Home > Wachovia Bank > Number of Fiduciary and Related Asset Accounts
Wachovia Bank, Number of Fiduciary and Related Asset Accounts
| 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 | $58,222,000 | 12 |
| Number of Managed Accounts | $48,741,000 | 6 |
| Personal Trust and Agency Accounts | $33,419,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $125,000 | 42 |
| Employee Benefit-defined Benefit Accounts | $201,000 | 10 |
| Number of other employee benefit and retirement-related accounts | $4,002,000 | 10 |
| Corporate Trust and Agency Accounts | $7,000 | 86 |
| Number of managed investment management and investment advisory agency accounts | $8,125,000 | 10 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,862,000 | 3 |
| Other Fiduciary Accounts | $0 | 261 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $269,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,740,000 | 10 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $28,602,000 | 6 |
| Number of Non-Managed Accounts | $9,481,000 | 24 |
| Personal Trust and Agency Accounts | $640,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,778,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $1,384,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $1,832,000 | 18 |
| Corporate Trust and Agency Accounts | $119,000 | 62 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,530,000 | 1 |
| Number (#) individual retirement, health savings, and other similar accounts | $198,000 | 9 |
| Other Fiduciary Accounts | $0 | 229 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $7,041,000 | 26 |
| Fiduciary Accounts Held in Foreign Offices | $264,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $774,000 | 30 |
| 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 | $60,442,000 | 13 |
| Number of Managed Accounts | $52,158,000 | 6 |
| Personal Trust and Agency Accounts | $37,358,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $136,000 | 35 |
| Employee Benefit-defined Benefit Accounts | $244,000 | 11 |
| Number of other employee benefit and retirement-related accounts | $4,001,000 | 10 |
| Corporate Trust and Agency Accounts | $52,000 | 15 |
| Number of managed investment management and investment advisory agency accounts | $10,367,000 | 9 |
| 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 | $273,000 | 4 |
| 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 | $8,284,000 | 26 |
| Personal Trust and Agency Accounts | $1,097,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,990,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $1,429,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $1,563,000 | 18 |
| Corporate Trust and Agency Accounts | $205,000 | 50 |
| 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 | $6,874,000 | 25 |
| Fiduciary Accounts Held in Foreign Offices | $264,000 | 6 |
| # 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 | $61,794,000 | 13 |
| Number of Managed Accounts | $53,377,000 | 6 |
| Personal Trust and Agency Accounts | $38,173,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $142,000 | 33 |
| Employee Benefit-defined Benefit Accounts | $260,000 | 11 |
| Number of other employee benefit and retirement-related accounts | $4,096,000 | 9 |
| Corporate Trust and Agency Accounts | $58,000 | 15 |
| Number of managed investment management and investment advisory agency accounts | $10,648,000 | 9 |
| 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 | $280,000 | 5 |
| 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 | $8,417,000 | 26 |
| Personal Trust and Agency Accounts | $1,157,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,023,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $1,505,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $1,558,000 | 16 |
| Corporate Trust and Agency Accounts | $174,000 | 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 | 117 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,479,000 | 25 |
| Fiduciary Accounts Held in Foreign Offices | $260,000 | 7 |
| # 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 | $63,411,000 | 12 |
| Number of Managed Accounts | $54,480,000 | 6 |
| Personal Trust and Agency Accounts | $38,871,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $160,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $274,000 | 11 |
| Number of other employee benefit and retirement-related accounts | $4,163,000 | 9 |
| Corporate Trust and Agency Accounts | $42,000 | 19 |
| Number of managed investment management and investment advisory agency accounts | $10,970,000 | 10 |
| 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 | $282,000 | 5 |
| 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 | $8,931,000 | 25 |
| Personal Trust and Agency Accounts | $1,233,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,350,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $1,523,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $1,597,000 | 15 |
| Corporate Trust and Agency Accounts | $228,000 | 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 | 120 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,823,000 | 26 |
| Fiduciary Accounts Held in Foreign Offices | $268,000 | 6 |
| # 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 | $64,705,000 | 13 |
| Number of Managed Accounts | $55,685,000 | 6 |
| Personal Trust and Agency Accounts | $39,561,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $181,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $300,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $4,295,000 | 9 |
| Corporate Trust and Agency Accounts | $45,000 | 26 |
| Number of managed investment management and investment advisory agency accounts | $11,303,000 | 8 |
| 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 | $280,000 | 5 |
