Home > Union Bank and Trust Company > Number of Fiduciary and Related Asset Accounts
Union Bank and Trust Company, Number of Fiduciary and Related Asset Accounts
| 2025-03-31 | 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 | $9,771,000 | 40 |
| Number of Managed Accounts | $5,444,000 | 47 |
| Personal Trust and Agency Accounts | $838,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $37,000 | 110 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 178 |
| Number of other employee benefit and retirement-related accounts | $1,540,000 | 63 |
| Corporate Trust and Agency Accounts | $0 | 78 |
| Number of managed investment management and investment advisory agency accounts | $2,939,000 | 28 |
| Number of foundation and endowment trust and agency accounts, managed assets | $89,000 | 93 |
| Other Fiduciary Accounts | $0 | 110 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,540,000 | 46 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,327,000 | 30 |
| Personal Trust and Agency Accounts | $199,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $254,000 | 32 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 57 |
| Number non-managed other employee benefit and retirement-related accounts | $3,504,000 | 11 |
| Corporate Trust and Agency Accounts | $189,000 | 39 |
| Number of investment management and advisory agency accounts, non-managed assets | $171,000 | 18 |
| Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 90 |
| Other Fiduciary Accounts | $0 | 92 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $29,407,000 | 19 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $32,360,000 | 20 |
| 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 | $9,745,000 | 40 |
| Number of Managed Accounts | $5,385,000 | 46 |
| Personal Trust and Agency Accounts | $840,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $37,000 | 109 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 196 |
| Number of other employee benefit and retirement-related accounts | $1,519,000 | 60 |
| Corporate Trust and Agency Accounts | $0 | 186 |
| Number of managed investment management and investment advisory agency accounts | $2,899,000 | 27 |
| Number of foundation and endowment trust and agency accounts, managed assets | $89,000 | 96 |
| Other Fiduciary Accounts | $0 | 247 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,519,000 | 44 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 47 |
| Number of Non-Managed Accounts | $4,360,000 | 30 |
| Personal Trust and Agency Accounts | $200,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $257,000 | 35 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 53 |
| Number non-managed other employee benefit and retirement-related accounts | $3,521,000 | 22 |
| Corporate Trust and Agency Accounts | $197,000 | 41 |
| Number of investment management and advisory agency accounts, non-managed assets | $173,000 | 15 |
| Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 94 |
| Other Fiduciary Accounts | $0 | 179 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $28,596,000 | 20 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $31,567,000 | 21 |
| 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 | $9,537,000 | 40 |
| Number of Managed Accounts | $5,266,000 | 47 |
| Personal Trust and Agency Accounts | $832,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $39,000 | 106 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 178 |
| Number of other employee benefit and retirement-related accounts | $1,474,000 | 67 |
| Corporate Trust and Agency Accounts | $0 | 74 |
| Number of managed investment management and investment advisory agency accounts | $2,830,000 | 27 |
| Number of foundation and endowment trust and agency accounts, managed assets | $90,000 | 95 |
| Other Fiduciary Accounts | $0 | 123 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,474,000 | 44 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,271,000 | 31 |
| Personal Trust and Agency Accounts | $194,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $265,000 | 34 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 53 |
| Number non-managed other employee benefit and retirement-related accounts | $3,431,000 | 18 |
| Corporate Trust and Agency Accounts | $193,000 | 41 |
| Number of investment management and advisory agency accounts, non-managed assets | $177,000 | 17 |
| Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 91 |
| Other Fiduciary Accounts | $0 | 96 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $27,835,000 | 18 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $30,678,000 | 23 |
| 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 | $9,416,000 | 41 |
| Number of Managed Accounts | $5,187,000 | 50 |
| Personal Trust and Agency Accounts | $836,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $44,000 | 104 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 188 |
| Number of other employee benefit and retirement-related accounts | $1,446,000 | 57 |
| Corporate Trust and Agency Accounts | $0 | 118 |
| Number of managed investment management and investment advisory agency accounts | $2,770,000 | 29 |
| Number of foundation and endowment trust and agency accounts, managed assets | $90,000 | 97 |
| Other Fiduciary Accounts | $0 | 163 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,446,000 | 44 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,229,000 | 31 |
| Personal Trust and Agency Accounts | $195,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $268,000 | 33 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 62 |
| Number non-managed other employee benefit and retirement-related accounts | $3,391,000 | 27 |
| Corporate Trust and Agency Accounts | $187,000 | 42 |
| Number of investment management and advisory agency accounts, non-managed assets | $179,000 | 17 |
| Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 98 |
| Other Fiduciary Accounts | $0 | 129 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $27,388,000 | 18 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $30,187,000 | 18 |
| 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 | $9,371,000 | 40 |
| Number of Managed Accounts | $5,122,000 | 51 |
| Personal Trust and Agency Accounts | $828,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $44,000 | 102 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 138 |
| Number of other employee benefit and retirement-related accounts | $1,429,000 | 75 |
| Corporate Trust and Agency Accounts | $0 | 72 |
| Number of managed investment management and investment advisory agency accounts | $2,730,000 | 28 |
| Number of foundation and endowment trust and agency accounts, managed assets | $90,000 | 92 |
| Other Fiduciary Accounts | $0 | 119 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,429,000 | 46 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,249,000 | 30 |
| Personal Trust and Agency Accounts | $198,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $290,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 105 |
| Number non-managed other employee benefit and retirement-related accounts | $3,382,000 | 15 |
| Corporate Trust and Agency Accounts | $192,000 | 49 |
| Number of investment management and advisory agency accounts, non-managed assets | $178,000 | 18 |
| Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 54 |
| Other Fiduciary Accounts | $0 | 94 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $27,373,000 | 18 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $30,158,000 | 20 |
| 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 | $9,114,000 | 39 |
| Number of Managed Accounts | $4,912,000 | 52 |
| Personal Trust and Agency Accounts | $836,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $45,000 | 103 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 158 |
| Number of other employee benefit and retirement-related accounts | $1,364,000 | 70 |
| Corporate Trust and Agency Accounts | $0 | 193 |
| Number of managed investment management and investment advisory agency accounts | $2,575,000 | 29 |
| Number of foundation and endowment trust and agency accounts, managed assets | $91,000 | 89 |
| Other Fiduciary Accounts | $0 | 249 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,364,000 | 47 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Number of Non-Managed Accounts | $4,202,000 | 30 |
| Personal Trust and Agency Accounts | $205,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $292,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 107 |
| Number non-managed other employee benefit and retirement-related accounts | $3,318,000 | 29 |
| Corporate Trust and Agency Accounts | $194,000 | 79 |
| Number of investment management and advisory agency accounts, non-managed assets | $184,000 | 18 |
| Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 65 |
| Other Fiduciary Accounts | $0 | 190 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $27,653,000 | 19 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $30,034,000 | 21 |
| 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 | $8,920,000 | 43 |
| Number of Managed Accounts | $4,775,000 | 52 |
| Personal Trust and Agency Accounts | $841,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $45,000 | 101 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 133 |
| Number of other employee benefit and retirement-related accounts | $1,339,000 | 66 |
| Corporate Trust and Agency Accounts | $0 | 79 |
| Number of managed investment management and investment advisory agency accounts | $2,458,000 | 33 |
| Number of foundation and endowment trust and agency accounts, managed assets | $91,000 | 86 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,339,000 | 45 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,145,000 | 30 |
| Personal Trust and Agency Accounts | $209,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $290,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 105 |
| Number non-managed other employee benefit and retirement-related accounts | $3,243,000 | 14 |
| Corporate Trust and Agency Accounts | $191,000 | 48 |
| Number of investment management and advisory agency accounts, non-managed assets | $188,000 | 18 |
| Number (#) individual retirement, health savings, and other similar accounts | $21,000 | 20 |
| Other Fiduciary Accounts | $0 | 95 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $26,011,000 | 18 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $28,320,000 | 20 |
| 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 | $8,706,000 | 42 |
| Number of Managed Accounts | $4,616,000 | 52 |
| Personal Trust and Agency Accounts | $842,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $48,000 | 104 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 148 |
| Number of other employee benefit and retirement-related accounts | $1,289,000 | 71 |
| Corporate Trust and Agency Accounts | $0 | 125 |
| Number of managed investment management and investment advisory agency accounts | $2,345,000 | 33 |
| Number of foundation and endowment trust and agency accounts, managed assets | $91,000 | 83 |
| Other Fiduciary Accounts | $0 | 158 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,289,000 | 48 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,090,000 | 31 |
| Personal Trust and Agency Accounts | $216,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $286,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 126 |
| Number non-managed other employee benefit and retirement-related accounts | $3,167,000 | 31 |
| Corporate Trust and Agency Accounts | $197,000 | 81 |
| Number of investment management and advisory agency accounts, non-managed assets | $201,000 | 16 |
| Number (#) individual retirement, health savings, and other similar accounts | $21,000 | 19 |
| Other Fiduciary Accounts | $0 | 135 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $24,480,000 | 16 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $26,714,000 | 17 |
| 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 | $8,553,000 | 44 |
| Number of Managed Accounts | $4,435,000 | 56 |
| Personal Trust and Agency Accounts | $850,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $52,000 | 59 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 144 |
| Number of other employee benefit and retirement-related accounts | $1,248,000 | 56 |
| Corporate Trust and Agency Accounts | $0 | 74 |
| Number of managed investment management and investment advisory agency accounts | $2,193,000 | 36 |
| Number of foundation and endowment trust and agency accounts, managed assets | $91,000 | 86 |
| Other Fiduciary Accounts | $0 | 108 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,248,000 | 54 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,118,000 | 32 |
| Personal Trust and Agency Accounts | $218,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $290,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 83 |
| Number non-managed other employee benefit and retirement-related accounts | $3,175,000 | 9 |
| Corporate Trust and Agency Accounts | $197,000 | 41 |
| Number of investment management and advisory agency accounts, non-managed assets | $209,000 | 14 |
| Number (#) individual retirement, health savings, and other similar accounts | $27,000 | 18 |
| Other Fiduciary Accounts | $0 | 92 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $24,729,000 | 16 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $26,980,000 | 16 |
| 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 | $8,289,000 | 46 |
| Number of Managed Accounts | $4,147,000 | 59 |
| Personal Trust and Agency Accounts | $857,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $51,000 | 63 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 174 |
| Number of other employee benefit and retirement-related accounts | $1,181,000 | 62 |
| Corporate Trust and Agency Accounts | $0 | 160 |
| Number of managed investment management and investment advisory agency accounts | $1,965,000 | 41 |
| Number of foundation and endowment trust and agency accounts, managed assets | $92,000 | 89 |
| Other Fiduciary Accounts | $0 | 220 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,181,000 | 61 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Number of Non-Managed Accounts | $4,142,000 | 33 |
| Personal Trust and Agency Accounts | $224,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $291,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 92 |
| Number non-managed other employee benefit and retirement-related accounts | $3,187,000 | 10 |
| Corporate Trust and Agency Accounts | $194,000 | 45 |
| Number of investment management and advisory agency accounts, non-managed assets | $217,000 | 12 |
| Number (#) individual retirement, health savings, and other similar accounts | $27,000 | 17 |
| Other Fiduciary Accounts | $0 | 175 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $24,378,000 | 18 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $26,663,000 | 18 |
| 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 | $8,083,000 | 47 |
| Number of Managed Accounts | $4,022,000 | 62 |
| Personal Trust and Agency Accounts | $851,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $51,000 | 64 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 150 |
| Number of other employee benefit and retirement-related accounts | $1,126,000 | 67 |
| Corporate Trust and Agency Accounts | $0 | 76 |
| Number of managed investment management and investment advisory agency accounts | $1,901,000 | 42 |
| Number of foundation and endowment trust and agency accounts, managed assets | $92,000 | 87 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,125,000 | 66 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,061,000 | 32 |
| Personal Trust and Agency Accounts | $220,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $293,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 86 |
| Number non-managed other employee benefit and retirement-related accounts | $3,095,000 | 10 |
| Corporate Trust and Agency Accounts | $209,000 | 42 |
| Number of investment management and advisory agency accounts, non-managed assets | $215,000 | 11 |
| Number (#) individual retirement, health savings, and other similar accounts | $27,000 | 18 |
| Other Fiduciary Accounts | $0 | 98 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $23,715,000 | 18 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $25,927,000 | 17 |
| 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 | $7,960,000 | 42 |
| Number of Managed Accounts | $3,975,000 | 56 |
| Personal Trust and Agency Accounts | $845,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $46,000 | 60 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 149 |
| Number of other employee benefit and retirement-related accounts | $1,114,000 | 62 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $1,878,000 | 38 |
| Number of foundation and endowment trust and agency accounts, managed assets | $91,000 | 75 |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,114,000 | 61 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,985,000 | 26 |
| Personal Trust and Agency Accounts | $223,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $299,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 80 |
| Number non-managed other employee benefit and retirement-related accounts | $3,009,000 | 8 |
| Corporate Trust and Agency Accounts | $203,000 | 36 |
| Number of investment management and advisory agency accounts, non-managed assets | $222,000 | 10 |
| Number (#) individual retirement, health savings, and other similar accounts | $27,000 | 17 |
| Other Fiduciary Accounts | $0 | 109 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $23,291,000 | 17 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $25,425,000 | 16 |
| 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 | $7,909,000 | 43 |
| Number of Managed Accounts | $3,917,000 | 58 |
| Personal Trust and Agency Accounts | $835,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $48,000 | 58 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 145 |
| Number of other employee benefit and retirement-related accounts | $1,073,000 | 63 |
| Corporate Trust and Agency Accounts | $0 | 72 |
| Number of managed investment management and investment advisory agency accounts | $1,869,000 | 36 |
| Number of foundation and endowment trust and agency accounts, managed assets | $91,000 | 77 |
| Other Fiduciary Accounts | $0 | 101 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,073,000 | 62 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,992,000 | 27 |
| Personal Trust and Agency Accounts | $223,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $300,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 79 |
| Number non-managed other employee benefit and retirement-related accounts | $3,005,000 | 8 |
| Corporate Trust and Agency Accounts | $210,000 | 37 |
| Number of investment management and advisory agency accounts, non-managed assets | $225,000 | 11 |
| Number (#) individual retirement, health savings, and other similar accounts | $27,000 | 17 |
| Other Fiduciary Accounts | $0 | 94 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $22,902,000 | 17 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $25,156,000 | 16 |
| 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 | $7,879,000 | 42 |
| Number of Managed Accounts | $3,865,000 | 58 |
| Personal Trust and Agency Accounts | $828,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $47,000 | 61 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 166 |
| Number of other employee benefit and retirement-related accounts | $1,041,000 | 62 |
| Corporate Trust and Agency Accounts | $0 | 160 |
| Number of managed investment management and investment advisory agency accounts | $1,857,000 | 34 |
| Number of foundation and endowment trust and agency accounts, managed assets | $91,000 | 79 |
| Other Fiduciary Accounts | $0 | 222 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,041,000 | 62 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Number of Non-Managed Accounts | $4,014,000 | 27 |
| Personal Trust and Agency Accounts | $225,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $296,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 85 |
| Number non-managed other employee benefit and retirement-related accounts | $3,025,000 | 8 |
| Corporate Trust and Agency Accounts | $220,000 | 37 |
| Number of investment management and advisory agency accounts, non-managed assets | $220,000 | 11 |
| Number (#) individual retirement, health savings, and other similar accounts | $26,000 | 19 |
| Other Fiduciary Accounts | $0 | 174 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $23,236,000 | 18 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $25,501,000 | 15 |
| 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 | $7,779,000 | 42 |
| Number of Managed Accounts | $3,809,000 | 58 |
| Personal Trust and Agency Accounts | $821,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $47,000 | 64 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 140 |
| Number of other employee benefit and retirement-related accounts | $1,013,000 | 63 |
| Corporate Trust and Agency Accounts | $0 | 71 |
| Number of managed investment management and investment advisory agency accounts | $1,819,000 | 36 |
| Number of foundation and endowment trust and agency accounts, managed assets | $90,000 | 76 |
| Other Fiduciary Accounts | $18,000 | 29 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,013,000 | 62 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,970,000 | 27 |
| Personal Trust and Agency Accounts | $230,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $297,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 79 |
| Number non-managed other employee benefit and retirement-related accounts | $2,972,000 | 8 |
| Corporate Trust and Agency Accounts | $223,000 | 37 |
| Number of investment management and advisory agency accounts, non-managed assets | $220,000 | 11 |
| Number (#) individual retirement, health savings, and other similar accounts | $26,000 | 18 |
| Other Fiduciary Accounts | $0 | 90 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $22,204,000 | 16 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $24,417,000 | 14 |
| 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 | $7,564,000 | 42 |
| Number of Managed Accounts | $3,717,000 | 60 |
| Personal Trust and Agency Accounts | $822,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $52,000 | 62 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 147 |
| Number of other employee benefit and retirement-related accounts | $985,000 | 65 |
| Corporate Trust and Agency Accounts | $0 | 76 |
| Number of managed investment management and investment advisory agency accounts | $1,751,000 | 40 |
| Number of foundation and endowment trust and agency accounts, managed assets | $88,000 | 78 |
| Other Fiduciary Accounts | $18,000 | 31 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $984,000 | 65 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,847,000 | 29 |
| Personal Trust and Agency Accounts | $231,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $303,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 84 |
| Number non-managed other employee benefit and retirement-related accounts | $2,832,000 | 9 |
| Corporate Trust and Agency Accounts | $235,000 | 35 |
| Number of investment management and advisory agency accounts, non-managed assets | $218,000 | 11 |
| Number (#) individual retirement, health savings, and other similar accounts | $26,000 | 20 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $21,770,000 | 17 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $23,842,000 | 16 |
| 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 | $7,530,000 | 42 |
| Number of Managed Accounts | $3,706,000 | 59 |
| Personal Trust and Agency Accounts | $834,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $53,000 | 60 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 141 |
| Number of other employee benefit and retirement-related accounts | $965,000 | 65 |
| Corporate Trust and Agency Accounts | $0 | 70 |
| Number of managed investment management and investment advisory agency accounts | $1,748,000 | 40 |
| Number of foundation and endowment trust and agency accounts, managed assets | $87,000 | 78 |
| Other Fiduciary Accounts | $18,000 | 28 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $964,000 | 65 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,824,000 | 29 |
| Personal Trust and Agency Accounts | $224,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $298,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 79 |
| Number non-managed other employee benefit and retirement-related accounts | $2,826,000 | 9 |
| Corporate Trust and Agency Accounts | $228,000 | 36 |
| Number of investment management and advisory agency accounts, non-managed assets | $221,000 | 12 |
| Number (#) individual retirement, health savings, and other similar accounts | $25,000 | 21 |
| Other Fiduciary Accounts | $0 | 88 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $22,442,000 | 17 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $24,054,000 | 16 |
| 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 | $7,458,000 | 43 |
| Number of Managed Accounts | $3,685,000 | 60 |
| Personal Trust and Agency Accounts | $831,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $55,000 | 62 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 170 |
| Number of other employee benefit and retirement-related accounts | $943,000 | 66 |
| Corporate Trust and Agency Accounts | $0 | 158 |
| Number of managed investment management and investment advisory agency accounts | $1,751,000 | 40 |
| Number of foundation and endowment trust and agency accounts, managed assets | $87,000 | 79 |
| Other Fiduciary Accounts | $17,000 | 40 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $942,000 | 66 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Number of Non-Managed Accounts | $3,773,000 | 30 |
| Personal Trust and Agency Accounts | $228,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $300,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 89 |
| Number non-managed other employee benefit and retirement-related accounts | $2,764,000 | 9 |
| Corporate Trust and Agency Accounts | $230,000 | 37 |
| Number of investment management and advisory agency accounts, non-managed assets | $223,000 | 11 |
| Number (#) individual retirement, health savings, and other similar accounts | $26,000 | 22 |
| Other Fiduciary Accounts | $0 | 171 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $21,926,000 | 18 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $23,510,000 | 17 |
| 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 | $7,270,000 | 44 |
| Number of Managed Accounts | $3,601,000 | 60 |
| Personal Trust and Agency Accounts | $827,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $56,000 | 60 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 141 |
| Number of other employee benefit and retirement-related accounts | $911,000 | 67 |
| Corporate Trust and Agency Accounts | $0 | 74 |
| Number of managed investment management and investment advisory agency accounts | $1,704,000 | 42 |
| Number of foundation and endowment trust and agency accounts, managed assets | $86,000 | 77 |
| Other Fiduciary Accounts | $16,000 | 35 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $910,000 | 67 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,669,000 | 29 |
| Personal Trust and Agency Accounts | $219,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $299,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 83 |
| Number non-managed other employee benefit and retirement-related accounts | $2,645,000 | 9 |
| Corporate Trust and Agency Accounts | $264,000 | 34 |
| Number of investment management and advisory agency accounts, non-managed assets | $213,000 | 11 |
| Number (#) individual retirement, health savings, and other similar accounts | $27,000 | 22 |
| Other Fiduciary Accounts | $0 | 88 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $21,787,000 | 16 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $23,389,000 | 16 |
| 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 | $7,277,000 | 43 |
| Number of Managed Accounts | $3,600,000 | 60 |
| Personal Trust and Agency Accounts | $827,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $56,000 | 61 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 149 |
| Number of other employee benefit and retirement-related accounts | $904,000 | 70 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $1,710,000 | 45 |
| Number of foundation and endowment trust and agency accounts, managed assets | $86,000 | 78 |
| Other Fiduciary Accounts | $16,000 | 35 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $903,000 | 67 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,677,000 | 29 |
| Personal Trust and Agency Accounts | $217,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $288,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 83 |
| Number non-managed other employee benefit and retirement-related accounts | $2,678,000 | 9 |
| Corporate Trust and Agency Accounts | $253,000 | 35 |
| Number of investment management and advisory agency accounts, non-managed assets | $213,000 | 11 |
| Number (#) individual retirement, health savings, and other similar accounts | $26,000 | 24 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $21,097,000 | 17 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $22,868,000 | 17 |
| 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 | $7,251,000 | 44 |
| Number of Managed Accounts | $3,556,000 | 60 |
| Personal Trust and Agency Accounts | $822,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $57,000 | 61 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 142 |
| Number of other employee benefit and retirement-related accounts | $890,000 | 70 |
| Corporate Trust and Agency Accounts | $0 | 73 |
| Number of managed investment management and investment advisory agency accounts | $1,680,000 | 44 |
| Number of foundation and endowment trust and agency accounts, managed assets | $87,000 | 78 |
| Other Fiduciary Accounts | $19,000 | 30 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $889,000 | 69 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,695,000 | 28 |
| Personal Trust and Agency Accounts | $194,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $285,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 78 |
| Number non-managed other employee benefit and retirement-related accounts | $2,732,000 | 8 |
| Corporate Trust and Agency Accounts | $241,000 | 36 |
| Number of investment management and advisory agency accounts, non-managed assets | $215,000 | 11 |
| Number (#) individual retirement, health savings, and other similar accounts | $26,000 | 23 |
| Other Fiduciary Accounts | $0 | 94 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $20,823,000 | 18 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $22,677,000 | 18 |
| 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 | $7,110,000 | 45 |
| Number of Managed Accounts | $3,482,000 | 61 |
| Personal Trust and Agency Accounts | $823,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $58,000 | 65 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 179 |
| Number of other employee benefit and retirement-related accounts | $874,000 | 73 |
| Corporate Trust and Agency Accounts | $0 | 158 |
| Number of managed investment management and investment advisory agency accounts | $1,618,000 | 44 |
| Number of foundation and endowment trust and agency accounts, managed assets | $89,000 | 77 |
| Other Fiduciary Accounts | $19,000 | 40 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $873,000 | 71 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Number of Non-Managed Accounts | $3,628,000 | 29 |
| Personal Trust and Agency Accounts | $195,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $288,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 88 |
| Number non-managed other employee benefit and retirement-related accounts | $2,651,000 | 8 |
| Corporate Trust and Agency Accounts | $254,000 | 38 |
| Number of investment management and advisory agency accounts, non-managed assets | $213,000 | 11 |
| Number (#) individual retirement, health savings, and other similar accounts | $25,000 | 24 |
| Other Fiduciary Accounts | $0 | 181 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $19,960,000 | 19 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $21,744,000 | 17 |
| 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 | $6,964,000 | 46 |
| Number of Managed Accounts | $3,403,000 | 64 |
| Personal Trust and Agency Accounts | $819,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $58,000 | 61 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 125 |
| Number of other employee benefit and retirement-related accounts | $858,000 | 73 |
| Corporate Trust and Agency Accounts | $0 | 79 |
| Number of managed investment management and investment advisory agency accounts | $1,577,000 | 47 |
| Number of foundation and endowment trust and agency accounts, managed assets | $89,000 | 74 |
| Other Fiduciary Accounts | $0 | 110 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $857,000 | 72 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,561,000 | 28 |
| Personal Trust and Agency Accounts | $196,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $303,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 78 |
| Number non-managed other employee benefit and retirement-related accounts | $2,609,000 | 8 |
| Corporate Trust and Agency Accounts | $223,000 | 40 |
| Number of investment management and advisory agency accounts, non-managed assets | $203,000 | 11 |
| Number (#) individual retirement, health savings, and other similar accounts | $25,000 | 24 |
| Other Fiduciary Accounts | $0 | 95 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,294,000 | 50 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $3,037,000 | 18 |
| 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 | $6,785,000 | 46 |
| Number of Managed Accounts | $3,364,000 | 65 |
| Personal Trust and Agency Accounts | $820,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $59,000 | 60 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 129 |
| Number of other employee benefit and retirement-related accounts | $852,000 | 72 |
| Corporate Trust and Agency Accounts | $0 | 77 |
| Number of managed investment management and investment advisory agency accounts | $1,541,000 | 46 |
| Number of foundation and endowment trust and agency accounts, managed assets | $90,000 | 76 |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $851,000 | 70 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,421,000 | 31 |
| Personal Trust and Agency Accounts | $197,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $303,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 84 |
| Number non-managed other employee benefit and retirement-related accounts | $2,466,000 | 8 |
| Corporate Trust and Agency Accounts | $226,000 | 41 |
| Number of investment management and advisory agency accounts, non-managed assets | $202,000 | 12 |
| Number (#) individual retirement, health savings, and other similar accounts | $25,000 | 25 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,262,000 | 49 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $2,874,000 | 19 |
| 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 | $6,541,000 | 48 |
| Number of Managed Accounts | $3,311,000 | 65 |
| Personal Trust and Agency Accounts | $818,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $61,000 | 64 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 128 |
| Number of other employee benefit and retirement-related accounts | $824,000 | 75 |
| Corporate Trust and Agency Accounts | $0 | 77 |
| Number of managed investment management and investment advisory agency accounts | $1,515,000 | 47 |
| Number of foundation and endowment trust and agency accounts, managed assets | $91,000 | 71 |
| Other Fiduciary Accounts | $0 | 133 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $823,000 | 74 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,230,000 | 32 |
| Personal Trust and Agency Accounts | $197,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $302,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 85 |
| Number non-managed other employee benefit and retirement-related accounts | $2,272,000 | 9 |
| Corporate Trust and Agency Accounts | $229,000 | 41 |
| Number of investment management and advisory agency accounts, non-managed assets | $203,000 | 14 |
| Number (#) individual retirement, health savings, and other similar accounts | $25,000 | 26 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,219,000 | 49 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $2,668,000 | 18 |
| 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 | $6,347,000 | 49 |
| Number of Managed Accounts | $3,279,000 | 64 |
| Personal Trust and Agency Accounts | $825,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $62,000 | 63 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 143 |
| Number of other employee benefit and retirement-related accounts | $804,000 | 72 |
| Corporate Trust and Agency Accounts | $0 | 155 |
| Number of managed investment management and investment advisory agency accounts | $1,490,000 | 45 |
| Number of foundation and endowment trust and agency accounts, managed assets | $96,000 | 65 |
| Other Fiduciary Accounts | $0 | 229 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $803,000 | 70 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Number of Non-Managed Accounts | $3,068,000 | 34 |
| Personal Trust and Agency Accounts | $192,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $299,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 91 |
| Number non-managed other employee benefit and retirement-related accounts | $2,147,000 | 8 |
| Corporate Trust and Agency Accounts | $236,000 | 42 |
| Number of investment management and advisory agency accounts, non-managed assets | $167,000 | 18 |
| Number (#) individual retirement, health savings, and other similar accounts | $25,000 | 26 |
| Other Fiduciary Accounts | $0 | 180 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,227,000 | 48 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $2,142,000 | 20 |
| 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 | $6,297,000 | 49 |
| Number of Managed Accounts | $3,253,000 | 65 |
| Personal Trust and Agency Accounts | $809,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $61,000 | 64 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 128 |
| Number of other employee benefit and retirement-related accounts | $799,000 | 68 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $1,486,000 | 46 |
| Number of foundation and endowment trust and agency accounts, managed assets | $96,000 | 66 |
| Other Fiduciary Accounts | $0 | 130 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $798,000 | 68 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,044,000 | 33 |
| Personal Trust and Agency Accounts | $219,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $294,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 85 |
| Number non-managed other employee benefit and retirement-related accounts | $2,095,000 | 9 |
| Corporate Trust and Agency Accounts | $236,000 | 41 |
| Number of investment management and advisory agency accounts, non-managed assets | $173,000 | 15 |
| Number (#) individual retirement, health savings, and other similar accounts | $25,000 | 25 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,215,000 | 46 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $2,090,000 | 20 |
| 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 | $6,227,000 | 46 |
| Number of Managed Accounts | $3,203,000 | 65 |
| Personal Trust and Agency Accounts | $809,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $61,000 | 62 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 130 |
| Number of other employee benefit and retirement-related accounts | $784,000 | 68 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $1,448,000 | 46 |
| Number of foundation and endowment trust and agency accounts, managed assets | $99,000 | 65 |
| Other Fiduciary Accounts | $0 | 124 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $783,000 | 68 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,024,000 | 33 |
| Personal Trust and Agency Accounts | $214,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $290,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 80 |
| Number non-managed other employee benefit and retirement-related accounts | $2,079,000 | 8 |
| Corporate Trust and Agency Accounts | $239,000 | 41 |
| Number of investment management and advisory agency accounts, non-managed assets | $174,000 | 16 |
| Number (#) individual retirement, health savings, and other similar accounts | $25,000 | 26 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,197,000 | 46 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $2,074,000 | 19 |
| 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 | $6,248,000 | 49 |
| Number of Managed Accounts | $3,181,000 | 65 |
| Personal Trust and Agency Accounts | $819,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $60,000 | 66 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 133 |
| Number of other employee benefit and retirement-related accounts | $762,000 | 70 |
| Corporate Trust and Agency Accounts | $0 | 85 |
| Number of managed investment management and investment advisory agency accounts | $1,440,000 | 47 |
| Number of foundation and endowment trust and agency accounts, managed assets | $98,000 | 64 |
| Other Fiduciary Accounts | $0 | 126 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $761,000 | 69 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,067,000 | 32 |
| Personal Trust and Agency Accounts | $220,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $289,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 80 |
| Number non-managed other employee benefit and retirement-related accounts | $2,115,000 | 9 |
| Corporate Trust and Agency Accounts | $234,000 | 42 |
| Number of investment management and advisory agency accounts, non-managed assets | $180,000 | 14 |
| Number (#) individual retirement, health savings, and other similar accounts | $26,000 | 25 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,197,000 | 45 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $2,110,000 | 20 |
| 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 | $6,072,000 | 51 |
| Number of Managed Accounts | $3,138,000 | 65 |
| Personal Trust and Agency Accounts | $826,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $64,000 | 59 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 150 |
| Number of other employee benefit and retirement-related accounts | $739,000 | 71 |
| Corporate Trust and Agency Accounts | $0 | 174 |
| Number of managed investment management and investment advisory agency accounts | $1,409,000 | 49 |
| Number of foundation and endowment trust and agency accounts, managed assets | $98,000 | 67 |
| Other Fiduciary Accounts | $0 | 227 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $738,000 | 70 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 47 |
| Number of Non-Managed Accounts | $2,934,000 | 35 |
| Personal Trust and Agency Accounts | $217,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $286,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 65 |
| Number non-managed other employee benefit and retirement-related accounts | $1,982,000 | 9 |
| Corporate Trust and Agency Accounts | $240,000 | 43 |
| Number of investment management and advisory agency accounts, non-managed assets | $179,000 | 14 |
| Number (#) individual retirement, health savings, and other similar accounts | $25,000 | 25 |
| Other Fiduciary Accounts | $0 | 192 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,178,000 | 46 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,977,000 | 20 |
| 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 | $6,012,000 | 50 |
| Number of Managed Accounts | $3,088,000 | 66 |
| Personal Trust and Agency Accounts | $815,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $65,000 | 55 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 103 |
| Number of other employee benefit and retirement-related accounts | $715,000 | 75 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $1,391,000 | 50 |
| Number of foundation and endowment trust and agency accounts, managed assets | $98,000 | 67 |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $714,000 | 72 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,924,000 | 32 |
| Personal Trust and Agency Accounts | $226,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $281,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 74 |
| Number non-managed other employee benefit and retirement-related accounts | $1,989,000 | 10 |
| Corporate Trust and Agency Accounts | $224,000 | 42 |
| Number of investment management and advisory agency accounts, non-managed assets | $176,000 | 15 |
| Number (#) individual retirement, health savings, and other similar accounts | $25,000 | 23 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,157,000 | 46 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,984,000 | 21 |
| 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 | $6,030,000 | 49 |
| Number of Managed Accounts | $3,076,000 | 63 |
| Personal Trust and Agency Accounts | $830,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $62,000 | 59 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 103 |
| Number of other employee benefit and retirement-related accounts | $705,000 | 73 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $1,377,000 | 47 |
| Number of foundation and endowment trust and agency accounts, managed assets | $98,000 | 69 |
| Other Fiduciary Accounts | $0 | 127 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $704,000 | 72 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,954,000 | 32 |
| Personal Trust and Agency Accounts | $234,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $275,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 74 |
| Number non-managed other employee benefit and retirement-related accounts | $2,018,000 | 10 |
| Corporate Trust and Agency Accounts | $227,000 | 42 |
| Number of investment management and advisory agency accounts, non-managed assets | $176,000 | 15 |
| Number (#) individual retirement, health savings, and other similar accounts | $21,000 | 31 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,165,000 | 45 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,973,000 | 21 |
| 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 | $6,080,000 | 50 |
| Number of Managed Accounts | $3,012,000 | 64 |
| Personal Trust and Agency Accounts | $827,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $60,000 | 60 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 105 |
| Number of other employee benefit and retirement-related accounts | $694,000 | 73 |
| Corporate Trust and Agency Accounts | $0 | 84 |
| Number of managed investment management and investment advisory agency accounts | $1,329,000 | 47 |
| Number of foundation and endowment trust and agency accounts, managed assets | $98,000 | 68 |
| Other Fiduciary Accounts | $0 | 122 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $693,000 | 70 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,068,000 | 32 |
| Personal Trust and Agency Accounts | $233,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $274,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 71 |
| Number non-managed other employee benefit and retirement-related accounts | $2,140,000 | 10 |
| Corporate Trust and Agency Accounts | $224,000 | 42 |
| Number of investment management and advisory agency accounts, non-managed assets | $173,000 | 15 |
| Number (#) individual retirement, health savings, and other similar accounts | $21,000 | 31 |
| Other Fiduciary Accounts | $0 | 104 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,097,000 | 49 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,926,000 | 22 |
| 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 | $6,098,000 | 51 |
| Number of Managed Accounts | $2,981,000 | 66 |
| Personal Trust and Agency Accounts | $836,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $56,000 | 65 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 102 |
| Number of other employee benefit and retirement-related accounts | $667,000 | 74 |
| Corporate Trust and Agency Accounts | $0 | 181 |
| Number of managed investment management and investment advisory agency accounts | $1,319,000 | 48 |
| Number of foundation and endowment trust and agency accounts, managed assets | $98,000 | 66 |
| Other Fiduciary Accounts | $0 | 216 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $665,000 | 70 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 55 |
| Number of Non-Managed Accounts | $3,117,000 | 34 |
| Personal Trust and Agency Accounts | $234,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $274,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 77 |
| Number non-managed other employee benefit and retirement-related accounts | $2,172,000 | 11 |
| Corporate Trust and Agency Accounts | $241,000 | 43 |
| Number of investment management and advisory agency accounts, non-managed assets | $173,000 | 15 |
| Number (#) individual retirement, health savings, and other similar accounts | $20,000 | 31 |
| Other Fiduciary Accounts | $0 | 194 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,097,000 | 50 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $2,100,000 | 21 |
| 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 | $6,062,000 | 47 |
| Number of Managed Accounts | $2,953,000 | 65 |
| Personal Trust and Agency Accounts | $836,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $57,000 | 63 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 96 |
| Number of other employee benefit and retirement-related accounts | $653,000 | 74 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $1,306,000 | 48 |
| Number of foundation and endowment trust and agency accounts, managed assets | $96,000 | 65 |
| Other Fiduciary Accounts | $0 | 118 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $652,000 | 68 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,109,000 | 32 |
| Personal Trust and Agency Accounts | $231,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $271,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 73 |
| Number non-managed other employee benefit and retirement-related accounts | $2,159,000 | 11 |
| Corporate Trust and Agency Accounts | $248,000 | 43 |
| Number of investment management and advisory agency accounts, non-managed assets | $177,000 | 14 |
| Number (#) individual retirement, health savings, and other similar accounts | $20,000 | 32 |
| Other Fiduciary Accounts | $0 | 102 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,072,000 | 50 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $2,153,000 | 21 |
| 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 | $6,100,000 | 47 |
| Number of Managed Accounts | $2,974,000 | 66 |
| Personal Trust and Agency Accounts | $841,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $60,000 | 64 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 89 |
| Number of other employee benefit and retirement-related accounts | $653,000 | 73 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $1,318,000 | 47 |
| Number of foundation and endowment trust and agency accounts, managed assets | $96,000 | 65 |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $652,000 | 68 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,126,000 | 32 |
| Personal Trust and Agency Accounts | $228,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $274,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 73 |
| Number non-managed other employee benefit and retirement-related accounts | $2,174,000 | 11 |
| Corporate Trust and Agency Accounts | $242,000 | 43 |
| Number of investment management and advisory agency accounts, non-managed assets | $183,000 | 13 |
| Number (#) individual retirement, health savings, and other similar accounts | $22,000 | 29 |
| Other Fiduciary Accounts | $0 | 102 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,014,000 | 51 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $2,168,000 | 21 |
| 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 | $6,029,000 | 47 |
| Number of Managed Accounts | $2,953,000 | 66 |
| Personal Trust and Agency Accounts | $829,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $59,000 | 64 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 89 |
| Number of other employee benefit and retirement-related accounts | $643,000 | 75 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $1,325,000 | 49 |
| Number of foundation and endowment trust and agency accounts, managed assets | $91,000 | 67 |
| Other Fiduciary Accounts | $0 | 126 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $640,000 | 70 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,076,000 | 32 |
| Personal Trust and Agency Accounts | $227,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $273,000 | 29 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 66 |
| Number non-managed other employee benefit and retirement-related accounts | $2,127,000 | 11 |
| Corporate Trust and Agency Accounts | $235,000 | 43 |
| Number of investment management and advisory agency accounts, non-managed assets | $188,000 | 13 |
| Number (#) individual retirement, health savings, and other similar accounts | $22,000 | 29 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $973,000 | 51 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $2,121,000 | 21 |
| 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 | $6,094,000 | 48 |
| Number of Managed Accounts | $2,990,000 | 62 |
| Personal Trust and Agency Accounts | $851,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $62,000 | 65 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 94 |
| Number of other employee benefit and retirement-related accounts | $646,000 | 72 |
| Corporate Trust and Agency Accounts | $0 | 191 |
| Number of managed investment management and investment advisory agency accounts | $1,334,000 | 47 |
| Number of foundation and endowment trust and agency accounts, managed assets | $91,000 | 66 |
| Other Fiduciary Accounts | $0 | 237 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $643,000 | 67 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $724,000 | 33 |
| Number of Non-Managed Accounts | $3,104,000 | 33 |
| Personal Trust and Agency Accounts | $202,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $279,000 | 30 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 74 |
| Number non-managed other employee benefit and retirement-related accounts | $2,156,000 | 10 |
| Corporate Trust and Agency Accounts | $247,000 | 42 |
| Number of investment management and advisory agency accounts, non-managed assets | $194,000 | 13 |
| Number (#) individual retirement, health savings, and other similar accounts | $22,000 | 26 |
| Other Fiduciary Accounts | $0 | 200 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $990,000 | 54 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $2,150,000 | 20 |
| 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 | $5,990,000 | 47 |
| Number of Managed Accounts | $2,991,000 | 63 |
| Personal Trust and Agency Accounts | $846,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $63,000 | 59 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 90 |
| Number of other employee benefit and retirement-related accounts | $640,000 | 71 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $1,345,000 | 46 |
| Number of foundation and endowment trust and agency accounts, managed assets | $91,000 | 65 |
| Other Fiduciary Accounts | $0 | 130 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $638,000 | 66 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,999,000 | 32 |
| Personal Trust and Agency Accounts | $189,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $274,000 | 30 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 77 |
| Number non-managed other employee benefit and retirement-related accounts | $2,082,000 | 10 |
| Corporate Trust and Agency Accounts | $234,000 | 43 |
| Number of investment management and advisory agency accounts, non-managed assets | $195,000 | 13 |
| Number (#) individual retirement, health savings, and other similar accounts | $22,000 | 25 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $988,000 | 51 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $2,076,000 | 21 |
| 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 | $5,965,000 | 48 |
| Number of Managed Accounts | $2,956,000 | 63 |
| Personal Trust and Agency Accounts | $844,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $63,000 | 62 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 90 |
| Number of other employee benefit and retirement-related accounts | $613,000 | 77 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $1,335,000 | 48 |
| Number of foundation and endowment trust and agency accounts, managed assets | $95,000 | 64 |
| Other Fiduciary Accounts | $0 | 133 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $610,000 | 71 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,009,000 | 31 |
| Personal Trust and Agency Accounts | $193,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $275,000 | 32 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 70 |
| Number non-managed other employee benefit and retirement-related accounts | $2,079,000 | 9 |
| Corporate Trust and Agency Accounts | $237,000 | 43 |
| Number of investment management and advisory agency accounts, non-managed assets | $200,000 | 12 |
| Number (#) individual retirement, health savings, and other similar accounts | $21,000 | 27 |
| Other Fiduciary Accounts | $0 | 111 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $600,000 | 66 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $2,073,000 | 20 |
| 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 | $5,951,000 | 49 |
| Number of Managed Accounts | $2,958,000 | 61 |
| Personal Trust and Agency Accounts | $853,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $65,000 | 57 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 90 |
| Number of other employee benefit and retirement-related accounts | $586,000 | 75 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $1,346,000 | 48 |
| Number of foundation and endowment trust and agency accounts, managed assets | $102,000 | 61 |
| Other Fiduciary Accounts | $0 | 128 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $583,000 | 68 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,993,000 | 33 |
| Personal Trust and Agency Accounts | $194,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $277,000 | 33 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 66 |
| Number non-managed other employee benefit and retirement-related accounts | $2,074,000 | 11 |
| Corporate Trust and Agency Accounts | $228,000 | 43 |
| Number of investment management and advisory agency accounts, non-managed assets | $205,000 | 12 |
| Number (#) individual retirement, health savings, and other similar accounts | $11,000 | 41 |
| Other Fiduciary Accounts | $0 | 108 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $344,000 | 82 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $2,068,000 | 22 |
| 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 | $6,010,000 | 49 |
| Number of Managed Accounts | $3,004,000 | 60 |
| Personal Trust and Agency Accounts | $855,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $66,000 | 63 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 98 |
| Number of other employee benefit and retirement-related accounts | $588,000 | 74 |
| Corporate Trust and Agency Accounts | $0 | 193 |
| Number of managed investment management and investment advisory agency accounts | $1,387,000 | 44 |
| Number of foundation and endowment trust and agency accounts, managed assets | $102,000 | 61 |
| Other Fiduciary Accounts | $0 | 236 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $586,000 | 68 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $1,171,000 | 31 |
| Number of Non-Managed Accounts | $3,006,000 | 37 |
| Personal Trust and Agency Accounts | $193,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $280,000 | 34 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 70 |
| Number non-managed other employee benefit and retirement-related accounts | $2,080,000 | 13 |
| Corporate Trust and Agency Accounts | $232,000 | 45 |
| Number of investment management and advisory agency accounts, non-managed assets | $206,000 | 11 |
| Number (#) individual retirement, health savings, and other similar accounts | $11,000 | 41 |
| Other Fiduciary Accounts | $0 | 217 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $350,000 | 91 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $2,074,000 | 22 |
| 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 | $5,938,000 | 47 |
| Number of Managed Accounts | $2,987,000 | 59 |
| Personal Trust and Agency Accounts | $842,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $68,000 | 63 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 90 |
| Number of other employee benefit and retirement-related accounts | $579,000 | 74 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $1,392,000 | 45 |
| Number of foundation and endowment trust and agency accounts, managed assets | $100,000 | 61 |
| Other Fiduciary Accounts | $0 | 128 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $576,000 | 68 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,951,000 | 35 |
| Personal Trust and Agency Accounts | $186,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $279,000 | 35 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 68 |
| Number non-managed other employee benefit and retirement-related accounts | $2,011,000 | 12 |
| Corporate Trust and Agency Accounts | $256,000 | 42 |
| Number of investment management and advisory agency accounts, non-managed assets | $204,000 | 11 |
| Number (#) individual retirement, health savings, and other similar accounts | $11,000 | 39 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $297,000 | 85 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $2,005,000 | 23 |
| 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 | $6,031,000 | 46 |
| Number of Managed Accounts | $3,000,000 | 58 |
| Personal Trust and Agency Accounts | $880,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $70,000 | 60 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 109 |
| Number of other employee benefit and retirement-related accounts | $569,000 | 72 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $1,426,000 | 42 |
| Number of foundation and endowment trust and agency accounts, managed assets | $51,000 | 98 |
| Other Fiduciary Accounts | $0 | 124 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $566,000 | 66 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,031,000 | 35 |
| Personal Trust and Agency Accounts | $249,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $277,000 | 37 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 63 |
| Number non-managed other employee benefit and retirement-related accounts | $2,001,000 | 12 |
| Corporate Trust and Agency Accounts | $266,000 | 42 |
| Number of investment management and advisory agency accounts, non-managed assets | $220,000 | 11 |
| Number (#) individual retirement, health savings, and other similar accounts | $13,000 | 33 |
| Other Fiduciary Accounts | $0 | 110 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $297,000 | 84 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,996,000 | 23 |
| 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 | $5,944,000 | 48 |
| Number of Managed Accounts | $3,027,000 | 60 |
| Personal Trust and Agency Accounts | $888,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $77,000 | 59 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 109 |
| Number of other employee benefit and retirement-related accounts | $569,000 | 68 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $1,437,000 | 42 |
| Number of foundation and endowment trust and agency accounts, managed assets | $52,000 | 99 |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $566,000 | 62 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,917,000 | 37 |
| Personal Trust and Agency Accounts | $237,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $277,000 | 37 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 66 |
| Number non-managed other employee benefit and retirement-related accounts | $1,919,000 | 14 |
| Corporate Trust and Agency Accounts | $259,000 | 44 |
| Number of investment management and advisory agency accounts, non-managed assets | $208,000 | 12 |
| Number (#) individual retirement, health savings, and other similar accounts | $12,000 | 34 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $297,000 | 84 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,915,000 | 24 |
| 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 | $5,954,000 | 48 |
| Number of Managed Accounts | $2,994,000 | 60 |
| Personal Trust and Agency Accounts | $890,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $76,000 | 64 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 122 |
| Number of other employee benefit and retirement-related accounts | $557,000 | 68 |
| Corporate Trust and Agency Accounts | $0 | 208 |
| Number of managed investment management and investment advisory agency accounts | $1,417,000 | 42 |
| Number of foundation and endowment trust and agency accounts, managed assets | $50,000 | 99 |
| Other Fiduciary Accounts | $0 | 240 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $554,000 | 61 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $1,170,000 | 33 |
| Number of Non-Managed Accounts | $2,960,000 | 38 |
| Personal Trust and Agency Accounts | $234,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $299,000 | 37 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 78 |
| Number non-managed other employee benefit and retirement-related accounts | $1,946,000 | 14 |
| Corporate Trust and Agency Accounts | $267,000 | 44 |
| Number of investment management and advisory agency accounts, non-managed assets | $198,000 | 10 |
| Number (#) individual retirement, health savings, and other similar accounts | $12,000 | 36 |
| Other Fiduciary Accounts | $0 | 215 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $299,000 | 95 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,942,000 | 24 |
| 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 | $5,834,000 | 48 |
| Number of Managed Accounts | $2,947,000 | 60 |
| Personal Trust and Agency Accounts | $873,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $75,000 | 60 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 111 |
| Number of other employee benefit and retirement-related accounts | $523,000 | 69 |
| Corporate Trust and Agency Accounts | $0 | 92 |
| Number of managed investment management and investment advisory agency accounts | $1,425,000 | 42 |
| Number of foundation and endowment trust and agency accounts, managed assets | $47,000 | 98 |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $521,000 | 63 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,887,000 | 37 |
| Personal Trust and Agency Accounts | $229,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $289,000 | 38 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 74 |
| Number non-managed other employee benefit and retirement-related accounts | $1,877,000 | 14 |
| Corporate Trust and Agency Accounts | $274,000 | 41 |
| Number of investment management and advisory agency accounts, non-managed assets | $197,000 | 9 |
| Number (#) individual retirement, health savings, and other similar accounts | $17,000 | 29 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $236,000 | 97 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,873,000 | 24 |
| 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 | $5,805,000 | 47 |
| Number of Managed Accounts | $2,923,000 | 58 |
| Personal Trust and Agency Accounts | $879,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $76,000 | 59 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 126 |
| Number of other employee benefit and retirement-related accounts | $514,000 | 68 |
| Corporate Trust and Agency Accounts | $14,000 | 31 |
| Number of managed investment management and investment advisory agency accounts | $1,390,000 | 43 |
| Number of foundation and endowment trust and agency accounts, managed assets | $47,000 | 99 |
| Other Fiduciary Accounts | $0 | 119 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $512,000 | 62 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,882,000 | 39 |
| Personal Trust and Agency Accounts | $212,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $290,000 | 38 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 80 |
| Number non-managed other employee benefit and retirement-related accounts | $1,825,000 | 15 |
| Corporate Trust and Agency Accounts | $340,000 | 37 |
| Number of investment management and advisory agency accounts, non-managed assets | $200,000 | 10 |
| Number (#) individual retirement, health savings, and other similar accounts | $12,000 | 35 |
| Other Fiduciary Accounts | $0 | 104 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $236,000 | 97 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,821,000 | 27 |
| 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 | $5,835,000 | 47 |
| Number of Managed Accounts | $2,971,000 | 56 |
| Personal Trust and Agency Accounts | $891,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $77,000 | 59 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 126 |
| Number of other employee benefit and retirement-related accounts | $514,000 | 63 |
| Corporate Trust and Agency Accounts | $17,000 | 27 |
| Number of managed investment management and investment advisory agency accounts | $1,422,000 | 41 |
| Number of foundation and endowment trust and agency accounts, managed assets | $47,000 | 100 |
| Other Fiduciary Accounts | $0 | 118 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $512,000 | 58 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,864,000 | 37 |
| Personal Trust and Agency Accounts | $209,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $290,000 | 36 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 79 |
| Number non-managed other employee benefit and retirement-related accounts | $1,807,000 | 16 |
| Corporate Trust and Agency Accounts | $343,000 | 37 |
| Number of investment management and advisory agency accounts, non-managed assets | $200,000 | 10 |
| Number (#) individual retirement, health savings, and other similar accounts | $12,000 | 34 |
| Other Fiduciary Accounts | $0 | 110 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $233,000 | 95 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,803,000 | 28 |
| 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 | $5,800,000 | 49 |
| Number of Managed Accounts | $3,026,000 | 53 |
| Personal Trust and Agency Accounts | $910,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $76,000 | 60 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 147 |
| Number of other employee benefit and retirement-related accounts | $508,000 | 64 |
| Corporate Trust and Agency Accounts | $19,000 | 41 |
| Number of managed investment management and investment advisory agency accounts | $1,462,000 | 37 |
| Number of foundation and endowment trust and agency accounts, managed assets | $48,000 | 98 |
| Other Fiduciary Accounts | $0 | 246 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $505,000 | 58 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $1,142,000 | 37 |
| Number of Non-Managed Accounts | $2,774,000 | 39 |
| Personal Trust and Agency Accounts | $206,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $253,000 | 40 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 88 |
| Number non-managed other employee benefit and retirement-related accounts | $1,759,000 | 19 |
| Corporate Trust and Agency Accounts | $363,000 | 37 |
| Number of investment management and advisory agency accounts, non-managed assets | $178,000 | 10 |
| Number (#) individual retirement, health savings, and other similar accounts | $12,000 | 35 |
| Other Fiduciary Accounts | $0 | 221 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $233,000 | 121 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,755,000 | 30 |
| 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 | $5,700,000 | 46 |
| Number of Managed Accounts | $2,980,000 | 52 |
| Personal Trust and Agency Accounts | $883,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $75,000 | 59 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 134 |
| Number of other employee benefit and retirement-related accounts | $502,000 | 63 |
| Corporate Trust and Agency Accounts | $19,000 | 24 |
| Number of managed investment management and investment advisory agency accounts | $1,449,000 | 37 |
| Number of foundation and endowment trust and agency accounts, managed assets | $49,000 | 93 |
| Other Fiduciary Accounts | $0 | 115 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $499,000 | 57 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,720,000 | 37 |
| Personal Trust and Agency Accounts | $201,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $247,000 | 39 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 72 |
| Number non-managed other employee benefit and retirement-related accounts | $1,720,000 | 16 |
| Corporate Trust and Agency Accounts | $357,000 | 36 |
| Number of investment management and advisory agency accounts, non-managed assets | $178,000 | 9 |
| Number (#) individual retirement, health savings, and other similar accounts | $13,000 | 34 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $217,000 | 103 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,716,000 | 27 |
| 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 | $5,728,000 | 49 |
| Number of Managed Accounts | $2,995,000 | 52 |
| Personal Trust and Agency Accounts | $888,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $72,000 | 58 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 118 |
| Number of other employee benefit and retirement-related accounts | $514,000 | 61 |
| Corporate Trust and Agency Accounts | $20,000 | 23 |
| Number of managed investment management and investment advisory agency accounts | $1,455,000 | 38 |
| Number of foundation and endowment trust and agency accounts, managed assets | $42,000 | 105 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $511,000 | 54 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,733,000 | 38 |
| Personal Trust and Agency Accounts | $193,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $244,000 | 40 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 74 |
| Number non-managed other employee benefit and retirement-related accounts | $1,736,000 | 15 |
| Corporate Trust and Agency Accounts | $364,000 | 35 |
| Number of investment management and advisory agency accounts, non-managed assets | $179,000 | 9 |
| Number (#) individual retirement, health savings, and other similar accounts | $13,000 | 31 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $212,000 | 107 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,732,000 | 26 |
| 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 | $5,706,000 | 51 |
| Number of Managed Accounts | $2,995,000 | 54 |
| Personal Trust and Agency Accounts | $888,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $72,000 | 58 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 118 |
| Number of other employee benefit and retirement-related accounts | $496,000 | 62 |
| Corporate Trust and Agency Accounts | $27,000 | 19 |
| Number of managed investment management and investment advisory agency accounts | $1,466,000 | 37 |
| Number of foundation and endowment trust and agency accounts, managed assets | $42,000 | 103 |
| Other Fiduciary Accounts | $0 | 113 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $493,000 | 55 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,711,000 | 40 |
| Personal Trust and Agency Accounts | $191,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $247,000 | 42 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 73 |
| Number non-managed other employee benefit and retirement-related accounts | $1,712,000 | 15 |
| Corporate Trust and Agency Accounts | $366,000 | 36 |
| Number of investment management and advisory agency accounts, non-managed assets | $178,000 | 9 |
| Number (#) individual retirement, health savings, and other similar accounts | $13,000 | 32 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $207,000 | 108 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,708,000 | 25 |
| 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 | $5,764,000 | 49 |
| Number of Managed Accounts | $3,007,000 | 54 |
| Personal Trust and Agency Accounts | $901,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $70,000 | 70 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 130 |
| Number of other employee benefit and retirement-related accounts | $494,000 | 63 |
| Corporate Trust and Agency Accounts | $22,000 | 36 |
| Number of managed investment management and investment advisory agency accounts | $1,473,000 | 36 |
| Number of foundation and endowment trust and agency accounts, managed assets | $43,000 | 103 |
| Other Fiduciary Accounts | $0 | 233 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $492,000 | 57 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $30,100,000 | 7 |
| Number of Non-Managed Accounts | $2,757,000 | 40 |
| Personal Trust and Agency Accounts | $190,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $250,000 | 42 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 79 |
| Number non-managed other employee benefit and retirement-related accounts | $1,752,000 | 16 |
| Corporate Trust and Agency Accounts | $368,000 | 36 |
| Number of investment management and advisory agency accounts, non-managed assets | $180,000 | 9 |
| Number (#) individual retirement, health savings, and other similar accounts | $13,000 | 34 |
| Other Fiduciary Accounts | $0 | 233 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $211,000 | 127 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,748,000 | 26 |
| 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 | $5,608,000 | 52 |
| Number of Managed Accounts | $3,026,000 | 55 |
| Personal Trust and Agency Accounts | $896,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $63,000 | 68 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 118 |
| Number of other employee benefit and retirement-related accounts | $488,000 | 64 |
| Corporate Trust and Agency Accounts | $21,000 | 22 |
| Number of managed investment management and investment advisory agency accounts | $1,511,000 | 38 |
| Number of foundation and endowment trust and agency accounts, managed assets | $43,000 | 96 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $486,000 | 57 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,582,000 | 41 |
| Personal Trust and Agency Accounts | $191,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $251,000 | 42 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 83 |
| Number non-managed other employee benefit and retirement-related accounts | $1,597,000 | 15 |
| Corporate Trust and Agency Accounts | $347,000 | 35 |
| Number of investment management and advisory agency accounts, non-managed assets | $180,000 | 6 |
| Number (#) individual retirement, health savings, and other similar accounts | $13,000 | 34 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $213,000 | 108 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,593,000 | 25 |
| 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 | $5,654,000 | 53 |
| Number of Managed Accounts | $3,057,000 | 55 |
| Personal Trust and Agency Accounts | $901,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $60,000 | 71 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 109 |
| Number of other employee benefit and retirement-related accounts | $484,000 | 65 |
| Corporate Trust and Agency Accounts | $20,000 | 23 |
| Number of managed investment management and investment advisory agency accounts | $1,543,000 | 39 |
| Number of foundation and endowment trust and agency accounts, managed assets | $44,000 | 95 |
| Other Fiduciary Accounts | $0 | 113 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $482,000 | 58 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,597,000 | 43 |
| Personal Trust and Agency Accounts | $176,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $239,000 | 44 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 96 |
| Number non-managed other employee benefit and retirement-related accounts | $1,589,000 | 15 |
| Corporate Trust and Agency Accounts | $396,000 | 35 |
| Number of investment management and advisory agency accounts, non-managed assets | $183,000 | 7 |
| Number (#) individual retirement, health savings, and other similar accounts | $12,000 | 36 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $257,000 | 95 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,577,000 | 24 |
| 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 | $5,684,000 | 51 |
| Number of Managed Accounts | $3,083,000 | 53 |
| Personal Trust and Agency Accounts | $914,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $60,000 | 73 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 107 |
| Number of other employee benefit and retirement-related accounts | $471,000 | 63 |
| Corporate Trust and Agency Accounts | $20,000 | 27 |
| Number of managed investment management and investment advisory agency accounts | $1,572,000 | 38 |
| Number of foundation and endowment trust and agency accounts, managed assets | $41,000 | 100 |
| Other Fiduciary Accounts | $0 | 113 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $467,000 | 56 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,601,000 | 44 |
| Personal Trust and Agency Accounts | $171,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $261,000 | 43 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 97 |
| Number non-managed other employee benefit and retirement-related accounts | $1,573,000 | 15 |
| Corporate Trust and Agency Accounts | $398,000 | 35 |
| Number of investment management and advisory agency accounts, non-managed assets | $184,000 | 8 |
| Number (#) individual retirement, health savings, and other similar accounts | $12,000 | 37 |
| Other Fiduciary Accounts | $0 | 109 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $269,000 | 95 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,561,000 | 24 |
| 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 | $5,685,000 | 52 |
| Number of Managed Accounts | $3,101,000 | 53 |
| Personal Trust and Agency Accounts | $929,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $63,000 | 81 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 103 |
| Number of other employee benefit and retirement-related accounts | $457,000 | 65 |
| Corporate Trust and Agency Accounts | $20,000 | 45 |
| Number of managed investment management and investment advisory agency accounts | $1,580,000 | 37 |
| Number of foundation and endowment trust and agency accounts, managed assets | $46,000 | 97 |
| Other Fiduciary Accounts | $0 | 259 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $453,000 | 57 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $692,567,000 | 1 |
| Number of Non-Managed Accounts | $2,584,000 | 46 |
| Personal Trust and Agency Accounts | $171,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $255,000 | 44 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 110 |
| Number non-managed other employee benefit and retirement-related accounts | $1,582,000 | 17 |
| Corporate Trust and Agency Accounts | $395,000 | 37 |
| Number of investment management and advisory agency accounts, non-managed assets | $172,000 | 10 |
| Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 53 |
| Other Fiduciary Accounts | $0 | 239 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $312,000 | 92 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,572,000 | 25 |
| 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 | $4,486,000 | 60 |
| Number of Managed Accounts | $3,134,000 | 50 |
| Personal Trust and Agency Accounts | $931,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $60,000 | 77 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 89 |
| Number of other employee benefit and retirement-related accounts | $456,000 | 61 |
| Corporate Trust and Agency Accounts | $22,000 | 23 |
| Number of managed investment management and investment advisory agency accounts | $1,613,000 | 36 |
| Number of foundation and endowment trust and agency accounts, managed assets | $45,000 | 91 |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $454,000 | 55 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,352,000 | 57 |
| Personal Trust and Agency Accounts | $196,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $249,000 | 44 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 79 |
| Number non-managed other employee benefit and retirement-related accounts | $408,000 | 34 |
| Corporate Trust and Agency Accounts | $336,000 | 34 |
| Number of investment management and advisory agency accounts, non-managed assets | $152,000 | 11 |
| Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 50 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $276,000 | 92 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $405,000 | 39 |
| 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 | $4,471,000 | 60 |
| Number of Managed Accounts | $3,122,000 | 50 |
| Personal Trust and Agency Accounts | $928,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $63,000 | 74 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 121 |
| Number of other employee benefit and retirement-related accounts | $442,000 | 61 |
| Corporate Trust and Agency Accounts | $22,000 | 22 |
| Number of managed investment management and investment advisory agency accounts | $1,618,000 | 36 |
| Number of foundation and endowment trust and agency accounts, managed assets | $45,000 | 90 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $440,000 | 54 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,349,000 | 59 |
| Personal Trust and Agency Accounts | $194,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $251,000 | 45 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 83 |
| Number non-managed other employee benefit and retirement-related accounts | $411,000 | 36 |
| Corporate Trust and Agency Accounts | $328,000 | 37 |
| Number of investment management and advisory agency accounts, non-managed assets | $153,000 | 10 |
| Number (#) individual retirement, health savings, and other similar accounts | $8,000 | 48 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $278,000 | 89 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $409,000 | 39 |
| 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 | $4,508,000 | 60 |
| Number of Managed Accounts | $3,151,000 | 50 |
| Personal Trust and Agency Accounts | $932,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $64,000 | 71 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 121 |
| Number of other employee benefit and retirement-related accounts | $430,000 | 62 |
| Corporate Trust and Agency Accounts | $24,000 | 22 |
| Number of managed investment management and investment advisory agency accounts | $1,652,000 | 36 |
| Number of foundation and endowment trust and agency accounts, managed assets | $45,000 | 90 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $428,000 | 56 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,357,000 | 57 |
| Personal Trust and Agency Accounts | $192,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $252,000 | 45 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 82 |
| Number non-managed other employee benefit and retirement-related accounts | $415,000 | 34 |
| Corporate Trust and Agency Accounts | $326,000 | 39 |
| Number of investment management and advisory agency accounts, non-managed assets | $160,000 | 11 |
| Number (#) individual retirement, health savings, and other similar accounts | $8,000 | 49 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $251,000 | 96 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $412,000 | 36 |
| 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 | $4,535,000 | 68 |
| Number of Managed Accounts | $3,331,000 | 51 |
| Personal Trust and Agency Accounts | $937,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $71,000 | 72 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 136 |
| Number of other employee benefit and retirement-related accounts | $431,000 | 65 |
| Corporate Trust and Agency Accounts | $24,000 | 35 |
| Number of managed investment management and investment advisory agency accounts | $1,819,000 | 30 |
| Number of foundation and endowment trust and agency accounts, managed assets | $45,000 | 90 |
| Other Fiduciary Accounts | $0 | 261 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $424,000 | 59 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $21,778,000 | 7 |
| Number of Non-Managed Accounts | $1,204,000 | 69 |
| Personal Trust and Agency Accounts | $186,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $249,000 | 48 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 92 |
| Number non-managed other employee benefit and retirement-related accounts | $416,000 | 47 |
| Corporate Trust and Agency Accounts | $341,000 | 41 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 358 |
| Number (#) individual retirement, health savings, and other similar accounts | $8,000 | 54 |
| Other Fiduciary Accounts | $0 | 229 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $263,000 | 109 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $406,000 | 54 |
| 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 | $4,531,000 | 63 |
| Number of Managed Accounts | $3,368,000 | 50 |
| Personal Trust and Agency Accounts | $928,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $68,000 | 70 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 121 |
| Number of other employee benefit and retirement-related accounts | $426,000 | 66 |
| Corporate Trust and Agency Accounts | $27,000 | 23 |
| Number of managed investment management and investment advisory agency accounts | $1,915,000 | 32 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,163,000 | 65 |
| Personal Trust and Agency Accounts | $191,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $239,000 | 49 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 88 |
| Number non-managed other employee benefit and retirement-related accounts | $419,000 | 35 |
| Corporate Trust and Agency Accounts | $310,000 | 42 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $250,000 | 95 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,586,000 | 65 |
