Home > First National Bank of Pennsylvania > Number of Fiduciary and Related Asset Accounts
First National Bank of Pennsylvania, Number of Fiduciary and Related Asset Accounts
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,863,000 | 60 |
| Number of Managed Accounts | $5,577,000 | 42 |
| Personal Trust and Agency Accounts | $2,108,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $26,000 | 128 |
| Employee Benefit-defined Benefit Accounts | $53,000 | 18 |
| Number of other employee benefit and retirement-related accounts | $1,308,000 | 78 |
| Corporate Trust and Agency Accounts | $0 | 193 |
| Number of managed investment management and investment advisory agency accounts | $1,946,000 | 40 |
| Number of foundation and endowment trust and agency accounts, managed assets | $116,000 | 74 |
| Other Fiduciary Accounts | $20,000 | 38 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,305,000 | 52 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Number of Non-Managed Accounts | $286,000 | 128 |
| Personal Trust and Agency Accounts | $47,000 | 162 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $197,000 | 33 |
| Employee Benefit-defined Benefit Accounts | $0 | 185 |
| Number non-managed other employee benefit and retirement-related accounts | $26,000 | 283 |
| Corporate Trust and Agency Accounts | $0 | 248 |
| Number of investment management and advisory agency accounts, non-managed assets | $15,000 | 144 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 150 |
| Other Fiduciary Accounts | $0 | 190 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $164,000 | 146 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $32,000 | 306 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,780,000 | 63 |
| Number of Managed Accounts | $5,494,000 | 44 |
| Personal Trust and Agency Accounts | $2,073,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $28,000 | 120 |
| Employee Benefit-defined Benefit Accounts | $50,000 | 18 |
| Number of other employee benefit and retirement-related accounts | $1,281,000 | 74 |
| Corporate Trust and Agency Accounts | $0 | 79 |
| Number of managed investment management and investment advisory agency accounts | $1,927,000 | 42 |
| Number of foundation and endowment trust and agency accounts, managed assets | $114,000 | 73 |
| Other Fiduciary Accounts | $21,000 | 27 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,278,000 | 50 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $286,000 | 112 |
| Personal Trust and Agency Accounts | $47,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $196,000 | 32 |
| Employee Benefit-defined Benefit Accounts | $0 | 158 |
| Number non-managed other employee benefit and retirement-related accounts | $26,000 | 149 |
| Corporate Trust and Agency Accounts | $0 | 118 |
| Number of investment management and advisory agency accounts, non-managed assets | $16,000 | 114 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 123 |
| Other Fiduciary Accounts | $0 | 95 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $160,000 | 124 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $32,000 | 203 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,679,000 | 62 |
| Number of Managed Accounts | $5,372,000 | 44 |
| Personal Trust and Agency Accounts | $2,022,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $75,000 | 87 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 64 |
| Number of other employee benefit and retirement-related accounts | $1,265,000 | 73 |
| Corporate Trust and Agency Accounts | $0 | 125 |
| Number of managed investment management and investment advisory agency accounts | $1,877,000 | 42 |
| Number of foundation and endowment trust and agency accounts, managed assets | $114,000 | 72 |
| Other Fiduciary Accounts | $13,000 | 39 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,265,000 | 50 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $307,000 | 116 |
| Personal Trust and Agency Accounts | $47,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $195,000 | 31 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 77 |
| Number non-managed other employee benefit and retirement-related accounts | $31,000 | 189 |
| Corporate Trust and Agency Accounts | $0 | 169 |
| Number of investment management and advisory agency accounts, non-managed assets | $16,000 | 125 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 134 |
| Other Fiduciary Accounts | $0 | 135 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $137,000 | 137 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $31,000 | 228 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,508,000 | 67 |
| Number of Managed Accounts | $5,201,000 | 50 |
| Personal Trust and Agency Accounts | $1,954,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $74,000 | 45 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 70 |
| Number of other employee benefit and retirement-related accounts | $1,233,000 | 58 |
| Corporate Trust and Agency Accounts | $0 | 74 |
| Number of managed investment management and investment advisory agency accounts | $1,810,000 | 44 |
| Number of foundation and endowment trust and agency accounts, managed assets | $111,000 | 77 |
| Other Fiduciary Accounts | $13,000 | 38 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,233,000 | 56 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $307,000 | 114 |
| Personal Trust and Agency Accounts | $47,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $195,000 | 34 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 37 |
| Number non-managed other employee benefit and retirement-related accounts | $31,000 | 132 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of investment management and advisory agency accounts, non-managed assets | $16,000 | 75 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 108 |
| Other Fiduciary Accounts | $0 | 92 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $141,000 | 132 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $31,000 | 162 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,368,000 | 68 |
| Number of Managed Accounts | $5,067,000 | 50 |
| Personal Trust and Agency Accounts | $1,909,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $74,000 | 49 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 74 |
| Number of other employee benefit and retirement-related accounts | $1,212,000 | 58 |
| Corporate Trust and Agency Accounts | $0 | 160 |
| Number of managed investment management and investment advisory agency accounts | $1,742,000 | 45 |
| Number of foundation and endowment trust and agency accounts, managed assets | $111,000 | 78 |
| Other Fiduciary Accounts | $13,000 | 52 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,212,000 | 56 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Number of Non-Managed Accounts | $301,000 | 128 |
| Personal Trust and Agency Accounts | $50,000 | 146 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $188,000 | 37 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 40 |
| Number non-managed other employee benefit and retirement-related accounts | $29,000 | 223 |
| Corporate Trust and Agency Accounts | $0 | 212 |
| Number of investment management and advisory agency accounts, non-managed assets | $16,000 | 96 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 141 |
| Other Fiduciary Accounts | $0 | 175 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $138,000 | 168 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $29,000 | 286 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,186,000 | 68 |
| Number of Managed Accounts | $4,877,000 | 51 |
| Personal Trust and Agency Accounts | $1,839,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $74,000 | 49 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 72 |
| Number of other employee benefit and retirement-related accounts | $1,159,000 | 62 |
| Corporate Trust and Agency Accounts | $0 | 76 |
| Number of managed investment management and investment advisory agency accounts | $1,674,000 | 46 |
| Number of foundation and endowment trust and agency accounts, managed assets | $111,000 | 76 |
| Other Fiduciary Accounts | $14,000 | 37 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,159,000 | 61 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $309,000 | 116 |
| Personal Trust and Agency Accounts | $49,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $190,000 | 33 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 40 |
| Number non-managed other employee benefit and retirement-related accounts | $29,000 | 139 |
| Corporate Trust and Agency Accounts | $0 | 115 |
| Number of investment management and advisory agency accounts, non-managed assets | $23,000 | 56 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 108 |
| Other Fiduciary Accounts | $0 | 98 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $129,000 | 140 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $29,000 | 173 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,156,000 | 58 |
| Number of Managed Accounts | $4,849,000 | 48 |
| Personal Trust and Agency Accounts | $1,815,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $75,000 | 45 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 70 |
| Number of other employee benefit and retirement-related accounts | $1,167,000 | 57 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $1,658,000 | 43 |
| Number of foundation and endowment trust and agency accounts, managed assets | $113,000 | 69 |
| Other Fiduciary Accounts | $15,000 | 38 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,167,000 | 56 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $307,000 | 105 |
| Personal Trust and Agency Accounts | $49,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $189,000 | 31 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 36 |
| Number non-managed other employee benefit and retirement-related accounts | $30,000 | 152 |
| Corporate Trust and Agency Accounts | $0 | 126 |
| Number of investment management and advisory agency accounts, non-managed assets | $21,000 | 59 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 110 |
| Other Fiduciary Accounts | $0 | 109 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $130,000 | 133 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $30,000 | 189 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,037,000 | 58 |
| Number of Managed Accounts | $4,732,000 | 48 |
| Personal Trust and Agency Accounts | $1,767,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $74,000 | 45 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 68 |
| Number of other employee benefit and retirement-related accounts | $1,126,000 | 59 |
| Corporate Trust and Agency Accounts | $0 | 72 |
| Number of managed investment management and investment advisory agency accounts | $1,633,000 | 44 |
| Number of foundation and endowment trust and agency accounts, managed assets | $111,000 | 69 |
| Other Fiduciary Accounts | $15,000 | 36 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,126,000 | 58 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $305,000 | 104 |
| Personal Trust and Agency Accounts | $48,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $188,000 | 31 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 34 |
| Number non-managed other employee benefit and retirement-related accounts | $30,000 | 137 |
| Corporate Trust and Agency Accounts | $0 | 109 |
| Number of investment management and advisory agency accounts, non-managed assets | $21,000 | 56 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 97 |
| Other Fiduciary Accounts | $0 | 94 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $131,000 | 128 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $30,000 | 167 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,872,000 | 59 |
| Number of Managed Accounts | $4,570,000 | 49 |
| Personal Trust and Agency Accounts | $1,707,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $75,000 | 47 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 76 |
| Number of other employee benefit and retirement-related accounts | $1,097,000 | 56 |
| Corporate Trust and Agency Accounts | $0 | 160 |
| Number of managed investment management and investment advisory agency accounts | $1,557,000 | 45 |
| Number of foundation and endowment trust and agency accounts, managed assets | $113,000 | 69 |
| Other Fiduciary Accounts | $15,000 | 45 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,097,000 | 55 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Number of Non-Managed Accounts | $302,000 | 117 |
| Personal Trust and Agency Accounts | $50,000 | 129 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $180,000 | 33 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 36 |
| Number non-managed other employee benefit and retirement-related accounts | $31,000 | 222 |
| Corporate Trust and Agency Accounts | $0 | 213 |
| Number of investment management and advisory agency accounts, non-managed assets | $21,000 | 74 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 92 |
| Other Fiduciary Accounts | $0 | 174 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $132,000 | 158 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $31,000 | 285 |
| 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 | $4,757,000 | 59 |
| Number of Managed Accounts | $4,457,000 | 49 |
| Personal Trust and Agency Accounts | $1,644,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $93,000 | 36 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 73 |
| Number of other employee benefit and retirement-related accounts | $1,086,000 | 57 |
| Corporate Trust and Agency Accounts | $0 | 71 |
| Number of managed investment management and investment advisory agency accounts | $1,501,000 | 47 |
| Number of foundation and endowment trust and agency accounts, managed assets | $111,000 | 68 |
| Other Fiduciary Accounts | $16,000 | 31 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,086,000 | 56 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $300,000 | 104 |
| Personal Trust and Agency Accounts | $52,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $176,000 | 36 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 34 |
| Number non-managed other employee benefit and retirement-related accounts | $31,000 | 138 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of investment management and advisory agency accounts, non-managed assets | $21,000 | 58 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 76 |
| Other Fiduciary Accounts | $0 | 90 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $135,000 | 124 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $31,000 | 163 |
| 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 | $4,703,000 | 59 |
| Number of Managed Accounts | $4,391,000 | 51 |
| Personal Trust and Agency Accounts | $1,614,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $90,000 | 41 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 73 |
| Number of other employee benefit and retirement-related accounts | $1,074,000 | 58 |
| Corporate Trust and Agency Accounts | $0 | 76 |
| Number of managed investment management and investment advisory agency accounts | $1,478,000 | 50 |
| Number of foundation and endowment trust and agency accounts, managed assets | $111,000 | 69 |
| Other Fiduciary Accounts | $18,000 | 31 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,074,000 | 56 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $312,000 | 104 |
| Personal Trust and Agency Accounts | $58,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $166,000 | 41 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 39 |
| Number non-managed other employee benefit and retirement-related accounts | $46,000 | 115 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of investment management and advisory agency accounts, non-managed assets | $22,000 | 60 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 83 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $157,000 | 123 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $46,000 | 150 |
| 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 | $4,612,000 | 59 |
| Number of Managed Accounts | $4,307,000 | 52 |
| Personal Trust and Agency Accounts | $1,580,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $96,000 | 38 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 74 |
| Number of other employee benefit and retirement-related accounts | $1,034,000 | 59 |
| Corporate Trust and Agency Accounts | $0 | 70 |
| Number of managed investment management and investment advisory agency accounts | $1,469,000 | 49 |
| Number of foundation and endowment trust and agency accounts, managed assets | $106,000 | 71 |
| Other Fiduciary Accounts | $16,000 | 32 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,034,000 | 57 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $305,000 | 105 |
| Personal Trust and Agency Accounts | $58,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $162,000 | 42 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 37 |
| Number non-managed other employee benefit and retirement-related accounts | $45,000 | 116 |
| Corporate Trust and Agency Accounts | $0 | 111 |
| Number of investment management and advisory agency accounts, non-managed assets | $20,000 | 61 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 75 |
| Other Fiduciary Accounts | $0 | 88 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $155,000 | 122 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $45,000 | 145 |
| 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 | $4,500,000 | 64 |
| Number of Managed Accounts | $4,201,000 | 55 |
| Personal Trust and Agency Accounts | $1,536,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $92,000 | 40 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 79 |
| Number of other employee benefit and retirement-related accounts | $1,000,000 | 60 |
| Corporate Trust and Agency Accounts | $0 | 158 |
| Number of managed investment management and investment advisory agency accounts | $1,446,000 | 50 |
| Number of foundation and endowment trust and agency accounts, managed assets | $105,000 | 71 |
| Other Fiduciary Accounts | $16,000 | 41 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,000,000 | 59 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Number of Non-Managed Accounts | $299,000 | 121 |
| Personal Trust and Agency Accounts | $55,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $159,000 | 45 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 42 |
| Number non-managed other employee benefit and retirement-related accounts | $45,000 | 183 |
| Corporate Trust and Agency Accounts | $0 | 228 |
| Number of investment management and advisory agency accounts, non-managed assets | $20,000 | 85 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 88 |
| Other Fiduciary Accounts | $0 | 171 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $159,000 | 146 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $45,000 | 241 |
| 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 | $4,432,000 | 64 |
| Number of Managed Accounts | $4,136,000 | 57 |
| Personal Trust and Agency Accounts | $1,498,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $93,000 | 38 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 76 |
| Number of other employee benefit and retirement-related accounts | $1,005,000 | 59 |
| Corporate Trust and Agency Accounts | $0 | 74 |
| Number of managed investment management and investment advisory agency accounts | $1,413,000 | 53 |
| Number of foundation and endowment trust and agency accounts, managed assets | $104,000 | 70 |
| Other Fiduciary Accounts | $17,000 | 31 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,005,000 | 58 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $296,000 | 109 |
| Personal Trust and Agency Accounts | $57,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $158,000 | 46 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 39 |
| Number non-managed other employee benefit and retirement-related accounts | $46,000 | 117 |
| Corporate Trust and Agency Accounts | $0 | 117 |
| Number of investment management and advisory agency accounts, non-managed assets | $15,000 | 73 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 78 |
| Other Fiduciary Accounts | $0 | 88 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $158,000 | 114 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $46,000 | 146 |
| 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 | $4,341,000 | 67 |
| Number of Managed Accounts | $4,045,000 | 56 |
| Personal Trust and Agency Accounts | $1,454,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $93,000 | 38 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 71 |
| Number of other employee benefit and retirement-related accounts | $981,000 | 62 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $1,389,000 | 52 |
| Number of foundation and endowment trust and agency accounts, managed assets | $103,000 | 70 |
| Other Fiduciary Accounts | $18,000 | 33 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $981,000 | 58 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $296,000 | 115 |
| Personal Trust and Agency Accounts | $56,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $159,000 | 45 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 41 |
| Number non-managed other employee benefit and retirement-related accounts | $45,000 | 125 |
| Corporate Trust and Agency Accounts | $0 | 133 |
| Number of investment management and advisory agency accounts, non-managed assets | $16,000 | 78 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 79 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $160,000 | 119 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $45,000 | 159 |
| 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 | $4,285,000 | 65 |
| Number of Managed Accounts | $3,989,000 | 54 |
| Personal Trust and Agency Accounts | $1,419,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $102,000 | 37 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 77 |
| Number of other employee benefit and retirement-related accounts | $963,000 | 62 |
| Corporate Trust and Agency Accounts | $0 | 73 |
| Number of managed investment management and investment advisory agency accounts | $1,377,000 | 53 |
| Number of foundation and endowment trust and agency accounts, managed assets | $104,000 | 68 |
| Other Fiduciary Accounts | $18,000 | 32 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $963,000 | 61 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $296,000 | 110 |
| Personal Trust and Agency Accounts | $55,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $160,000 | 47 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 39 |
| Number non-managed other employee benefit and retirement-related accounts | $45,000 | 118 |
| Corporate Trust and Agency Accounts | $0 | 116 |
| Number of investment management and advisory agency accounts, non-managed assets | $16,000 | 73 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 76 |
| Other Fiduciary Accounts | $0 | 94 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $161,000 | 114 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $45,000 | 151 |
| 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 | $4,209,000 | 66 |
| Number of Managed Accounts | $3,905,000 | 54 |
| Personal Trust and Agency Accounts | $1,386,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $105,000 | 38 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 77 |
| Number of other employee benefit and retirement-related accounts | $928,000 | 67 |
| Corporate Trust and Agency Accounts | $0 | 158 |
| Number of managed investment management and investment advisory agency accounts | $1,356,000 | 52 |
| Number of foundation and endowment trust and agency accounts, managed assets | $105,000 | 69 |
| Other Fiduciary Accounts | $18,000 | 43 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $928,000 | 66 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Number of Non-Managed Accounts | $304,000 | 126 |
| Personal Trust and Agency Accounts | $61,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $163,000 | 47 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 44 |
| Number non-managed other employee benefit and retirement-related accounts | $46,000 | 184 |
| Corporate Trust and Agency Accounts | $0 | 235 |
| Number of investment management and advisory agency accounts, non-managed assets | $16,000 | 99 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 92 |
| Other Fiduciary Accounts | $0 | 181 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $160,000 | 149 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $46,000 | 235 |
| 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 | $4,127,000 | 68 |
| Number of Managed Accounts | $3,819,000 | 56 |
| Personal Trust and Agency Accounts | $1,339,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $105,000 | 38 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 74 |
| Number of other employee benefit and retirement-related accounts | $910,000 | 66 |
| Corporate Trust and Agency Accounts | $0 | 79 |
| Number of managed investment management and investment advisory agency accounts | $1,335,000 | 54 |
| Number of foundation and endowment trust and agency accounts, managed assets | $104,000 | 65 |
| Other Fiduciary Accounts | $19,000 | 34 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $910,000 | 65 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $308,000 | 110 |
| Personal Trust and Agency Accounts | $63,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $165,000 | 47 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 40 |
| Number non-managed other employee benefit and retirement-related accounts | $47,000 | 118 |
| Corporate Trust and Agency Accounts | $0 | 114 |
| Number of investment management and advisory agency accounts, non-managed assets | $15,000 | 76 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 82 |
| Other Fiduciary Accounts | $0 | 95 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $156,000 | 120 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $47,000 | 143 |
| 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 | $4,061,000 | 70 |
| Number of Managed Accounts | $3,758,000 | 56 |
| Personal Trust and Agency Accounts | $1,328,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $107,000 | 38 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 74 |
| Number of other employee benefit and retirement-related accounts | $892,000 | 69 |
| Corporate Trust and Agency Accounts | $0 | 77 |
| Number of managed investment management and investment advisory agency accounts | $1,303,000 | 54 |
| Number of foundation and endowment trust and agency accounts, managed assets | $104,000 | 65 |
| Other Fiduciary Accounts | $17,000 | 39 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $892,000 | 67 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $303,000 | 114 |
| Personal Trust and Agency Accounts | $62,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $161,000 | 46 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 43 |
| Number non-managed other employee benefit and retirement-related accounts | $47,000 | 126 |
| Corporate Trust and Agency Accounts | $0 | 126 |
| Number of investment management and advisory agency accounts, non-managed assets | $15,000 | 83 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 88 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $158,000 | 124 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $47,000 | 157 |
| 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 | $3,992,000 | 71 |
| Number of Managed Accounts | $3,686,000 | 57 |
| Personal Trust and Agency Accounts | $1,313,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $112,000 | 38 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 75 |
| Number of other employee benefit and retirement-related accounts | $852,000 | 70 |
| Corporate Trust and Agency Accounts | $0 | 77 |
| Number of managed investment management and investment advisory agency accounts | $1,279,000 | 54 |
| Number of foundation and endowment trust and agency accounts, managed assets | $105,000 | 64 |
| Other Fiduciary Accounts | $18,000 | 36 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $852,000 | 69 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $306,000 | 111 |
| Personal Trust and Agency Accounts | $64,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $159,000 | 48 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 45 |
| Number non-managed other employee benefit and retirement-related accounts | $50,000 | 120 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of investment management and advisory agency accounts, non-managed assets | $15,000 | 84 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 90 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $166,000 | 120 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $50,000 | 148 |
| 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 | $3,882,000 | 73 |
| Number of Managed Accounts | $3,567,000 | 59 |
| Personal Trust and Agency Accounts | $1,287,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $110,000 | 38 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 79 |
| Number of other employee benefit and retirement-related accounts | $823,000 | 70 |
| Corporate Trust and Agency Accounts | $0 | 155 |
| Number of managed investment management and investment advisory agency accounts | $223,000 | 203 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,099,000 | 11 |
| Other Fiduciary Accounts | $18,000 | 38 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $823,000 | 68 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Number of Non-Managed Accounts | $315,000 | 126 |
| Personal Trust and Agency Accounts | $70,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $161,000 | 50 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 50 |
| Number non-managed other employee benefit and retirement-related accounts | $52,000 | 171 |
| Corporate Trust and Agency Accounts | $0 | 243 |
| Number of investment management and advisory agency accounts, non-managed assets | $11,000 | 123 |
| Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 53 |
| Other Fiduciary Accounts | $0 | 180 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $170,000 | 133 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $52,000 | 216 |
| 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 | $3,786,000 | 71 |
| Number of Managed Accounts | $3,479,000 | 59 |
| Personal Trust and Agency Accounts | $1,251,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $110,000 | 38 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 77 |
| Number of other employee benefit and retirement-related accounts | $797,000 | 69 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $215,000 | 204 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,080,000 | 11 |
| Other Fiduciary Accounts | $19,000 | 31 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $797,000 | 69 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $307,000 | 111 |
| Personal Trust and Agency Accounts | $68,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $158,000 | 47 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 49 |
| Number non-managed other employee benefit and retirement-related accounts | $48,000 | 118 |
| Corporate Trust and Agency Accounts | $0 | 131 |
| Number of investment management and advisory agency accounts, non-managed assets | $11,000 | 100 |
| Number (#) individual retirement, health savings, and other similar accounts | $8,000 | 46 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $167,000 | 117 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $48,000 | 148 |
| 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 | $3,716,000 | 73 |
| Number of Managed Accounts | $3,413,000 | 61 |
| Personal Trust and Agency Accounts | $1,226,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $112,000 | 37 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 81 |
| Number of other employee benefit and retirement-related accounts | $778,000 | 70 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $208,000 | 206 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,063,000 | 11 |
| Other Fiduciary Accounts | $19,000 | 32 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $778,000 | 70 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $303,000 | 113 |
| Personal Trust and Agency Accounts | $68,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $152,000 | 48 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 51 |
| Number non-managed other employee benefit and retirement-related accounts | $50,000 | 113 |
| Corporate Trust and Agency Accounts | $0 | 131 |
| Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 95 |
| Number (#) individual retirement, health savings, and other similar accounts | $8,000 | 46 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $169,000 | 118 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $50,000 | 148 |
| 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 | $3,636,000 | 71 |
| Number of Managed Accounts | $3,341,000 | 60 |
| Personal Trust and Agency Accounts | $1,198,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $111,000 | 36 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 82 |
| Number of other employee benefit and retirement-related accounts | $765,000 | 69 |
| Corporate Trust and Agency Accounts | $0 | 85 |
| Number of managed investment management and investment advisory agency accounts | $204,000 | 208 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,041,000 | 11 |
| Other Fiduciary Accounts | $15,000 | 38 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $765,000 | 68 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $295,000 | 120 |
| Personal Trust and Agency Accounts | $70,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $148,000 | 51 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 50 |
| Number non-managed other employee benefit and retirement-related accounts | $49,000 | 123 |
| Corporate Trust and Agency Accounts | $0 | 134 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 125 |
| Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 46 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $164,000 | 121 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $49,000 | 150 |
| 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 | $3,562,000 | 74 |
| Number of Managed Accounts | $3,275,000 | 60 |
| Personal Trust and Agency Accounts | $1,199,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $110,000 | 37 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 86 |
| Number of other employee benefit and retirement-related accounts | $724,000 | 75 |
| Corporate Trust and Agency Accounts | $0 | 174 |
| Number of managed investment management and investment advisory agency accounts | $198,000 | 220 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,021,000 | 12 |
| Other Fiduciary Accounts | $16,000 | 46 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $724,000 | 73 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 47 |
| Number of Non-Managed Accounts | $287,000 | 135 |
| Personal Trust and Agency Accounts | $66,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $145,000 | 52 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 51 |
| Number non-managed other employee benefit and retirement-related accounts | $47,000 | 191 |
| Corporate Trust and Agency Accounts | $0 | 255 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 170 |
| Number (#) individual retirement, health savings, and other similar accounts | $10,000 | 45 |
| Other Fiduciary Accounts | $0 | 192 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $167,000 | 140 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $47,000 | 243 |
| 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 | $3,508,000 | 73 |
| Number of Managed Accounts | $3,231,000 | 61 |
| Personal Trust and Agency Accounts | $1,183,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $112,000 | 35 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 77 |
| Number of other employee benefit and retirement-related accounts | $718,000 | 73 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $198,000 | 214 |
| Number of foundation and endowment trust and agency accounts, managed assets | $996,000 | 12 |
| Other Fiduciary Accounts | $17,000 | 36 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $718,000 | 71 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $277,000 | 119 |
| Personal Trust and Agency Accounts | $65,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $141,000 | 52 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 49 |
| Number non-managed other employee benefit and retirement-related accounts | $47,000 | 119 |
| Corporate Trust and Agency Accounts | $0 | 132 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 167 |
| Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 45 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $164,000 | 117 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $47,000 | 155 |
| 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 | $3,484,000 | 71 |
| Number of Managed Accounts | $3,208,000 | 61 |
| Personal Trust and Agency Accounts | $1,173,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $116,000 | 34 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 77 |
| Number of other employee benefit and retirement-related accounts | $706,000 | 72 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $191,000 | 216 |
| Number of foundation and endowment trust and agency accounts, managed assets | $998,000 | 12 |
| Other Fiduciary Accounts | $17,000 | 36 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $706,000 | 70 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $276,000 | 118 |
| Personal Trust and Agency Accounts | $66,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $138,000 | 52 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 49 |
| Number non-managed other employee benefit and retirement-related accounts | $48,000 | 118 |
| Corporate Trust and Agency Accounts | $0 | 130 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 170 |
| Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 43 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $162,000 | 121 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $48,000 | 149 |
| 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 | $3,398,000 | 71 |
| Number of Managed Accounts | $3,110,000 | 62 |
| Personal Trust and Agency Accounts | $1,174,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $111,000 | 35 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 75 |
| Number of other employee benefit and retirement-related accounts | $666,000 | 77 |
| Corporate Trust and Agency Accounts | $0 | 84 |
| Number of managed investment management and investment advisory agency accounts | $182,000 | 224 |
| Number of foundation and endowment trust and agency accounts, managed assets | $953,000 | 13 |
| Other Fiduciary Accounts | $17,000 | 37 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $666,000 | 74 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $288,000 | 116 |
| Personal Trust and Agency Accounts | $74,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $137,000 | 52 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 49 |
| Number non-managed other employee benefit and retirement-related accounts | $52,000 | 112 |
| Corporate Trust and Agency Accounts | $0 | 130 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 166 |
| Number (#) individual retirement, health savings, and other similar accounts | $10,000 | 41 |
| Other Fiduciary Accounts | $0 | 104 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $163,000 | 121 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $52,000 | 141 |
| 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 | $3,328,000 | 75 |
| Number of Managed Accounts | $3,045,000 | 63 |
| Personal Trust and Agency Accounts | $1,171,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $118,000 | 32 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 84 |
| Number of other employee benefit and retirement-related accounts | $616,000 | 79 |
| Corporate Trust and Agency Accounts | $0 | 181 |
| Number of managed investment management and investment advisory agency accounts | $177,000 | 231 |
| Number of foundation and endowment trust and agency accounts, managed assets | $940,000 | 13 |
| Other Fiduciary Accounts | $16,000 | 45 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $616,000 | 74 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 55 |
| Number of Non-Managed Accounts | $283,000 | 135 |
| Personal Trust and Agency Accounts | $74,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $131,000 | 55 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 53 |
| Number non-managed other employee benefit and retirement-related accounts | $52,000 | 184 |
| Corporate Trust and Agency Accounts | $0 | 256 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 253 |
| Number (#) individual retirement, health savings, and other similar accounts | $11,000 | 40 |
| Other Fiduciary Accounts | $0 | 194 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $164,000 | 143 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $52,000 | 231 |
| 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 | $3,289,000 | 74 |
| Number of Managed Accounts | $3,005,000 | 63 |
| Personal Trust and Agency Accounts | $1,154,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $119,000 | 31 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 73 |
| Number of other employee benefit and retirement-related accounts | $602,000 | 79 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $177,000 | 224 |
| Number of foundation and endowment trust and agency accounts, managed assets | $927,000 | 13 |
| Other Fiduciary Accounts | $18,000 | 33 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $602,000 | 72 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $284,000 | 119 |
| Personal Trust and Agency Accounts | $75,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $129,000 | 52 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 50 |
| Number non-managed other employee benefit and retirement-related accounts | $52,000 | 115 |
| Corporate Trust and Agency Accounts | $0 | 140 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 135 |
| Number (#) individual retirement, health savings, and other similar accounts | $11,000 | 40 |
| Other Fiduciary Accounts | $0 | 102 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $163,000 | 120 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $52,000 | 143 |
| 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 | $3,307,000 | 75 |
| Number of Managed Accounts | $3,018,000 | 63 |
| Personal Trust and Agency Accounts | $1,158,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $120,000 | 31 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 68 |
| Number of other employee benefit and retirement-related accounts | $606,000 | 79 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $171,000 | 227 |
| Number of foundation and endowment trust and agency accounts, managed assets | $933,000 | 13 |
| Other Fiduciary Accounts | $21,000 | 36 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $606,000 | 73 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $289,000 | 119 |
| Personal Trust and Agency Accounts | $77,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $128,000 | 53 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 51 |
| Number non-managed other employee benefit and retirement-related accounts | $53,000 | 119 |
| Corporate Trust and Agency Accounts | $0 | 143 |
| Number of investment management and advisory agency accounts, non-managed assets | $5,000 | 126 |
| Number (#) individual retirement, health savings, and other similar accounts | $12,000 | 38 |
| Other Fiduciary Accounts | $0 | 102 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $167,000 | 122 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $53,000 | 146 |
| 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 | $3,275,000 | 76 |
| Number of Managed Accounts | $2,986,000 | 64 |
| Personal Trust and Agency Accounts | $1,161,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $122,000 | 33 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 68 |
| Number of other employee benefit and retirement-related accounts | $587,000 | 81 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $169,000 | 231 |
| Number of foundation and endowment trust and agency accounts, managed assets | $919,000 | 13 |
| Other Fiduciary Accounts | $19,000 | 37 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $587,000 | 75 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $289,000 | 120 |
| Personal Trust and Agency Accounts | $75,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $130,000 | 53 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 47 |
| Number non-managed other employee benefit and retirement-related accounts | $56,000 | 116 |
| Corporate Trust and Agency Accounts | $0 | 148 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 149 |
| Number (#) individual retirement, health savings, and other similar accounts | $10,000 | 40 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $167,000 | 121 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $56,000 | 141 |
| 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 | $3,238,000 | 78 |
| Number of Managed Accounts | $2,954,000 | 63 |
| Personal Trust and Agency Accounts | $1,162,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $123,000 | 33 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 73 |
| Number of other employee benefit and retirement-related accounts | $572,000 | 81 |
| Corporate Trust and Agency Accounts | $0 | 191 |
| Number of managed investment management and investment advisory agency accounts | $164,000 | 243 |
| Number of foundation and endowment trust and agency accounts, managed assets | $905,000 | 13 |
| Other Fiduciary Accounts | $19,000 | 43 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $572,000 | 76 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 60 |
| Number of Non-Managed Accounts | $284,000 | 140 |
| Personal Trust and Agency Accounts | $76,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $126,000 | 56 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 50 |
| Number non-managed other employee benefit and retirement-related accounts | $55,000 | 182 |
| Corporate Trust and Agency Accounts | $0 | 270 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 259 |
| Number (#) individual retirement, health savings, and other similar accounts | $10,000 | 43 |
| Other Fiduciary Accounts | $0 | 200 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $168,000 | 145 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $55,000 | 228 |
| 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 | $3,208,000 | 76 |
| Number of Managed Accounts | $2,927,000 | 64 |
| Personal Trust and Agency Accounts | $1,162,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $117,000 | 33 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 71 |
| Number of other employee benefit and retirement-related accounts | $564,000 | 82 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $163,000 | 235 |
| Number of foundation and endowment trust and agency accounts, managed assets | $893,000 | 12 |
| Other Fiduciary Accounts | $19,000 | 38 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $564,000 | 76 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $281,000 | 119 |
| Personal Trust and Agency Accounts | $78,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $124,000 | 57 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 50 |
| Number non-managed other employee benefit and retirement-related accounts | $51,000 | 128 |
| Corporate Trust and Agency Accounts | $0 | 146 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 158 |
| Number (#) individual retirement, health savings, and other similar accounts | $11,000 | 39 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $167,000 | 124 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $51,000 | 152 |
| 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 | $3,196,000 | 78 |
| Number of Managed Accounts | $2,908,000 | 65 |
| Personal Trust and Agency Accounts | $1,155,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $113,000 | 37 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 74 |
| Number of other employee benefit and retirement-related accounts | $560,000 | 84 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $164,000 | 234 |
| Number of foundation and endowment trust and agency accounts, managed assets | $892,000 | 12 |
| Other Fiduciary Accounts | $15,000 | 40 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $560,000 | 77 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $288,000 | 119 |
| Personal Trust and Agency Accounts | $82,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $122,000 | 56 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 50 |
| Number non-managed other employee benefit and retirement-related accounts | $52,000 | 124 |
| Corporate Trust and Agency Accounts | $0 | 146 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 141 |
| Number (#) individual retirement, health savings, and other similar accounts | $13,000 | 37 |
| Other Fiduciary Accounts | $0 | 111 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $167,000 | 125 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $52,000 | 148 |
| 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 | $3,161,000 | 79 |
| Number of Managed Accounts | $2,856,000 | 64 |
| Personal Trust and Agency Accounts | $1,140,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $118,000 | 33 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 75 |
| Number of other employee benefit and retirement-related accounts | $543,000 | 82 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $162,000 | 233 |
| Number of foundation and endowment trust and agency accounts, managed assets | $869,000 | 12 |
| Other Fiduciary Accounts | $15,000 | 39 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $543,000 | 75 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $305,000 | 122 |
| Personal Trust and Agency Accounts | $97,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $121,000 | 60 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 48 |
| Number non-managed other employee benefit and retirement-related accounts | $55,000 | 124 |
| Corporate Trust and Agency Accounts | $1,000 | 131 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 148 |
| Number (#) individual retirement, health savings, and other similar accounts | $12,000 | 37 |
| Other Fiduciary Accounts | $0 | 108 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $170,000 | 124 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $55,000 | 148 |
| 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 | $3,092,000 | 82 |
| Number of Managed Accounts | $2,785,000 | 65 |
| Personal Trust and Agency Accounts | $1,130,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $116,000 | 38 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 83 |
| Number of other employee benefit and retirement-related accounts | $522,000 | 81 |
| Corporate Trust and Agency Accounts | $0 | 193 |
| Number of managed investment management and investment advisory agency accounts | $161,000 | 246 |
| Number of foundation and endowment trust and agency accounts, managed assets | $833,000 | 12 |
| Other Fiduciary Accounts | $14,000 | 52 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $522,000 | 75 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Number of Non-Managed Accounts | $307,000 | 145 |
| Personal Trust and Agency Accounts | $98,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $119,000 | 64 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 48 |
| Number non-managed other employee benefit and retirement-related accounts | $57,000 | 202 |
| Corporate Trust and Agency Accounts | $2,000 | 203 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 228 |
| Number (#) individual retirement, health savings, and other similar accounts | $12,000 | 37 |
| Other Fiduciary Accounts | $0 | 217 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $180,000 | 141 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $57,000 | 242 |
| 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 | $3,054,000 | 81 |
| Number of Managed Accounts | $2,744,000 | 64 |
| Personal Trust and Agency Accounts | $1,143,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $117,000 | 37 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 75 |
| Number of other employee benefit and retirement-related accounts | $492,000 | 87 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $153,000 | 238 |
| Number of foundation and endowment trust and agency accounts, managed assets | $814,000 | 12 |
| Other Fiduciary Accounts | $16,000 | 39 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $492,000 | 81 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $310,000 | 120 |
| Personal Trust and Agency Accounts | $100,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $119,000 | 58 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 48 |
| Number non-managed other employee benefit and retirement-related accounts | $57,000 | 120 |
| Corporate Trust and Agency Accounts | $2,000 | 112 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 151 |
| Number (#) individual retirement, health savings, and other similar accounts | $13,000 | 33 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $170,000 | 118 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $57,000 | 143 |
| 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 | $3,017,000 | 82 |
| Number of Managed Accounts | $2,692,000 | 64 |
| Personal Trust and Agency Accounts | $1,116,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $115,000 | 34 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 73 |
| Number of other employee benefit and retirement-related accounts | $487,000 | 86 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $154,000 | 240 |
| Number of foundation and endowment trust and agency accounts, managed assets | $795,000 | 13 |
| Other Fiduciary Accounts | $16,000 | 36 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $487,000 | 78 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $325,000 | 116 |
| Personal Trust and Agency Accounts | $117,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $116,000 | 59 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 48 |
| Number non-managed other employee benefit and retirement-related accounts | $58,000 | 120 |
| Corporate Trust and Agency Accounts | $2,000 | 115 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 140 |
| Number (#) individual retirement, health savings, and other similar accounts | $13,000 | 33 |
| Other Fiduciary Accounts | $0 | 110 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $171,000 | 119 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $58,000 | 144 |
| 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 | $3,004,000 | 83 |
| Number of Managed Accounts | $2,655,000 | 65 |
| Personal Trust and Agency Accounts | $1,120,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $118,000 | 34 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 73 |
| Number of other employee benefit and retirement-related accounts | $469,000 | 86 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $153,000 | 239 |
| Number of foundation and endowment trust and agency accounts, managed assets | $772,000 | 13 |
| Other Fiduciary Accounts | $14,000 | 38 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $469,000 | 80 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $349,000 | 113 |
| Personal Trust and Agency Accounts | $118,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $132,000 | 54 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 52 |
| Number non-managed other employee benefit and retirement-related accounts | $64,000 | 120 |
| Corporate Trust and Agency Accounts | $4,000 | 102 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 141 |
| Number (#) individual retirement, health savings, and other similar accounts | $13,000 | 32 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $172,000 | 117 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $64,000 | 140 |
| 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 | $2,987,000 | 85 |
| Number of Managed Accounts | $2,639,000 | 64 |
| Personal Trust and Agency Accounts | $1,129,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $121,000 | 36 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 78 |
| Number of other employee benefit and retirement-related accounts | $460,000 | 83 |
| Corporate Trust and Agency Accounts | $0 | 208 |
| Number of managed investment management and investment advisory agency accounts | $154,000 | 250 |
| Number of foundation and endowment trust and agency accounts, managed assets | $752,000 | 13 |
| Other Fiduciary Accounts | $14,000 | 51 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $460,000 | 77 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Number of Non-Managed Accounts | $348,000 | 132 |
| Personal Trust and Agency Accounts | $114,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $131,000 | 57 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 51 |
| Number non-managed other employee benefit and retirement-related accounts | $66,000 | 185 |
| Corporate Trust and Agency Accounts | $4,000 | 177 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 219 |
| Number (#) individual retirement, health savings, and other similar accounts | $15,000 | 32 |
| Other Fiduciary Accounts | $0 | 215 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $173,000 | 145 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $66,000 | 225 |
| 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 | $2,973,000 | 85 |
| Number of Managed Accounts | $2,627,000 | 66 |
| Personal Trust and Agency Accounts | $1,142,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $121,000 | 30 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 73 |
| Number of other employee benefit and retirement-related accounts | $453,000 | 78 |
| Corporate Trust and Agency Accounts | $0 | 92 |
| Number of managed investment management and investment advisory agency accounts | $156,000 | 228 |
| Number of foundation and endowment trust and agency accounts, managed assets | $731,000 | 12 |
| Other Fiduciary Accounts | $15,000 | 37 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $453,000 | 72 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $346,000 | 110 |
| Personal Trust and Agency Accounts | $112,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $126,000 | 57 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 52 |
| Number non-managed other employee benefit and retirement-related accounts | $68,000 | 117 |
| Corporate Trust and Agency Accounts | $7,000 | 88 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 136 |
| Number (#) individual retirement, health savings, and other similar accounts | $15,000 | 31 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $177,000 | 114 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $68,000 | 135 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,958,000 | 83 |
| Number of Managed Accounts | $2,612,000 | 66 |
| Personal Trust and Agency Accounts | $1,163,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $118,000 | 32 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 72 |
| Number of other employee benefit and retirement-related accounts | $437,000 | 80 |
| Corporate Trust and Agency Accounts | $0 | 93 |
| Number of managed investment management and investment advisory agency accounts | $155,000 | 227 |
| Number of foundation and endowment trust and agency accounts, managed assets | $715,000 | 12 |
| Other Fiduciary Accounts | $14,000 | 40 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $437,000 | 74 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $346,000 | 113 |
| Personal Trust and Agency Accounts | $113,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $120,000 | 62 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 52 |
| Number non-managed other employee benefit and retirement-related accounts | $72,000 | 112 |
| Corporate Trust and Agency Accounts | $9,000 | 83 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 135 |
| Number (#) individual retirement, health savings, and other similar accounts | $14,000 | 30 |
| Other Fiduciary Accounts | $0 | 104 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $176,000 | 112 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $72,000 | 137 |
| 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 | $3,035,000 | 83 |
| Number of Managed Accounts | $2,681,000 | 63 |
| Personal Trust and Agency Accounts | $1,226,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $116,000 | 32 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 76 |
| Number of other employee benefit and retirement-related accounts | $435,000 | 77 |
| Corporate Trust and Agency Accounts | $1,000 | 71 |
| Number of managed investment management and investment advisory agency accounts | $159,000 | 223 |
| Number of foundation and endowment trust and agency accounts, managed assets | $722,000 | 11 |
| Other Fiduciary Accounts | $13,000 | 45 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $435,000 | 71 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $354,000 | 115 |
| Personal Trust and Agency Accounts | $119,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $118,000 | 63 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 55 |
| Number non-managed other employee benefit and retirement-related accounts | $76,000 | 115 |
| Corporate Trust and Agency Accounts | $13,000 | 76 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 145 |
| Number (#) individual retirement, health savings, and other similar accounts | $12,000 | 34 |
| Other Fiduciary Accounts | $0 | 110 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $175,000 | 111 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $76,000 | 136 |
| 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 | $2,768,000 | 86 |
| Number of Managed Accounts | $2,530,000 | 65 |
| Personal Trust and Agency Accounts | $1,151,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $92,000 | 45 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 49 |
| Number of other employee benefit and retirement-related accounts | $427,000 | 82 |
| Corporate Trust and Agency Accounts | $1,000 | 151 |
| Number of managed investment management and investment advisory agency accounts | $750,000 | 67 |
| Number of foundation and endowment trust and agency accounts, managed assets | $90,000 | 59 |
| Other Fiduciary Accounts | $0 | 246 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $405,000 | 80 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 71 |
| Number of Non-Managed Accounts | $238,000 | 188 |
| Personal Trust and Agency Accounts | $94,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $109,000 | 76 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 98 |
| Number non-managed other employee benefit and retirement-related accounts | $9,000 | 521 |
| Corporate Trust and Agency Accounts | $9,000 | 135 |
| Number of investment management and advisory agency accounts, non-managed assets | $14,000 | 116 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 142 |
| Other Fiduciary Accounts | $0 | 221 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $263,000 | 110 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $69,000 | 235 |
| 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 | $2,745,000 | 84 |
| Number of Managed Accounts | $2,508,000 | 65 |
| Personal Trust and Agency Accounts | $1,163,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $93,000 | 46 |
| Employee Benefit-defined Benefit Accounts | $21,000 | 43 |
| Number of other employee benefit and retirement-related accounts | $418,000 | 82 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $727,000 | 67 |
| Number of foundation and endowment trust and agency accounts, managed assets | $86,000 | 60 |
| Other Fiduciary Accounts | $0 | 115 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $398,000 | 79 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $237,000 | 138 |
| Personal Trust and Agency Accounts | $98,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $105,000 | 68 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 89 |
| Number non-managed other employee benefit and retirement-related accounts | $8,000 | 244 |
| Corporate Trust and Agency Accounts | $9,000 | 83 |
| Number of investment management and advisory agency accounts, non-managed assets | $14,000 | 81 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 108 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $269,000 | 87 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $71,000 | 132 |
| 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 | $2,704,000 | 85 |
| Number of Managed Accounts | $2,470,000 | 65 |
| Personal Trust and Agency Accounts | $1,160,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $91,000 | 49 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 46 |
| Number of other employee benefit and retirement-related accounts | $408,000 | 81 |
| Corporate Trust and Agency Accounts | $0 | 85 |
| Number of managed investment management and investment advisory agency accounts | $712,000 | 69 |
| Number of foundation and endowment trust and agency accounts, managed assets | $80,000 | 65 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $388,000 | 78 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $234,000 | 139 |
| Personal Trust and Agency Accounts | $98,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $102,000 | 73 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 90 |
| Number non-managed other employee benefit and retirement-related accounts | $8,000 | 248 |
| Corporate Trust and Agency Accounts | $9,000 | 85 |
| Number of investment management and advisory agency accounts, non-managed assets | $14,000 | 78 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 107 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $269,000 | 92 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $76,000 | 131 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,653,000 | 85 |
| Number of Managed Accounts | $2,416,000 | 67 |
| Personal Trust and Agency Accounts | $1,162,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $91,000 | 48 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 45 |
| Number of other employee benefit and retirement-related accounts | $394,000 | 83 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $673,000 | 70 |
| Number of foundation and endowment trust and agency accounts, managed assets | $77,000 | 67 |
| Other Fiduciary Accounts | $0 | 113 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $375,000 | 82 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $237,000 | 138 |
| Personal Trust and Agency Accounts | $101,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $101,000 | 75 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 91 |
| Number non-managed other employee benefit and retirement-related accounts | $8,000 | 242 |
| Corporate Trust and Agency Accounts | $9,000 | 86 |
| Number of investment management and advisory agency accounts, non-managed assets | $15,000 | 71 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 109 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $285,000 | 85 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $79,000 | 124 |
| 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 | $2,710,000 | 88 |
| Number of Managed Accounts | $2,447,000 | 66 |
| Personal Trust and Agency Accounts | $1,198,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $92,000 | 53 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 49 |
| Number of other employee benefit and retirement-related accounts | $393,000 | 83 |
| Corporate Trust and Agency Accounts | $0 | 226 |
| Number of managed investment management and investment advisory agency accounts | $671,000 | 69 |
| Number of foundation and endowment trust and agency accounts, managed assets | $74,000 | 68 |
| Other Fiduciary Accounts | $0 | 233 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $374,000 | 83 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 67 |
| Number of Non-Managed Accounts | $263,000 | 172 |
| Personal Trust and Agency Accounts | $101,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $124,000 | 66 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 102 |
| Number non-managed other employee benefit and retirement-related accounts | $9,000 | 526 |
| Corporate Trust and Agency Accounts | $11,000 | 128 |
| Number of investment management and advisory agency accounts, non-managed assets | $15,000 | 99 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 136 |
| Other Fiduciary Accounts | $0 | 233 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $287,000 | 100 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $82,000 | 213 |
| 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 | $2,712,000 | 86 |
| Number of Managed Accounts | $2,448,000 | 68 |
| Personal Trust and Agency Accounts | $1,213,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $91,000 | 48 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 49 |
| Number of other employee benefit and retirement-related accounts | $397,000 | 84 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $654,000 | 69 |
| Number of foundation and endowment trust and agency accounts, managed assets | $74,000 | 67 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $378,000 | 78 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $264,000 | 131 |
| Personal Trust and Agency Accounts | $102,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $122,000 | 65 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 94 |
| Number non-managed other employee benefit and retirement-related accounts | $9,000 | 251 |
| Corporate Trust and Agency Accounts | $12,000 | 85 |
| Number of investment management and advisory agency accounts, non-managed assets | $16,000 | 62 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 109 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $294,000 | 85 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $85,000 | 114 |
| 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 | $2,730,000 | 87 |
| Number of Managed Accounts | $2,470,000 | 68 |
| Personal Trust and Agency Accounts | $1,239,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $90,000 | 49 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 48 |
| Number of other employee benefit and retirement-related accounts | $405,000 | 82 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $643,000 | 73 |
| Number of foundation and endowment trust and agency accounts, managed assets | $74,000 | 68 |
| Other Fiduciary Accounts | $0 | 113 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $386,000 | 75 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $260,000 | 136 |
| Personal Trust and Agency Accounts | $102,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $118,000 | 66 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 96 |
| Number non-managed other employee benefit and retirement-related accounts | $10,000 | 250 |
| Corporate Trust and Agency Accounts | $12,000 | 84 |
| Number of investment management and advisory agency accounts, non-managed assets | $16,000 | 61 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 139 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $309,000 | 83 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $89,000 | 110 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,779,000 | 86 |
| Number of Managed Accounts | $2,509,000 | 66 |
| Personal Trust and Agency Accounts | $1,261,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $90,000 | 50 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 48 |
| Number of other employee benefit and retirement-related accounts | $410,000 | 78 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $655,000 | 72 |
| Number of foundation and endowment trust and agency accounts, managed assets | $74,000 | 67 |
| Other Fiduciary Accounts | $0 | 113 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $391,000 | 73 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $270,000 | 134 |
| Personal Trust and Agency Accounts | $105,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $121,000 | 67 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 97 |
| Number non-managed other employee benefit and retirement-related accounts | $12,000 | 238 |
| Corporate Trust and Agency Accounts | $13,000 | 84 |
| Number of investment management and advisory agency accounts, non-managed assets | $17,000 | 57 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
| Other Fiduciary Accounts | $0 | 109 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $332,000 | 81 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $109,000 | 98 |
| 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 | $2,725,000 | 89 |
| Number of Managed Accounts | $2,450,000 | 67 |
| Personal Trust and Agency Accounts | $1,220,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $64,000 | 78 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 51 |
| Number of other employee benefit and retirement-related accounts | $417,000 | 77 |
| Corporate Trust and Agency Accounts | $1,000 | 178 |
| Number of managed investment management and investment advisory agency accounts | $656,000 | 70 |
| Number of foundation and endowment trust and agency accounts, managed assets | $73,000 | 70 |
| Other Fiduciary Accounts | $0 | 259 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $398,000 | 75 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 79 |
| Number of Non-Managed Accounts | $275,000 | 175 |
| Personal Trust and Agency Accounts | $108,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $115,000 | 73 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 110 |
| Number non-managed other employee benefit and retirement-related accounts | $9,000 | 541 |
| Corporate Trust and Agency Accounts | $25,000 | 95 |
| Number of investment management and advisory agency accounts, non-managed assets | $16,000 | 93 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 201 |
| Other Fiduciary Accounts | $0 | 239 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $224,000 | 121 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $61,000 | 260 |
| 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 | $2,858,000 | 84 |
| Number of Managed Accounts | $2,496,000 | 65 |
| Personal Trust and Agency Accounts | $1,240,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $63,000 | 73 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 48 |
| Number of other employee benefit and retirement-related accounts | $425,000 | 68 |
| Corporate Trust and Agency Accounts | $16,000 | 28 |
| Number of managed investment management and investment advisory agency accounts | $659,000 | 66 |
| Number of foundation and endowment trust and agency accounts, managed assets | $74,000 | 68 |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $406,000 | 66 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $362,000 | 122 |
| Personal Trust and Agency Accounts | $112,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $113,000 | 72 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 97 |
| Number non-managed other employee benefit and retirement-related accounts | $8,000 | 244 |
| Corporate Trust and Agency Accounts | $112,000 | 54 |
| Number of investment management and advisory agency accounts, non-managed assets | $15,000 | 62 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $232,000 | 102 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $60,000 | 134 |
| 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 | $2,890,000 | 84 |
| Number of Managed Accounts | $2,502,000 | 64 |
| Personal Trust and Agency Accounts | $1,260,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $63,000 | 74 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 47 |
| Number of other employee benefit and retirement-related accounts | $423,000 | 69 |
| Corporate Trust and Agency Accounts | $16,000 | 29 |
| Number of managed investment management and investment advisory agency accounts | $645,000 | 67 |
| Number of foundation and endowment trust and agency accounts, managed assets | $76,000 | 62 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $404,000 | 63 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $388,000 | 118 |
| Personal Trust and Agency Accounts | $108,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $111,000 | 71 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 103 |
| Number non-managed other employee benefit and retirement-related accounts | $27,000 | 171 |
| Corporate Trust and Agency Accounts | $126,000 | 53 |
| Number of investment management and advisory agency accounts, non-managed assets | $14,000 | 63 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 133 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $225,000 | 102 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $67,000 | 123 |
| 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 | $2,893,000 | 85 |
| Number of Managed Accounts | $2,502,000 | 64 |
| Personal Trust and Agency Accounts | $1,292,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $63,000 | 72 |
| Employee Benefit-defined Benefit Accounts | $20,000 | 50 |
| Number of other employee benefit and retirement-related accounts | $410,000 | 72 |
| Corporate Trust and Agency Accounts | $20,000 | 25 |
| Number of managed investment management and investment advisory agency accounts | $620,000 | 68 |
| Number of foundation and endowment trust and agency accounts, managed assets | $77,000 | 60 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $392,000 | 62 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $391,000 | 123 |
| Personal Trust and Agency Accounts | $110,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $110,000 | 73 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 119 |
| Number non-managed other employee benefit and retirement-related accounts | $26,000 | 172 |
| Corporate Trust and Agency Accounts | $127,000 | 55 |
| Number of investment management and advisory agency accounts, non-managed assets | $17,000 | 51 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 136 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $231,000 | 98 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $70,000 | 117 |
| 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 | $2,928,000 | 91 |
| Number of Managed Accounts | $2,525,000 | 67 |
| Personal Trust and Agency Accounts | $1,307,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $65,000 | 86 |
| Employee Benefit-defined Benefit Accounts | $21,000 | 52 |
| Number of other employee benefit and retirement-related accounts | $411,000 | 73 |
| Corporate Trust and Agency Accounts | $20,000 | 42 |
| Number of managed investment management and investment advisory agency accounts | $631,000 | 68 |
| Number of foundation and endowment trust and agency accounts, managed assets | $70,000 | 65 |
| Other Fiduciary Accounts | $0 | 261 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $392,000 | 67 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 82 |
| Number of Non-Managed Accounts | $403,000 | 151 |
| Personal Trust and Agency Accounts | $109,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $110,000 | 80 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 153 |
| Number non-managed other employee benefit and retirement-related accounts | $29,000 | 341 |
| Corporate Trust and Agency Accounts | $134,000 | 59 |
| Number of investment management and advisory agency accounts, non-managed assets | $20,000 | 69 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 193 |
| Other Fiduciary Accounts | $0 | 229 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $234,000 | 117 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $77,000 | 214 |
| 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 | $3,018,000 | 86 |
| Number of Managed Accounts | $2,619,000 | 65 |
| Personal Trust and Agency Accounts | $1,348,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $67,000 | 72 |
| Employee Benefit-defined Benefit Accounts | $22,000 | 47 |
| Number of other employee benefit and retirement-related accounts | $437,000 | 64 |
| Corporate Trust and Agency Accounts | $20,000 | 30 |
| Number of managed investment management and investment advisory agency accounts | $725,000 | 68 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $399,000 | 120 |
| Personal Trust and Agency Accounts | $109,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $113,000 | 73 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 121 |
| Number non-managed other employee benefit and retirement-related accounts | $36,000 | 158 |
| Corporate Trust and Agency Accounts | $140,000 | 53 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $234,000 | 100 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,048,000 | 88 |
| Number of Managed Accounts | $2,639,000 | 67 |
| Personal Trust and Agency Accounts | $1,354,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $74,000 | 67 |
| Employee Benefit-defined Benefit Accounts | $21,000 | 47 |
| Number of other employee benefit and retirement-related accounts | $441,000 | 65 |
| Corporate Trust and Agency Accounts | $21,000 | 31 |
| Number of managed investment management and investment advisory agency accounts | $728,000 | 69 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 115 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $409,000 | 121 |
| Personal Trust and Agency Accounts | $114,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $108,000 | 78 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 123 |
| Number non-managed other employee benefit and retirement-related accounts | $40,000 | 155 |
| Corporate Trust and Agency Accounts | $146,000 | 53 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $248,000 | 104 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,086,000 | 83 |
| Number of Managed Accounts | $2,674,000 | 67 |
| Personal Trust and Agency Accounts | $1,375,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $68,000 | 73 |
| Employee Benefit-defined Benefit Accounts | $21,000 | 50 |
| Number of other employee benefit and retirement-related accounts | $464,000 | 64 |
| Corporate Trust and Agency Accounts | $24,000 | 32 |
| Number of managed investment management and investment advisory agency accounts | $722,000 | 68 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 119 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $412,000 | 121 |
| Personal Trust and Agency Accounts | $112,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $105,000 | 80 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 122 |
| Number non-managed other employee benefit and retirement-related accounts | $44,000 | 147 |
| Corporate Trust and Agency Accounts | $150,000 | 53 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 120 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $252,000 | 106 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,144,000 | 90 |
| Number of Managed Accounts | $2,726,000 | 64 |
| Personal Trust and Agency Accounts | $1,413,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $71,000 | 78 |
| Employee Benefit-defined Benefit Accounts | $22,000 | 51 |
| Number of other employee benefit and retirement-related accounts | $464,000 | 69 |
| Corporate Trust and Agency Accounts | $24,000 | 50 |
| Number of managed investment management and investment advisory agency accounts | $732,000 | 70 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 285 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $418,000 | 154 |
| Personal Trust and Agency Accounts | $109,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $109,000 | 85 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 122 |
| Number non-managed other employee benefit and retirement-related accounts | $47,000 | 284 |
| Corporate Trust and Agency Accounts | $150,000 | 58 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 263 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $253,000 | 121 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,158,000 | 85 |
| Number of Managed Accounts | $2,810,000 | 63 |
| Personal Trust and Agency Accounts | $1,483,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $65,000 | 78 |
| Employee Benefit-defined Benefit Accounts | $20,000 | 52 |
| Number of other employee benefit and retirement-related accounts | $461,000 | 64 |
| Corporate Trust and Agency Accounts | $53,000 | 18 |
| Number of managed investment management and investment advisory agency accounts | $728,000 | 70 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 120 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $348,000 | 131 |
| Personal Trust and Agency Accounts | $54,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $109,000 | 77 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 91 |
| Number non-managed other employee benefit and retirement-related accounts | $50,000 | 148 |
| Corporate Trust and Agency Accounts | $131,000 | 57 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 132 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $261,000 | 99 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,158,000 | 87 |
| Number of Managed Accounts | $2,808,000 | 64 |
| Personal Trust and Agency Accounts | $1,501,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $65,000 | 81 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 53 |
| Number of other employee benefit and retirement-related accounts | $453,000 | 65 |
| Corporate Trust and Agency Accounts | $52,000 | 20 |
| Number of managed investment management and investment advisory agency accounts | $718,000 | 72 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 123 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $350,000 | 134 |
| Personal Trust and Agency Accounts | $48,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $107,000 | 79 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 97 |
| Number non-managed other employee benefit and retirement-related accounts | $53,000 | 143 |
| Corporate Trust and Agency Accounts | $138,000 | 55 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 136 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $262,000 | 103 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,706,000 | 130 |
| Number of Managed Accounts | $1,440,000 | 104 |
| Personal Trust and Agency Accounts | $688,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $54,000 | 93 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 52 |
| Number of other employee benefit and retirement-related accounts | $225,000 | 133 |
| Corporate Trust and Agency Accounts | $0 | 103 |
| Number of managed investment management and investment advisory agency accounts | $456,000 | 109 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 128 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $266,000 | 150 |
| Personal Trust and Agency Accounts | $44,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $104,000 | 84 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 106 |
| Number non-managed other employee benefit and retirement-related accounts | $16,000 | 233 |
| Corporate Trust and Agency Accounts | $99,000 | 59 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 134 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $167,000 | 145 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,680,000 | 135 |
| Number of Managed Accounts | $1,417,000 | 108 |
| Personal Trust and Agency Accounts | $683,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $43,000 | 129 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 57 |
| Number of other employee benefit and retirement-related accounts | $225,000 | 138 |
| Corporate Trust and Agency Accounts | $0 | 273 |
| Number of managed investment management and investment advisory agency accounts | $449,000 | 110 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 300 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $263,000 | 205 |
| Personal Trust and Agency Accounts | $42,000 | 226 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $104,000 | 93 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 127 |
| Number non-managed other employee benefit and retirement-related accounts | $16,000 | 470 |
| Corporate Trust and Agency Accounts | $98,000 | 68 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 264 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $163,000 | 174 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,679,000 | 124 |
| Number of Managed Accounts | $1,468,000 | 105 |
| Personal Trust and Agency Accounts | $688,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $93,000 | 58 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 55 |
| Number of other employee benefit and retirement-related accounts | $228,000 | 121 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $442,000 | 112 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 121 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $211,000 | 160 |
| Personal Trust and Agency Accounts | $40,000 | 121 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $58,000 | 122 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 104 |
| Number non-managed other employee benefit and retirement-related accounts | $14,000 | 224 |
| Corporate Trust and Agency Accounts | $96,000 | 58 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 127 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $161,000 | 140 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,691,000 | 125 |
| Number of Managed Accounts | $1,478,000 | 105 |
| Personal Trust and Agency Accounts | $701,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $89,000 | 61 |
| Employee Benefit-defined Benefit Accounts | $21,000 | 51 |
| Number of other employee benefit and retirement-related accounts | $223,000 | 123 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $444,000 | 109 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 124 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $213,000 | 163 |
| Personal Trust and Agency Accounts | $40,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $57,000 | 132 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 112 |
| Number non-managed other employee benefit and retirement-related accounts | $15,000 | 227 |
| Corporate Trust and Agency Accounts | $98,000 | 57 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $162,000 | 145 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,720,000 | 123 |
| Number of Managed Accounts | $1,501,000 | 98 |
| Personal Trust and Agency Accounts | $712,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $100,000 | 59 |
| Employee Benefit-defined Benefit Accounts | $20,000 | 52 |
| Number of other employee benefit and retirement-related accounts | $225,000 | 120 |
| Corporate Trust and Agency Accounts | $0 | 102 |
| Number of managed investment management and investment advisory agency accounts | $444,000 | 107 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 119 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $219,000 | 157 |
| Personal Trust and Agency Accounts | $41,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $60,000 | 124 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 110 |
| Number non-managed other employee benefit and retirement-related accounts | $15,000 | 228 |
| Corporate Trust and Agency Accounts | $100,000 | 57 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 121 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $163,000 | 143 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,728,000 | 132 |
| Number of Managed Accounts | $1,506,000 | 101 |
| Personal Trust and Agency Accounts | $717,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $97,000 | 63 |
| Employee Benefit-defined Benefit Accounts | $23,000 | 57 |
| Number of other employee benefit and retirement-related accounts | $225,000 | 127 |
| Corporate Trust and Agency Accounts | $0 | 281 |
| Number of managed investment management and investment advisory agency accounts | $444,000 | 105 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 293 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $222,000 | 220 |
| Personal Trust and Agency Accounts | $42,000 | 224 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $59,000 | 142 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 135 |
| Number non-managed other employee benefit and retirement-related accounts | $16,000 | 470 |
| Corporate Trust and Agency Accounts | $102,000 | 62 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 263 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $163,000 | 180 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,722,000 | 129 |
| Number of Managed Accounts | $1,515,000 | 105 |
| Personal Trust and Agency Accounts | $731,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $98,000 | 60 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 55 |
| Number of other employee benefit and retirement-related accounts | $220,000 | 120 |
| Corporate Trust and Agency Accounts | $0 | 101 |
| Number of managed investment management and investment advisory agency accounts | $442,000 | 106 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 122 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $207,000 | 177 |
| Personal Trust and Agency Accounts | $30,000 | 147 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $58,000 | 130 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 113 |
| Number non-managed other employee benefit and retirement-related accounts | $15,000 | 224 |
| Corporate Trust and Agency Accounts | $101,000 | 59 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 121 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $171,000 | 134 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,748,000 | 135 |
| Number of Managed Accounts | $1,529,000 | 109 |
| Personal Trust and Agency Accounts | $748,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $105,000 | 57 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 57 |
| Number of other employee benefit and retirement-related accounts | $217,000 | 121 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $435,000 | 113 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 130 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $219,000 | 175 |
| Personal Trust and Agency Accounts | $30,000 | 155 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $66,000 | 123 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 123 |
| Number non-managed other employee benefit and retirement-related accounts | $15,000 | 226 |
| Corporate Trust and Agency Accounts | $105,000 | 62 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 129 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $169,000 | 141 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,525,000 | 147 |
| Number of Managed Accounts | $1,300,000 | 130 |
| Personal Trust and Agency Accounts | $699,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $47,000 | 116 |
| Employee Benefit-defined Benefit Accounts | $21,000 | 62 |
| Number of other employee benefit and retirement-related accounts | $182,000 | 145 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $351,000 | 130 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 139 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $225,000 | 174 |
| Personal Trust and Agency Accounts | $28,000 | 164 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $65,000 | 125 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 121 |
| Number non-managed other employee benefit and retirement-related accounts | $15,000 | 226 |
| Corporate Trust and Agency Accounts | $114,000 | 62 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 129 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $124,000 | 167 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,526,000 | 155 |
| Number of Managed Accounts | $1,306,000 | 131 |
| Personal Trust and Agency Accounts | $713,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $47,000 | 132 |
| Employee Benefit-defined Benefit Accounts | $20,000 | 65 |
| Number of other employee benefit and retirement-related accounts | $183,000 | 145 |
| Corporate Trust and Agency Accounts | $0 | 303 |
| Number of managed investment management and investment advisory agency accounts | $343,000 | 124 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 320 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $220,000 | 234 |
| Personal Trust and Agency Accounts | $27,000 | 308 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $63,000 | 142 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 142 |
| Number non-managed other employee benefit and retirement-related accounts | $15,000 | 493 |
| Corporate Trust and Agency Accounts | $111,000 | 62 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 282 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $128,000 | 213 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,547,000 | 140 |
| Number of Managed Accounts | $1,317,000 | 121 |
| Personal Trust and Agency Accounts | $725,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $46,000 | 121 |
| Employee Benefit-defined Benefit Accounts | $21,000 | 60 |
| Number of other employee benefit and retirement-related accounts | $185,000 | 128 |
| Corporate Trust and Agency Accounts | $0 | 110 |
| Number of managed investment management and investment advisory agency accounts | $340,000 | 123 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 135 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $230,000 | 169 |
| Personal Trust and Agency Accounts | $27,000 | 159 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $62,000 | 126 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 109 |
| Number non-managed other employee benefit and retirement-related accounts | $16,000 | 222 |
| Corporate Trust and Agency Accounts | $121,000 | 59 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 134 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $131,000 | 157 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,573,000 | 140 |
| Number of Managed Accounts | $1,351,000 | 116 |
| Personal Trust and Agency Accounts | $733,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $50,000 | 118 |
| Employee Benefit-defined Benefit Accounts | $22,000 | 60 |
| Number of other employee benefit and retirement-related accounts | $190,000 | 126 |
| Corporate Trust and Agency Accounts | $0 | 114 |
| Number of managed investment management and investment advisory agency accounts | $356,000 | 117 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 140 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $222,000 | 172 |
| Personal Trust and Agency Accounts | $26,000 | 160 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $61,000 | 124 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 105 |
| Number non-managed other employee benefit and retirement-related accounts | $18,000 | 219 |
| Corporate Trust and Agency Accounts | $113,000 | 64 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 136 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $135,000 | 158 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,598,000 | 143 |
| Number of Managed Accounts | $1,377,000 | 119 |
| Personal Trust and Agency Accounts | $742,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $55,000 | 113 |
| Employee Benefit-defined Benefit Accounts | $23,000 | 64 |
| Number of other employee benefit and retirement-related accounts | $194,000 | 126 |
| Corporate Trust and Agency Accounts | $0 | 116 |
| Number of managed investment management and investment advisory agency accounts | $363,000 | 114 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 144 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $221,000 | 175 |
| Personal Trust and Agency Accounts | $24,000 | 166 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $63,000 | 129 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 110 |
| Number non-managed other employee benefit and retirement-related accounts | $19,000 | 219 |
| Corporate Trust and Agency Accounts | $111,000 | 65 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 132 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $131,000 | 161 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,723,000 | 141 |
| Number of Managed Accounts | $1,413,000 | 118 |
| Personal Trust and Agency Accounts | $754,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $60,000 | 114 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 63 |
| Number of other employee benefit and retirement-related accounts | $198,000 | 131 |
| Corporate Trust and Agency Accounts | $9,000 | 105 |
| Number of managed investment management and investment advisory agency accounts | $345,000 | 114 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $22,000 | 78 |
| 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 | $310,000 | 187 |
| Personal Trust and Agency Accounts | $28,000 | 301 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $69,000 | 146 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 140 |
| Number non-managed other employee benefit and retirement-related accounts | $15,000 | 505 |
| Corporate Trust and Agency Accounts | $194,000 | 53 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 286 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $128,000 | 217 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,648,000 | 136 |
| Number of Managed Accounts | $1,378,000 | 117 |
| Personal Trust and Agency Accounts | $705,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $60,000 | 106 |
| Employee Benefit-defined Benefit Accounts | $21,000 | 62 |
| Number of other employee benefit and retirement-related accounts | $195,000 | 119 |
| Corporate Trust and Agency Accounts | $40,000 | 27 |
| Number of managed investment management and investment advisory agency accounts | $336,000 | 113 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $21,000 | 54 |
| 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 | $270,000 | 157 |
| Personal Trust and Agency Accounts | $25,000 | 172 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $66,000 | 129 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 112 |
| Number non-managed other employee benefit and retirement-related accounts | $16,000 | 224 |
| Corporate Trust and Agency Accounts | $159,000 | 57 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 126 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $125,000 | 176 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,686,000 | 131 |
| Number of Managed Accounts | $1,410,000 | 116 |
| Personal Trust and Agency Accounts | $729,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $58,000 | 114 |
| Employee Benefit-defined Benefit Accounts | $21,000 | 62 |
| Number of other employee benefit and retirement-related accounts | $201,000 | 116 |
| Corporate Trust and Agency Accounts | $39,000 | 28 |
| Number of managed investment management and investment advisory agency accounts | $340,000 | 108 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $22,000 | 54 |
| 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 | $276,000 | 159 |
| Personal Trust and Agency Accounts | $25,000 | 180 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $66,000 | 134 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 117 |
| Number non-managed other employee benefit and retirement-related accounts | $17,000 | 228 |
| Corporate Trust and Agency Accounts | $164,000 | 62 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 128 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $131,000 | 173 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,759,000 | 128 |
| Number of Managed Accounts | $1,477,000 | 113 |
| Personal Trust and Agency Accounts | $740,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $58,000 | 117 |
| Employee Benefit-defined Benefit Accounts | $21,000 | 67 |
| Number of other employee benefit and retirement-related accounts | $201,000 | 117 |
| Corporate Trust and Agency Accounts | $90,000 | 16 |
| Number of managed investment management and investment advisory agency accounts | $345,000 | 107 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $22,000 | 53 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | 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 | $282,000 | 156 |
| Personal Trust and Agency Accounts | $24,000 | 184 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $76,000 | 131 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 118 |
| Number non-managed other employee benefit and retirement-related accounts | $19,000 | 221 |
| Corporate Trust and Agency Accounts | $159,000 | 64 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 134 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $123,000 | 185 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,803,000 | 139 |
| Number of Managed Accounts | $1,538,000 | 117 |
| Personal Trust and Agency Accounts | $766,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $53,000 | 139 |
| Employee Benefit-defined Benefit Accounts | $26,000 | 65 |
| Number of other employee benefit and retirement-related accounts | $218,000 | 107 |
| Corporate Trust and Agency Accounts | $95,000 | 22 |
| Number of managed investment management and investment advisory agency accounts | $356,000 | 103 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $24,000 | 84 |
| 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 | $265,000 | 226 |
| Personal Trust and Agency Accounts | $24,000 | 355 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $74,000 | 151 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 158 |
| Number non-managed other employee benefit and retirement-related accounts | $19,000 | 480 |
| Corporate Trust and Agency Accounts | $145,000 | 75 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 293 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $133,000 | 231 |
| 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 | $0 | 1,971 |
| Fiduciary or related activity | $0 | 1,895 |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Personal Trust and Agency Accounts | $0 | 432 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 347 |
| Employee Benefit-defined Benefit Accounts | $0 | 256 |
| Number of other employee benefit and retirement-related accounts | $0 | 364 |
| Corporate Trust and Agency Accounts | $0 | 121 |
| Number of managed investment management and investment advisory agency accounts | $0 | 379 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 143 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 446 |
| Personal Trust and Agency Accounts | $0 | 370 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 351 |
| Employee Benefit-defined Benefit Accounts | $0 | 213 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 350 |
| Corporate Trust and Agency Accounts | $0 | 209 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 152 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 430 |
| 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 | $0 | 1,985 |
| Fiduciary or related activity | $0 | 1,908 |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Personal Trust and Agency Accounts | $0 | 436 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 353 |
| Employee Benefit-defined Benefit Accounts | $0 | 257 |
| Number of other employee benefit and retirement-related accounts | $0 | 369 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of managed investment management and investment advisory agency accounts | $0 | 387 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 151 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 448 |
| Personal Trust and Agency Accounts | $0 | 377 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 354 |
| Employee Benefit-defined Benefit Accounts | $0 | 214 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 350 |
| Corporate Trust and Agency Accounts | $0 | 211 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 161 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 431 |
| 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 | $0 | 2,011 |
| Fiduciary or related activity | $0 | 1,921 |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Personal Trust and Agency Accounts | $0 | 450 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 360 |
| Employee Benefit-defined Benefit Accounts | $0 | 261 |
| Number of other employee benefit and retirement-related accounts | $0 | 377 |
| Corporate Trust and Agency Accounts | $0 | 138 |
| Number of managed investment management and investment advisory agency accounts | $0 | 391 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 156 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 460 |
| Personal Trust and Agency Accounts | $0 | 390 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 359 |
| Employee Benefit-defined Benefit Accounts | $0 | 215 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 355 |
| Corporate Trust and Agency Accounts | $0 | 216 |
| 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 | $0 | 442 |
| 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 | $0 | 2,027 |
| Fiduciary or related activity | $0 | 1,927 |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,919 |
| Number of Managed Accounts | $0 | 1,796 |
| Personal Trust and Agency Accounts | $0 | 1,748 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 834 |
| Employee Benefit-defined Benefit Accounts | $0 | 477 |
| Number of other employee benefit and retirement-related accounts | $0 | 820 |
| Corporate Trust and Agency Accounts | $0 | 378 |
| Number of managed investment management and investment advisory agency accounts | $0 | 941 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 352 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 1,465 |
| Personal Trust and Agency Accounts | $0 | 1,072 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 764 |
| Employee Benefit-defined Benefit Accounts | $0 | 309 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 883 |
| Corporate Trust and Agency Accounts | $0 | 452 |
| 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 | $0 | 1,048 |
| 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 | $1,107,000 | 210 |
| Number of Managed Accounts | $971,000 | 168 |
| Personal Trust and Agency Accounts | $491,000 | 166 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $89,000 | 136 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 75 |
| Number of other employee benefit and retirement-related accounts | $112,000 | 196 |
| Corporate Trust and Agency Accounts | $6,000 | 160 |
| Number of managed investment management and investment advisory agency accounts | $246,000 | 138 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $2,000 | 260 |
| 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 | $136,000 | 353 |
| Personal Trust and Agency Accounts | $18,000 | 400 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 456 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 146 |
| Number non-managed other employee benefit and retirement-related accounts | $87,000 | 206 |
| Corporate Trust and Agency Accounts | $21,000 | 166 |
| 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 | $118,000 | 258 |
| 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 |