| 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 | $9,020,000 | 26 |
| Personal Trust and Agency Accounts | $1,218,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,319,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $1,581,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $1,617,000 | 22 |
| 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 | $7,045,000 | 29 |
| Fiduciary Accounts Held in Foreign Offices | $274,000 | 6 |
| # 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 | $66,533,000 | 12 |
| Number of Managed Accounts | $57,309,000 | 5 |
| Personal Trust and Agency Accounts | $40,628,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $188,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $319,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $4,432,000 | 9 |
| Corporate Trust and Agency Accounts | $66,000 | 16 |
| Number of managed investment management and investment advisory agency accounts | $11,676,000 | 8 |
| 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 | $281,000 | 4 |
| 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 | $9,224,000 | 25 |
| Personal Trust and Agency Accounts | $1,240,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,466,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $1,510,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $1,642,000 | 17 |
| Corporate Trust and Agency Accounts | $366,000 | 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 | 132 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $8,131,000 | 25 |
| Fiduciary Accounts Held in Foreign Offices | $275,000 | 6 |
| # 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 | $67,480,000 | 14 |
| Number of Managed Accounts | $58,196,000 | 5 |
| Personal Trust and Agency Accounts | $41,533,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $191,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $326,000 | 10 |
| Number of other employee benefit and retirement-related accounts | $4,434,000 | 7 |
| Corporate Trust and Agency Accounts | $74,000 | 15 |
| Number of managed investment management and investment advisory agency accounts | $11,638,000 | 7 |
| 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 | $277,000 | 4 |
| 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 | $9,284,000 | 26 |
| Personal Trust and Agency Accounts | $1,253,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,152,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $1,517,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $1,606,000 | 18 |
| Corporate Trust and Agency Accounts | $756,000 | 31 |
| 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 | $6,661,000 | 27 |
| Fiduciary Accounts Held in Foreign Offices | $274,000 | 7 |
| # 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 | $62,955,000 | 14 |
| Number of Managed Accounts | $53,708,000 | 5 |
| Personal Trust and Agency Accounts | $37,560,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $126,000 | 40 |
| Employee Benefit-defined Benefit Accounts | $245,000 | 10 |
| Number of other employee benefit and retirement-related accounts | $4,275,000 | 6 |
| Corporate Trust and Agency Accounts | $64,000 | 15 |
| Number of managed investment management and investment advisory agency accounts | $11,438,000 | 6 |
| 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 | $264,000 | 4 |
| 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 | $9,247,000 | 25 |
| Personal Trust and Agency Accounts | $1,300,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,968,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $1,516,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $1,589,000 | 17 |
| Corporate Trust and Agency Accounts | $874,000 | 31 |
| 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 | $6,711,000 | 26 |
| Fiduciary Accounts Held in Foreign Offices | $274,000 | 7 |
| # 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 | $63,805,000 | 12 |
| Number of Managed Accounts | $54,128,000 | 5 |
| Personal Trust and Agency Accounts | $37,942,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $142,000 | 38 |
| Employee Benefit-defined Benefit Accounts | $247,000 | 10 |
| Number of other employee benefit and retirement-related accounts | $4,234,000 | 7 |
| Corporate Trust and Agency Accounts | $53,000 | 25 |
| Number of managed investment management and investment advisory agency accounts | $11,510,000 | 7 |
| 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 | $265,000 | 4 |
| 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 | $9,677,000 | 25 |
| Personal Trust and Agency Accounts | $1,372,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,937,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $1,544,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $1,568,000 | 22 |
| Corporate Trust and Agency Accounts | $1,256,000 | 23 |
| 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 | $6,923,000 | 25 |
| Fiduciary Accounts Held in Foreign Offices | $263,000 | 8 |
| # 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 | $64,893,000 | 10 |
| Number of Managed Accounts | $54,890,000 | 5 |
| Personal Trust and Agency Accounts | $38,612,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $160,000 | 34 |
| Employee Benefit-defined Benefit Accounts | $251,000 | 10 |
| Number of other employee benefit and retirement-related accounts | $4,264,000 | 7 |
| Corporate Trust and Agency Accounts | $68,000 | 14 |
| Number of managed investment management and investment advisory agency accounts | $11,535,000 | 6 |
| 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 | $268,000 | 4 |
| 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 | $10,003,000 | 25 |
| Personal Trust and Agency Accounts | $1,618,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,923,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $1,524,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $1,615,000 | 17 |
| Corporate Trust and Agency Accounts | $1,323,000 | 23 |
| 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 | $7,020,000 | 22 |
| Fiduciary Accounts Held in Foreign Offices | $267,000 | 8 |
| # 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 | $66,560,000 | 10 |
| Number of Managed Accounts | $55,997,000 | 5 |
| Personal Trust and Agency Accounts | $39,638,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $166,000 | 32 |
| Employee Benefit-defined Benefit Accounts | $256,000 | 11 |
| Number of other employee benefit and retirement-related accounts | $4,271,000 | 6 |
| Corporate Trust and Agency Accounts | $98,000 | 13 |
| Number of managed investment management and investment advisory agency accounts | $11,568,000 | 6 |
| 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 | $281,000 | 4 |
| 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 | $10,563,000 | 25 |
| Personal Trust and Agency Accounts | $2,067,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,886,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $1,518,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $1,605,000 | 17 |
| Corporate Trust and Agency Accounts | $1,487,000 | 21 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $7,095,000 | 24 |
| Fiduciary Accounts Held in Foreign Offices | $260,000 | 9 |
| # 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 | $66,952,000 | 11 |
| Number of Managed Accounts | $56,111,000 | 6 |
| Personal Trust and Agency Accounts | $40,460,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $344,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $267,000 | 10 |
| Number of other employee benefit and retirement-related accounts | $4,002,000 | 5 |
| Corporate Trust and Agency Accounts | $78,000 | 17 |
| Number of managed investment management and investment advisory agency accounts | $10,960,000 | 7 |
| 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 | $283,000 | 4 |
| 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 | $10,841,000 | 25 |
| Personal Trust and Agency Accounts | $2,083,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,252,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $1,444,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $1,394,000 | 17 |
| Corporate Trust and Agency Accounts | $1,668,000 | 20 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 121 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $9,620,000 | 22 |
| Fiduciary Accounts Held in Foreign Offices | $267,000 | 9 |
| # 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 | $74,391,000 | 11 |
| Number of Managed Accounts | $63,075,000 | 5 |
| Personal Trust and Agency Accounts | $43,552,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $389,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $281,000 | 11 |
| Number of other employee benefit and retirement-related accounts | $4,408,000 | 5 |
| Corporate Trust and Agency Accounts | $76,000 | 21 |
| Number of managed investment management and investment advisory agency accounts | $14,369,000 | 5 |
| 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 | $269,000 | 5 |
| 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 | $11,316,000 | 22 |
| Personal Trust and Agency Accounts | $2,307,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,274,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $1,457,000 | 7 |
| Number non-managed other employee benefit and retirement-related accounts | $1,338,000 | 20 |
| Corporate Trust and Agency Accounts | $1,940,000 | 18 |
| 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 | $10,226,000 | 21 |
| Fiduciary Accounts Held in Foreign Offices | $232,000 | 10 |
| # 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 | $77,080,000 | 9 |
| Number of Managed Accounts | $63,833,000 | 3 |
| Personal Trust and Agency Accounts | $44,310,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $371,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $293,000 | 8 |
| Number of other employee benefit and retirement-related accounts | $4,394,000 | 5 |
| Corporate Trust and Agency Accounts | $66,000 | 17 |
| Number of managed investment management and investment advisory agency accounts | $14,399,000 | 4 |
| 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 | $262,000 | 5 |
| 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 | $13,247,000 | 21 |
| Personal Trust and Agency Accounts | $2,392,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,196,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $1,490,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $1,432,000 | 17 |
| Corporate Trust and Agency Accounts | $3,737,000 | 15 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 121 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $15,469,000 | 19 |
| Fiduciary Accounts Held in Foreign Offices | $218,000 | 9 |
| # 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 | $103,340,000 | 9 |
| Number of Managed Accounts | $64,583,000 | 3 |
| Personal Trust and Agency Accounts | $45,139,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $383,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $300,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $4,400,000 | 5 |
| Corporate Trust and Agency Accounts | $187,000 | 8 |
| Number of managed investment management and investment advisory agency accounts | $14,174,000 | 4 |
| 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 | $255,000 | 5 |
| 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 | $38,757,000 | 10 |
| Personal Trust and Agency Accounts | $2,763,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,204,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $1,525,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $2,269,000 | 14 |
| Corporate Trust and Agency Accounts | $27,996,000 | 5 |
| 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 | $25,591,000 | 18 |
| Fiduciary Accounts Held in Foreign Offices | $224,000 | 9 |
| # 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 | $104,453,000 | 9 |
| Number of Managed Accounts | $64,687,000 | 3 |
| Personal Trust and Agency Accounts | $45,594,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $374,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $339,000 | 8 |
| Number of other employee benefit and retirement-related accounts | $4,360,000 | 5 |
| Corporate Trust and Agency Accounts | $196,000 | 8 |
| Number of managed investment management and investment advisory agency accounts | $13,824,000 | 4 |
| 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 | $253,000 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $39,766,000 | 10 |
| Personal Trust and Agency Accounts | $2,856,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,250,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $1,465,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $2,248,000 | 15 |
| Corporate Trust and Agency Accounts | $28,947,000 | 5 |
| 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 | $25,112,000 | 18 |
| Fiduciary Accounts Held in Foreign Offices | $207,000 | 10 |
| # 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 | $107,460,000 | 9 |
| Number of Managed Accounts | $64,541,000 | 3 |
| Personal Trust and Agency Accounts | $45,687,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $386,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $360,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $4,293,000 | 4 |
| Corporate Trust and Agency Accounts | $206,000 | 11 |
| Number of managed investment management and investment advisory agency accounts | $13,609,000 | 3 |
| 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 | $242,000 | 5 |
| 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 | $42,919,000 | 8 |
| Personal Trust and Agency Accounts | $3,473,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,167,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $1,491,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $2,221,000 | 19 |
| Corporate Trust and Agency Accounts | $28,567,000 | 5 |
| 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 | $24,571,000 | 17 |
| Fiduciary Accounts Held in Foreign Offices | $208,000 | 10 |
| # 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 | $109,699,000 | 9 |
| Number of Managed Accounts | $64,837,000 | 3 |
| Personal Trust and Agency Accounts | $46,307,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $408,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $370,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $4,251,000 | 4 |
| Corporate Trust and Agency Accounts | $233,000 | 8 |
| Number of managed investment management and investment advisory agency accounts | $13,268,000 | 3 |
| 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 | $220,000 | 5 |
| 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 | $44,862,000 | 8 |
| Personal Trust and Agency Accounts | $3,660,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,667,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $1,590,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $2,040,000 | 15 |
| Corporate Trust and Agency Accounts | $29,905,000 | 5 |
| 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 | $25,165,000 | 15 |
| Fiduciary Accounts Held in Foreign Offices | $200,000 | 9 |
| # 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 | $111,463,000 | 10 |
| Number of Managed Accounts | $65,188,000 | 3 |
| Personal Trust and Agency Accounts | $46,428,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $404,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $371,000 | 8 |
| Number of other employee benefit and retirement-related accounts | $4,320,000 | 4 |
| Corporate Trust and Agency Accounts | $280,000 | 5 |
| Number of managed investment management and investment advisory agency accounts | $13,385,000 | 3 |
| 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 | $197,000 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $46,275,000 | 10 |
| Personal Trust and Agency Accounts | $3,500,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,689,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $1,556,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $2,036,000 | 16 |
| Corporate Trust and Agency Accounts | $29,494,000 | 5 |
| 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 | $24,610,000 | 15 |
| Fiduciary Accounts Held in Foreign Offices | $159,000 | 10 |
| # 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 | $112,318,000 | 10 |
| Number of Managed Accounts | $65,352,000 | 4 |
| Personal Trust and Agency Accounts | $46,609,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $407,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $358,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $4,329,000 | 3 |
| Corporate Trust and Agency Accounts | $206,000 | 8 |
| Number of managed investment management and investment advisory agency accounts | $13,443,000 | 4 |
| 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 | $200,000 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $46,966,000 | 9 |
| Personal Trust and Agency Accounts | $3,731,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,638,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $1,535,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $3,836,000 | 14 |
| Corporate Trust and Agency Accounts | $28,226,000 | 4 |
| 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 | $21,609,000 | 16 |
| Fiduciary Accounts Held in Foreign Offices | $156,000 | 11 |
| # 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 | $105,864,000 | 10 |
