| 2021-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,865,000 | 139 |
| Number of Managed Accounts | $1,785,000 | 119 |
| Personal Trust and Agency Accounts | $1,342,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $2,000 | 199 |
| Employee Benefit-defined Benefit Accounts | $0 | 174 |
| Number of other employee benefit and retirement-related accounts | $254,000 | 195 |
| Corporate Trust and Agency Accounts | $0 | 71 |
| Number of managed investment management and investment advisory agency accounts | $84,000 | 266 |
| Number of foundation and endowment trust and agency accounts, managed assets | $28,000 | 160 |
| Other Fiduciary Accounts | $75,000 | 14 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $218,000 | 201 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $80,000 | 197 |
| Personal Trust and Agency Accounts | $7,000 | 197 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $5,000 | 178 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 34 |
| Number non-managed other employee benefit and retirement-related accounts | $18,000 | 161 |
| Corporate Trust and Agency Accounts | $26,000 | 58 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 181 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 131 |
| Other Fiduciary Accounts | $6,000 | 52 |
| Memoranda |
| Custody and Safekeeping Accounts | $153,000 | 118 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $5,000 | 257 |
| 2021-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,939,000 | 134 |
| Number of Managed Accounts | $1,847,000 | 116 |
| Personal Trust and Agency Accounts | $1,404,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $2,000 | 223 |
| Employee Benefit-defined Benefit Accounts | $0 | 191 |
| Number of other employee benefit and retirement-related accounts | $230,000 | 217 |
| Corporate Trust and Agency Accounts | $0 | 76 |
| Number of managed investment management and investment advisory agency accounts | $46,000 | 335 |
| Number of foundation and endowment trust and agency accounts, managed assets | $25,000 | 179 |
| Other Fiduciary Accounts | $140,000 | 9 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $219,000 | 219 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $92,000 | 200 |
| Personal Trust and Agency Accounts | $8,000 | 212 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $5,000 | 204 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 39 |
| Number non-managed other employee benefit and retirement-related accounts | $19,000 | 179 |
| Corporate Trust and Agency Accounts | $38,000 | 57 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 146 |
| Other Fiduciary Accounts | $4,000 | 67 |
| Memoranda |
| Custody and Safekeeping Accounts | $160,000 | 119 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $6,000 | 299 |
| 2021-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,992,000 | 132 |
| Number of Managed Accounts | $1,890,000 | 113 |
| Personal Trust and Agency Accounts | $1,442,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $2,000 | 205 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 117 |
| Number of other employee benefit and retirement-related accounts | $230,000 | 203 |
| Corporate Trust and Agency Accounts | $0 | 70 |
| Number of managed investment management and investment advisory agency accounts | $44,000 | 286 |
| Number of foundation and endowment trust and agency accounts, managed assets | $26,000 | 168 |
| Other Fiduciary Accounts | $144,000 | 9 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $217,000 | 202 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $102,000 | 183 |
| Personal Trust and Agency Accounts | $10,000 | 181 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $5,000 | 182 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 37 |
| Number non-managed other employee benefit and retirement-related accounts | $19,000 | 167 |
| Corporate Trust and Agency Accounts | $46,000 | 49 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 183 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 129 |
| Other Fiduciary Accounts | $4,000 | 62 |
| Memoranda |
| Custody and Safekeeping Accounts | $173,000 | 110 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $7,000 | 258 |
| 2020-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,985,000 | 133 |
| Number of Managed Accounts | $1,873,000 | 113 |
| Personal Trust and Agency Accounts | $1,033,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $2,000 | 260 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 65 |
| Number of other employee benefit and retirement-related accounts | $227,000 | 227 |
| Corporate Trust and Agency Accounts | $0 | 158 |
| Number of managed investment management and investment advisory agency accounts | $456,000 | 131 |
| Number of foundation and endowment trust and agency accounts, managed assets | $24,000 | 194 |
| Other Fiduciary Accounts | $123,000 | 12 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $216,000 | 225 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Number of Non-Managed Accounts | $112,000 | 239 |
| Personal Trust and Agency Accounts | $26,000 | 205 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $5,000 | 224 |
| Employee Benefit-defined Benefit Accounts | $20,000 | 37 |
| Number non-managed other employee benefit and retirement-related accounts | $21,000 | 293 |
| Corporate Trust and Agency Accounts | $26,000 | 73 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 252 |
| Number (#) individual retirement, health savings, and other similar accounts | $8,000 | 47 |
| Other Fiduciary Accounts | $4,000 | 98 |
| Memoranda |
| Custody and Safekeeping Accounts | $198,000 | 127 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $7,000 | 508 |
| 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 | $2,014,000 | 128 |
| Number of Managed Accounts | $1,907,000 | 109 |
| Personal Trust and Agency Accounts | $1,055,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $2,000 | 204 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 66 |
| Number of other employee benefit and retirement-related accounts | $230,000 | 200 |
| Corporate Trust and Agency Accounts | $0 | 74 |
| Number of managed investment management and investment advisory agency accounts | $464,000 | 127 |
| Number of foundation and endowment trust and agency accounts, managed assets | $25,000 | 164 |
| Other Fiduciary Accounts | $123,000 | 9 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $219,000 | 200 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $107,000 | 177 |
| Personal Trust and Agency Accounts | $28,000 | 123 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $5,000 | 183 |
| Employee Benefit-defined Benefit Accounts | $20,000 | 37 |
| Number non-managed other employee benefit and retirement-related accounts | $21,000 | 171 |
| Corporate Trust and Agency Accounts | $23,000 | 57 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 156 |
| Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 49 |
| Other Fiduciary Accounts | $2,000 | 67 |
| Memoranda |
| Custody and Safekeeping Accounts | $204,000 | 97 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $8,000 | 257 |
| 2020-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,985,000 | 129 |
| Number of Managed Accounts | $1,865,000 | 111 |
| Personal Trust and Agency Accounts | $1,039,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $2,000 | 227 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 67 |
| Number of other employee benefit and retirement-related accounts | $219,000 | 217 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $448,000 | 130 |
| Number of foundation and endowment trust and agency accounts, managed assets | $24,000 | 176 |
| Other Fiduciary Accounts | $125,000 | 10 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $208,000 | 217 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $120,000 | 184 |
| Personal Trust and Agency Accounts | $32,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $7,000 | 188 |
| Employee Benefit-defined Benefit Accounts | $20,000 | 35 |
| Number non-managed other employee benefit and retirement-related accounts | $21,000 | 187 |
| Corporate Trust and Agency Accounts | $30,000 | 55 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 182 |
| Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 51 |
| Other Fiduciary Accounts | $2,000 | 81 |
| Memoranda |
| Custody and Safekeeping Accounts | $202,000 | 102 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $9,000 | 284 |
| 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 | $2,032,000 | 127 |
| Number of Managed Accounts | $1,875,000 | 111 |
| Personal Trust and Agency Accounts | $1,043,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $3,000 | 192 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 66 |
| Number of other employee benefit and retirement-related accounts | $221,000 | 204 |
| Corporate Trust and Agency Accounts | $0 | 73 |
| Number of managed investment management and investment advisory agency accounts | $446,000 | 127 |
| Number of foundation and endowment trust and agency accounts, managed assets | $26,000 | 162 |
| Other Fiduciary Accounts | $128,000 | 8 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $210,000 | 204 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $157,000 | 154 |
| Personal Trust and Agency Accounts | $69,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $7,000 | 168 |
| Employee Benefit-defined Benefit Accounts | $20,000 | 36 |
| Number non-managed other employee benefit and retirement-related accounts | $21,000 | 172 |
| Corporate Trust and Agency Accounts | $30,000 | 54 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 154 |
| Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 48 |
| Other Fiduciary Accounts | $2,000 | 71 |
| Memoranda |
| Custody and Safekeeping Accounts | $197,000 | 102 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $10,000 | 252 |
| 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 | $2,019,000 | 133 |
| Number of Managed Accounts | $1,861,000 | 115 |
| Personal Trust and Agency Accounts | $1,033,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $3,000 | 246 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 61 |
| Number of other employee benefit and retirement-related accounts | $216,000 | 232 |
| Corporate Trust and Agency Accounts | $0 | 158 |
| Number of managed investment management and investment advisory agency accounts | $441,000 | 130 |
| Number of foundation and endowment trust and agency accounts, managed assets | $26,000 | 184 |
| Other Fiduciary Accounts | $133,000 | 10 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $205,000 | 230 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Number of Non-Managed Accounts | $158,000 | 200 |
| Personal Trust and Agency Accounts | $72,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $7,000 | 204 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 40 |
| Number non-managed other employee benefit and retirement-related accounts | $20,000 | 306 |
| Corporate Trust and Agency Accounts | $30,000 | 72 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 252 |
| Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 53 |
| Other Fiduciary Accounts | $2,000 | 122 |
| Memoranda |
| Custody and Safekeeping Accounts | $193,000 | 130 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $10,000 | 479 |
| 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 | $2,003,000 | 131 |
| Number of Managed Accounts | $1,846,000 | 116 |
| Personal Trust and Agency Accounts | $1,025,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $4,000 | 186 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 60 |
| Number of other employee benefit and retirement-related accounts | $216,000 | 206 |
| Corporate Trust and Agency Accounts | $0 | 79 |
| Number of managed investment management and investment advisory agency accounts | $435,000 | 129 |
| Number of foundation and endowment trust and agency accounts, managed assets | $27,000 | 160 |
| Other Fiduciary Accounts | $130,000 | 9 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $205,000 | 204 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $157,000 | 153 |
| Personal Trust and Agency Accounts | $70,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $7,000 | 174 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 38 |
| Number non-managed other employee benefit and retirement-related accounts | $19,000 | 177 |
