 54 |
| Corporate Trust and Agency Accounts | $616,000 | 34 |
| 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 | $789,000 | 66 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $11,125,000 | 43 |
| Number of Managed Accounts | $8,650,000 | 26 |
| Personal Trust and Agency Accounts | $4,458,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $422,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $47,000 | 41 |
| Number of other employee benefit and retirement-related accounts | $1,314,000 | 19 |
| Corporate Trust and Agency Accounts | $10,000 | 53 |
| Number of managed investment management and investment advisory agency accounts | $2,375,000 | 26 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $24,000 | 53 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,475,000 | 50 |
| Personal Trust and Agency Accounts | $1,005,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $532,000 | 47 |
| Employee Benefit-defined Benefit Accounts | $28,000 | 60 |
| Number non-managed other employee benefit and retirement-related accounts | $293,000 | 54 |
| Corporate Trust and Agency Accounts | $609,000 | 39 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $8,000 | 85 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $799,000 | 60 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $11,483,000 | 42 |
| Number of Managed Accounts | $8,843,000 | 27 |
| Personal Trust and Agency Accounts | $4,493,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $458,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $50,000 | 40 |
| Number of other employee benefit and retirement-related accounts | $1,363,000 | 19 |
| Corporate Trust and Agency Accounts | $55,000 | 24 |
| Number of managed investment management and investment advisory agency accounts | $2,400,000 | 25 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $24,000 | 52 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,640,000 | 49 |
| Personal Trust and Agency Accounts | $1,036,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $634,000 | 40 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 58 |
| Number non-managed other employee benefit and retirement-related accounts | $326,000 | 48 |
| Corporate Trust and Agency Accounts | $602,000 | 41 |
| 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 | $788,000 | 63 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $11,826,000 | 43 |
| Number of Managed Accounts | $9,020,000 | 30 |
| Personal Trust and Agency Accounts | $4,559,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $482,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $53,000 | 43 |
| Number of other employee benefit and retirement-related accounts | $1,406,000 | 17 |
| Corporate Trust and Agency Accounts | $12,000 | 101 |
| Number of managed investment management and investment advisory agency accounts | $2,485,000 | 27 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $23,000 | 86 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,806,000 | 51 |
| Personal Trust and Agency Accounts | $1,052,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $731,000 | 37 |
| Employee Benefit-defined Benefit Accounts | $35,000 | 64 |
| Number non-managed other employee benefit and retirement-related accounts | $335,000 | 64 |
| Corporate Trust and Agency Accounts | $643,000 | 41 |
| 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 | 139 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $796,000 | 68 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $11,806,000 | 40 |
| Number of Managed Accounts | $9,010,000 | 28 |
| Personal Trust and Agency Accounts | $4,442,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $517,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $61,000 | 42 |
| Number of other employee benefit and retirement-related accounts | $1,420,000 | 17 |
| Corporate Trust and Agency Accounts | $84,000 | 20 |
| Number of managed investment management and investment advisory agency accounts | $2,459,000 | 26 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $27,000 | 68 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,796,000 | 53 |
| Personal Trust and Agency Accounts | $1,061,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $779,000 | 38 |
| Employee Benefit-defined Benefit Accounts | $30,000 | 67 |
| Number non-managed other employee benefit and retirement-related accounts | $352,000 | 47 |
| Corporate Trust and Agency Accounts | $564,000 | 44 |
| 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 | 95 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $836,000 | 62 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $12,077,000 | 40 |
| Number of Managed Accounts | $9,130,000 | 27 |
| Personal Trust and Agency Accounts | $4,488,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $547,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $62,000 | 38 |
| Number of other employee benefit and retirement-related accounts | $1,451,000 | 15 |
| Corporate Trust and Agency Accounts | $89,000 | 19 |
| Number of managed investment management and investment advisory agency accounts | $2,466,000 | 25 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $27,000 | 64 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,947,000 | 55 |
| Personal Trust and Agency Accounts | $1,093,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $867,000 | 38 |
| Employee Benefit-defined Benefit Accounts | $35,000 | 66 |
| Number non-managed other employee benefit and retirement-related accounts | $383,000 | 48 |
| Corporate Trust and Agency Accounts | $558,000 | 48 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $11,000 | 88 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $906,000 | 63 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $12,350,000 | 41 |
| Number of Managed Accounts | $9,328,000 | 26 |
| Personal Trust and Agency Accounts | $4,527,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $557,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $60,000 | 38 |
| Number of other employee benefit and retirement-related accounts | $1,519,000 | 15 |
| Corporate Trust and Agency Accounts | $89,000 | 22 |
| Number of managed investment management and investment advisory agency accounts | $2,546,000 | 22 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $30,000 | 63 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,022,000 | 54 |
| Personal Trust and Agency Accounts | $1,117,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $931,000 | 35 |
| Employee Benefit-defined Benefit Accounts | $35,000 | 65 |
| Number non-managed other employee benefit and retirement-related accounts | $418,000 | 46 |
| Corporate Trust and Agency Accounts | $510,000 | 53 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $11,000 | 93 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $943,000 | 62 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $11,445,000 | 42 |
| Number of Managed Accounts | $10,384,000 | 26 |
| Personal Trust and Agency Accounts | $4,851,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,196,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $0 | 477 |
| Number of other employee benefit and retirement-related accounts | $1,956,000 | 14 |
| Corporate Trust and Agency Accounts | $0 | 378 |
| Number of managed investment management and investment advisory agency accounts | $2,381,000 | 24 |
| 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 | $0 | 17 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,061,000 | 98 |
| Personal Trust and Agency Accounts | $170,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $608,000 | 50 |
| Employee Benefit-defined Benefit Accounts | $0 | 309 |
| Number non-managed other employee benefit and retirement-related accounts | $53,000 | 285 |
| Corporate Trust and Agency Accounts | $230,000 | 72 |
| 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 | $976,000 | 68 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $8,826,000 | 44 |
| Number of Managed Accounts | $7,811,000 | 29 |
| Personal Trust and Agency Accounts | $3,706,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $615,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $0 | 447 |
| Number of other employee benefit and retirement-related accounts | $1,482,000 | 17 |
| Corporate Trust and Agency Accounts | $0 | 351 |
| Number of managed investment management and investment advisory agency accounts | $2,008,000 | 29 |
| 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 | $0 | 15 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,015,000 | 95 |
| Personal Trust and Agency Accounts | $165,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $564,000 | 40 |
| Employee Benefit-defined Benefit Accounts | $0 | 284 |
| Number non-managed other employee benefit and retirement-related accounts | $67,000 | 240 |
| Corporate Trust and Agency Accounts | $219,000 | 78 |
| 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 | $999,000 | 55 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |