Home > WesBanco Bank, Inc. > Number of Fiduciary and Related Asset Accounts
WesBanco Bank, Inc., Number of Fiduciary and Related Asset Accounts
| 2024-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 6 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $6,676,000 | 57 |
| Number of Managed Accounts | $5,416,000 | 45 |
| Personal Trust and Agency Accounts | $1,857,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $199,000 | 55 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 100 |
| Number of other employee benefit and retirement-related accounts | $1,218,000 | 81 |
| Corporate Trust and Agency Accounts | $4,000 | 107 |
| Number of managed investment management and investment advisory agency accounts | $1,775,000 | 47 |
| Number of foundation and endowment trust and agency accounts, managed assets | $354,000 | 29 |
| Other Fiduciary Accounts | $1,000 | 176 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,165,000 | 66 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $3,329,000 | 16 |
| Number of Non-Managed Accounts | $1,260,000 | 60 |
| Personal Trust and Agency Accounts | $41,000 | 173 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $37,000 | 108 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 78 |
| Number non-managed other employee benefit and retirement-related accounts | $90,000 | 142 |
| Corporate Trust and Agency Accounts | $203,000 | 40 |
| Number of investment management and advisory agency accounts, non-managed assets | $259,000 | 9 |
| Number (#) individual retirement, health savings, and other similar accounts | $628,000 | 27 |
| Other Fiduciary Accounts | $0 | 179 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $145,000 | 156 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $77,000 | 196 |
| 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 | $6,679,000 | 58 |
| Number of Managed Accounts | $5,406,000 | 46 |
| Personal Trust and Agency Accounts | $1,858,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $204,000 | 55 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 97 |
| Number of other employee benefit and retirement-related accounts | $1,207,000 | 85 |
| Corporate Trust and Agency Accounts | $4,000 | 48 |
| Number of managed investment management and investment advisory agency accounts | $1,767,000 | 47 |
| Number of foundation and endowment trust and agency accounts, managed assets | $356,000 | 29 |
| Other Fiduciary Accounts | $1,000 | 94 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,154,000 | 67 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,273,000 | 59 |
| Personal Trust and Agency Accounts | $43,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $43,000 | 92 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 77 |
| Number non-managed other employee benefit and retirement-related accounts | $88,000 | 79 |
| Corporate Trust and Agency Accounts | $205,000 | 39 |
| Number of investment management and advisory agency accounts, non-managed assets | $271,000 | 11 |
| Number (#) individual retirement, health savings, and other similar accounts | $621,000 | 31 |
| Other Fiduciary Accounts | $0 | 96 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $148,000 | 130 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $75,000 | 140 |
| 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 | $6,682,000 | 57 |
| Number of Managed Accounts | $5,383,000 | 45 |
| Personal Trust and Agency Accounts | $1,868,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $205,000 | 57 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 97 |
| Number of other employee benefit and retirement-related accounts | $1,209,000 | 79 |
| Corporate Trust and Agency Accounts | $5,000 | 84 |
| Number of managed investment management and investment advisory agency accounts | $1,732,000 | 49 |
| Number of foundation and endowment trust and agency accounts, managed assets | $354,000 | 28 |
| Other Fiduciary Accounts | $1,000 | 115 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,157,000 | 68 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,299,000 | 57 |
| Personal Trust and Agency Accounts | $52,000 | 123 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $38,000 | 112 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 82 |
| Number non-managed other employee benefit and retirement-related accounts | $85,000 | 119 |
| Corporate Trust and Agency Accounts | $206,000 | 40 |
| Number of investment management and advisory agency accounts, non-managed assets | $297,000 | 10 |
| Number (#) individual retirement, health savings, and other similar accounts | $619,000 | 33 |
| Other Fiduciary Accounts | $0 | 129 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $139,000 | 145 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $72,000 | 164 |
| 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 | $6,636,000 | 56 |
| Number of Managed Accounts | $5,332,000 | 46 |
| Personal Trust and Agency Accounts | $1,863,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $201,000 | 53 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 55 |
| Number of other employee benefit and retirement-related accounts | $1,203,000 | 98 |
| Corporate Trust and Agency Accounts | $6,000 | 31 |
| Number of managed investment management and investment advisory agency accounts | $1,695,000 | 48 |
| Number of foundation and endowment trust and agency accounts, managed assets | $354,000 | 27 |
| Other Fiduciary Accounts | $1,000 | 94 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,149,000 | 70 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,304,000 | 55 |
| Personal Trust and Agency Accounts | $52,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $39,000 | 88 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 124 |
| Number non-managed other employee benefit and retirement-related accounts | $86,000 | 74 |
| Corporate Trust and Agency Accounts | $211,000 | 48 |
| Number of investment management and advisory agency accounts, non-managed assets | $299,000 | 11 |
| Number (#) individual retirement, health savings, and other similar accounts | $615,000 | 2 |
| Other Fiduciary Accounts | $0 | 94 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $140,000 | 133 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $73,000 | 148 |
| 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 | $6,608,000 | 54 |
| Number of Managed Accounts | $5,308,000 | 45 |
| Personal Trust and Agency Accounts | $1,885,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $193,000 | 57 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 55 |
| Number of other employee benefit and retirement-related accounts | $1,200,000 | 90 |
| Corporate Trust and Agency Accounts | $4,000 | 67 |
| Number of managed investment management and investment advisory agency accounts | $1,671,000 | 47 |
| Number of foundation and endowment trust and agency accounts, managed assets | $345,000 | 27 |
| Other Fiduciary Accounts | $1,000 | 181 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,147,000 | 67 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $3,351,000 | 16 |
| Number of Non-Managed Accounts | $1,300,000 | 58 |
| Personal Trust and Agency Accounts | $49,000 | 159 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $38,000 | 90 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 128 |
| Number non-managed other employee benefit and retirement-related accounts | $89,000 | 147 |
| Corporate Trust and Agency Accounts | $216,000 | 76 |
| Number of investment management and advisory agency accounts, non-managed assets | $286,000 | 12 |
| Number (#) individual retirement, health savings, and other similar accounts | $620,000 | 2 |
| Other Fiduciary Accounts | $0 | 190 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $138,000 | 160 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $75,000 | 194 |
| 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 | $6,580,000 | 56 |
| Number of Managed Accounts | $5,324,000 | 48 |
| Personal Trust and Agency Accounts | $1,885,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $193,000 | 54 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 54 |
| Number of other employee benefit and retirement-related accounts | $1,220,000 | 83 |
| Corporate Trust and Agency Accounts | $4,000 | 39 |
| Number of managed investment management and investment advisory agency accounts | $1,664,000 | 47 |
| Number of foundation and endowment trust and agency accounts, managed assets | $347,000 | 26 |
| Other Fiduciary Accounts | $1,000 | 85 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,168,000 | 65 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,256,000 | 56 |
| Personal Trust and Agency Accounts | $48,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $42,000 | 82 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 118 |
| Number non-managed other employee benefit and retirement-related accounts | $91,000 | 74 |
| Corporate Trust and Agency Accounts | $179,000 | 49 |
| Number of investment management and advisory agency accounts, non-managed assets | $286,000 | 14 |
| Number (#) individual retirement, health savings, and other similar accounts | $608,000 | 2 |
| Other Fiduciary Accounts | $0 | 95 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $142,000 | 131 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $77,000 | 141 |
| 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 | $6,575,000 | 55 |
| Number of Managed Accounts | $5,312,000 | 47 |
| Personal Trust and Agency Accounts | $1,895,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $192,000 | 58 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 51 |
| Number of other employee benefit and retirement-related accounts | $1,223,000 | 79 |
| Corporate Trust and Agency Accounts | $4,000 | 42 |
| Number of managed investment management and investment advisory agency accounts | $1,642,000 | 46 |
| Number of foundation and endowment trust and agency accounts, managed assets | $345,000 | 27 |
| Other Fiduciary Accounts | $1,000 | 110 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,171,000 | 61 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,263,000 | 55 |
| Personal Trust and Agency Accounts | $51,000 | 123 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $45,000 | 82 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 115 |
| Number non-managed other employee benefit and retirement-related accounts | $96,000 | 113 |
| Corporate Trust and Agency Accounts | $173,000 | 82 |
| Number of investment management and advisory agency accounts, non-managed assets | $284,000 | 12 |
| Number (#) individual retirement, health savings, and other similar accounts | $611,000 | 2 |
| Other Fiduciary Accounts | $0 | 135 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $133,000 | 141 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $83,000 | 145 |
| 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 | $6,605,000 | 56 |
| Number of Managed Accounts | $5,354,000 | 47 |
| Personal Trust and Agency Accounts | $1,913,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $190,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 52 |
| Number of other employee benefit and retirement-related accounts | $1,257,000 | 54 |
| Corporate Trust and Agency Accounts | $4,000 | 37 |
| Number of managed investment management and investment advisory agency accounts | $1,623,000 | 49 |
| Number of foundation and endowment trust and agency accounts, managed assets | $356,000 | 28 |
| Other Fiduciary Accounts | $1,000 | 87 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,204,000 | 61 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,251,000 | 57 |
| Personal Trust and Agency Accounts | $49,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $46,000 | 79 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 73 |
| Number non-managed other employee benefit and retirement-related accounts | $98,000 | 65 |
| Corporate Trust and Agency Accounts | $172,000 | 42 |
| Number of investment management and advisory agency accounts, non-managed assets | $289,000 | 11 |
| Number (#) individual retirement, health savings, and other similar accounts | $594,000 | 2 |
| Other Fiduciary Accounts | $0 | 92 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $139,000 | 135 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $85,000 | 96 |
| 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 | $6,564,000 | 57 |
| Number of Managed Accounts | $5,374,000 | 48 |
| Personal Trust and Agency Accounts | $1,922,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $191,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 58 |
| Number of other employee benefit and retirement-related accounts | $1,253,000 | 55 |
| Corporate Trust and Agency Accounts | $1,000 | 115 |
| Number of managed investment management and investment advisory agency accounts | $1,579,000 | 49 |
| Number of foundation and endowment trust and agency accounts, managed assets | $418,000 | 22 |
| Other Fiduciary Accounts | $1,000 | 172 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,200,000 | 58 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $3,445,000 | 17 |
| Number of Non-Managed Accounts | $1,190,000 | 60 |
| Personal Trust and Agency Accounts | $48,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $45,000 | 89 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 83 |
| Number non-managed other employee benefit and retirement-related accounts | $96,000 | 96 |
| Corporate Trust and Agency Accounts | $175,000 | 46 |
| Number of investment management and advisory agency accounts, non-managed assets | $294,000 | 10 |
| Number (#) individual retirement, health savings, and other similar accounts | $529,000 | 4 |
| Other Fiduciary Accounts | $0 | 175 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $139,000 | 166 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $83,000 | 152 |
| 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 | $6,490,000 | 56 |
| Number of Managed Accounts | $5,364,000 | 49 |
| Personal Trust and Agency Accounts | $1,932,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $188,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 50 |
| Number of other employee benefit and retirement-related accounts | $1,257,000 | 55 |
| Corporate Trust and Agency Accounts | $1,000 | 58 |
| Number of managed investment management and investment advisory agency accounts | $1,553,000 | 49 |
| Number of foundation and endowment trust and agency accounts, managed assets | $421,000 | 21 |
| Other Fiduciary Accounts | $1,000 | 89 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,204,000 | 56 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,126,000 | 57 |
| Personal Trust and Agency Accounts | $46,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $43,000 | 87 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 67 |
| Number non-managed other employee benefit and retirement-related accounts | $96,000 | 69 |
| Corporate Trust and Agency Accounts | $166,000 | 44 |
| Number of investment management and advisory agency accounts, non-managed assets | $296,000 | 10 |
| Number (#) individual retirement, health savings, and other similar accounts | $475,000 | 3 |
| Other Fiduciary Accounts | $0 | 98 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $125,000 | 146 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $83,000 | 100 |
| 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 | $6,504,000 | 50 |
| Number of Managed Accounts | $5,392,000 | 45 |
| Personal Trust and Agency Accounts | $1,980,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $190,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 47 |
| Number of other employee benefit and retirement-related accounts | $1,255,000 | 50 |
| Corporate Trust and Agency Accounts | $1,000 | 62 |
| Number of managed investment management and investment advisory agency accounts | $1,531,000 | 45 |
| Number of foundation and endowment trust and agency accounts, managed assets | $423,000 | 18 |
| Other Fiduciary Accounts | $1,000 | 102 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,201,000 | 54 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,112,000 | 51 |
| Personal Trust and Agency Accounts | $33,000 | 123 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $41,000 | 87 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 56 |
| Number non-managed other employee benefit and retirement-related accounts | $100,000 | 70 |
| Corporate Trust and Agency Accounts | $170,000 | 37 |
| Number of investment management and advisory agency accounts, non-managed assets | $295,000 | 9 |
| Number (#) individual retirement, health savings, and other similar accounts | $468,000 | 3 |
| Other Fiduciary Accounts | $0 | 109 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $125,000 | 137 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $87,000 | 102 |
| 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 | $6,502,000 | 49 |
| Number of Managed Accounts | $5,391,000 | 45 |
| Personal Trust and Agency Accounts | $1,996,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $164,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 52 |
| Number of other employee benefit and retirement-related accounts | $1,265,000 | 48 |
| Corporate Trust and Agency Accounts | $1,000 | 56 |
| Number of managed investment management and investment advisory agency accounts | $1,530,000 | 48 |
| Number of foundation and endowment trust and agency accounts, managed assets | $424,000 | 17 |
| Other Fiduciary Accounts | $1,000 | 87 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,210,000 | 53 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,111,000 | 51 |
| Personal Trust and Agency Accounts | $33,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $41,000 | 86 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 55 |
| Number non-managed other employee benefit and retirement-related accounts | $100,000 | 65 |
| Corporate Trust and Agency Accounts | $174,000 | 38 |
| Number of investment management and advisory agency accounts, non-managed assets | $299,000 | 10 |
| Number (#) individual retirement, health savings, and other similar accounts | $459,000 | 3 |
| Other Fiduciary Accounts | $0 | 94 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $125,000 | 131 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $86,000 | 93 |
| 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 | $6,452,000 | 48 |
| Number of Managed Accounts | $5,331,000 | 44 |
| Personal Trust and Agency Accounts | $1,998,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $145,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 56 |
| Number of other employee benefit and retirement-related accounts | $1,257,000 | 46 |
| Corporate Trust and Agency Accounts | $1,000 | 112 |
| Number of managed investment management and investment advisory agency accounts | $1,502,000 | 48 |
| Number of foundation and endowment trust and agency accounts, managed assets | $417,000 | 18 |
| Other Fiduciary Accounts | $1,000 | 173 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,204,000 | 49 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $3,441,000 | 15 |
| Number of Non-Managed Accounts | $1,121,000 | 52 |
| Personal Trust and Agency Accounts | $33,000 | 177 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $44,000 | 88 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 59 |
| Number non-managed other employee benefit and retirement-related accounts | $101,000 | 91 |
| Corporate Trust and Agency Accounts | $183,000 | 38 |
| Number of investment management and advisory agency accounts, non-managed assets | $298,000 | 10 |
| Number (#) individual retirement, health savings, and other similar accounts | $457,000 | 3 |
| Other Fiduciary Accounts | $0 | 174 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $125,000 | 163 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $87,000 | 146 |
| 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 | $6,446,000 | 47 |
| Number of Managed Accounts | $5,323,000 | 44 |
| Personal Trust and Agency Accounts | $2,002,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $149,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 57 |
| Number of other employee benefit and retirement-related accounts | $1,255,000 | 47 |
| Corporate Trust and Agency Accounts | $1,000 | 57 |
| Number of managed investment management and investment advisory agency accounts | $1,477,000 | 49 |
| Number of foundation and endowment trust and agency accounts, managed assets | $428,000 | 17 |
| Other Fiduciary Accounts | $1,000 | 83 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,203,000 | 49 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,123,000 | 51 |
| Personal Trust and Agency Accounts | $45,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $45,000 | 84 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 57 |
| Number non-managed other employee benefit and retirement-related accounts | $106,000 | 63 |
| Corporate Trust and Agency Accounts | $183,000 | 38 |
| Number of investment management and advisory agency accounts, non-managed assets | $293,000 | 10 |
| Number (#) individual retirement, health savings, and other similar accounts | $446,000 | 3 |
| Other Fiduciary Accounts | $0 | 90 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $135,000 | 124 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $92,000 | 86 |
| 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 | $6,456,000 | 46 |
| Number of Managed Accounts | $5,320,000 | 45 |
| Personal Trust and Agency Accounts | $2,023,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $150,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 56 |
| Number of other employee benefit and retirement-related accounts | $1,265,000 | 44 |
| Corporate Trust and Agency Accounts | $1,000 | 61 |
| Number of managed investment management and investment advisory agency accounts | $1,448,000 | 51 |
| Number of foundation and endowment trust and agency accounts, managed assets | $422,000 | 18 |
| Other Fiduciary Accounts | $1,000 | 91 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,212,000 | 48 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,136,000 | 50 |
| Personal Trust and Agency Accounts | $46,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $39,000 | 96 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 61 |
| Number non-managed other employee benefit and retirement-related accounts | $112,000 | 62 |
| Corporate Trust and Agency Accounts | $186,000 | 38 |
| Number of investment management and advisory agency accounts, non-managed assets | $295,000 | 9 |
| Number (#) individual retirement, health savings, and other similar accounts | $453,000 | 3 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $137,000 | 133 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $97,000 | 93 |
| 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 | $6,410,000 | 47 |
| Number of Managed Accounts | $5,279,000 | 45 |
| Personal Trust and Agency Accounts | $2,047,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $144,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 52 |
| Number of other employee benefit and retirement-related accounts | $1,259,000 | 44 |
| Corporate Trust and Agency Accounts | $1,000 | 55 |
| Number of managed investment management and investment advisory agency accounts | $1,401,000 | 52 |
| Number of foundation and endowment trust and agency accounts, managed assets | $415,000 | 18 |
| Other Fiduciary Accounts | $1,000 | 82 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,203,000 | 48 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,131,000 | 52 |
| Personal Trust and Agency Accounts | $44,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $41,000 | 93 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 63 |
| Number non-managed other employee benefit and retirement-related accounts | $116,000 | 57 |
| Corporate Trust and Agency Accounts | $176,000 | 38 |
| Number of investment management and advisory agency accounts, non-managed assets | $291,000 | 10 |
| Number (#) individual retirement, health savings, and other similar accounts | $459,000 | 2 |
| Other Fiduciary Accounts | $0 | 88 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $140,000 | 128 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $99,000 | 86 |
| 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 | $6,394,000 | 47 |
| Number of Managed Accounts | $5,275,000 | 44 |
| Personal Trust and Agency Accounts | $2,074,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $133,000 | 30 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 52 |
| Number of other employee benefit and retirement-related accounts | $1,253,000 | 45 |
| Corporate Trust and Agency Accounts | $1,000 | 111 |
| Number of managed investment management and investment advisory agency accounts | $1,389,000 | 54 |
| Number of foundation and endowment trust and agency accounts, managed assets | $413,000 | 17 |
| Other Fiduciary Accounts | $1,000 | 159 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,198,000 | 49 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $3,380,000 | 20 |
| Number of Non-Managed Accounts | $1,119,000 | 56 |
| Personal Trust and Agency Accounts | $42,000 | 143 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $42,000 | 100 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 68 |
| Number non-managed other employee benefit and retirement-related accounts | $126,000 | 78 |
| Corporate Trust and Agency Accounts | $176,000 | 39 |
| Number of investment management and advisory agency accounts, non-managed assets | $271,000 | 10 |
| Number (#) individual retirement, health savings, and other similar accounts | $458,000 | 2 |
| Other Fiduciary Accounts | $0 | 171 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $141,000 | 156 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $104,000 | 133 |
| 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 | $6,403,000 | 46 |
| Number of Managed Accounts | $5,295,000 | 44 |
| Personal Trust and Agency Accounts | $2,079,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $137,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 51 |
| Number of other employee benefit and retirement-related accounts | $1,260,000 | 44 |
| Corporate Trust and Agency Accounts | $1,000 | 59 |
| Number of managed investment management and investment advisory agency accounts | $1,382,000 | 54 |
| Number of foundation and endowment trust and agency accounts, managed assets | $423,000 | 17 |
| Other Fiduciary Accounts | $1,000 | 84 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,199,000 | 45 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,108,000 | 53 |
| Personal Trust and Agency Accounts | $42,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $42,000 | 95 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 66 |
| Number non-managed other employee benefit and retirement-related accounts | $145,000 | 53 |
| Corporate Trust and Agency Accounts | $170,000 | 38 |
| Number of investment management and advisory agency accounts, non-managed assets | $260,000 | 10 |
| Number (#) individual retirement, health savings, and other similar accounts | $445,000 | 2 |
| Other Fiduciary Accounts | $0 | 88 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $144,000 | 120 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $118,000 | 78 |
| 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 | $6,403,000 | 47 |
| Number of Managed Accounts | $5,319,000 | 43 |
| Personal Trust and Agency Accounts | $2,110,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $125,000 | 32 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 51 |
| Number of other employee benefit and retirement-related accounts | $1,255,000 | 45 |
| Corporate Trust and Agency Accounts | $1,000 | 61 |
| Number of managed investment management and investment advisory agency accounts | $1,382,000 | 53 |
| Number of foundation and endowment trust and agency accounts, managed assets | $433,000 | 17 |
| Other Fiduciary Accounts | $1,000 | 96 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,191,000 | 44 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,084,000 | 53 |
| Personal Trust and Agency Accounts | $41,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $38,000 | 102 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 69 |
| Number non-managed other employee benefit and retirement-related accounts | $144,000 | 59 |
| Corporate Trust and Agency Accounts | $165,000 | 37 |
| Number of investment management and advisory agency accounts, non-managed assets | $253,000 | 10 |
| Number (#) individual retirement, health savings, and other similar accounts | $439,000 | 2 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $147,000 | 126 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $117,000 | 87 |
| 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 | $6,439,000 | 47 |
| Number of Managed Accounts | $5,367,000 | 43 |
| Personal Trust and Agency Accounts | $2,136,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $135,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 54 |
| Number of other employee benefit and retirement-related accounts | $1,261,000 | 44 |
| Corporate Trust and Agency Accounts | $1,000 | 53 |
| Number of managed investment management and investment advisory agency accounts | $1,395,000 | 52 |
| Number of foundation and endowment trust and agency accounts, managed assets | $427,000 | 17 |
| Other Fiduciary Accounts | $1,000 | 94 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,197,000 | 44 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,072,000 | 53 |
| Personal Trust and Agency Accounts | $43,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $39,000 | 97 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 65 |
| Number non-managed other employee benefit and retirement-related accounts | $148,000 | 54 |
| Corporate Trust and Agency Accounts | $160,000 | 37 |
| Number of investment management and advisory agency accounts, non-managed assets | $236,000 | 10 |
| Number (#) individual retirement, health savings, and other similar accounts | $442,000 | 3 |
| Other Fiduciary Accounts | $0 | 94 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $155,000 | 119 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $121,000 | 83 |
| 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 | $6,594,000 | 47 |
| Number of Managed Accounts | $5,521,000 | 42 |
| Personal Trust and Agency Accounts | $2,133,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $130,000 | 31 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 55 |
| Number of other employee benefit and retirement-related accounts | $1,248,000 | 45 |
| Corporate Trust and Agency Accounts | $1,000 | 113 |
| Number of managed investment management and investment advisory agency accounts | $1,402,000 | 50 |
| Number of foundation and endowment trust and agency accounts, managed assets | $595,000 | 13 |
| Other Fiduciary Accounts | $1,000 | 178 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,184,000 | 45 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $3,593,000 | 22 |
| Number of Non-Managed Accounts | $1,073,000 | 59 |
| Personal Trust and Agency Accounts | $47,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $41,000 | 101 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 70 |
| Number non-managed other employee benefit and retirement-related accounts | $154,000 | 69 |
| Corporate Trust and Agency Accounts | $158,000 | 41 |
| Number of investment management and advisory agency accounts, non-managed assets | $217,000 | 10 |
| Number (#) individual retirement, health savings, and other similar accounts | $452,000 | 3 |
| Other Fiduciary Accounts | $0 | 181 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $155,000 | 153 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $128,000 | 120 |
| 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 | $6,591,000 | 48 |
| Number of Managed Accounts | $5,539,000 | 43 |
| Personal Trust and Agency Accounts | $2,156,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $138,000 | 29 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 57 |
| Number of other employee benefit and retirement-related accounts | $1,239,000 | 44 |
| Corporate Trust and Agency Accounts | $1,000 | 61 |
| Number of managed investment management and investment advisory agency accounts | $1,385,000 | 53 |
| Number of foundation and endowment trust and agency accounts, managed assets | $609,000 | 13 |
| Other Fiduciary Accounts | $1,000 | 94 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,175,000 | 46 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,052,000 | 60 |
| Personal Trust and Agency Accounts | $47,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $39,000 | 97 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 63 |
| Number non-managed other employee benefit and retirement-related accounts | $160,000 | 50 |
| Corporate Trust and Agency Accounts | $157,000 | 42 |
| Number of investment management and advisory agency accounts, non-managed assets | $209,000 | 10 |
| Number (#) individual retirement, health savings, and other similar accounts | $436,000 | 3 |
| Other Fiduciary Accounts | $0 | 95 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $156,000 | 120 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $131,000 | 75 |
| 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 | $6,594,000 | 48 |
| Number of Managed Accounts | $5,564,000 | 41 |
| Personal Trust and Agency Accounts | $2,192,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $136,000 | 29 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 56 |
| Number of other employee benefit and retirement-related accounts | $1,244,000 | 43 |
| Corporate Trust and Agency Accounts | $1,000 | 64 |
| Number of managed investment management and investment advisory agency accounts | $1,383,000 | 53 |
| Number of foundation and endowment trust and agency accounts, managed assets | $597,000 | 14 |
| Other Fiduciary Accounts | $1,000 | 104 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,173,000 | 45 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,030,000 | 63 |
| Personal Trust and Agency Accounts | $48,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $37,000 | 105 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 64 |
| Number non-managed other employee benefit and retirement-related accounts | $161,000 | 55 |
| Corporate Trust and Agency Accounts | $151,000 | 43 |
| Number of investment management and advisory agency accounts, non-managed assets | $183,000 | 15 |
| Number (#) individual retirement, health savings, and other similar accounts | $446,000 | 3 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $160,000 | 122 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $133,000 | 79 |
| 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 | $7,371,000 | 45 |
| Number of Managed Accounts | $6,219,000 | 38 |
| Personal Trust and Agency Accounts | $2,444,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $156,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 58 |
| Number of other employee benefit and retirement-related accounts | $1,456,000 | 35 |
| Corporate Trust and Agency Accounts | $3,000 | 48 |
| Number of managed investment management and investment advisory agency accounts | $1,550,000 | 45 |
| Number of foundation and endowment trust and agency accounts, managed assets | $599,000 | 14 |
| Other Fiduciary Accounts | $1,000 | 112 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,263,000 | 41 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,152,000 | 57 |
| Personal Trust and Agency Accounts | $51,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $59,000 | 79 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 68 |
| Number non-managed other employee benefit and retirement-related accounts | $271,000 | 40 |
| Corporate Trust and Agency Accounts | $173,000 | 43 |
| Number of investment management and advisory agency accounts, non-managed assets | $144,000 | 18 |
| Number (#) individual retirement, health savings, and other similar accounts | $450,000 | 3 |
| Other Fiduciary Accounts | $0 | 106 |
| 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 | $230,000 | 58 |
| 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 | $6,458,000 | 47 |
| Number of Managed Accounts | $5,579,000 | 42 |
| Personal Trust and Agency Accounts | $2,196,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $149,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 56 |
| Number of other employee benefit and retirement-related accounts | $1,223,000 | 44 |
| Corporate Trust and Agency Accounts | $3,000 | 83 |
| Number of managed investment management and investment advisory agency accounts | $1,397,000 | 52 |
| Number of foundation and endowment trust and agency accounts, managed assets | $599,000 | 15 |
| Other Fiduciary Accounts | $1,000 | 173 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,040,000 | 55 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $3,446,000 | 19 |
| Number of Non-Managed Accounts | $879,000 | 74 |
| Personal Trust and Agency Accounts | $52,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $65,000 | 79 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 62 |
| Number non-managed other employee benefit and retirement-related accounts | $131,000 | 87 |
| Corporate Trust and Agency Accounts | $152,000 | 45 |
| Number of investment management and advisory agency accounts, non-managed assets | $28,000 | 70 |
| Number (#) individual retirement, health savings, and other similar accounts | $446,000 | 3 |
| Other Fiduciary Accounts | $0 | 180 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $220,000 | 115 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $111,000 | 130 |
| 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 | $6,406,000 | 46 |
| Number of Managed Accounts | $5,544,000 | 41 |
| Personal Trust and Agency Accounts | $2,223,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $130,000 | 30 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 49 |
| Number of other employee benefit and retirement-related accounts | $1,186,000 | 45 |
| Corporate Trust and Agency Accounts | $3,000 | 49 |
| Number of managed investment management and investment advisory agency accounts | $1,387,000 | 52 |
| Number of foundation and endowment trust and agency accounts, managed assets | $601,000 | 14 |
| Other Fiduciary Accounts | $1,000 | 107 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,028,000 | 54 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $862,000 | 69 |
| Personal Trust and Agency Accounts | $53,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $48,000 | 92 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 60 |
| Number non-managed other employee benefit and retirement-related accounts | $134,000 | 62 |
| Corporate Trust and Agency Accounts | $150,000 | 43 |
| Number of investment management and advisory agency accounts, non-managed assets | $31,000 | 56 |
| Number (#) individual retirement, health savings, and other similar accounts | $441,000 | 3 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $222,000 | 99 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $113,000 | 88 |
| 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 | $5,748,000 | 51 |
| Number of Managed Accounts | $4,855,000 | 45 |
| Personal Trust and Agency Accounts | $1,946,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $124,000 | 30 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 53 |
| Number of other employee benefit and retirement-related accounts | $978,000 | 55 |
| Corporate Trust and Agency Accounts | $1,000 | 62 |
| Number of managed investment management and investment advisory agency accounts | $1,197,000 | 56 |
| Number of foundation and endowment trust and agency accounts, managed assets | $594,000 | 14 |
| Other Fiduciary Accounts | $3,000 | 83 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $922,000 | 58 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $893,000 | 67 |
| Personal Trust and Agency Accounts | $54,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $37,000 | 105 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 61 |
| Number non-managed other employee benefit and retirement-related accounts | $38,000 | 142 |
| Corporate Trust and Agency Accounts | $126,000 | 47 |
| Number of investment management and advisory agency accounts, non-managed assets | $186,000 | 15 |
| Number (#) individual retirement, health savings, and other similar accounts | $446,000 | 3 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $99,000 | 151 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $28,000 | 201 |
| 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 | $5,771,000 | 52 |
| Number of Managed Accounts | $4,871,000 | 44 |
| Personal Trust and Agency Accounts | $1,969,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $124,000 | 30 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 54 |
| Number of other employee benefit and retirement-related accounts | $969,000 | 55 |
| Corporate Trust and Agency Accounts | $1,000 | 65 |
| Number of managed investment management and investment advisory agency accounts | $1,195,000 | 56 |
| Number of foundation and endowment trust and agency accounts, managed assets | $598,000 | 14 |
| Other Fiduciary Accounts | $2,000 | 93 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $913,000 | 57 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $900,000 | 67 |
| Personal Trust and Agency Accounts | $53,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $38,000 | 103 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 61 |
| Number non-managed other employee benefit and retirement-related accounts | $38,000 | 143 |
| Corporate Trust and Agency Accounts | $126,000 | 47 |
| Number of investment management and advisory agency accounts, non-managed assets | $189,000 | 13 |
| Number (#) individual retirement, health savings, and other similar accounts | $450,000 | 3 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $95,000 | 154 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $28,000 | 202 |
| 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 | $5,739,000 | 54 |
| Number of Managed Accounts | $5,018,000 | 44 |
| Personal Trust and Agency Accounts | $1,984,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $121,000 | 30 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 63 |
| Number of other employee benefit and retirement-related accounts | $962,000 | 54 |
| Corporate Trust and Agency Accounts | $1,000 | 124 |
| Number of managed investment management and investment advisory agency accounts | $1,181,000 | 57 |
| Number of foundation and endowment trust and agency accounts, managed assets | $757,000 | 15 |
| Other Fiduciary Accounts | $1,000 | 185 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $907,000 | 57 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $3,629,000 | 18 |
| Number of Non-Managed Accounts | $721,000 | 84 |
| Personal Trust and Agency Accounts | $45,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $39,000 | 106 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 61 |
| Number non-managed other employee benefit and retirement-related accounts | $38,000 | 226 |
| Corporate Trust and Agency Accounts | $122,000 | 50 |
| Number of investment management and advisory agency accounts, non-managed assets | $185,000 | 13 |
| Number (#) individual retirement, health savings, and other similar accounts | $286,000 | 5 |
| Other Fiduciary Accounts | $0 | 192 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $94,000 | 189 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $28,000 | 346 |
| 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 | $5,734,000 | 54 |
| Number of Managed Accounts | $4,999,000 | 44 |
| Personal Trust and Agency Accounts | $2,008,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $121,000 | 31 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 59 |
| Number of other employee benefit and retirement-related accounts | $966,000 | 52 |
| Corporate Trust and Agency Accounts | $1,000 | 68 |
| Number of managed investment management and investment advisory agency accounts | $1,169,000 | 57 |
| Number of foundation and endowment trust and agency accounts, managed assets | $722,000 | 15 |
| Other Fiduciary Accounts | $1,000 | 113 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $903,000 | 56 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $735,000 | 74 |
| Personal Trust and Agency Accounts | $42,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $39,000 | 101 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 59 |
| Number non-managed other employee benefit and retirement-related accounts | $35,000 | 144 |
| Corporate Trust and Agency Accounts | $112,000 | 48 |
| Number of investment management and advisory agency accounts, non-managed assets | $183,000 | 13 |
| Number (#) individual retirement, health savings, and other similar accounts | $318,000 | 5 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $92,000 | 154 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $23,000 | 212 |