| Number of Managed Accounts | $63,078,000 | 6 |
| Personal Trust and Agency Accounts | $45,099,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $366,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $361,000 | 8 |
| Number of other employee benefit and retirement-related accounts | $4,184,000 | 3 |
| Corporate Trust and Agency Accounts | $175,000 | 10 |
| Number of managed investment management and investment advisory agency accounts | $12,893,000 | 4 |
| 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 | $207,000 | 7 |
| 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 | $42,786,000 | 11 |
| Personal Trust and Agency Accounts | $3,408,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,279,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $1,528,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $2,132,000 | 19 |
| Corporate Trust and Agency Accounts | $26,439,000 | 4 |
| 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 | $21,671,000 | 16 |
| Fiduciary Accounts Held in Foreign Offices | $153,000 | 11 |
| # 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 | $105,748,000 | 10 |
| Number of Managed Accounts | $63,636,000 | 5 |
| Personal Trust and Agency Accounts | $45,262,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $363,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $364,000 | 8 |
| Number of other employee benefit and retirement-related accounts | $4,211,000 | 3 |
| Corporate Trust and Agency Accounts | $188,000 | 9 |
| Number of managed investment management and investment advisory agency accounts | $13,248,000 | 4 |
| 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 | $215,000 | 7 |
| 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 | $42,112,000 | 12 |
| Personal Trust and Agency Accounts | $3,558,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,834,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $1,535,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $2,113,000 | 16 |
| Corporate Trust and Agency Accounts | $26,072,000 | 4 |
| 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 | $21,324,000 | 17 |
| Fiduciary Accounts Held in Foreign Offices | $149,000 | 11 |
| # 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 | $104,873,000 | 10 |
| Number of Managed Accounts | $63,820,000 | 6 |
| Personal Trust and Agency Accounts | $45,561,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $368,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $380,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $4,193,000 | 3 |
| Corporate Trust and Agency Accounts | $193,000 | 9 |
| Number of managed investment management and investment advisory agency accounts | $13,125,000 | 4 |
| 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 | $217,000 | 7 |
| 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 | $41,053,000 | 13 |
| Personal Trust and Agency Accounts | $3,365,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,921,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $1,534,000 | 7 |
| Number non-managed other employee benefit and retirement-related accounts | $2,170,000 | 17 |
| Corporate Trust and Agency Accounts | $26,063,000 | 4 |
| 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 | $10,629,000 | 18 |
| Fiduciary Accounts Held in Foreign Offices | $148,000 | 12 |
| # 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 | $103,073,000 | 10 |
| Number of Managed Accounts | $64,607,000 | 5 |
| Personal Trust and Agency Accounts | $46,491,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $434,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $424,000 | 5 |
| Number of other employee benefit and retirement-related accounts | $4,185,000 | 3 |
| Corporate Trust and Agency Accounts | $202,000 | 9 |
| Number of managed investment management and investment advisory agency accounts | $12,871,000 | 4 |
| 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 | $224,000 | 8 |
| 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 | $38,466,000 | 12 |
| Personal Trust and Agency Accounts | $3,119,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $6,508,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $1,302,000 | 7 |
| Number non-managed other employee benefit and retirement-related accounts | $2,198,000 | 15 |
| Corporate Trust and Agency Accounts | $25,339,000 | 4 |
| 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 | $10,799,000 | 18 |
| Fiduciary Accounts Held in Foreign Offices | $141,000 | 12 |
| # 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 | $103,676,000 | 8 |
| Number of Managed Accounts | $64,809,000 | 5 |
| Personal Trust and Agency Accounts | $50,887,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $513,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $456,000 | 5 |
| Number of other employee benefit and retirement-related accounts | $4,124,000 | 3 |
| Corporate Trust and Agency Accounts | $193,000 | 10 |
| Number of managed investment management and investment advisory agency accounts | $8,636,000 | 6 |
| 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 | $221,000 | 8 |
| 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 | $38,867,000 | 12 |
| Personal Trust and Agency Accounts | $3,717,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $6,794,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $1,265,000 | 7 |
| Number non-managed other employee benefit and retirement-related accounts | $2,213,000 | 17 |
| Corporate Trust and Agency Accounts | $24,878,000 | 3 |
| 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 | $19,136,000 | 16 |
| Fiduciary Accounts Held in Foreign Offices | $137,000 | 11 |
| # 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 | $103,635,000 | 8 |
| Number of Managed Accounts | $65,924,000 | 4 |