| Number of Managed Accounts | $3,431,000 | 52 |
| Personal Trust and Agency Accounts | $929,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $68,000 | 72 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 122 |
| Number of other employee benefit and retirement-related accounts | $433,000 | 67 |
| Corporate Trust and Agency Accounts | $31,000 | 22 |
| Number of managed investment management and investment advisory agency accounts | $1,966,000 | 34 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 115 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,155,000 | 63 |
| Personal Trust and Agency Accounts | $178,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $242,000 | 51 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 87 |
| Number non-managed other employee benefit and retirement-related accounts | $417,000 | 35 |
| Corporate Trust and Agency Accounts | $314,000 | 40 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $252,000 | 103 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,629,000 | 62 |
| Number of Managed Accounts | $3,491,000 | 50 |
| Personal Trust and Agency Accounts | $942,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $67,000 | 74 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 127 |
| Number of other employee benefit and retirement-related accounts | $435,000 | 67 |
| Corporate Trust and Agency Accounts | $36,000 | 21 |
| Number of managed investment management and investment advisory agency accounts | $2,007,000 | 35 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 119 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,138,000 | 63 |
| Personal Trust and Agency Accounts | $174,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $241,000 | 51 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 88 |
| Number non-managed other employee benefit and retirement-related accounts | $421,000 | 35 |
| Corporate Trust and Agency Accounts | $298,000 | 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 | $0 | 120 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $253,000 | 104 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,626,000 | 68 |
| Number of Managed Accounts | $3,499,000 | 53 |
| Personal Trust and Agency Accounts | $944,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $65,000 | 85 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 139 |
| Number of other employee benefit and retirement-related accounts | $433,000 | 73 |
| Corporate Trust and Agency Accounts | $36,000 | 31 |
| Number of managed investment management and investment advisory agency accounts | $2,017,000 | 34 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 285 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,127,000 | 76 |
| Personal Trust and Agency Accounts | $169,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $238,000 | 53 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 122 |
| Number non-managed other employee benefit and retirement-related accounts | $432,000 | 49 |
| Corporate Trust and Agency Accounts | $285,000 | 47 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 263 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $257,000 | 117 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,883,000 | 59 |
| Number of Managed Accounts | $3,755,000 | 48 |
| Personal Trust and Agency Accounts | $947,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $65,000 | 78 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 129 |
| Number of other employee benefit and retirement-related accounts | $431,000 | 68 |
| Corporate Trust and Agency Accounts | $36,000 | 23 |
| Number of managed investment management and investment advisory agency accounts | $2,272,000 | 34 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 120 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,128,000 | 67 |
| Personal Trust and Agency Accounts | $166,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $240,000 | 51 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 114 |
| Number non-managed other employee benefit and retirement-related accounts | $432,000 | 39 |
| Corporate Trust and Agency Accounts | $288,000 | 45 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 132 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $258,000 | 102 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,072,000 | 58 |
| Number of Managed Accounts | $3,579,000 | 52 |
| Personal Trust and Agency Accounts | $944,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $67,000 | 78 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 126 |
| Number of other employee benefit and retirement-related accounts | $434,000 | 68 |
| Corporate Trust and Agency Accounts | $38,000 | 24 |
| Number of managed investment management and investment advisory agency accounts | $2,092,000 | 36 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 123 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,493,000 | 61 |
| Personal Trust and Agency Accounts | $170,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $219,000 | 54 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 119 |
| Number non-managed other employee benefit and retirement-related accounts | $450,000 | 41 |
| Corporate Trust and Agency Accounts | $652,000 | 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 | $0 | 136 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $260,000 | 104 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,371,000 | 55 |
| Number of Managed Accounts | $3,551,000 | 56 |
| Personal Trust and Agency Accounts | $904,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $68,000 | 78 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 121 |
| Number of other employee benefit and retirement-related accounts | $427,000 | 68 |
| Corporate Trust and Agency Accounts | $39,000 | 23 |
| Number of managed investment management and investment advisory agency accounts | $2,109,000 | 37 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 128 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,820,000 | 53 |
| Personal Trust and Agency Accounts | $166,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $218,000 | 54 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 119 |
| Number non-managed other employee benefit and retirement-related accounts | $463,000 | 39 |
| Corporate Trust and Agency Accounts | $971,000 | 29 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 134 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $268,000 | 105 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,094,000 | 60 |
| Number of Managed Accounts | $3,542,000 | 52 |
| Personal Trust and Agency Accounts | $897,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $66,000 | 89 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 122 |
| Number of other employee benefit and retirement-related accounts | $427,000 | 70 |
| Corporate Trust and Agency Accounts | $41,000 | 32 |
| Number of managed investment management and investment advisory agency accounts | $2,106,000 | 36 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 300 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,552,000 | 62 |
| Personal Trust and Agency Accounts | $162,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $214,000 | 57 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 117 |
| Number non-managed other employee benefit and retirement-related accounts | $455,000 | 50 |
| Corporate Trust and Agency Accounts | $717,000 | 30 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 264 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $274,000 | 117 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,889,000 | 60 |
| Number of Managed Accounts | $3,489,000 | 50 |
| Personal Trust and Agency Accounts | $866,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $70,000 | 79 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 112 |
| Number of other employee benefit and retirement-related accounts | $419,000 | 65 |
| Corporate Trust and Agency Accounts | $48,000 | 22 |
| Number of managed investment management and investment advisory agency accounts | $2,081,000 | 36 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 121 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,400,000 | 59 |
| Personal Trust and Agency Accounts | $151,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $215,000 | 56 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 97 |
| Number non-managed other employee benefit and retirement-related accounts | $455,000 | 35 |
| Corporate Trust and Agency Accounts | $575,000 | 32 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 127 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $331,000 | 86 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,695,000 | 65 |
| Number of Managed Accounts | $3,444,000 | 52 |
| Personal Trust and Agency Accounts | $868,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $69,000 | 84 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 119 |
| Number of other employee benefit and retirement-related accounts | $411,000 | 67 |
| Corporate Trust and Agency Accounts | $48,000 | 23 |
| Number of managed investment management and investment advisory agency accounts | $2,043,000 | 38 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 124 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,251,000 | 62 |
| Personal Trust and Agency Accounts | $142,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $215,000 | 56 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 102 |
| Number non-managed other employee benefit and retirement-related accounts | $465,000 | 34 |
| Corporate Trust and Agency Accounts | $425,000 | 37 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $322,000 | 92 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,487,000 | 65 |
| Number of Managed Accounts | $3,378,000 | 50 |
| Personal Trust and Agency Accounts | $873,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $69,000 | 83 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 143 |
| Number of other employee benefit and retirement-related accounts | $375,000 | 72 |
| Corporate Trust and Agency Accounts | $44,000 | 25 |
| Number of managed investment management and investment advisory agency accounts | $2,014,000 | 36 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 119 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,109,000 | 65 |
| Personal Trust and Agency Accounts | $169,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $212,000 | 59 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 94 |
| Number non-managed other employee benefit and retirement-related accounts | $468,000 | 34 |
| Corporate Trust and Agency Accounts | $255,000 | 46 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 121 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $290,000 | 97 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,704,000 | 66 |
| Number of Managed Accounts | $3,589,000 | 50 |
| Personal Trust and Agency Accounts | $869,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $73,000 | 91 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 173 |
| Number of other employee benefit and retirement-related accounts | $379,000 | 71 |
| Corporate Trust and Agency Accounts | $42,000 | 38 |
| Number of managed investment management and investment advisory agency accounts | $2,223,000 | 34 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 293 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,115,000 | 76 |
| Personal Trust and Agency Accounts | $164,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $210,000 | 63 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 122 |
| Number non-managed other employee benefit and retirement-related accounts | $501,000 | 43 |
| Corporate Trust and Agency Accounts | $236,000 | 49 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 263 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $293,000 | 116 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,361,000 | 56 |
| Number of Managed Accounts | $3,481,000 | 55 |
| Personal Trust and Agency Accounts | $876,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $73,000 | 87 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 149 |
| Number of other employee benefit and retirement-related accounts | $385,000 | 73 |
| Corporate Trust and Agency Accounts | $56,000 | 20 |
| Number of managed investment management and investment advisory agency accounts | $2,088,000 | 36 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 122 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,880,000 | 56 |
| Personal Trust and Agency Accounts | $160,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $213,000 | 62 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 131 |
| Number non-managed other employee benefit and retirement-related accounts | $489,000 | 34 |
| Corporate Trust and Agency Accounts | $1,016,000 | 26 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 121 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $281,000 | 100 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,198,000 | 60 |
| Number of Managed Accounts | $3,372,000 | 58 |
| Personal Trust and Agency Accounts | $905,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $72,000 | 86 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 158 |
| Number of other employee benefit and retirement-related accounts | $394,000 | 73 |
| Corporate Trust and Agency Accounts | $106,000 | 14 |
| Number of managed investment management and investment advisory agency accounts | $1,892,000 | 38 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 130 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,826,000 | 56 |
| Personal Trust and Agency Accounts | $134,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $215,000 | 62 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 138 |
| Number non-managed other employee benefit and retirement-related accounts | $494,000 | 32 |
| Corporate Trust and Agency Accounts | $981,000 | 28 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 129 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $280,000 | 103 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,496,000 | 71 |
| Number of Managed Accounts | $3,327,000 | 58 |
| Personal Trust and Agency Accounts | $925,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $72,000 | 84 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 160 |
| Number of other employee benefit and retirement-related accounts | $391,000 | 74 |
| Corporate Trust and Agency Accounts | $64,000 | 22 |
| Number of managed investment management and investment advisory agency accounts | $1,872,000 | 38 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 139 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,169,000 | 64 |
| Personal Trust and Agency Accounts | $133,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $212,000 | 61 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 95 |
| Number non-managed other employee benefit and retirement-related accounts | $506,000 | 34 |
| Corporate Trust and Agency Accounts | $310,000 | 47 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 129 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $267,000 | 107 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,941,000 | 71 |