| 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 | $5,701,000 | 54 |
| Number of Managed Accounts | $4,975,000 | 43 |
| Personal Trust and Agency Accounts | $2,033,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $119,000 | 33 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 59 |
| Number of other employee benefit and retirement-related accounts | $958,000 | 51 |
| Corporate Trust and Agency Accounts | $1,000 | 68 |
| Number of managed investment management and investment advisory agency accounts | $1,142,000 | 55 |
| Number of foundation and endowment trust and agency accounts, managed assets | $710,000 | 15 |
| 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 | $894,000 | 56 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $726,000 | 72 |
| Personal Trust and Agency Accounts | $45,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $38,000 | 107 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 60 |
| Number non-managed other employee benefit and retirement-related accounts | $36,000 | 142 |
| Corporate Trust and Agency Accounts | $107,000 | 49 |
| Number of investment management and advisory agency accounts, non-managed assets | $184,000 | 13 |
| Number (#) individual retirement, health savings, and other similar accounts | $310,000 | 5 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $95,000 | 152 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $23,000 | 209 |
| 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 | $5,765,000 | 54 |
| Number of Managed Accounts | $5,014,000 | 41 |
| Personal Trust and Agency Accounts | $1,998,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $137,000 | 29 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 71 |
| Number of other employee benefit and retirement-related accounts | $938,000 | 53 |
| Corporate Trust and Agency Accounts | $5,000 | 43 |
| Number of managed investment management and investment advisory agency accounts | $535,000 | 101 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,393,000 | 10 |
| 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 | $419,000 | 109 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $751,000 | 71 |
| Personal Trust and Agency Accounts | $44,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $45,000 | 97 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 71 |
| Number non-managed other employee benefit and retirement-related accounts | $13,000 | 220 |
| Corporate Trust and Agency Accounts | $174,000 | 44 |
| Number of investment management and advisory agency accounts, non-managed assets | $14,000 | 79 |
| Number (#) individual retirement, health savings, and other similar accounts | $458,000 | 3 |
| Other Fiduciary Accounts | $0 | 104 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $131,000 | 134 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $6,000 | 301 |
| 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 | $5,753,000 | 54 |
| Number of Managed Accounts | $5,000,000 | 40 |
| Personal Trust and Agency Accounts | $1,993,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $134,000 | 30 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 71 |
| Number of other employee benefit and retirement-related accounts | $931,000 | 52 |
| Corporate Trust and Agency Accounts | $4,000 | 81 |
| Number of managed investment management and investment advisory agency accounts | $533,000 | 103 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,395,000 | 10 |
| Other Fiduciary Accounts | $1,000 | 179 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $401,000 | 110 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $3,601,000 | 16 |
| Number of Non-Managed Accounts | $753,000 | 75 |
| Personal Trust and Agency Accounts | $43,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $44,000 | 104 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 77 |
| Number non-managed other employee benefit and retirement-related accounts | $13,000 | 404 |
| Corporate Trust and Agency Accounts | $168,000 | 45 |
| Number of investment management and advisory agency accounts, non-managed assets | $16,000 | 99 |
| Number (#) individual retirement, health savings, and other similar accounts | $466,000 | 3 |
| Other Fiduciary Accounts | $0 | 194 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $135,000 | 161 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $6,000 | 576 |
| 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 | $5,757,000 | 52 |
| Number of Managed Accounts | $5,008,000 | 38 |
| Personal Trust and Agency Accounts | $2,011,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $135,000 | 29 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 67 |
| Number of other employee benefit and retirement-related accounts | $915,000 | 50 |
| Corporate Trust and Agency Accounts | $4,000 | 49 |
| Number of managed investment management and investment advisory agency accounts | $551,000 | 101 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,382,000 | 11 |
| Other Fiduciary Accounts | $1,000 | 103 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $380,000 | 116 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $749,000 | 69 |
| Personal Trust and Agency Accounts | $42,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $40,000 | 107 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 73 |
| Number non-managed other employee benefit and retirement-related accounts | $13,000 | 228 |
| Corporate Trust and Agency Accounts | $161,000 | 45 |
| Number of investment management and advisory agency accounts, non-managed assets | $16,000 | 79 |
| Number (#) individual retirement, health savings, and other similar accounts | $474,000 | 3 |
| Other Fiduciary Accounts | $0 | 102 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $135,000 | 134 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $6,000 | 308 |
| 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 | $5,756,000 | 51 |
| Number of Managed Accounts | $4,989,000 | 37 |
| Personal Trust and Agency Accounts | $2,056,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $135,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 68 |
| Number of other employee benefit and retirement-related accounts | $920,000 | 51 |
| Corporate Trust and Agency Accounts | $5,000 | 45 |
| Number of managed investment management and investment advisory agency accounts | $548,000 | 104 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,313,000 | 11 |
| Other Fiduciary Accounts | $3,000 | 85 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $369,000 | 121 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $767,000 | 69 |
| Personal Trust and Agency Accounts | $48,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $39,000 | 110 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 73 |
| Number non-managed other employee benefit and retirement-related accounts | $14,000 | 228 |
| Corporate Trust and Agency Accounts | $175,000 | 45 |
| Number of investment management and advisory agency accounts, non-managed assets | $16,000 | 83 |
| Number (#) individual retirement, health savings, and other similar accounts | $472,000 | 4 |
| Other Fiduciary Accounts | $0 | 102 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $136,000 | 136 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $6,000 | 312 |
| 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 | $5,793,000 | 51 |
| Number of Managed Accounts | $5,002,000 | 37 |
| Personal Trust and Agency Accounts | $2,049,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $136,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 68 |
| Number of other employee benefit and retirement-related accounts | $916,000 | 51 |
| Corporate Trust and Agency Accounts | $4,000 | 49 |
| Number of managed investment management and investment advisory agency accounts | $558,000 | 101 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,327,000 | 10 |
| Other Fiduciary Accounts | $3,000 | 90 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $357,000 | 120 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $791,000 | 69 |
| Personal Trust and Agency Accounts | $60,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $39,000 | 110 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 73 |
| Number non-managed other employee benefit and retirement-related accounts | $13,000 | 233 |
| Corporate Trust and Agency Accounts | $182,000 | 44 |
| Number of investment management and advisory agency accounts, non-managed assets | $16,000 | 79 |
| Number (#) individual retirement, health savings, and other similar accounts | $478,000 | 4 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $140,000 | 134 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $5,000 | 312 |
| 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 | $5,820,000 | 49 |
| Number of Managed Accounts | $5,013,000 | 35 |
| Personal Trust and Agency Accounts | $2,029,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $127,000 | 32 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 73 |
| Number of other employee benefit and retirement-related accounts | $920,000 | 48 |
| Corporate Trust and Agency Accounts | $5,000 | 75 |
| Number of managed investment management and investment advisory agency accounts | $567,000 | 96 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,353,000 | 10 |
| Other Fiduciary Accounts | $3,000 | 137 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $347,000 | 126 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $3,668,000 | 19 |
| Number of Non-Managed Accounts | $807,000 | 74 |
| Personal Trust and Agency Accounts | $62,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $46,000 | 109 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 82 |
| Number non-managed other employee benefit and retirement-related accounts | $12,000 | 437 |
| Corporate Trust and Agency Accounts | $180,000 | 45 |
| Number of investment management and advisory agency accounts, non-managed assets | $21,000 | 82 |
| Number (#) individual retirement, health savings, and other similar accounts | $483,000 | 4 |
| Other Fiduciary Accounts | $0 | 200 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $149,000 | 155 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $7,000 | 578 |
| 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 | $5,873,000 | 48 |
| Number of Managed Accounts | $5,060,000 | 35 |
| Personal Trust and Agency Accounts | $2,884,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $148,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 66 |
| Number of other employee benefit and retirement-related accounts | $848,000 | 55 |
| Corporate Trust and Agency Accounts | $15,000 | 30 |
| Number of managed investment management and investment advisory agency accounts | $339,000 | 146 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 296 |
| Other Fiduciary Accounts | $816,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $340,000 | 124 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $813,000 | 68 |
| Personal Trust and Agency Accounts | $177,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $43,000 | 107 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 61 |
| Number non-managed other employee benefit and retirement-related accounts | $35,000 | 155 |
| Corporate Trust and Agency Accounts | $257,000 | 41 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 221 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 154 |
| Other Fiduciary Accounts | $295,000 | 17 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $163,000 | 127 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $7,000 | 296 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,695,000 | 49 |
| Number of Managed Accounts | $5,025,000 | 38 |
| Personal Trust and Agency Accounts | $2,865,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $143,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 69 |
| Number of other employee benefit and retirement-related accounts | $822,000 | 57 |
| Corporate Trust and Agency Accounts | $15,000 | 30 |
| Number of managed investment management and investment advisory agency accounts | $342,000 | 143 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 295 |
| Other Fiduciary Accounts | $828,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $306,000 | 138 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $670,000 | 76 |
| Personal Trust and Agency Accounts | $190,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $45,000 | 105 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 61 |
| Number non-managed other employee benefit and retirement-related accounts | $35,000 | 153 |
| Corporate Trust and Agency Accounts | $258,000 | 41 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
| Other Fiduciary Accounts | $136,000 | 19 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $167,000 | 125 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $7,000 | 297 |
| 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 | $5,718,000 | 51 |
| Number of Managed Accounts | $5,017,000 | 38 |
| Personal Trust and Agency Accounts | $2,850,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $149,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 67 |
| Number of other employee benefit and retirement-related accounts | $822,000 | 54 |
| Corporate Trust and Agency Accounts | $13,000 | 32 |
| Number of managed investment management and investment advisory agency accounts | $352,000 | 141 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 292 |
| Other Fiduciary Accounts | $819,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $294,000 | 135 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $701,000 | 76 |
| Personal Trust and Agency Accounts | $219,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $47,000 | 103 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 66 |
| Number non-managed other employee benefit and retirement-related accounts | $34,000 | 157 |
| Corporate Trust and Agency Accounts | $264,000 | 41 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
| Other Fiduciary Accounts | $133,000 | 21 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $179,000 | 121 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $6,000 | 309 |
| 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 | $5,715,000 | 52 |
| Number of Managed Accounts | $4,972,000 | 38 |
| Personal Trust and Agency Accounts | $2,837,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $142,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 71 |
| Number of other employee benefit and retirement-related accounts | $824,000 | 53 |
| Corporate Trust and Agency Accounts | $10,000 | 52 |
| Number of managed investment management and investment advisory agency accounts | $357,000 | 138 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 495 |
| Other Fiduciary Accounts | $790,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $285,000 | 143 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $3,638,000 | 18 |
| Number of Non-Managed Accounts | $743,000 | 81 |
| Personal Trust and Agency Accounts | $240,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $47,000 | 112 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 70 |
| Number non-managed other employee benefit and retirement-related accounts | $38,000 | 255 |
| Corporate Trust and Agency Accounts | $264,000 | 43 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 382 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 222 |
| Other Fiduciary Accounts | $150,000 | 25 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $171,000 | 144 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $11,000 | 548 |
| 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 | $5,683,000 | 49 |
| Number of Managed Accounts | $4,572,000 | 40 |
| Personal Trust and Agency Accounts | $2,490,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $145,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 72 |
| Number of other employee benefit and retirement-related accounts | $761,000 | 56 |
| Corporate Trust and Agency Accounts | $10,000 | 38 |
| Number of managed investment management and investment advisory agency accounts | $362,000 | 138 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 293 |
| Other Fiduciary Accounts | $794,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $266,000 | 145 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,111,000 | 62 |
| Personal Trust and Agency Accounts | $578,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $45,000 | 109 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 62 |
| Number non-managed other employee benefit and retirement-related accounts | $95,000 | 86 |
| Corporate Trust and Agency Accounts | $255,000 | 43 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 215 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 160 |
| Other Fiduciary Accounts | $132,000 | 19 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $174,000 | 117 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $12,000 | 271 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,695,000 | 48 |
| Number of Managed Accounts | $4,585,000 | 37 |
| Personal Trust and Agency Accounts | $2,489,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $143,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 70 |
| Number of other employee benefit and retirement-related accounts | $752,000 | 56 |
| Corporate Trust and Agency Accounts | $12,000 | 33 |
| Number of managed investment management and investment advisory agency accounts | $359,000 | 138 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 291 |
| Other Fiduciary Accounts | $820,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $251,000 | 151 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,110,000 | 62 |
| Personal Trust and Agency Accounts | $591,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $45,000 | 106 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 55 |
| Number non-managed other employee benefit and retirement-related accounts | $100,000 | 88 |
| Corporate Trust and Agency Accounts | $265,000 | 43 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 220 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
| Other Fiduciary Accounts | $100,000 | 23 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $177,000 | 115 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $12,000 | 274 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,575,000 | 50 |
| Number of Managed Accounts | $4,480,000 | 40 |
| Personal Trust and Agency Accounts | $2,472,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $144,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 71 |
| Number of other employee benefit and retirement-related accounts | $747,000 | 54 |
| Corporate Trust and Agency Accounts | $12,000 | 34 |
| Number of managed investment management and investment advisory agency accounts | $359,000 | 137 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 290 |
| Other Fiduciary Accounts | $736,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $238,000 | 158 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,095,000 | 67 |
| Personal Trust and Agency Accounts | $564,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $45,000 | 112 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 48 |
| Number non-managed other employee benefit and retirement-related accounts | $105,000 | 90 |
| Corporate Trust and Agency Accounts | $271,000 | 43 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 159 |
| Other Fiduciary Accounts | $92,000 | 28 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $179,000 | 115 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $12,000 | 273 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,557,000 | 50 |
| Number of Managed Accounts | $4,447,000 | 40 |
| Personal Trust and Agency Accounts | $2,461,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $144,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 78 |
| Number of other employee benefit and retirement-related accounts | $734,000 | 54 |
| Corporate Trust and Agency Accounts | $12,000 | 49 |
| Number of managed investment management and investment advisory agency accounts | $368,000 | 137 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 489 |
| Other Fiduciary Accounts | $719,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $226,000 | 167 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $3,508,000 | 19 |
| Number of Non-Managed Accounts | $1,110,000 | 68 |
| Personal Trust and Agency Accounts | $562,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $44,000 | 124 |
| Employee Benefit-defined Benefit Accounts | $22,000 | 44 |
| Number non-managed other employee benefit and retirement-related accounts | $111,000 | 126 |
| Corporate Trust and Agency Accounts | $268,000 | 43 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 395 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 221 |
| Other Fiduciary Accounts | $103,000 | 31 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $177,000 | 141 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $13,000 | 529 |
| 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 | $5,555,000 | 50 |
| Number of Managed Accounts | $4,466,000 | 40 |
| Personal Trust and Agency Accounts | $2,458,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $142,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 73 |
| Number of other employee benefit and retirement-related accounts | $739,000 | 51 |
| Corporate Trust and Agency Accounts | $12,000 | 30 |
| Number of managed investment management and investment advisory agency accounts | $373,000 | 133 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
| Other Fiduciary Accounts | $733,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $221,000 | 156 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,089,000 | 61 |
| Personal Trust and Agency Accounts | $558,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $44,000 | 115 |
| Employee Benefit-defined Benefit Accounts | $22,000 | 46 |
| Number non-managed other employee benefit and retirement-related accounts | $113,000 | 82 |
| Corporate Trust and Agency Accounts | $261,000 | 42 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 205 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 154 |
| Other Fiduciary Accounts | $91,000 | 26 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $180,000 | 111 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $13,000 | 259 |
| 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 | $5,567,000 | 49 |
| Number of Managed Accounts | $4,479,000 | 38 |
| Personal Trust and Agency Accounts | $2,462,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $143,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 72 |
| Number of other employee benefit and retirement-related accounts | $736,000 | 49 |
| Corporate Trust and Agency Accounts | $15,000 | 30 |
| Number of managed investment management and investment advisory agency accounts | $381,000 | 126 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
| Other Fiduciary Accounts | $732,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $206,000 | 157 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,088,000 | 63 |
| Personal Trust and Agency Accounts | $543,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $43,000 | 116 |
| Employee Benefit-defined Benefit Accounts | $22,000 | 46 |
| Number non-managed other employee benefit and retirement-related accounts | $115,000 | 84 |
| Corporate Trust and Agency Accounts | $272,000 | 42 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 155 |
| Other Fiduciary Accounts | $93,000 | 26 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $175,000 | 113 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $13,000 | 260 |
| 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 | $5,530,000 | 49 |
| Number of Managed Accounts | $4,474,000 | 38 |
| Personal Trust and Agency Accounts | $2,460,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $142,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 74 |
| Number of other employee benefit and retirement-related accounts | $724,000 | 49 |
| Corporate Trust and Agency Accounts | $14,000 | 31 |
| Number of managed investment management and investment advisory agency accounts | $389,000 | 122 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 276 |
| Other Fiduciary Accounts | $735,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $189,000 | 161 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,056,000 | 66 |
| Personal Trust and Agency Accounts | $518,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $43,000 | 114 |
| Employee Benefit-defined Benefit Accounts | $22,000 | 45 |
| Number non-managed other employee benefit and retirement-related accounts | $118,000 | 87 |
| Corporate Trust and Agency Accounts | $264,000 | 42 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 206 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 158 |
| Other Fiduciary Accounts | $91,000 | 26 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $175,000 | 111 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $13,000 | 264 |
| 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 | $5,499,000 | 50 |
| Number of Managed Accounts | $4,419,000 | 38 |
| Personal Trust and Agency Accounts | $2,436,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $135,000 | 32 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 74 |
| Number of other employee benefit and retirement-related accounts | $718,000 | 50 |
| Corporate Trust and Agency Accounts | $14,000 | 50 |
| Number of managed investment management and investment advisory agency accounts | $391,000 | 123 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 482 |
| Other Fiduciary Accounts | $714,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $180,000 | 181 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $3,506,000 | 19 |
| Number of Non-Managed Accounts | $1,080,000 | 70 |
| Personal Trust and Agency Accounts | $527,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $45,000 | 126 |
| Employee Benefit-defined Benefit Accounts | $22,000 | 46 |
| Number non-managed other employee benefit and retirement-related accounts | $122,000 | 129 |
| Corporate Trust and Agency Accounts | $259,000 | 44 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 418 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 220 |
| Other Fiduciary Accounts | $105,000 | 31 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $182,000 | 142 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $14,000 | 533 |
| 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 | $5,504,000 | 47 |
| Number of Managed Accounts | $4,448,000 | 36 |
| Personal Trust and Agency Accounts | $2,436,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $130,000 | 30 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 76 |
| Number of other employee benefit and retirement-related accounts | $725,000 | 45 |
| Corporate Trust and Agency Accounts | $13,000 | 28 |
| Number of managed investment management and investment advisory agency accounts | $406,000 | 116 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other Fiduciary Accounts | $729,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $170,000 | 173 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,056,000 | 62 |
| Personal Trust and Agency Accounts | $519,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $44,000 | 113 |
| Employee Benefit-defined Benefit Accounts | $21,000 | 47 |
| Number non-managed other employee benefit and retirement-related accounts | $126,000 | 76 |
| Corporate Trust and Agency Accounts | $256,000 | 42 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 149 |
| Other Fiduciary Accounts | $90,000 | 25 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $183,000 | 111 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $13,000 | 258 |
| 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 | $5,522,000 | 50 |
| Number of Managed Accounts | $4,432,000 | 37 |
| Personal Trust and Agency Accounts | $2,423,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $127,000 | 32 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 80 |
| Number of other employee benefit and retirement-related accounts | $716,000 | 45 |
| Corporate Trust and Agency Accounts | $14,000 | 27 |
| Number of managed investment management and investment advisory agency accounts | $421,000 | 114 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other Fiduciary Accounts | $723,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $151,000 | 182 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,090,000 | 61 |
| Personal Trust and Agency Accounts | $515,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $44,000 | 113 |
| Employee Benefit-defined Benefit Accounts | $21,000 | 48 |
| Number non-managed other employee benefit and retirement-related accounts | $130,000 | 78 |
| Corporate Trust and Agency Accounts | $283,000 | 41 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 147 |
| Other Fiduciary Accounts | $97,000 | 25 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $181,000 | 118 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $14,000 | 255 |
| 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 | $5,517,000 | 52 |
| Number of Managed Accounts | $4,465,000 | 38 |
| Personal Trust and Agency Accounts | $2,437,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $130,000 | 30 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 76 |
| Number of other employee benefit and retirement-related accounts | $725,000 | 45 |
| Corporate Trust and Agency Accounts | $12,000 | 29 |
| Number of managed investment management and investment advisory agency accounts | $454,000 | 104 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 265 |
| Other Fiduciary Accounts | $698,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $130,000 | 197 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,052,000 | 60 |
| Personal Trust and Agency Accounts | $479,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $44,000 | 114 |
| Employee Benefit-defined Benefit Accounts | $22,000 | 47 |
| Number non-managed other employee benefit and retirement-related accounts | $131,000 | 75 |
| Corporate Trust and Agency Accounts | $277,000 | 43 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 202 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 148 |
| Other Fiduciary Accounts | $99,000 | 25 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $157,000 | 125 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $13,000 | 264 |
| 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 | $5,455,000 | 52 |
| Number of Managed Accounts | $4,384,000 | 37 |
| Personal Trust and Agency Accounts | $2,401,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $124,000 | 36 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 79 |
| Number of other employee benefit and retirement-related accounts | $727,000 | 45 |
| Corporate Trust and Agency Accounts | $12,000 | 54 |
| Number of managed investment management and investment advisory agency accounts | $457,000 | 105 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 473 |
| Other Fiduciary Accounts | $653,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $120,000 | 236 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $3,482,000 | 20 |
| Number of Non-Managed Accounts | $1,071,000 | 64 |
| Personal Trust and Agency Accounts | $466,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $44,000 | 133 |
| Employee Benefit-defined Benefit Accounts | $22,000 | 47 |
| Number non-managed other employee benefit and retirement-related accounts | $133,000 | 114 |
| Corporate Trust and Agency Accounts | $293,000 | 41 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 414 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 211 |
| Other Fiduciary Accounts | $113,000 | 27 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $154,000 | 161 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $13,000 | 553 |
| 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 | $5,475,000 | 53 |
| Number of Managed Accounts | $4,435,000 | 39 |
| Personal Trust and Agency Accounts | $2,415,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $124,000 | 30 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 71 |
| Number of other employee benefit and retirement-related accounts | $759,000 | 47 |
| Corporate Trust and Agency Accounts | $16,000 | 27 |
| Number of managed investment management and investment advisory agency accounts | $487,000 | 93 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 264 |
| Other Fiduciary Accounts | $624,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $113,000 | 201 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,040,000 | 58 |
| Personal Trust and Agency Accounts | $448,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $43,000 | 119 |
| Employee Benefit-defined Benefit Accounts | $21,000 | 49 |
| Number non-managed other employee benefit and retirement-related accounts | $137,000 | 70 |
| Corporate Trust and Agency Accounts | $291,000 | 40 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 189 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 143 |
| Other Fiduciary Accounts | $100,000 | 23 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $139,000 | 131 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $10,000 | 273 |
| 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 | $5,470,000 | 54 |
| Number of Managed Accounts | $4,466,000 | 39 |
| Personal Trust and Agency Accounts | $2,392,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $124,000 | 29 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 73 |
| Number of other employee benefit and retirement-related accounts | $766,000 | 47 |
| Corporate Trust and Agency Accounts | $16,000 | 30 |
| Number of managed investment management and investment advisory agency accounts | $550,000 | 84 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other Fiduciary Accounts | $608,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $100,000 | 212 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,004,000 | 62 |
| Personal Trust and Agency Accounts | $451,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $43,000 | 121 |
| Employee Benefit-defined Benefit Accounts | $21,000 | 50 |
| Number non-managed other employee benefit and retirement-related accounts | $142,000 | 73 |
| Corporate Trust and Agency Accounts | $253,000 | 45 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 185 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 139 |
| Other Fiduciary Accounts | $94,000 | 24 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $139,000 | 130 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $10,000 | 274 |
| 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 | $5,473,000 | 53 |
| Number of Managed Accounts | $4,500,000 | 39 |
| Personal Trust and Agency Accounts | $2,410,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $124,000 | 33 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 68 |
| Number of other employee benefit and retirement-related accounts | $779,000 | 42 |
| Corporate Trust and Agency Accounts | $16,000 | 31 |
| Number of managed investment management and investment advisory agency accounts | $561,000 | 82 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 266 |
| Other Fiduciary Accounts | $599,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $92,000 | 212 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $973,000 | 66 |
| Personal Trust and Agency Accounts | $421,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $43,000 | 127 |
| Employee Benefit-defined Benefit Accounts | $20,000 | 49 |
| Number non-managed other employee benefit and retirement-related accounts | $142,000 | 73 |
| Corporate Trust and Agency Accounts | $254,000 | 44 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
| Other Fiduciary Accounts | $93,000 | 25 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $138,000 | 133 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $5,000 | 291 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,454,000 | 53 |
| Number of Managed Accounts | $4,448,000 | 39 |
| Personal Trust and Agency Accounts | $2,377,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $116,000 | 42 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 73 |
| Number of other employee benefit and retirement-related accounts | $778,000 | 40 |
| Corporate Trust and Agency Accounts | $14,000 | 60 |
| Number of managed investment management and investment advisory agency accounts | $567,000 | 81 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 476 |
| Other Fiduciary Accounts | $585,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $75,000 | 294 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $3,513,000 | 22 |
| Number of Non-Managed Accounts | $1,006,000 | 73 |
| Personal Trust and Agency Accounts | $429,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $41,000 | 143 |
| Employee Benefit-defined Benefit Accounts | $21,000 | 51 |
| Number non-managed other employee benefit and retirement-related accounts | $154,000 | 110 |
| Corporate Trust and Agency Accounts | $256,000 | 46 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 407 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 201 |
| Other Fiduciary Accounts | $105,000 | 35 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $136,000 | 188 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $5,000 | 672 |
| 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 | $5,428,000 | 50 |
| Number of Managed Accounts | $4,455,000 | 38 |
| Personal Trust and Agency Accounts | $2,360,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $115,000 | 40 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 69 |
| Number of other employee benefit and retirement-related accounts | $782,000 | 39 |
| Corporate Trust and Agency Accounts | $14,000 | 30 |
| Number of managed investment management and investment advisory agency accounts | $580,000 | 79 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 263 |
| Other Fiduciary Accounts | $593,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $54,000 | 238 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $973,000 | 69 |
| Personal Trust and Agency Accounts | $407,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $41,000 | 130 |
| Employee Benefit-defined Benefit Accounts | $21,000 | 50 |
| Number non-managed other employee benefit and retirement-related accounts | $164,000 | 65 |
| Corporate Trust and Agency Accounts | $247,000 | 42 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
| Other Fiduciary Accounts | $93,000 | 29 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $142,000 | 134 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $5,000 | 280 |
| 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 | $5,440,000 | 50 |
| Number of Managed Accounts | $4,427,000 | 38 |
| Personal Trust and Agency Accounts | $2,334,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $115,000 | 40 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 72 |
| Number of other employee benefit and retirement-related accounts | $781,000 | 39 |
| Corporate Trust and Agency Accounts | $15,000 | 32 |
| Number of managed investment management and investment advisory agency accounts | $581,000 | 74 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 264 |
| Other Fiduciary Accounts | $590,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $39,000 | 256 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,013,000 | 69 |
| Personal Trust and Agency Accounts | $443,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $42,000 | 130 |
| Employee Benefit-defined Benefit Accounts | $22,000 | 50 |
| Number non-managed other employee benefit and retirement-related accounts | $165,000 | 62 |
| Corporate Trust and Agency Accounts | $247,000 | 44 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 170 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 133 |
| Other Fiduciary Accounts | $94,000 | 29 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $141,000 | 134 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $5,000 | 277 |
| 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 | $5,443,000 | 51 |
| Number of Managed Accounts | $4,435,000 | 36 |
| Personal Trust and Agency Accounts | $2,343,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $117,000 | 36 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 73 |
| Number of other employee benefit and retirement-related accounts | $781,000 | 38 |
| Corporate Trust and Agency Accounts | $15,000 | 33 |
| Number of managed investment management and investment advisory agency accounts | $598,000 | 72 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 260 |
| Other Fiduciary Accounts | $570,000 | 3 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $23,000 | 274 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,008,000 | 70 |
| Personal Trust and Agency Accounts | $428,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $43,000 | 128 |
| Employee Benefit-defined Benefit Accounts | $22,000 | 52 |
| Number non-managed other employee benefit and retirement-related accounts | $168,000 | 59 |
| Corporate Trust and Agency Accounts | $244,000 | 47 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 136 |
| Other Fiduciary Accounts | $103,000 | 30 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $146,000 | 130 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $4,000 | 278 |
| 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 | $5,369,000 | 57 |
| Number of Managed Accounts | $4,367,000 | 40 |
| Personal Trust and Agency Accounts | $2,315,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $110,000 | 49 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 74 |
| Number of other employee benefit and retirement-related accounts | $774,000 | 39 |
| Corporate Trust and Agency Accounts | $17,000 | 55 |
| Number of managed investment management and investment advisory agency accounts | $602,000 | 72 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 459 |
| Other Fiduciary Accounts | $538,000 | 3 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,000 | 609 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 82 |
| Number of Non-Managed Accounts | $1,002,000 | 79 |
| Personal Trust and Agency Accounts | $415,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $43,000 | 146 |
| Employee Benefit-defined Benefit Accounts | $22,000 | 49 |
| Number non-managed other employee benefit and retirement-related accounts | $166,000 | 103 |
| Corporate Trust and Agency Accounts | $239,000 | 50 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 358 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 193 |
| Other Fiduciary Accounts | $117,000 | 35 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $145,000 | 172 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 800 |
| 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 | $5,392,000 | 55 |
| Number of Managed Accounts | $4,367,000 | 41 |
| Personal Trust and Agency Accounts | $2,342,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $115,000 | 47 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 67 |
| Number of other employee benefit and retirement-related accounts | $774,000 | 42 |
| Corporate Trust and Agency Accounts | $16,000 | 34 |
| Number of managed investment management and investment advisory agency accounts | $579,000 | 82 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $530,000 | 10 |
| 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 | $1,025,000 | 71 |
| Personal Trust and Agency Accounts | $436,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $43,000 | 131 |
| Employee Benefit-defined Benefit Accounts | $23,000 | 48 |
| Number non-managed other employee benefit and retirement-related accounts | $164,000 | 61 |
| Corporate Trust and Agency Accounts | $243,000 | 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 | $116,000 | 34 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $141,000 | 136 |
| 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 | $5,398,000 | 56 |
| Number of Managed Accounts | $4,347,000 | 43 |
| Personal Trust and Agency Accounts | $2,364,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $118,000 | 43 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 66 |
| Number of other employee benefit and retirement-related accounts | $774,000 | 42 |
| Corporate Trust and Agency Accounts | $16,000 | 36 |
| Number of managed investment management and investment advisory agency accounts | $542,000 | 85 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $521,000 | 10 |
| 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 | $1,051,000 | 68 |
| Personal Trust and Agency Accounts | $444,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $44,000 | 131 |
| Employee Benefit-defined Benefit Accounts | $23,000 | 49 |
| Number non-managed other employee benefit and retirement-related accounts | $164,000 | 63 |
| Corporate Trust and Agency Accounts | $254,000 | 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 | $122,000 | 33 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $139,000 | 145 |
| 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 | $5,370,000 | 55 |
| Number of Managed Accounts | $4,217,000 | 43 |
| Personal Trust and Agency Accounts | $2,375,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $120,000 | 40 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 69 |
| Number of other employee benefit and retirement-related accounts | $764,000 | 42 |
| Corporate Trust and Agency Accounts | $11,000 | 47 |
| Number of managed investment management and investment advisory agency accounts | $501,000 | 98 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $434,000 | 10 |
| 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 | $1,153,000 | 61 |
| Personal Trust and Agency Accounts | $443,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $44,000 | 130 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 47 |
| Number non-managed other employee benefit and retirement-related accounts | $165,000 | 66 |
| Corporate Trust and Agency Accounts | $267,000 | 44 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $209,000 | 24 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $138,000 | 146 |
| 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 | $5,340,000 | 57 |
| Number of Managed Accounts | $4,171,000 | 44 |
| Personal Trust and Agency Accounts | $2,352,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $119,000 | 42 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 71 |
| Number of other employee benefit and retirement-related accounts | $766,000 | 44 |
| Corporate Trust and Agency Accounts | $11,000 | 83 |
| Number of managed investment management and investment advisory agency accounts | $481,000 | 107 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $429,000 | 9 |
| 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 | 73 |
| Personal Trust and Agency Accounts | $449,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $43,000 | 154 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 59 |
| Number non-managed other employee benefit and retirement-related accounts | $170,000 | 111 |
| Corporate Trust and Agency Accounts | $270,000 | 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 | $212,000 | 33 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $140,000 | 185 |
| 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 | $5,351,000 | 53 |
| Number of Managed Accounts | $4,338,000 | 43 |
| Personal Trust and Agency Accounts | $2,380,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $117,000 | 43 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 62 |
| Number of other employee benefit and retirement-related accounts | $818,000 | 37 |
| Corporate Trust and Agency Accounts | $15,000 | 39 |
| Number of managed investment management and investment advisory agency accounts | $607,000 | 80 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $387,000 | 12 |
| 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 | $1,013,000 | 73 |
| Personal Trust and Agency Accounts | $339,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $40,000 | 137 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 49 |
| Number non-managed other employee benefit and retirement-related accounts | $127,000 | 89 |
| Corporate Trust and Agency Accounts | $251,000 | 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 | $232,000 | 24 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $167,000 | 139 |
| 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 | $5,468,000 | 54 |
| Number of Managed Accounts | $4,873,000 | 39 |
| Personal Trust and Agency Accounts | $2,577,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $117,000 | 43 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 61 |
| Number of other employee benefit and retirement-related accounts | $830,000 | 38 |
| Corporate Trust and Agency Accounts | $16,000 | 39 |
| Number of managed investment management and investment advisory agency accounts | $1,072,000 | 58 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $247,000 | 14 |
| 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 | $595,000 | 102 |
| Personal Trust and Agency Accounts | $125,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $41,000 | 144 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 53 |
| Number non-managed other employee benefit and retirement-related accounts | $144,000 | 80 |
| Corporate Trust and Agency Accounts | $251,000 | 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 | $10,000 | 80 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $157,000 | 145 |
| 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 | $5,575,000 | 53 |
| Number of Managed Accounts | $5,008,000 | 38 |
| Personal Trust and Agency Accounts | $2,636,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $117,000 | 43 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 59 |
| Number of other employee benefit and retirement-related accounts | $845,000 | 38 |
| Corporate Trust and Agency Accounts | $38,000 | 24 |
| Number of managed investment management and investment advisory agency accounts | $1,099,000 | 56 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $259,000 | 18 |
| 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 | $567,000 | 103 |
| Personal Trust and Agency Accounts | $94,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $40,000 | 141 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 55 |
| Number non-managed other employee benefit and retirement-related accounts | $146,000 | 77 |
| Corporate Trust and Agency Accounts | $253,000 | 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 | $10,000 | 87 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $195,000 | 133 |
| 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 | $5,448,000 | 58 |
| Number of Managed Accounts | $4,902,000 | 40 |
| Personal Trust and Agency Accounts | $2,614,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $108,000 | 52 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 66 |
| Number of other employee benefit and retirement-related accounts | $819,000 | 39 |
| Corporate Trust and Agency Accounts | $38,000 | 35 |
| Number of managed investment management and investment advisory agency accounts | $1,053,000 | 55 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $256,000 | 18 |
| 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 | $546,000 | 122 |
| Personal Trust and Agency Accounts | $85,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $39,000 | 170 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 59 |
| Number non-managed other employee benefit and retirement-related accounts | $144,000 | 126 |
| Corporate Trust and Agency Accounts | $244,000 | 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 | $10,000 | 128 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $195,000 | 160 |
| 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 | $5,263,000 | 55 |
| Number of Managed Accounts | $4,535,000 | 42 |
| Personal Trust and Agency Accounts | $2,875,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $95,000 | 57 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 97 |
| Number of other employee benefit and retirement-related accounts | $720,000 | 39 |
| Corporate Trust and Agency Accounts | $19,000 | 38 |
| Number of managed investment management and investment advisory agency accounts | $810,000 | 65 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $9,000 | 72 |
| 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 | $728,000 | 86 |
| Personal Trust and Agency Accounts | $133,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $98,000 | 88 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 104 |
| Number non-managed other employee benefit and retirement-related accounts | $211,000 | 57 |
| Corporate Trust and Agency Accounts | $282,000 | 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 | $1,000 | 117 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $221,000 | 118 |
| 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 | $5,254,000 | 57 |
| Number of Managed Accounts | $4,527,000 | 42 |
| Personal Trust and Agency Accounts | $2,896,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $97,000 | 56 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 99 |
| Number of other employee benefit and retirement-related accounts | $720,000 | 39 |
| Corporate Trust and Agency Accounts | $19,000 | 40 |
| Number of managed investment management and investment advisory agency accounts | $781,000 | 65 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $7,000 | 71 |
| 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 | $727,000 | 86 |
| Personal Trust and Agency Accounts | $134,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $98,000 | 92 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 112 |
| Number non-managed other employee benefit and retirement-related accounts | $212,000 | 59 |
| Corporate Trust and Agency Accounts | $279,000 | 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 | $1,000 | 113 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $216,000 | 130 |
| 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 | $5,261,000 | 54 |
| Number of Managed Accounts | $4,534,000 | 41 |
| Personal Trust and Agency Accounts | $2,899,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $101,000 | 58 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 99 |
| Number of other employee benefit and retirement-related accounts | $725,000 | 38 |
| Corporate Trust and Agency Accounts | $16,000 | 41 |
| Number of managed investment management and investment advisory agency accounts | $780,000 | 63 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $6,000 | 76 |
| 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 | $727,000 | 87 |
| Personal Trust and Agency Accounts | $135,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $98,000 | 91 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 110 |
| Number non-managed other employee benefit and retirement-related accounts | $211,000 | 56 |
| Corporate Trust and Agency Accounts | $279,000 | 43 |
| 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 | 109 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $214,000 | 128 |
| 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 | $5,260,000 | 57 |
| Number of Managed Accounts | $4,517,000 | 42 |
| Personal Trust and Agency Accounts | $2,903,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $94,000 | 67 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 108 |
| Number of other employee benefit and retirement-related accounts | $730,000 | 38 |
| Corporate Trust and Agency Accounts | $16,000 | 74 |
| Number of managed investment management and investment advisory agency accounts | $760,000 | 64 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $6,000 | 126 |
| 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 | $743,000 | 101 |
| Personal Trust and Agency Accounts | $139,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $105,000 | 96 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 135 |
| Number non-managed other employee benefit and retirement-related accounts | $216,000 | 89 |
| Corporate Trust and Agency Accounts | $279,000 | 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 | $1,000 | 218 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $208,000 | 157 |
| 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 | $5,257,000 | 58 |
| Number of Managed Accounts | $4,514,000 | 44 |
| Personal Trust and Agency Accounts | $2,898,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $96,000 | 62 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 104 |
| Number of other employee benefit and retirement-related accounts | $744,000 | 39 |
| Corporate Trust and Agency Accounts | $14,000 | 46 |
| Number of managed investment management and investment advisory agency accounts | $750,000 | 67 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $5,000 | 82 |
| 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 | $743,000 | 89 |
| Personal Trust and Agency Accounts | $138,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $109,000 | 88 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 113 |
| Number non-managed other employee benefit and retirement-related accounts | $217,000 | 58 |
| Corporate Trust and Agency Accounts | $275,000 | 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 | $1,000 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $207,000 | 126 |
| 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 | $5,291,000 | 56 |
| Number of Managed Accounts | $4,540,000 | 44 |
| Personal Trust and Agency Accounts | $2,917,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $97,000 | 59 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 113 |
| Number of other employee benefit and retirement-related accounts | $755,000 | 39 |
| Corporate Trust and Agency Accounts | $11,000 | 50 |
| Number of managed investment management and investment advisory agency accounts | $749,000 | 68 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $4,000 | 96 |
| 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 | $751,000 | 90 |
| Personal Trust and Agency Accounts | $141,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $111,000 | 96 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 123 |
| Number non-managed other employee benefit and retirement-related accounts | $220,000 | 59 |
| Corporate Trust and Agency Accounts | $275,000 | 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 | $1,000 | 113 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $199,000 | 133 |
| 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 | $5,298,000 | 57 |
| Number of Managed Accounts | $4,548,000 | 45 |
| Personal Trust and Agency Accounts | $2,928,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $96,000 | 61 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 112 |
| Number of other employee benefit and retirement-related accounts | $756,000 | 37 |
| Corporate Trust and Agency Accounts | $12,000 | 49 |
| Number of managed investment management and investment advisory agency accounts | $744,000 | 68 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $5,000 | 94 |
| 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 | $750,000 | 91 |
| Personal Trust and Agency Accounts | $136,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $113,000 | 96 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 121 |
| Number non-managed other employee benefit and retirement-related accounts | $222,000 | 60 |
| Corporate Trust and Agency Accounts | $275,000 | 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 | $1,000 | 115 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $203,000 | 130 |
| 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 | $5,374,000 | 63 |
| Number of Managed Accounts | $4,628,000 | 48 |
| Personal Trust and Agency Accounts | $2,931,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $95,000 | 73 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 123 |
| Number of other employee benefit and retirement-related accounts | $762,000 | 38 |