| Personal Trust and Agency Accounts | $51,779,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $625,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $519,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $4,156,000 | 3 |
| Corporate Trust and Agency Accounts | $187,000 | 9 |
| Number of managed investment management and investment advisory agency accounts | $8,658,000 | 6 |
| 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 | $218,000 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $37,711,000 | 13 |
| Personal Trust and Agency Accounts | $2,976,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $6,611,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $1,208,000 | 7 |
| Number non-managed other employee benefit and retirement-related accounts | $2,141,000 | 15 |
| Corporate Trust and Agency Accounts | $24,775,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 152 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $18,834,000 | 16 |
| Fiduciary Accounts Held in Foreign Offices | $127,000 | 10 |
| # 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 | $103,821,000 | 9 |
| Number of Managed Accounts | $66,819,000 | 3 |
| Personal Trust and Agency Accounts | $52,727,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $762,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $561,000 | 3 |
| Number of other employee benefit and retirement-related accounts | $4,109,000 | 3 |
| Corporate Trust and Agency Accounts | $199,000 | 9 |
| Number of managed investment management and investment advisory agency accounts | $8,461,000 | 6 |
| 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 | $224,000 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $37,002,000 | 14 |
| Personal Trust and Agency Accounts | $2,944,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $6,206,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $1,173,000 | 7 |
| Number non-managed other employee benefit and retirement-related accounts | $2,165,000 | 18 |
| Corporate Trust and Agency Accounts | $24,514,000 | 3 |
| 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 | $19,012,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $107,000 | 10 |
| # 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 | $103,702,000 | 9 |
| Number of Managed Accounts | $67,413,000 | 3 |
| Personal Trust and Agency Accounts | $53,521,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $837,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $586,000 | 3 |
| Number of other employee benefit and retirement-related accounts | $4,125,000 | 3 |
| Corporate Trust and Agency Accounts | $202,000 | 10 |
| Number of managed investment management and investment advisory agency accounts | $8,142,000 | 8 |
| 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 | $235,000 | 8 |
| 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 | $36,289,000 | 13 |
| Personal Trust and Agency Accounts | $2,924,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $6,281,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $1,100,000 | 7 |
| Number non-managed other employee benefit and retirement-related accounts | $2,155,000 | 17 |
| Corporate Trust and Agency Accounts | $23,829,000 | 3 |
| 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 | $19,258,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $119,000 | 9 |
| # 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 | $104,553,000 | 8 |
| Number of Managed Accounts | $67,381,000 | 3 |
| Personal Trust and Agency Accounts | $53,781,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $869,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $588,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $4,093,000 | 4 |
| Corporate Trust and Agency Accounts | $221,000 | 10 |
| Number of managed investment management and investment advisory agency accounts | $7,829,000 | 9 |
| 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 | $7,429,000 | 3 |
| 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 | $37,172,000 | 12 |
| Personal Trust and Agency Accounts | $3,316,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $6,284,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $1,111,000 | 7 |
| Number non-managed other employee benefit and retirement-related accounts | $2,446,000 | 16 |
| Corporate Trust and Agency Accounts | $24,015,000 | 3 |
| 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 | $20,410,000 | 15 |
| Fiduciary Accounts Held in Foreign Offices | $599,000 | 7 |
| # 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 | $85,396,000 | 8 |
| Number of Managed Accounts | $53,371,000 | 5 |
| Personal Trust and Agency Accounts | $37,612,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,020,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $633,000 | 5 |
| Number of other employee benefit and retirement-related accounts | $2,531,000 | 8 |
| Corporate Trust and Agency Accounts | $291,000 | 8 |
| Number of managed investment management and investment advisory agency accounts | $7,631,000 | 9 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $3,653,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $213,000 | 7 |
| 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 | $32,025,000 | 8 |
| Personal Trust and Agency Accounts | $1,426,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $6,914,000 | 3 |
| Employee Benefit-defined Benefit Accounts | $912,000 | 7 |
| Number non-managed other employee benefit and retirement-related accounts | $433,000 | 57 |
| Corporate Trust and Agency Accounts | $21,764,000 | 3 |
| 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 | $576,000 | 19 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $7,881,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $100,000 | 11 |
| # 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 |