| Corporate Trust and Agency Accounts | $33,000 | 59 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 166 |
| Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 48 |
| Other Fiduciary Accounts | $2,000 | 72 |
| Memoranda |
| Custody and Safekeeping Accounts | $218,000 | 98 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 314 |
| 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 | $2,025,000 | 131 |
| Number of Managed Accounts | $1,862,000 | 115 |
| Personal Trust and Agency Accounts | $1,035,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $4,000 | 196 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 61 |
| Number of other employee benefit and retirement-related accounts | $212,000 | 217 |
| Corporate Trust and Agency Accounts | $0 | 77 |
| Number of managed investment management and investment advisory agency accounts | $445,000 | 128 |
| Number of foundation and endowment trust and agency accounts, managed assets | $28,000 | 163 |
| Other Fiduciary Accounts | $129,000 | 10 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $201,000 | 219 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $163,000 | 154 |
| Personal Trust and Agency Accounts | $70,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $10,000 | 170 |
| Employee Benefit-defined Benefit Accounts | $20,000 | 38 |
| Number non-managed other employee benefit and retirement-related accounts | $20,000 | 187 |
| Corporate Trust and Agency Accounts | $33,000 | 58 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 184 |
| Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 49 |
| Other Fiduciary Accounts | $3,000 | 76 |
| Memoranda |
| Custody and Safekeeping Accounts | $187,000 | 110 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $10,000 | 269 |
| 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 | $2,061,000 | 128 |
| Number of Managed Accounts | $1,895,000 | 114 |
| Personal Trust and Agency Accounts | $1,063,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $4,000 | 199 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 64 |
| Number of other employee benefit and retirement-related accounts | $207,000 | 217 |
| Corporate Trust and Agency Accounts | $0 | 77 |
| Number of managed investment management and investment advisory agency accounts | $458,000 | 126 |
| Number of foundation and endowment trust and agency accounts, managed assets | $28,000 | 161 |
| Other Fiduciary Accounts | $126,000 | 10 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $196,000 | 223 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $166,000 | 157 |
| Personal Trust and Agency Accounts | $73,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $10,000 | 175 |
| Employee Benefit-defined Benefit Accounts | $20,000 | 39 |
| Number non-managed other employee benefit and retirement-related accounts | $20,000 | 190 |
| Corporate Trust and Agency Accounts | $32,000 | 59 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 184 |
| Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 50 |
| Other Fiduciary Accounts | $4,000 | 72 |
| Memoranda |
| Custody and Safekeeping Accounts | $192,000 | 108 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $10,000 | 274 |
| 2018-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,045,000 | 128 |
| Number of Managed Accounts | $1,881,000 | 112 |
| Personal Trust and Agency Accounts | $1,063,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $4,000 | 227 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 71 |
| Number of other employee benefit and retirement-related accounts | $208,000 | 225 |
| Corporate Trust and Agency Accounts | $0 | 155 |
| Number of managed investment management and investment advisory agency accounts | $447,000 | 125 |
| Number of foundation and endowment trust and agency accounts, managed assets | $28,000 | 170 |
| Other Fiduciary Accounts | $123,000 | 9 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $197,000 | 234 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Number of Non-Managed Accounts | $164,000 | 197 |
| Personal Trust and Agency Accounts | $71,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $10,000 | 190 |
| Employee Benefit-defined Benefit Accounts | $20,000 | 40 |
| Number non-managed other employee benefit and retirement-related accounts | $20,000 | 315 |
| Corporate Trust and Agency Accounts | $32,000 | 73 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 288 |
| Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 57 |
| Other Fiduciary Accounts | $4,000 | 102 |
| Memoranda |
| Custody and Safekeeping Accounts | $184,000 | 128 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $10,000 | 496 |
| 2018-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,049,000 | 123 |
| Number of Managed Accounts | $1,884,000 | 111 |
| Personal Trust and Agency Accounts | $1,064,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $5,000 | 189 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 64 |
| Number of other employee benefit and retirement-related accounts | $206,000 | 213 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $447,000 | 125 |
| Number of foundation and endowment trust and agency accounts, managed assets | $29,000 | 152 |
| Other Fiduciary Accounts | $124,000 | 9 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $197,000 | 214 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $165,000 | 159 |
| Personal Trust and Agency Accounts | $69,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $12,000 | 165 |
| Employee Benefit-defined Benefit Accounts | $20,000 | 39 |
| Number non-managed other employee benefit and retirement-related accounts | $20,000 | 182 |
| Corporate Trust and Agency Accounts | $34,000 | 56 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 185 |
| Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 54 |
| Other Fiduciary Accounts | $3,000 | 72 |
| Memoranda |
| Custody and Safekeeping Accounts | $193,000 | 109 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $12,000 | 263 |
| 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 | $2,065,000 | 123 |
| Number of Managed Accounts | $1,891,000 | 109 |
| Personal Trust and Agency Accounts | $1,082,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $5,000 | 197 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 53 |
| Number of other employee benefit and retirement-related accounts | $209,000 | 209 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $434,000 | 130 |
| Number of foundation and endowment trust and agency accounts, managed assets | $29,000 | 156 |
| Other Fiduciary Accounts | $120,000 | 9 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $200,000 | 212 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $174,000 | 154 |
| Personal Trust and Agency Accounts | $70,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $12,000 | 165 |
| Employee Benefit-defined Benefit Accounts | $20,000 | 39 |
| Number non-managed other employee benefit and retirement-related accounts | $20,000 | 182 |
| Corporate Trust and Agency Accounts | $41,000 | 56 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 183 |
| Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 52 |
| Other Fiduciary Accounts | $4,000 | 69 |
| Memoranda |
| Custody and Safekeeping Accounts | $204,000 | 105 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $12,000 | 262 |
| 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 | $2,058,000 | 124 |
| Number of Managed Accounts | $1,887,000 | 109 |
| Personal Trust and Agency Accounts | $1,083,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $5,000 | 198 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 45 |
| Number of other employee benefit and retirement-related accounts | $205,000 | 214 |
| Corporate Trust and Agency Accounts | $0 | 85 |
| Number of managed investment management and investment advisory agency accounts | $430,000 | 131 |
| Number of foundation and endowment trust and agency accounts, managed assets | $29,000 | 157 |
| Other Fiduciary Accounts | $117,000 | 12 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $198,000 | 208 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $171,000 | 160 |
| Personal Trust and Agency Accounts | $69,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $12,000 | 166 |
| Employee Benefit-defined Benefit Accounts | $20,000 | 42 |
| Number non-managed other employee benefit and retirement-related accounts | $20,000 | 183 |
| Corporate Trust and Agency Accounts | $39,000 | 58 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 187 |
| Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 54 |
| Other Fiduciary Accounts | $4,000 | 68 |
| Memoranda |
| Custody and Safekeeping Accounts | $205,000 | 103 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $12,000 | 266 |
| 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 | $2,084,000 | 120 |
| Number of Managed Accounts | $1,907,000 | 106 |
| Personal Trust and Agency Accounts | $1,093,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $7,000 | 197 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 48 |
| Number of other employee benefit and retirement-related accounts | $210,000 | 223 |
| Corporate Trust and Agency Accounts | $0 | 174 |
| Number of managed investment management and investment advisory agency accounts | $436,000 | 131 |
| Number of foundation and endowment trust and agency accounts, managed assets | $29,000 | 169 |
| Other Fiduciary Accounts | $114,000 | 12 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $204,000 | 220 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 47 |
| Number of Non-Managed Accounts | $177,000 | 196 |
| Personal Trust and Agency Accounts | $66,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $12,000 | 182 |
| Employee Benefit-defined Benefit Accounts | $20,000 | 41 |
| Number non-managed other employee benefit and retirement-related accounts | $24,000 | 298 |
| Corporate Trust and Agency Accounts | $44,000 | 70 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 299 |
| Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 56 |
| Other Fiduciary Accounts | $4,000 | 103 |
| Memoranda |
| Custody and Safekeeping Accounts | $211,000 | 118 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $12,000 | 472 |
| 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 | $2,133,000 | 116 |
| Number of Managed Accounts | $1,958,000 | 104 |
| Personal Trust and Agency Accounts | $1,118,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $7,000 | 182 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 46 |
| Number of other employee benefit and retirement-related accounts | $216,000 | 205 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $455,000 | 126 |
| Number of foundation and endowment trust and agency accounts, managed assets | $31,000 | 154 |
| Other Fiduciary Accounts | $113,000 | 12 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $210,000 | 204 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $175,000 | 155 |
| Personal Trust and Agency Accounts | $64,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $13,000 | 165 |
| Employee Benefit-defined Benefit Accounts | $20,000 | 41 |
| Number non-managed other employee benefit and retirement-related accounts | $24,000 | 170 |
| Corporate Trust and Agency Accounts | $43,000 | 59 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 184 |
| Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 54 |
| Other Fiduciary Accounts | $4,000 | 74 |
| Memoranda |
| Custody and Safekeeping Accounts | $219,000 | 99 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $12,000 | 257 |
| 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 | $2,179,000 | 110 |
| Number of Managed Accounts | $2,001,000 | 97 |
| Personal Trust and Agency Accounts | $1,138,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $7,000 | 180 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 47 |
| Number of other employee benefit and retirement-related accounts | $229,000 | 197 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $469,000 | 119 |
| Number of foundation and endowment trust and agency accounts, managed assets | $31,000 | 154 |
| Other Fiduciary Accounts | $109,000 | 13 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $223,000 | 192 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $178,000 | 155 |
| Personal Trust and Agency Accounts | $61,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $13,000 | 167 |
| Employee Benefit-defined Benefit Accounts | $20,000 | 41 |
| Number non-managed other employee benefit and retirement-related accounts | $23,000 | 176 |
| Corporate Trust and Agency Accounts | $49,000 | 57 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 190 |
| Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 54 |
| Other Fiduciary Accounts | $5,000 | 69 |
| Memoranda |
| Custody and Safekeeping Accounts | $224,000 | 98 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $14,000 | 249 |
| 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 | $2,164,000 | 110 |
| Number of Managed Accounts | $1,992,000 | 97 |
| Personal Trust and Agency Accounts | $1,134,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $7,000 | 184 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 47 |
| Number of other employee benefit and retirement-related accounts | $228,000 | 196 |
| Corporate Trust and Agency Accounts | $0 | 84 |
| Number of managed investment management and investment advisory agency accounts | $464,000 | 116 |
| Number of foundation and endowment trust and agency accounts, managed assets | $31,000 | 154 |
| Other Fiduciary Accounts | $110,000 | 14 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $222,000 | 192 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $172,000 | 154 |
| Personal Trust and Agency Accounts | $60,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $13,000 | 164 |
| Employee Benefit-defined Benefit Accounts | $20,000 | 42 |
| Number non-managed other employee benefit and retirement-related accounts | $23,000 | 174 |
| Corporate Trust and Agency Accounts | $44,000 | 59 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 187 |
| Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 53 |
| Other Fiduciary Accounts | $5,000 | 73 |
| Memoranda |
| Custody and Safekeeping Accounts | $373,000 | 75 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $14,000 | 248 |
| 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 | $2,124,000 | 110 |
| Number of Managed Accounts | $1,958,000 | 97 |
| Personal Trust and Agency Accounts | $1,108,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $7,000 | 203 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 47 |
| Number of other employee benefit and retirement-related accounts | $227,000 | 206 |
| Corporate Trust and Agency Accounts | $0 | 181 |
| Number of managed investment management and investment advisory agency accounts | $458,000 | 116 |
| Number of foundation and endowment trust and agency accounts, managed assets | $31,000 | 164 |
| Other Fiduciary Accounts | $109,000 | 14 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $221,000 | 199 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 55 |
| Number of Non-Managed Accounts | $166,000 | 201 |
| Personal Trust and Agency Accounts | $59,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $13,000 | 180 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 45 |
| Number non-managed other employee benefit and retirement-related accounts | $22,000 | 325 |
| Corporate Trust and Agency Accounts | $41,000 | 71 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 298 |
| Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 56 |
| Other Fiduciary Accounts | $5,000 | 107 |
| Memoranda |
| Custody and Safekeeping Accounts | $376,000 | 84 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $14,000 | 466 |
| 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 | $2,132,000 | 108 |
| Number of Managed Accounts | $1,971,000 | 96 |
| Personal Trust and Agency Accounts | $1,117,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $7,000 | 183 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 45 |
| Number of other employee benefit and retirement-related accounts | $224,000 | 196 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $466,000 | 115 |
| Number of foundation and endowment trust and agency accounts, managed assets | $31,000 | 151 |
| Other Fiduciary Accounts | $108,000 | 15 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $218,000 | 189 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $161,000 | 160 |
| Personal Trust and Agency Accounts | $59,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $13,000 | 167 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 45 |
| Number non-managed other employee benefit and retirement-related accounts | $21,000 | 190 |
| Corporate Trust and Agency Accounts | $38,000 | 62 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 187 |
| Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 54 |
| Other Fiduciary Accounts | $4,000 | 73 |
| Memoranda |
| Custody and Safekeeping Accounts | $379,000 | 76 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $14,000 | 255 |
| 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 | $2,128,000 | 109 |
| Number of Managed Accounts | $1,967,000 | 97 |
| Personal Trust and Agency Accounts | $1,120,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $7,000 | 190 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 48 |
| Number of other employee benefit and retirement-related accounts | $225,000 | 193 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $464,000 | 115 |
| Number of foundation and endowment trust and agency accounts, managed assets | $30,000 | 154 |
| Other Fiduciary Accounts | $105,000 | 13 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $218,000 | 190 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $161,000 | 163 |
| Personal Trust and Agency Accounts | $59,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $13,000 | 168 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 46 |
| Number non-managed other employee benefit and retirement-related accounts | $21,000 | 196 |
| Corporate Trust and Agency Accounts | $38,000 | 64 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 194 |
| Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 52 |
| Other Fiduciary Accounts | $4,000 | 71 |
| Memoranda |
| Custody and Safekeeping Accounts | $383,000 | 77 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $15,000 | 258 |
| 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 | $2,128,000 | 109 |
| Number of Managed Accounts | $1,974,000 | 97 |
| Personal Trust and Agency Accounts | $1,121,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $7,000 | 189 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 51 |
| Number of other employee benefit and retirement-related accounts | $223,000 | 193 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $476,000 | 114 |
| Number of foundation and endowment trust and agency accounts, managed assets | $31,000 | 151 |
| Other Fiduciary Accounts | $100,000 | 12 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $216,000 | 185 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $154,000 | 169 |
| Personal Trust and Agency Accounts | $53,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $13,000 | 167 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 44 |
| Number non-managed other employee benefit and retirement-related accounts | $21,000 | 200 |
| Corporate Trust and Agency Accounts | $37,000 | 64 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 193 |
| Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 54 |
| Other Fiduciary Accounts | $4,000 | 72 |
| Memoranda |
| Custody and Safekeeping Accounts | $388,000 | 76 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $15,000 | 257 |
| 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 | $2,127,000 | 112 |
| Number of Managed Accounts | $1,978,000 | 94 |
| Personal Trust and Agency Accounts | $1,124,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $7,000 | 215 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 52 |
| Number of other employee benefit and retirement-related accounts | $217,000 | 202 |
| Corporate Trust and Agency Accounts | $0 | 191 |
| Number of managed investment management and investment advisory agency accounts | $485,000 | 110 |
| Number of foundation and endowment trust and agency accounts, managed assets | $31,000 | 155 |
| Other Fiduciary Accounts | $98,000 | 13 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $210,000 | 194 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 60 |
| Number of Non-Managed Accounts | $149,000 | 230 |
| Personal Trust and Agency Accounts | $51,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $15,000 | 181 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 43 |
| Number non-managed other employee benefit and retirement-related accounts | $20,000 | 361 |
| Corporate Trust and Agency Accounts | $32,000 | 76 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 319 |
| Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 54 |
| Other Fiduciary Accounts | $4,000 | 115 |
| Memoranda |
| Custody and Safekeeping Accounts | $405,000 | 82 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $17,000 | 465 |
| 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 | $2,169,000 | 107 |
| Number of Managed Accounts | $1,996,000 | 93 |
| Personal Trust and Agency Accounts | $1,123,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $8,000 | 181 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 50 |
| Number of other employee benefit and retirement-related accounts | $225,000 | 188 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $491,000 | 108 |
| Number of foundation and endowment trust and agency accounts, managed assets | $32,000 | 147 |
| Other Fiduciary Accounts | $101,000 | 13 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $217,000 | 180 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $173,000 | 160 |
| Personal Trust and Agency Accounts | $53,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $26,000 | 131 |
| Employee Benefit-defined Benefit Accounts | $23,000 | 40 |
| Number non-managed other employee benefit and retirement-related accounts | $21,000 | 191 |
| Corporate Trust and Agency Accounts | $39,000 | 65 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 190 |
| Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 54 |
| Other Fiduciary Accounts | $3,000 | 78 |
| Memoranda |
| Custody and Safekeeping Accounts | $410,000 | 74 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $18,000 | 242 |
| 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 | $2,184,000 | 107 |
| Number of Managed Accounts | $2,008,000 | 93 |
| Personal Trust and Agency Accounts | $1,134,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $8,000 | 184 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 51 |
| Number of other employee benefit and retirement-related accounts | $237,000 | 185 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $485,000 | 108 |
| Number of foundation and endowment trust and agency accounts, managed assets | $34,000 | 145 |
| Other Fiduciary Accounts | $94,000 | 16 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $228,000 | 177 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $176,000 | 157 |
| Personal Trust and Agency Accounts | $53,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $27,000 | 131 |
| Employee Benefit-defined Benefit Accounts | $23,000 | 41 |
| Number non-managed other employee benefit and retirement-related accounts | $22,000 | 183 |
| Corporate Trust and Agency Accounts | $40,000 | 65 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 187 |
| Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 51 |
| Other Fiduciary Accounts | $3,000 | 80 |
| Memoranda |
| Custody and Safekeeping Accounts | $421,000 | 74 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $20,000 | 231 |
| 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 | $2,283,000 | 100 |
| Number of Managed Accounts | $2,083,000 | 85 |
| Personal Trust and Agency Accounts | $1,161,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $17,000 | 144 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 52 |
| Number of other employee benefit and retirement-related accounts | $257,000 | 168 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $501,000 | 107 |
| Number of foundation and endowment trust and agency accounts, managed assets | $33,000 | 144 |
| Other Fiduciary Accounts | $97,000 | 13 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $247,000 | 160 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $200,000 | 150 |
| Personal Trust and Agency Accounts | $55,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $50,000 | 101 |
| Employee Benefit-defined Benefit Accounts | $23,000 | 42 |
| Number non-managed other employee benefit and retirement-related accounts | $26,000 | 176 |
| Corporate Trust and Agency Accounts | $35,000 | 63 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 186 |
| Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 53 |
| Other Fiduciary Accounts | $3,000 | 81 |
| Memoranda |
| Custody and Safekeeping Accounts | $425,000 | 72 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $23,000 | 223 |
| 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 | $2,357,000 | 103 |
| Number of Managed Accounts | $2,152,000 | 83 |
| Personal Trust and Agency Accounts | $1,179,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $29,000 | 116 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 56 |
| Number of other employee benefit and retirement-related accounts | $270,000 | 167 |
| Corporate Trust and Agency Accounts | $0 | 193 |
| Number of managed investment management and investment advisory agency accounts | $521,000 | 102 |
| Number of foundation and endowment trust and agency accounts, managed assets | $32,000 | 148 |
| Other Fiduciary Accounts | $104,000 | 13 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $262,000 | 153 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Number of Non-Managed Accounts | $205,000 | 189 |
| Personal Trust and Agency Accounts | $55,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $56,000 | 100 |
| Employee Benefit-defined Benefit Accounts | $23,000 | 41 |
| Number non-managed other employee benefit and retirement-related accounts | $27,000 | 320 |
| Corporate Trust and Agency Accounts | $33,000 | 76 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 313 |
| Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 59 |
| Other Fiduciary Accounts | $3,000 | 133 |
| Memoranda |
| Custody and Safekeeping Accounts | $431,000 | 81 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $24,000 | 403 |
| 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 | $2,390,000 | 98 |
| Number of Managed Accounts | $2,194,000 | 79 |
| Personal Trust and Agency Accounts | $1,187,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $31,000 | 108 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 52 |
| Number of other employee benefit and retirement-related accounts | $281,000 | 155 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $541,000 | 99 |
| Number of foundation and endowment trust and agency accounts, managed assets | $31,000 | 143 |
| Other Fiduciary Accounts | $106,000 | 11 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $271,000 | 140 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $196,000 | 146 |
| Personal Trust and Agency Accounts | $53,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $61,000 | 89 |
| Employee Benefit-defined Benefit Accounts | $23,000 | 43 |
| Number non-managed other employee benefit and retirement-related accounts | $17,000 | 211 |
| Corporate Trust and Agency Accounts | $31,000 | 62 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 189 |
| Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 53 |
| Other Fiduciary Accounts | $3,000 | 79 |
| Memoranda |
| Custody and Safekeeping Accounts | $420,000 | 67 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $25,000 | 212 |
| 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 | $2,414,000 | 94 |
| Number of Managed Accounts | $2,218,000 | 78 |
| Personal Trust and Agency Accounts | $1,205,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $32,000 | 106 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 49 |
| Number of other employee benefit and retirement-related accounts | $282,000 | 153 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $548,000 | 94 |
| Number of foundation and endowment trust and agency accounts, managed assets | $31,000 | 141 |
| Other Fiduciary Accounts | $103,000 | 10 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $272,000 | 139 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $196,000 | 147 |
| Personal Trust and Agency Accounts | $53,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $63,000 | 83 |
| Employee Benefit-defined Benefit Accounts | $23,000 | 44 |
| Number non-managed other employee benefit and retirement-related accounts | $17,000 | 211 |
| Corporate Trust and Agency Accounts | $29,000 | 64 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 189 |
| Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 52 |
| Other Fiduciary Accounts | $3,000 | 81 |
| Memoranda |
| Custody and Safekeeping Accounts | $443,000 | 68 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $35,000 | 180 |
| 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 | $2,449,000 | 95 |
| Number of Managed Accounts | $2,242,000 | 79 |
| Personal Trust and Agency Accounts | $1,209,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $36,000 | 99 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 49 |
| Number of other employee benefit and retirement-related accounts | $294,000 | 145 |
| Corporate Trust and Agency Accounts | $1,000 | 71 |
| Number of managed investment management and investment advisory agency accounts | $549,000 | 93 |
| Number of foundation and endowment trust and agency accounts, managed assets | $33,000 | 134 |
| Other Fiduciary Accounts | $103,000 | 13 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $284,000 | 132 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $207,000 | 152 |
| Personal Trust and Agency Accounts | $54,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $67,000 | 83 |
| Employee Benefit-defined Benefit Accounts | $23,000 | 45 |
| Number non-managed other employee benefit and retirement-related accounts | $18,000 | 208 |
| Corporate Trust and Agency Accounts | $34,000 | 61 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 192 |
| Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 49 |
| Other Fiduciary Accounts | $3,000 | 85 |
| Memoranda |
| Custody and Safekeeping Accounts | $465,000 | 67 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $36,000 | 182 |
| 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 | $2,478,000 | 96 |
| Number of Managed Accounts | $2,260,000 | 79 |
| Personal Trust and Agency Accounts | $1,225,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $37,000 | 104 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 51 |
| Number of other employee benefit and retirement-related accounts | $290,000 | 148 |
| Corporate Trust and Agency Accounts | $1,000 | 142 |
| Number of managed investment management and investment advisory agency accounts | $555,000 | 92 |
| Number of foundation and endowment trust and agency accounts, managed assets | $34,000 | 135 |
| Other Fiduciary Accounts | $101,000 | 12 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $280,000 | 133 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Number of Non-Managed Accounts | $218,000 | 186 |
| Personal Trust and Agency Accounts | $57,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $69,000 | 90 |
| Employee Benefit-defined Benefit Accounts | $22,000 | 44 |
| Number non-managed other employee benefit and retirement-related accounts | $18,000 | 396 |
| Corporate Trust and Agency Accounts | $40,000 | 73 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 323 |
| Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 56 |
| Other Fiduciary Accounts | $4,000 | 123 |
| Memoranda |
| Custody and Safekeeping Accounts | $498,000 | 73 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $40,000 | 313 |
| 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 | $2,603,000 | 92 |
| Number of Managed Accounts | $2,308,000 | 77 |
| Personal Trust and Agency Accounts | $1,248,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $37,000 | 94 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 48 |
| Number of other employee benefit and retirement-related accounts | $298,000 | 129 |
| Corporate Trust and Agency Accounts | $1,000 | 69 |
| Number of managed investment management and investment advisory agency accounts | $567,000 | 88 |
| Number of foundation and endowment trust and agency accounts, managed assets | $41,000 | 105 |
| Other Fiduciary Accounts | $99,000 | 12 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $287,000 | 124 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $295,000 | 122 |
| Personal Trust and Agency Accounts | $56,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $69,000 | 87 |
| Employee Benefit-defined Benefit Accounts | $22,000 | 46 |
| Number non-managed other employee benefit and retirement-related accounts | $18,000 | 206 |
| Corporate Trust and Agency Accounts | $118,000 | 52 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 178 |
| Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 52 |
| Other Fiduciary Accounts | $4,000 | 73 |
| Memoranda |
| Custody and Safekeeping Accounts | $510,000 | 62 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $41,000 | 170 |
| 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 | $2,613,000 | 92 |
| Number of Managed Accounts | $2,309,000 | 75 |
| Personal Trust and Agency Accounts | $1,260,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $39,000 | 89 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 48 |
| Number of other employee benefit and retirement-related accounts | $295,000 | 129 |
| Corporate Trust and Agency Accounts | $1,000 | 74 |
| Number of managed investment management and investment advisory agency accounts | $561,000 | 89 |
| Number of foundation and endowment trust and agency accounts, managed assets | $38,000 | 112 |
| Other Fiduciary Accounts | $98,000 | 11 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $284,000 | 123 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $304,000 | 123 |
| Personal Trust and Agency Accounts | $56,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $69,000 | 89 |
| Employee Benefit-defined Benefit Accounts | $21,000 | 47 |
| Number non-managed other employee benefit and retirement-related accounts | $17,000 | 209 |
| Corporate Trust and Agency Accounts | $129,000 | 52 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 176 |
| Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 51 |
| Other Fiduciary Accounts | $4,000 | 79 |
| Memoranda |
| Custody and Safekeeping Accounts | $512,000 | 62 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $43,000 | 174 |
| 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 | $2,633,000 | 92 |
| Number of Managed Accounts | $2,309,000 | 76 |
| Personal Trust and Agency Accounts | $1,261,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $40,000 | 86 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 48 |
| Number of other employee benefit and retirement-related accounts | $297,000 | 127 |
| Corporate Trust and Agency Accounts | $1,000 | 71 |
| Number of managed investment management and investment advisory agency accounts | $552,000 | 89 |
| Number of foundation and endowment trust and agency accounts, managed assets | $38,000 | 115 |
| Other Fiduciary Accounts | $103,000 | 14 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $286,000 | 119 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $324,000 | 120 |
| Personal Trust and Agency Accounts | $60,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $69,000 | 90 |
| Employee Benefit-defined Benefit Accounts | $21,000 | 46 |
| Number non-managed other employee benefit and retirement-related accounts | $17,000 | 209 |
| Corporate Trust and Agency Accounts | $145,000 | 51 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 178 |
| Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 50 |
| Other Fiduciary Accounts | $4,000 | 80 |
| Memoranda |
| Custody and Safekeeping Accounts | $540,000 | 59 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $46,000 | 170 |
| 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 | $2,670,000 | 90 |
| Number of Managed Accounts | $2,324,000 | 72 |
| Personal Trust and Agency Accounts | $1,270,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $42,000 | 91 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 51 |
| Number of other employee benefit and retirement-related accounts | $302,000 | 125 |
| Corporate Trust and Agency Accounts | $1,000 | 151 |
| Number of managed investment management and investment advisory agency accounts | $554,000 | 86 |
| Number of foundation and endowment trust and agency accounts, managed assets | $37,000 | 122 |
| Other Fiduciary Accounts | $101,000 | 11 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $290,000 | 116 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 71 |
| Number of Non-Managed Accounts | $346,000 | 142 |
| Personal Trust and Agency Accounts | $60,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $70,000 | 96 |
| Employee Benefit-defined Benefit Accounts | $21,000 | 48 |
| Number non-managed other employee benefit and retirement-related accounts | $17,000 | 415 |
| Corporate Trust and Agency Accounts | $167,000 | 51 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 335 |
| Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 52 |
| Other Fiduciary Accounts | $3,000 | 140 |
| Memoranda |
| Custody and Safekeeping Accounts | $652,000 | 70 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $48,000 | 298 |
| 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 | $2,685,000 | 86 |
| Number of Managed Accounts | $2,330,000 | 72 |
| Personal Trust and Agency Accounts | $1,286,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $42,000 | 89 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 48 |
| Number of other employee benefit and retirement-related accounts | $294,000 | 124 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $553,000 | 85 |
| Number of foundation and endowment trust and agency accounts, managed assets | $36,000 | 115 |
| Other Fiduciary Accounts | $101,000 | 12 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $282,000 | 113 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $355,000 | 112 |
| Personal Trust and Agency Accounts | $56,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $72,000 | 85 |
| Employee Benefit-defined Benefit Accounts | $20,000 | 48 |
| Number non-managed other employee benefit and retirement-related accounts | $18,000 | 197 |
| Corporate Trust and Agency Accounts | $178,000 | 46 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 170 |
| Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 48 |
| Other Fiduciary Accounts | $3,000 | 78 |
| Memoranda |
| Custody and Safekeeping Accounts | $660,000 | 55 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $52,000 | 158 |
| 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 | $2,723,000 | 84 |
| Number of Managed Accounts | $2,334,000 | 69 |
| Personal Trust and Agency Accounts | $1,299,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $42,000 | 92 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 50 |
| Number of other employee benefit and retirement-related accounts | $291,000 | 124 |
| Corporate Trust and Agency Accounts | $0 | 85 |
| Number of managed investment management and investment advisory agency accounts | $547,000 | 84 |
| Number of foundation and endowment trust and agency accounts, managed assets | $32,000 | 124 |
| Other Fiduciary Accounts | $105,000 | 10 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $279,000 | 114 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $389,000 | 108 |
| Personal Trust and Agency Accounts | $56,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $106,000 | 70 |
| Employee Benefit-defined Benefit Accounts | $20,000 | 49 |
| Number non-managed other employee benefit and retirement-related accounts | $18,000 | 200 |
| Corporate Trust and Agency Accounts | $178,000 | 46 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 170 |
| Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 48 |
| Other Fiduciary Accounts | $3,000 | 82 |
| Memoranda |
| Custody and Safekeeping Accounts | $650,000 | 57 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $60,000 | 147 |
| 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 | $2,770,000 | 83 |
| Number of Managed Accounts | $2,391,000 | 68 |
| Personal Trust and Agency Accounts | $1,327,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $49,000 | 84 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 49 |
| Number of other employee benefit and retirement-related accounts | $300,000 | 117 |
| Corporate Trust and Agency Accounts | $1,000 | 70 |
| Number of managed investment management and investment advisory agency accounts | $557,000 | 80 |
| Number of foundation and endowment trust and agency accounts, managed assets | $34,000 | 122 |
| Other Fiduciary Accounts | $105,000 | 10 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $288,000 | 109 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $379,000 | 109 |
| Personal Trust and Agency Accounts | $41,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $108,000 | 69 |
| Employee Benefit-defined Benefit Accounts | $21,000 | 50 |
| Number non-managed other employee benefit and retirement-related accounts | $17,000 | 208 |
| Corporate Trust and Agency Accounts | $180,000 | 49 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 143 |
| Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 47 |
| Other Fiduciary Accounts | $3,000 | 83 |
| Memoranda |
| Custody and Safekeeping Accounts | $654,000 | 56 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $60,000 | 146 |
| 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 | $2,786,000 | 86 |
| Number of Managed Accounts | $2,400,000 | 67 |
| Personal Trust and Agency Accounts | $1,351,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $51,000 | 89 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 51 |
| Number of other employee benefit and retirement-related accounts | $296,000 | 121 |
| Corporate Trust and Agency Accounts | $1,000 | 168 |
| Number of managed investment management and investment advisory agency accounts | $545,000 | 84 |
| Number of foundation and endowment trust and agency accounts, managed assets | $33,000 | 129 |
| Other Fiduciary Accounts | $105,000 | 10 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $284,000 | 113 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 67 |
| Number of Non-Managed Accounts | $386,000 | 132 |
| Personal Trust and Agency Accounts | $47,000 | 169 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $109,000 | 76 |
| Employee Benefit-defined Benefit Accounts | $21,000 | 49 |
| Number non-managed other employee benefit and retirement-related accounts | $17,000 | 422 |
| Corporate Trust and Agency Accounts | $180,000 | 51 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 286 |
| Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 50 |
| Other Fiduciary Accounts | $3,000 | 152 |
| Memoranda |
| Custody and Safekeeping Accounts | $666,000 | 63 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $64,000 | 252 |
| 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 | $2,865,000 | 83 |
| Number of Managed Accounts | $2,463,000 | 67 |
| Personal Trust and Agency Accounts | $1,396,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $53,000 | 77 |
| Employee Benefit-defined Benefit Accounts | $20,000 | 43 |
| Number of other employee benefit and retirement-related accounts | $296,000 | 115 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $561,000 | 79 |
| Number of foundation and endowment trust and agency accounts, managed assets | $32,000 | 121 |
| Other Fiduciary Accounts | $105,000 | 12 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $285,000 | 105 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $402,000 | 106 |
| Personal Trust and Agency Accounts | $57,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $109,000 | 70 |
| Employee Benefit-defined Benefit Accounts | $20,000 | 50 |
| Number non-managed other employee benefit and retirement-related accounts | $16,000 | 215 |
| Corporate Trust and Agency Accounts | $187,000 | 49 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 144 |
| Number (#) individual retirement, health savings, and other similar accounts | $8,000 | 45 |
| Other Fiduciary Accounts | $3,000 | 80 |
| Memoranda |
| Custody and Safekeeping Accounts | $691,000 | 56 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $72,000 | 128 |
| 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 | $2,909,000 | 84 |
| Number of Managed Accounts | $2,497,000 | 67 |
| Personal Trust and Agency Accounts | $1,406,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $56,000 | 75 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 53 |
| Number of other employee benefit and retirement-related accounts | $300,000 | 112 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $580,000 | 79 |
| Number of foundation and endowment trust and agency accounts, managed assets | $32,000 | 119 |
| Other Fiduciary Accounts | $106,000 | 10 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $287,000 | 106 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $412,000 | 109 |
| Personal Trust and Agency Accounts | $66,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $109,000 | 70 |
| Employee Benefit-defined Benefit Accounts | $20,000 | 51 |
| Number non-managed other employee benefit and retirement-related accounts | $16,000 | 218 |
| Corporate Trust and Agency Accounts | $194,000 | 49 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 128 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 107 |
| Other Fiduciary Accounts | $3,000 | 82 |
| Memoranda |
| Custody and Safekeeping Accounts | $713,000 | 57 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $74,000 | 124 |
| 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 | $2,986,000 | 82 |
| Number of Managed Accounts | $2,570,000 | 64 |
| Personal Trust and Agency Accounts | $1,435,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $60,000 | 73 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 38 |
| Number of other employee benefit and retirement-related accounts | $311,000 | 105 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $595,000 | 78 |
| Number of foundation and endowment trust and agency accounts, managed assets | $32,000 | 118 |
| Other Fiduciary Accounts | $112,000 | 9 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $299,000 | 95 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $416,000 | 108 |
| Personal Trust and Agency Accounts | $61,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $111,000 | 72 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 52 |
| Number non-managed other employee benefit and retirement-related accounts | $16,000 | 215 |
| Corporate Trust and Agency Accounts | $203,000 | 47 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 116 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 106 |
| Other Fiduciary Accounts | $3,000 | 87 |
| Memoranda |
| Custody and Safekeeping Accounts | $726,000 | 56 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $83,000 | 114 |
| 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 | $3,049,000 | 83 |
| Number of Managed Accounts | $2,602,000 | 63 |
| Personal Trust and Agency Accounts | $1,459,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $63,000 | 81 |
| Employee Benefit-defined Benefit Accounts | $26,000 | 40 |
| Number of other employee benefit and retirement-related accounts | $306,000 | 113 |
| Corporate Trust and Agency Accounts | $0 | 246 |
| Number of managed investment management and investment advisory agency accounts | $603,000 | 80 |
| Number of foundation and endowment trust and agency accounts, managed assets | $32,000 | 128 |
| Other Fiduciary Accounts | $113,000 | 10 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $294,000 | 103 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 79 |
| Number of Non-Managed Accounts | $447,000 | 122 |
| Personal Trust and Agency Accounts | $55,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $146,000 | 60 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 54 |
| Number non-managed other employee benefit and retirement-related accounts | $17,000 | 438 |
| Corporate Trust and Agency Accounts | $203,000 | 49 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 214 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 138 |
| Other Fiduciary Accounts | $5,000 | 137 |
| Memoranda |
| Custody and Safekeeping Accounts | $735,000 | 57 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $94,000 | 188 |
| 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 | $3,334,000 | 77 |
| Number of Managed Accounts | $2,835,000 | 57 |
| Personal Trust and Agency Accounts | $1,593,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $66,000 | 70 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 37 |
| Number of other employee benefit and retirement-related accounts | $344,000 | 96 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $650,000 | 68 |
| Number of foundation and endowment trust and agency accounts, managed assets | $35,000 | 107 |
| Other Fiduciary Accounts | $120,000 | 12 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 8 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $332,000 | 89 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $499,000 | 101 |
| Personal Trust and Agency Accounts | $60,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $154,000 | 56 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 56 |
| Number non-managed other employee benefit and retirement-related accounts | $18,000 | 195 |
| Corporate Trust and Agency Accounts | $241,000 | 44 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 113 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 103 |
| Other Fiduciary Accounts | $6,000 | 78 |
| Memoranda |
| Custody and Safekeeping Accounts | $726,000 | 54 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $109,000 | 94 |
| 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 | $3,351,000 | 78 |
| Number of Managed Accounts | $2,841,000 | 56 |
| Personal Trust and Agency Accounts | $1,597,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $68,000 | 65 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 39 |
| Number of other employee benefit and retirement-related accounts | $340,000 | 92 |
| Corporate Trust and Agency Accounts | $0 | 95 |
| Number of managed investment management and investment advisory agency accounts | $650,000 | 66 |
| Number of foundation and endowment trust and agency accounts, managed assets | $36,000 | 103 |
| Other Fiduciary Accounts | $123,000 | 11 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $329,000 | 83 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $510,000 | 100 |
| Personal Trust and Agency Accounts | $61,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $157,000 | 55 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 61 |
| Number non-managed other employee benefit and retirement-related accounts | $18,000 | 197 |
| Corporate Trust and Agency Accounts | $250,000 | 43 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 115 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 102 |
| Other Fiduciary Accounts | $6,000 | 80 |
| Memoranda |
| Custody and Safekeeping Accounts | $744,000 | 53 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $113,000 | 86 |
| 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 | $3,397,000 | 76 |
| Number of Managed Accounts | $2,853,000 | 53 |
| Personal Trust and Agency Accounts | $1,615,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $68,000 | 65 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 40 |
| Number of other employee benefit and retirement-related accounts | $336,000 | 92 |
| Corporate Trust and Agency Accounts | $0 | 91 |
| Number of managed investment management and investment advisory agency accounts | $651,000 | 65 |
| Number of foundation and endowment trust and agency accounts, managed assets | $35,000 | 104 |
| Other Fiduciary Accounts | $121,000 | 13 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $326,000 | 81 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $544,000 | 100 |
| Personal Trust and Agency Accounts | $73,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $160,000 | 54 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 55 |
| Number non-managed other employee benefit and retirement-related accounts | $18,000 | 195 |
| Corporate Trust and Agency Accounts | $265,000 | 45 |
| Number of investment management and advisory agency accounts, non-managed assets | $5,000 | 93 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 105 |
| Other Fiduciary Accounts | $6,000 | 83 |
| Memoranda |
| Custody and Safekeeping Accounts | $779,000 | 51 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $119,000 | 82 |
| 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 | $3,477,000 | 80 |
| Number of Managed Accounts | $2,892,000 | 57 |
| Personal Trust and Agency Accounts | $1,610,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $70,000 | 74 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 44 |
| Number of other employee benefit and retirement-related accounts | $340,000 | 94 |
| Corporate Trust and Agency Accounts | $0 | 253 |
| Number of managed investment management and investment advisory agency accounts | $686,000 | 62 |
| Number of foundation and endowment trust and agency accounts, managed assets | $34,000 | 113 |
| Other Fiduciary Accounts | $125,000 | 11 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $328,000 | 82 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 82 |
| Number of Non-Managed Accounts | $585,000 | 115 |
| Personal Trust and Agency Accounts | $80,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $184,000 | 54 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 55 |
| Number non-managed other employee benefit and retirement-related accounts | $18,000 | 430 |
| Corporate Trust and Agency Accounts | $273,000 | 46 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 156 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 139 |
| Other Fiduciary Accounts | $7,000 | 127 |
| Memoranda |
| Custody and Safekeeping Accounts | $813,000 | 54 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $140,000 | 137 |
| 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 | $3,591,000 | 75 |
| Number of Managed Accounts | $2,996,000 | 56 |
| Personal Trust and Agency Accounts | $1,679,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $74,000 | 64 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 39 |
| Number of other employee benefit and retirement-related accounts | $354,000 | 84 |
| Corporate Trust and Agency Accounts | $0 | 98 |
| Number of managed investment management and investment advisory agency accounts | $706,000 | 70 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $156,000 | 15 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $595,000 | 94 |
| Personal Trust and Agency Accounts | $72,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $187,000 | 55 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 57 |
| Number non-managed other employee benefit and retirement-related accounts | $18,000 | 202 |
| Corporate Trust and Agency Accounts | $290,000 | 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 | $13,000 | 71 |
| Memoranda |
| Custody and Safekeeping Accounts | $843,000 | 54 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2009-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,798,000 | 77 |
| Number of Managed Accounts | $3,182,000 | 57 |
| Personal Trust and Agency Accounts | $2,424,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $84,000 | 61 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 40 |
| Number of other employee benefit and retirement-related accounts | $363,000 | 85 |
| Corporate Trust and Agency Accounts | $2,000 | 71 |
| Number of managed investment management and investment advisory agency accounts | $107,000 | 258 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $175,000 | 16 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $616,000 | 93 |
| Personal Trust and Agency Accounts | $87,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $188,000 | 57 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 61 |
| Number non-managed other employee benefit and retirement-related accounts | $14,000 | 224 |
| Corporate Trust and Agency Accounts | $297,000 | 41 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $15,000 | 66 |
| Memoranda |
| Custody and Safekeeping Accounts | $916,000 | 56 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2009-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,915,000 | 73 |
| Number of Managed Accounts | $3,272,000 | 55 |
| Personal Trust and Agency Accounts | $2,491,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $84,000 | 63 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 41 |
| Number of other employee benefit and retirement-related accounts | $375,000 | 82 |
| Corporate Trust and Agency Accounts | $2,000 | 71 |
| Number of managed investment management and investment advisory agency accounts | $114,000 | 257 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $179,000 | 14 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $643,000 | 90 |
| Personal Trust and Agency Accounts | $107,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $190,000 | 55 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 60 |
| Number non-managed other employee benefit and retirement-related accounts | $14,000 | 225 |
| Corporate Trust and Agency Accounts | $304,000 | 40 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $13,000 | 70 |
| Memoranda |
| Custody and Safekeeping Accounts | $1,010,000 | 55 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,028,000 | 79 |
| Number of Managed Accounts | $3,370,000 | 55 |
| Personal Trust and Agency Accounts | $2,551,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $91,000 | 63 |
| Employee Benefit-defined Benefit Accounts | $26,000 | 45 |
| Number of other employee benefit and retirement-related accounts | $389,000 | 87 |
| Corporate Trust and Agency Accounts | $2,000 | 168 |
| Number of managed investment management and investment advisory agency accounts | $115,000 | 317 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $196,000 | 15 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $658,000 | 109 |
| Personal Trust and Agency Accounts | $111,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $191,000 | 60 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 71 |
| Number non-managed other employee benefit and retirement-related accounts | $15,000 | 493 |
| Corporate Trust and Agency Accounts | $312,000 | 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 | $14,000 | 112 |
| Memoranda |
| Custody and Safekeeping Accounts | $1,116,000 | 57 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,085,000 | 73 |
| Number of Managed Accounts | $3,415,000 | 55 |
| Personal Trust and Agency Accounts | $2,597,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $92,000 | 57 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 42 |
| Number of other employee benefit and retirement-related accounts | $389,000 | 78 |
| Corporate Trust and Agency Accounts | $2,000 | 78 |
| Number of managed investment management and investment advisory agency accounts | $119,000 | 263 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $189,000 | 15 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $670,000 | 95 |
| Personal Trust and Agency Accounts | $115,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $195,000 | 56 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 60 |
| Number non-managed other employee benefit and retirement-related accounts | $15,000 | 234 |
| Corporate Trust and Agency Accounts | $318,000 | 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 | $13,000 | 76 |
| Memoranda |
| Custody and Safekeeping Accounts | $1,177,000 | 53 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,124,000 | 74 |
| Number of Managed Accounts | $3,493,000 | 54 |
| Personal Trust and Agency Accounts | $2,259,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $100,000 | 54 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 42 |
| Number of other employee benefit and retirement-related accounts | $401,000 | 74 |
| Corporate Trust and Agency Accounts | $2,000 | 77 |
| Number of managed investment management and investment advisory agency accounts | $590,000 | 84 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $114,000 | 22 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $631,000 | 98 |
| Personal Trust and Agency Accounts | $116,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $204,000 | 57 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 63 |
| Number non-managed other employee benefit and retirement-related accounts | $11,000 | 252 |
| Corporate Trust and Agency Accounts | $271,000 | 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 | $14,000 | 75 |
| Memoranda |
| Custody and Safekeeping Accounts | $1,253,000 | 57 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,215,000 | 72 |
| Number of Managed Accounts | $3,575,000 | 55 |
| Personal Trust and Agency Accounts | $2,307,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $108,000 | 52 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 43 |
| Number of other employee benefit and retirement-related accounts | $409,000 | 73 |
| Corporate Trust and Agency Accounts | $2,000 | 75 |
| Number of managed investment management and investment advisory agency accounts | $596,000 | 82 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $126,000 | 23 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $640,000 | 95 |
| Personal Trust and Agency Accounts | $124,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $204,000 | 55 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 61 |
| Number non-managed other employee benefit and retirement-related accounts | $11,000 | 256 |
| Corporate Trust and Agency Accounts | $270,000 | 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 | $14,000 | 80 |
| Memoranda |
| Custody and Safekeeping Accounts | $1,262,000 | 54 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,243,000 | 107 |
| Number of Managed Accounts | $1,952,000 | 87 |
| Personal Trust and Agency Accounts | $1,458,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $35,000 | 144 |
| Employee Benefit-defined Benefit Accounts | $26,000 | 47 |
| Number of other employee benefit and retirement-related accounts | $187,000 | 166 |
| Corporate Trust and Agency Accounts | $1,000 | 205 |
| Number of managed investment management and investment advisory agency accounts | $130,000 | 291 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $115,000 | 28 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $291,000 | 192 |
| Personal Trust and Agency Accounts | $97,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $143,000 | 76 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 75 |
| Number non-managed other employee benefit and retirement-related accounts | $6,000 | 621 |
| Corporate Trust and Agency Accounts | $20,000 | 120 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $11,000 | 124 |
| Memoranda |
| Custody and Safekeeping Accounts | $470,000 | 84 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,279,000 | 98 |
| Number of Managed Accounts | $1,986,000 | 82 |
| Personal Trust and Agency Accounts | $1,482,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $33,000 | 132 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 46 |
| Number of other employee benefit and retirement-related accounts | $188,000 | 149 |
| Corporate Trust and Agency Accounts | $1,000 | 87 |
| Number of managed investment management and investment advisory agency accounts | $133,000 | 247 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $124,000 | 22 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $293,000 | 138 |
| Personal Trust and Agency Accounts | $100,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $143,000 | 68 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 70 |
| Number non-managed other employee benefit and retirement-related accounts | $5,000 | 274 |
| Corporate Trust and Agency Accounts | $21,000 | 89 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $11,000 | 72 |
| Memoranda |
| Custody and Safekeeping Accounts | $479,000 | 73 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,316,000 | 99 |
| Number of Managed Accounts | $2,022,000 | 82 |
| Personal Trust and Agency Accounts | $1,507,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $33,000 | 137 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 49 |
| Number of other employee benefit and retirement-related accounts | $182,000 | 150 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $150,000 | 232 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $125,000 | 22 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $294,000 | 141 |
| Personal Trust and Agency Accounts | $100,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $145,000 | 71 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 74 |
| Number non-managed other employee benefit and retirement-related accounts | $4,000 | 288 |
| Corporate Trust and Agency Accounts | $21,000 | 90 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $11,000 | 71 |
| Memoranda |
| Custody and Safekeeping Accounts | $480,000 | 78 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,342,000 | 96 |
| Number of Managed Accounts | $2,039,000 | 81 |
| Personal Trust and Agency Accounts | $1,523,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $33,000 | 138 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 48 |
| Number of other employee benefit and retirement-related accounts | $182,000 | 143 |
| Corporate Trust and Agency Accounts | $0 | 102 |
| Number of managed investment management and investment advisory agency accounts | $151,000 | 228 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $125,000 | 20 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $303,000 | 137 |
| Personal Trust and Agency Accounts | $104,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $148,000 | 70 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 73 |
| Number non-managed other employee benefit and retirement-related accounts | $5,000 | 279 |
| Corporate Trust and Agency Accounts | $22,000 | 88 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $11,000 | 66 |
| Memoranda |
| Custody and Safekeeping Accounts | $493,000 | 75 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,382,000 | 98 |
| Number of Managed Accounts | $2,077,000 | 79 |
| Personal Trust and Agency Accounts | $1,549,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $33,000 | 162 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 55 |
| Number of other employee benefit and retirement-related accounts | $186,000 | 155 |
| Corporate Trust and Agency Accounts | $0 | 281 |
| Number of managed investment management and investment advisory agency accounts | $158,000 | 245 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $126,000 | 21 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $305,000 | 181 |
| Personal Trust and Agency Accounts | $94,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $159,000 | 72 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 86 |
| Number non-managed other employee benefit and retirement-related accounts | $5,000 | 638 |
| Corporate Trust and Agency Accounts | $23,000 | 113 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $11,000 | 119 |
| Memoranda |
| Custody and Safekeeping Accounts | $527,000 | 83 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,522,000 | 96 |
| Number of Managed Accounts | $2,191,000 | 77 |
| Personal Trust and Agency Accounts | $1,636,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $33,000 | 140 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 52 |
| Number of other employee benefit and retirement-related accounts | $198,000 | 134 |
| Corporate Trust and Agency Accounts | $0 | 101 |
| Number of managed investment management and investment advisory agency accounts | $168,000 | 219 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $131,000 | 20 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $331,000 | 137 |
| Personal Trust and Agency Accounts | $107,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $169,000 | 69 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 74 |
| Number non-managed other employee benefit and retirement-related accounts | $6,000 | 264 |
| Corporate Trust and Agency Accounts | $23,000 | 92 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $11,000 | 70 |
| Memoranda |
| Custody and Safekeeping Accounts | $525,000 | 73 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,515,000 | 99 |
| Number of Managed Accounts | $2,175,000 | 83 |
| Personal Trust and Agency Accounts | $1,640,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $33,000 | 146 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 57 |
| Number of other employee benefit and retirement-related accounts | $186,000 | 146 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $166,000 | 223 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $126,000 | 24 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $340,000 | 139 |
| Personal Trust and Agency Accounts | $111,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $171,000 | 72 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 79 |
| Number non-managed other employee benefit and retirement-related accounts | $6,000 | 272 |
| Corporate Trust and Agency Accounts | $26,000 | 93 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $11,000 | 73 |
| Memoranda |
| Custody and Safekeeping Accounts | $531,000 | 71 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,537,000 | 98 |
| Number of Managed Accounts | $2,211,000 | 79 |
| Personal Trust and Agency Accounts | $1,625,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $126,000 | 50 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 55 |
| Number of other employee benefit and retirement-related accounts | $192,000 | 137 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $119,000 | 255 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $122,000 | 26 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $326,000 | 146 |
| Personal Trust and Agency Accounts | $107,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $165,000 | 74 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 78 |
| Number non-managed other employee benefit and retirement-related accounts | $5,000 | 279 |
| Corporate Trust and Agency Accounts | $17,000 | 109 |
| 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 | $17,000 | 70 |
| Memoranda |
| Custody and Safekeeping Accounts | $542,000 | 71 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,321,000 | 77 |
| Number of Managed Accounts | $3,416,000 | 58 |
| Personal Trust and Agency Accounts | $1,805,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $85,000 | 83 |
| Employee Benefit-defined Benefit Accounts | $32,000 | 50 |
| Number of other employee benefit and retirement-related accounts | $989,000 | 27 |
| Corporate Trust and Agency Accounts | $17,000 | 78 |
| Number of managed investment management and investment advisory agency accounts | $127,000 | 284 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $361,000 | 15 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $905,000 | 90 |
| Personal Trust and Agency Accounts | $182,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $171,000 | 75 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 81 |
| Number non-managed other employee benefit and retirement-related accounts | $109,000 | 174 |
| Corporate Trust and Agency Accounts | $34,000 | 104 |
| 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 | $391,000 | 23 |
| Memoranda |
| Custody and Safekeeping Accounts | $474,000 | 86 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,363,000 | 71 |
| Number of Managed Accounts | $3,466,000 | 56 |
| Personal Trust and Agency Accounts | $1,819,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $78,000 | 82 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 47 |
| Number of other employee benefit and retirement-related accounts | $1,047,000 | 23 |
| Corporate Trust and Agency Accounts | $8,000 | 62 |
| Number of managed investment management and investment advisory agency accounts | $133,000 | 231 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $350,000 | 16 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $897,000 | 77 |
| Personal Trust and Agency Accounts | $193,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $170,000 | 75 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 71 |
| Number non-managed other employee benefit and retirement-related accounts | $128,000 | 90 |
| Corporate Trust and Agency Accounts | $35,000 | 86 |
| 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 | $354,000 | 19 |
| Memoranda |
| Custody and Safekeeping Accounts | $487,000 | 78 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,196,000 | 71 |
| Number of Managed Accounts | $3,427,000 | 56 |
| Personal Trust and Agency Accounts | $1,796,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $84,000 | 76 |
| Employee Benefit-defined Benefit Accounts | $23,000 | 59 |
| Number of other employee benefit and retirement-related accounts | $1,035,000 | 22 |
| Corporate Trust and Agency Accounts | $9,000 | 60 |
| Number of managed investment management and investment advisory agency accounts | $131,000 | 236 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $349,000 | 12 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $769,000 | 89 |
| Personal Trust and Agency Accounts | $189,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $190,000 | 69 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 73 |
| Number non-managed other employee benefit and retirement-related accounts | $140,000 | 82 |
| Corporate Trust and Agency Accounts | $37,000 | 88 |
| 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 | $197,000 | 26 |
| Memoranda |
| Custody and Safekeeping Accounts | $547,000 | 68 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,297,000 | 72 |
| Number of Managed Accounts | $3,362,000 | 60 |
| Personal Trust and Agency Accounts | $1,785,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $86,000 | 80 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 60 |
| Number of other employee benefit and retirement-related accounts | $1,003,000 | 24 |
| Corporate Trust and Agency Accounts | $10,000 | 56 |
| Number of managed investment management and investment advisory agency accounts | $130,000 | 239 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $323,000 | 15 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $935,000 | 83 |
| Personal Trust and Agency Accounts | $193,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $208,000 | 69 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 71 |
| Number non-managed other employee benefit and retirement-related accounts | $152,000 | 80 |
| Corporate Trust and Agency Accounts | $36,000 | 88 |
| 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 | $328,000 | 23 |
| Memoranda |
| Custody and Safekeeping Accounts | $559,000 | 72 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,126,000 | 99 |
| Number of Managed Accounts | $2,674,000 | 74 |
| Personal Trust and Agency Accounts | $1,693,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $83,000 | 86 |
| Employee Benefit-defined Benefit Accounts | $20,000 | 70 |
| Number of other employee benefit and retirement-related accounts | $626,000 | 46 |
| Corporate Trust and Agency Accounts | $9,000 | 105 |
| Number of managed investment management and investment advisory agency accounts | $130,000 | 279 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $113,000 | 37 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $452,000 | 154 |
| Personal Trust and Agency Accounts | $161,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $202,000 | 77 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 101 |
| Number non-managed other employee benefit and retirement-related accounts | $31,000 | 372 |
| Corporate Trust and Agency Accounts | $36,000 | 109 |
| 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 | 135 |
| Memoranda |
| Custody and Safekeeping Accounts | $674,000 | 67 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,226,000 | 92 |
| Number of Managed Accounts | $2,617,000 | 72 |
| Personal Trust and Agency Accounts | $1,693,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $81,000 | 80 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 73 |
| Number of other employee benefit and retirement-related accounts | $597,000 | 47 |
| Corporate Trust and Agency Accounts | $9,000 | 54 |
| Number of managed investment management and investment advisory agency accounts | $119,000 | 240 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $101,000 | 30 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $609,000 | 106 |
| Personal Trust and Agency Accounts | $173,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $200,000 | 73 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 89 |
| Number non-managed other employee benefit and retirement-related accounts | $54,000 | 144 |
| Corporate Trust and Agency Accounts | $35,000 | 93 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $137,000 | 30 |
| Memoranda |
| Custody and Safekeeping Accounts | $599,000 | 74 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,215,000 | 91 |
| Number of Managed Accounts | $2,597,000 | 73 |
| Personal Trust and Agency Accounts | $1,687,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $83,000 | 84 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 86 |
| Number of other employee benefit and retirement-related accounts | $591,000 | 46 |
| Corporate Trust and Agency Accounts | $9,000 | 55 |
| Number of managed investment management and investment advisory agency accounts | $116,000 | 242 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $99,000 | 31 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $618,000 | 107 |
| Personal Trust and Agency Accounts | $179,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $203,000 | 72 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 91 |
| Number non-managed other employee benefit and retirement-related accounts | $50,000 | 155 |
| Corporate Trust and Agency Accounts | $38,000 | 95 |
| 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 | $138,000 | 31 |
| Memoranda |
| Custody and Safekeeping Accounts | $629,000 | 68 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,195,000 | 91 |
| Number of Managed Accounts | $2,575,000 | 73 |
| Personal Trust and Agency Accounts | $1,677,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $87,000 | 82 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 92 |
| Number of other employee benefit and retirement-related accounts | $572,000 | 45 |
| Corporate Trust and Agency Accounts | $8,000 | 55 |
| Number of managed investment management and investment advisory agency accounts | $127,000 | 233 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $94,000 | 31 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $620,000 | 107 |
| Personal Trust and Agency Accounts | $176,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $207,000 | 72 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 92 |
| Number non-managed other employee benefit and retirement-related accounts | $51,000 | 151 |
| Corporate Trust and Agency Accounts | $38,000 | 99 |
| 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 | $138,000 | 32 |
| Memoranda |
| Custody and Safekeeping Accounts | $650,000 | 69 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,242,000 | 96 |
| Number of Managed Accounts | $2,606,000 | 79 |
| Personal Trust and Agency Accounts | $1,689,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $90,000 | 81 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 95 |
| Number of other employee benefit and retirement-related accounts | $583,000 | 44 |
| Corporate Trust and Agency Accounts | $7,000 | 127 |
| Number of managed investment management and investment advisory agency accounts | $130,000 | 268 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $95,000 | 45 |
| 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 | $636,000 | 126 |
| Personal Trust and Agency Accounts | $176,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $230,000 | 81 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 110 |
| Number non-managed other employee benefit and retirement-related accounts | $44,000 | 318 |
| Corporate Trust and Agency Accounts | $38,000 | 131 |
| 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 | $138,000 | 43 |
| Memoranda |
| Custody and Safekeeping Accounts | $667,000 | 76 |
| 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 | $3,260,000 | 93 |
| Number of Managed Accounts | $2,582,000 | 76 |
| Personal Trust and Agency Accounts | $1,705,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $98,000 | 79 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 93 |
| Number of other employee benefit and retirement-related accounts | $526,000 | 46 |
| Corporate Trust and Agency Accounts | $9,000 | 58 |
| Number of managed investment management and investment advisory agency accounts | $133,000 | 228 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $99,000 | 41 |
| 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 | $678,000 | 110 |
| Personal Trust and Agency Accounts | $189,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $226,000 | 83 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 98 |
| Number non-managed other employee benefit and retirement-related accounts | $46,000 | 174 |
| Corporate Trust and Agency Accounts | $67,000 | 91 |
| 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 | $139,000 | 36 |
| Memoranda |
| Custody and Safekeeping Accounts | $712,000 | 70 |
| 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 | $3,328,000 | 93 |
| Number of Managed Accounts | $2,616,000 | 76 |
| Personal Trust and Agency Accounts | $1,735,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $103,000 | 78 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 96 |
| Number of other employee benefit and retirement-related accounts | $512,000 | 47 |
| Corporate Trust and Agency Accounts | $9,000 | 63 |
| Number of managed investment management and investment advisory agency accounts | $143,000 | 216 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $102,000 | 36 |
| 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 | $712,000 | 111 |
| Personal Trust and Agency Accounts | $197,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $227,000 | 86 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 104 |
| Number non-managed other employee benefit and retirement-related accounts | $72,000 | 140 |
| Corporate Trust and Agency Accounts | $66,000 | 97 |
| 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 | $140,000 | 32 |
| Memoranda |
| Custody and Safekeeping Accounts | $742,000 | 70 |
| 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 | $3,526,000 | 94 |
| Number of Managed Accounts | $2,731,000 | 76 |
| Personal Trust and Agency Accounts | $1,825,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $117,000 | 80 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 94 |
| Number of other employee benefit and retirement-related accounts | $654,000 | 37 |
| Corporate Trust and Agency Accounts | $12,000 | 64 |
| Number of managed investment management and investment advisory agency accounts | $109,000 | 249 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $1,000 | 140 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $795,000 | 102 |
| Personal Trust and Agency Accounts | $367,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $250,000 | 81 |
| Employee Benefit-defined Benefit Accounts | $40,000 | 61 |
| Number non-managed other employee benefit and retirement-related accounts | $71,000 | 141 |
| Corporate Trust and Agency Accounts | $67,000 | 96 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 158 |
| Memoranda |
| Custody and Safekeeping Accounts | $563,000 | 75 |
| 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 | $3,534,000 | 96 |
| Number of Managed Accounts | $2,730,000 | 79 |
| Personal Trust and Agency Accounts | $1,857,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $134,000 | 80 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 96 |
| Number of other employee benefit and retirement-related accounts | $604,000 | 39 |
| Corporate Trust and Agency Accounts | $13,000 | 117 |
| Number of managed investment management and investment advisory agency accounts | $106,000 | 303 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $1,000 | 284 |
| 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 | $804,000 | 115 |
| Personal Trust and Agency Accounts | $373,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $274,000 | 88 |
| Employee Benefit-defined Benefit Accounts | $32,000 | 75 |
| Number non-managed other employee benefit and retirement-related accounts | $58,000 | 263 |
| Corporate Trust and Agency Accounts | $67,000 | 103 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 305 |
| Memoranda |
| Custody and Safekeeping Accounts | $656,000 | 76 |
| 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 | $2,671,000 | 104 |
| Number of Managed Accounts | $1,941,000 | 99 |
| Personal Trust and Agency Accounts | $1,533,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $125,000 | 103 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 105 |
| Number of other employee benefit and retirement-related accounts | $161,000 | 141 |
| Corporate Trust and Agency Accounts | $1,000 | 275 |
| Number of managed investment management and investment advisory agency accounts | $108,000 | 264 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $1,000 | 298 |
| 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 | 114 |
| Personal Trust and Agency Accounts | $307,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $289,000 | 71 |
| Employee Benefit-defined Benefit Accounts | $21,000 | 90 |
| Number non-managed other employee benefit and retirement-related accounts | $46,000 | 306 |
| Corporate Trust and Agency Accounts | $67,000 | 112 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 297 |
| Memoranda |
| Custody and Safekeeping Accounts | $425,000 | 91 |
| 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 |