| Corporate Trust and Agency Accounts | $11,000 | 93 |
| Number of managed investment management and investment advisory agency accounts | $817,000 | 62 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $5,000 | 153 |
| 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 | $746,000 | 104 |
| Personal Trust and Agency Accounts | $134,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $110,000 | 106 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 155 |
| Number non-managed other employee benefit and retirement-related accounts | $222,000 | 90 |
| Corporate Trust and Agency Accounts | $276,000 | 48 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $1,000 | 233 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $174,000 | 178 |
| 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 | $5,360,000 | 59 |
| Number of Managed Accounts | $4,629,000 | 46 |
| Personal Trust and Agency Accounts | $2,935,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $92,000 | 70 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 111 |
| Number of other employee benefit and retirement-related accounts | $766,000 | 38 |
| Corporate Trust and Agency Accounts | $11,000 | 53 |
| Number of managed investment management and investment advisory agency accounts | $812,000 | 61 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $6,000 | 85 |
| 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 | $731,000 | 89 |
| Personal Trust and Agency Accounts | $135,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $106,000 | 99 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 124 |
| Number non-managed other employee benefit and retirement-related accounts | $222,000 | 56 |
| Corporate Trust and Agency Accounts | $264,000 | 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 | $1,000 | 118 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $151,000 | 146 |
| 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 | $5,452,000 | 55 |
| Number of Managed Accounts | $4,721,000 | 44 |
| Personal Trust and Agency Accounts | $3,027,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $95,000 | 69 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 104 |
| Number of other employee benefit and retirement-related accounts | $775,000 | 37 |
| Corporate Trust and Agency Accounts | $11,000 | 52 |
| Number of managed investment management and investment advisory agency accounts | $798,000 | 59 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $7,000 | 80 |
| 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 | $731,000 | 92 |
| Personal Trust and Agency Accounts | $134,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $111,000 | 94 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 116 |
| Number non-managed other employee benefit and retirement-related accounts | $222,000 | 55 |
| Corporate Trust and Agency Accounts | $260,000 | 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 | $1,000 | 119 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $144,000 | 150 |
| 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 | $5,458,000 | 59 |
| Number of Managed Accounts | $4,726,000 | 46 |
| Personal Trust and Agency Accounts | $3,010,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $93,000 | 73 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 107 |
| Number of other employee benefit and retirement-related accounts | $792,000 | 36 |
| Corporate Trust and Agency Accounts | $11,000 | 52 |
| Number of managed investment management and investment advisory agency accounts | $804,000 | 60 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $8,000 | 75 |
| 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 | $732,000 | 96 |
| Personal Trust and Agency Accounts | $132,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $111,000 | 100 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 121 |
| Number non-managed other employee benefit and retirement-related accounts | $220,000 | 56 |
| Corporate Trust and Agency Accounts | $265,000 | 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 | $1,000 | 118 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $144,000 | 151 |
| 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 | $5,507,000 | 66 |
| Number of Managed Accounts | $4,756,000 | 48 |
| Personal Trust and Agency Accounts | $3,050,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $92,000 | 75 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 117 |
| Number of other employee benefit and retirement-related accounts | $809,000 | 31 |
| Corporate Trust and Agency Accounts | $11,000 | 95 |
| Number of managed investment management and investment advisory agency accounts | $783,000 | 61 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $3,000 | 205 |
| 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 | $751,000 | 108 |
| Personal Trust and Agency Accounts | $135,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $109,000 | 113 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 151 |
| Number non-managed other employee benefit and retirement-related accounts | $225,000 | 91 |
| Corporate Trust and Agency Accounts | $278,000 | 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 | $1,000 | 238 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $222,000 | 158 |
| 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 | $5,582,000 | 59 |
| Number of Managed Accounts | $4,788,000 | 46 |
| Personal Trust and Agency Accounts | $3,066,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $94,000 | 70 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 104 |
| Number of other employee benefit and retirement-related accounts | $821,000 | 32 |
| Corporate Trust and Agency Accounts | $11,000 | 50 |
| Number of managed investment management and investment advisory agency accounts | $785,000 | 60 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $3,000 | 96 |
| 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 | $794,000 | 93 |
| Personal Trust and Agency Accounts | $142,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $128,000 | 97 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 122 |
| Number non-managed other employee benefit and retirement-related accounts | $227,000 | 55 |
| Corporate Trust and Agency Accounts | $293,000 | 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 | $1,000 | 116 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $229,000 | 134 |
| 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 | $5,574,000 | 59 |
| Number of Managed Accounts | $4,802,000 | 46 |
| Personal Trust and Agency Accounts | $3,067,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $92,000 | 73 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 103 |
| Number of other employee benefit and retirement-related accounts | $835,000 | 31 |
| Corporate Trust and Agency Accounts | $8,000 | 59 |
| Number of managed investment management and investment advisory agency accounts | $790,000 | 59 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $2,000 | 102 |
| 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 | $772,000 | 96 |
| Personal Trust and Agency Accounts | $144,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $127,000 | 100 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 126 |
| Number non-managed other employee benefit and retirement-related accounts | $230,000 | 58 |
| Corporate Trust and Agency Accounts | $267,000 | 54 |
| 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 | 113 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $230,000 | 134 |
| 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 | $5,521,000 | 61 |
| Number of Managed Accounts | $4,771,000 | 47 |
| Personal Trust and Agency Accounts | $3,086,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $98,000 | 72 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 105 |
| Number of other employee benefit and retirement-related accounts | $839,000 | 28 |
| Corporate Trust and Agency Accounts | $8,000 | 55 |
| Number of managed investment management and investment advisory agency accounts | $731,000 | 62 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $1,000 | 114 |
| 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 | $750,000 | 96 |
| Personal Trust and Agency Accounts | $115,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $128,000 | 102 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 132 |
| Number non-managed other employee benefit and retirement-related accounts | $235,000 | 57 |
| Corporate Trust and Agency Accounts | $268,000 | 55 |
| 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 | 119 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $214,000 | 141 |
| 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 | $5,450,000 | 68 |
| Number of Managed Accounts | $4,679,000 | 50 |
| Personal Trust and Agency Accounts | $3,087,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $88,000 | 83 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 129 |
| Number of other employee benefit and retirement-related accounts | $791,000 | 33 |
| Corporate Trust and Agency Accounts | $5,000 | 156 |
| Number of managed investment management and investment advisory agency accounts | $701,000 | 64 |
| 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 | $771,000 | 110 |
| Personal Trust and Agency Accounts | $118,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $125,000 | 115 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 158 |
| Number non-managed other employee benefit and retirement-related accounts | $278,000 | 76 |
| Corporate Trust and Agency Accounts | $246,000 | 65 |
| 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 | 250 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $215,000 | 174 |
| 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 | $5,408,000 | 68 |
| Number of Managed Accounts | $4,637,000 | 49 |
| Personal Trust and Agency Accounts | $3,050,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $86,000 | 89 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 140 |
| Number of other employee benefit and retirement-related accounts | $783,000 | 33 |
| Corporate Trust and Agency Accounts | $5,000 | 75 |
| Number of managed investment management and investment advisory agency accounts | $708,000 | 63 |
| 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 | $771,000 | 104 |
| Personal Trust and Agency Accounts | $118,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $126,000 | 113 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 143 |
| Number non-managed other employee benefit and retirement-related accounts | $273,000 | 54 |
| Corporate Trust and Agency Accounts | $250,000 | 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 | $1,000 | 137 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $158,000 | 170 |
| 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 | $5,345,000 | 70 |
| Number of Managed Accounts | $4,615,000 | 49 |
| Personal Trust and Agency Accounts | $3,026,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $90,000 | 90 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 144 |
| Number of other employee benefit and retirement-related accounts | $784,000 | 33 |
| Corporate Trust and Agency Accounts | $5,000 | 81 |
| Number of managed investment management and investment advisory agency accounts | $705,000 | 64 |
| 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 | $730,000 | 108 |
| Personal Trust and Agency Accounts | $106,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $121,000 | 120 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 141 |
| Number non-managed other employee benefit and retirement-related accounts | $264,000 | 61 |
| Corporate Trust and Agency Accounts | $235,000 | 70 |
| 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 | 140 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $154,000 | 178 |
| 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 | $5,333,000 | 71 |
| Number of Managed Accounts | $4,635,000 | 51 |
| Personal Trust and Agency Accounts | $3,035,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $89,000 | 101 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 147 |
| Number of other employee benefit and retirement-related accounts | $784,000 | 28 |
| Corporate Trust and Agency Accounts | $5,000 | 88 |
| Number of managed investment management and investment advisory agency accounts | $717,000 | 64 |
| 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 | $698,000 | 112 |
| Personal Trust and Agency Accounts | $106,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $115,000 | 128 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 143 |
| Number non-managed other employee benefit and retirement-related accounts | $253,000 | 61 |
| Corporate Trust and Agency Accounts | $220,000 | 75 |
| 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 | 146 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $154,000 | 183 |
| 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 | $5,352,000 | 76 |
| Number of Managed Accounts | $4,677,000 | 53 |
| Personal Trust and Agency Accounts | $3,043,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $88,000 | 115 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 169 |
| Number of other employee benefit and retirement-related accounts | $809,000 | 28 |
| Corporate Trust and Agency Accounts | $5,000 | 185 |
| Number of managed investment management and investment advisory agency accounts | $727,000 | 63 |
| 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 | $675,000 | 124 |
| Personal Trust and Agency Accounts | $105,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $106,000 | 144 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 168 |
| Number non-managed other employee benefit and retirement-related accounts | $259,000 | 81 |
| Corporate Trust and Agency Accounts | $201,000 | 73 |
| 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 | 261 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $154,000 | 229 |
| 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 | $5,419,000 | 65 |
| Number of Managed Accounts | $4,988,000 | 47 |
| Personal Trust and Agency Accounts | $3,078,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $155,000 | 87 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 166 |
| Number of other employee benefit and retirement-related accounts | $987,000 | 23 |
| Corporate Trust and Agency Accounts | $0 | 351 |
| Number of managed investment management and investment advisory agency accounts | $763,000 | 53 |
| 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 | $431,000 | 162 |
| Personal Trust and Agency Accounts | $104,000 | 129 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $35,000 | 239 |
| Employee Benefit-defined Benefit Accounts | $0 | 284 |
| Number non-managed other employee benefit and retirement-related accounts | $88,000 | 204 |
| Corporate Trust and Agency Accounts | $203,000 | 81 |
| 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 | 249 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $133,000 | 233 |
| 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 |