| Number of Managed Accounts | $3,642,000 | 55 |
| Personal Trust and Agency Accounts | $986,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $82,000 | 85 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 201 |
| Number of other employee benefit and retirement-related accounts | $387,000 | 71 |
| Corporate Trust and Agency Accounts | $1,275,000 | 2 |
| Number of managed investment management and investment advisory agency accounts | $909,000 | 56 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 320 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,299,000 | 68 |
| Personal Trust and Agency Accounts | $134,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $232,000 | 61 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 113 |
| Number non-managed other employee benefit and retirement-related accounts | $647,000 | 36 |
| Corporate Trust and Agency Accounts | $279,000 | 47 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 282 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $164,000 | 186 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,865,000 | 66 |
| Number of Managed Accounts | $3,615,000 | 54 |
| Personal Trust and Agency Accounts | $964,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $81,000 | 80 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 160 |
| Number of other employee benefit and retirement-related accounts | $385,000 | 66 |
| Corporate Trust and Agency Accounts | $1,275,000 | 2 |
| Number of managed investment management and investment advisory agency accounts | $907,000 | 58 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 135 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,250,000 | 60 |
| Personal Trust and Agency Accounts | $126,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $231,000 | 57 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 109 |
| Number non-managed other employee benefit and retirement-related accounts | $640,000 | 26 |
| Corporate Trust and Agency Accounts | $249,000 | 49 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 134 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $158,000 | 143 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,615,000 | 66 |
| Number of Managed Accounts | $3,410,000 | 57 |
| Personal Trust and Agency Accounts | $930,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $80,000 | 83 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 155 |
| Number of other employee benefit and retirement-related accounts | $366,000 | 70 |
| Corporate Trust and Agency Accounts | $1,152,000 | 2 |
| Number of managed investment management and investment advisory agency accounts | $879,000 | 57 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 140 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,205,000 | 63 |
| Personal Trust and Agency Accounts | $124,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $230,000 | 59 |
| Employee Benefit-defined Benefit Accounts | $0 | 181 |
| Number non-managed other employee benefit and retirement-related accounts | $640,000 | 28 |
| Corporate Trust and Agency Accounts | $211,000 | 51 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 136 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $157,000 | 146 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,432,000 | 69 |
| Number of Managed Accounts | $3,244,000 | 64 |
| Personal Trust and Agency Accounts | $892,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $83,000 | 84 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 160 |
| Number of other employee benefit and retirement-related accounts | $354,000 | 74 |
| Corporate Trust and Agency Accounts | $1,086,000 | 2 |
| Number of managed investment management and investment advisory agency accounts | $826,000 | 59 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 144 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,188,000 | 67 |
| Personal Trust and Agency Accounts | $122,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $231,000 | 64 |
| Employee Benefit-defined Benefit Accounts | $0 | 184 |
| Number non-managed other employee benefit and retirement-related accounts | $624,000 | 28 |
| Corporate Trust and Agency Accounts | $211,000 | 52 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 132 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $116,000 | 169 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,332,000 | 68 |
| Number of Managed Accounts | $3,836,000 | 55 |
| Personal Trust and Agency Accounts | $885,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $88,000 | 80 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 203 |
| Number of other employee benefit and retirement-related accounts | $374,000 | 70 |
| Corporate Trust and Agency Accounts | $1,428,000 | 2 |
| Number of managed investment management and investment advisory agency accounts | $1,058,000 | 51 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 337 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,496,000 | 69 |
| Personal Trust and Agency Accounts | $121,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $235,000 | 72 |
| Employee Benefit-defined Benefit Accounts | $0 | 292 |
| Number non-managed other employee benefit and retirement-related accounts | $823,000 | 32 |
| Corporate Trust and Agency Accounts | $317,000 | 47 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 286 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $123,000 | 224 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,182,000 | 64 |
| Number of Managed Accounts | $3,711,000 | 54 |
| Personal Trust and Agency Accounts | $855,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $87,000 | 74 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 157 |
| Number of other employee benefit and retirement-related accounts | $362,000 | 71 |
| Corporate Trust and Agency Accounts | $1,379,000 | 3 |
| Number of managed investment management and investment advisory agency accounts | $1,025,000 | 50 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,471,000 | 63 |
| Personal Trust and Agency Accounts | $110,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $233,000 | 69 |
| Employee Benefit-defined Benefit Accounts | $0 | 189 |
| Number non-managed other employee benefit and retirement-related accounts | $820,000 | 24 |
| Corporate Trust and Agency Accounts | $308,000 | 45 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 126 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $120,000 | 179 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,107,000 | 65 |
| Number of Managed Accounts | $3,667,000 | 53 |
| Personal Trust and Agency Accounts | $842,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $90,000 | 76 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 161 |
| Number of other employee benefit and retirement-related accounts | $359,000 | 71 |
| Corporate Trust and Agency Accounts | $1,355,000 | 3 |
| Number of managed investment management and investment advisory agency accounts | $1,018,000 | 51 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 127 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,440,000 | 66 |
| Personal Trust and Agency Accounts | $104,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $238,000 | 66 |
| Employee Benefit-defined Benefit Accounts | $0 | 195 |
| Number non-managed other employee benefit and retirement-related accounts | $821,000 | 26 |
| Corporate Trust and Agency Accounts | $277,000 | 51 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 128 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $120,000 | 178 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,302,000 | 66 |
| Number of Managed Accounts | $3,861,000 | 53 |
| Personal Trust and Agency Accounts | $820,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $90,000 | 78 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 162 |
| Number of other employee benefit and retirement-related accounts | $345,000 | 69 |
| Corporate Trust and Agency Accounts | $1,614,000 | 3 |
| Number of managed investment management and investment advisory agency accounts | $989,000 | 55 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 130 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,441,000 | 65 |
| Personal Trust and Agency Accounts | $92,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $324,000 | 59 |
| Employee Benefit-defined Benefit Accounts | $0 | 195 |
| Number non-managed other employee benefit and retirement-related accounts | $807,000 | 26 |
| Corporate Trust and Agency Accounts | $218,000 | 60 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 134 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $119,000 | 188 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,505,000 | 66 |
| Number of Managed Accounts | $4,038,000 | 55 |
| Personal Trust and Agency Accounts | $811,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $89,000 | 82 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 195 |
| Number of other employee benefit and retirement-related accounts | $365,000 | 66 |
| Corporate Trust and Agency Accounts | $1,603,000 | 3 |
| Number of managed investment management and investment advisory agency accounts | $1,167,000 | 50 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 331 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,467,000 | 72 |
| Personal Trust and Agency Accounts | $113,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $248,000 | 77 |
| Employee Benefit-defined Benefit Accounts | $0 | 304 |
| Number non-managed other employee benefit and retirement-related accounts | $917,000 | 34 |
| Corporate Trust and Agency Accounts | $189,000 | 67 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 293 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $139,000 | 223 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,349,000 | 69 |
| Number of Managed Accounts | $3,935,000 | 54 |
| Personal Trust and Agency Accounts | $785,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $84,000 | 91 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 152 |
| Number of other employee benefit and retirement-related accounts | $349,000 | 63 |
| Corporate Trust and Agency Accounts | $1,555,000 | 3 |
| Number of managed investment management and investment advisory agency accounts | $1,158,000 | 48 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 143 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,414,000 | 72 |
| Personal Trust and Agency Accounts | $109,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $240,000 | 80 |
| Employee Benefit-defined Benefit Accounts | $0 | 213 |
| Number non-managed other employee benefit and retirement-related accounts | $904,000 | 27 |
| Corporate Trust and Agency Accounts | $160,000 | 71 |
| 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 | $1,000 | 137 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $137,000 | 185 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,205,000 | 71 |
| Number of Managed Accounts | $3,840,000 | 55 |
| Personal Trust and Agency Accounts | $745,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $82,000 | 101 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 156 |
| Number of other employee benefit and retirement-related accounts | $341,000 | 65 |
| Corporate Trust and Agency Accounts | $1,540,000 | 4 |
| Number of managed investment management and investment advisory agency accounts | $1,128,000 | 48 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 151 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,365,000 | 76 |
| Personal Trust and Agency Accounts | $109,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $238,000 | 82 |
| Employee Benefit-defined Benefit Accounts | $0 | 214 |
| Number non-managed other employee benefit and retirement-related accounts | $896,000 | 29 |
| Corporate Trust and Agency Accounts | $122,000 | 80 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 161 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $136,000 | 189 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,096,000 | 73 |
| Number of Managed Accounts | $3,850,000 | 57 |
| Personal Trust and Agency Accounts | $697,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $74,000 | 123 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 159 |
| Number of other employee benefit and retirement-related accounts | $317,000 | 68 |
| Corporate Trust and Agency Accounts | $1,712,000 | 4 |
| Number of managed investment management and investment advisory agency accounts | $1,046,000 | 50 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 156 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,246,000 | 79 |
| Personal Trust and Agency Accounts | $77,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $226,000 | 88 |
| Employee Benefit-defined Benefit Accounts | $0 | 215 |
| Number non-managed other employee benefit and retirement-related accounts | $835,000 | 32 |
| Corporate Trust and Agency Accounts | $108,000 | 84 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 158 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $127,000 | 206 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,074,000 | 78 |
| Number of Managed Accounts | $3,810,000 | 60 |
| Personal Trust and Agency Accounts | $698,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $74,000 | 138 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 186 |
| Number of other employee benefit and retirement-related accounts | $310,000 | 83 |
| Corporate Trust and Agency Accounts | $1,650,000 | 4 |
| Number of managed investment management and investment advisory agency accounts | $1,074,000 | 49 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 352 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,264,000 | 85 |
| Personal Trust and Agency Accounts | $91,000 | 155 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $223,000 | 97 |
| Employee Benefit-defined Benefit Accounts | $0 | 309 |
| Number non-managed other employee benefit and retirement-related accounts | $857,000 | 37 |
| Corporate Trust and Agency Accounts | $93,000 | 93 |
| 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 | $129,000 | 266 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,196,000 | 69 |
| Number of Managed Accounts | $2,824,000 | 71 |
| Personal Trust and Agency Accounts | $2,307,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $80,000 | 143 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 240 |
| Number of other employee benefit and retirement-related accounts | $44,000 | 340 |
| Corporate Trust and Agency Accounts | $121,000 | 22 |
| Number of managed investment management and investment advisory agency accounts | $270,000 | 127 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 365 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,372,000 | 57 |
| Personal Trust and Agency Accounts | $2,079,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $202,000 | 96 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 220 |
| Number non-managed other employee benefit and retirement-related accounts | $40,000 | 331 |
| Corporate Trust and Agency Accounts | $50,000 | 126 |
| 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 | $32,000 | 540 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |