Home > Firstmerit Bank > Number of Fiduciary and Related Asset Accounts
Firstmerit Bank, Number of Fiduciary and Related Asset Accounts
| 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 | $4,544,000 | 64 |
| Number of Managed Accounts | $4,078,000 | 51 |
| Personal Trust and Agency Accounts | $1,386,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $80,000 | 47 |
| Employee Benefit-defined Benefit Accounts | $41,000 | 26 |
| Number of other employee benefit and retirement-related accounts | $853,000 | 56 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $1,599,000 | 40 |
| Number of foundation and endowment trust and agency accounts, managed assets | $56,000 | 105 |
| Other Fiduciary Accounts | $63,000 | 20 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $833,000 | 54 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $466,000 | 94 |
| Personal Trust and Agency Accounts | $63,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $323,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 47 |
| Number non-managed other employee benefit and retirement-related accounts | $46,000 | 130 |
| Corporate Trust and Agency Accounts | $7,000 | 94 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 120 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 80 |
| Other Fiduciary Accounts | $0 | 102 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $224,000 | 103 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $21,000 | 231 |
| 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 | $4,639,000 | 63 |
| Number of Managed Accounts | $4,156,000 | 51 |
| Personal Trust and Agency Accounts | $1,396,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $89,000 | 43 |
| Employee Benefit-defined Benefit Accounts | $42,000 | 27 |
| Number of other employee benefit and retirement-related accounts | $868,000 | 56 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $1,633,000 | 41 |
| Number of foundation and endowment trust and agency accounts, managed assets | $56,000 | 104 |
| Other Fiduciary Accounts | $72,000 | 17 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $846,000 | 52 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $483,000 | 94 |
| Personal Trust and Agency Accounts | $61,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $336,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 45 |
| Number non-managed other employee benefit and retirement-related accounts | $49,000 | 127 |
| Corporate Trust and Agency Accounts | $9,000 | 87 |
| Number of investment management and advisory agency accounts, non-managed assets | $7,000 | 112 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 81 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $228,000 | 104 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $23,000 | 221 |
| 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 | $4,643,000 | 61 |
| Number of Managed Accounts | $4,159,000 | 49 |
| Personal Trust and Agency Accounts | $1,412,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $86,000 | 46 |
| Employee Benefit-defined Benefit Accounts | $41,000 | 30 |
| Number of other employee benefit and retirement-related accounts | $863,000 | 54 |
| Corporate Trust and Agency Accounts | $2,000 | 107 |
| Number of managed investment management and investment advisory agency accounts | $1,629,000 | 40 |
| Number of foundation and endowment trust and agency accounts, managed assets | $55,000 | 108 |
| Other Fiduciary Accounts | $71,000 | 20 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $840,000 | 50 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 60 |
| Number of Non-Managed Accounts | $484,000 | 102 |
| Personal Trust and Agency Accounts | $62,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $335,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 47 |
| Number non-managed other employee benefit and retirement-related accounts | $51,000 | 197 |
| Corporate Trust and Agency Accounts | $9,000 | 121 |
| Number of investment management and advisory agency accounts, non-managed assets | $7,000 | 161 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 90 |
| Other Fiduciary Accounts | $0 | 200 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $222,000 | 120 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $23,000 | 409 |
| 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 | $4,742,000 | 56 |
| Number of Managed Accounts | $4,240,000 | 46 |
| Personal Trust and Agency Accounts | $1,456,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $101,000 | 41 |
| Employee Benefit-defined Benefit Accounts | $42,000 | 27 |
| Number of other employee benefit and retirement-related accounts | $857,000 | 52 |
| Corporate Trust and Agency Accounts | $2,000 | 63 |
| Number of managed investment management and investment advisory agency accounts | $1,655,000 | 39 |
| Number of foundation and endowment trust and agency accounts, managed assets | $55,000 | 102 |
| Other Fiduciary Accounts | $72,000 | 19 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $835,000 | 51 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $502,000 | 91 |
| Personal Trust and Agency Accounts | $63,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $341,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 38 |
| Number non-managed other employee benefit and retirement-related accounts | $54,000 | 121 |
| Corporate Trust and Agency Accounts | $10,000 | 85 |
| Number of investment management and advisory agency accounts, non-managed assets | $7,000 | 109 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 88 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $211,000 | 113 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $25,000 | 205 |
| 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 | $4,758,000 | 56 |
| Number of Managed Accounts | $4,249,000 | 47 |
| Personal Trust and Agency Accounts | $1,489,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $91,000 | 43 |
| Employee Benefit-defined Benefit Accounts | $37,000 | 28 |
| Number of other employee benefit and retirement-related accounts | $841,000 | 55 |
| Corporate Trust and Agency Accounts | $2,000 | 63 |
| Number of managed investment management and investment advisory agency accounts | $1,662,000 | 39 |
| Number of foundation and endowment trust and agency accounts, managed assets | $55,000 | 103 |
| Other Fiduciary Accounts | $72,000 | 21 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $821,000 | 50 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $509,000 | 91 |
| Personal Trust and Agency Accounts | $64,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $335,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $34,000 | 34 |
| Number non-managed other employee benefit and retirement-related accounts | $56,000 | 118 |
| Corporate Trust and Agency Accounts | $10,000 | 88 |
| Number of investment management and advisory agency accounts, non-managed assets | $7,000 | 111 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 87 |
| Other Fiduciary Accounts | $0 | 111 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $215,000 | 111 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $27,000 | 194 |
| 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 | $4,772,000 | 57 |
| Number of Managed Accounts | $4,252,000 | 47 |
| Personal Trust and Agency Accounts | $1,496,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $93,000 | 44 |
| Employee Benefit-defined Benefit Accounts | $37,000 | 29 |
| Number of other employee benefit and retirement-related accounts | $854,000 | 51 |
| Corporate Trust and Agency Accounts | $2,000 | 66 |
| Number of managed investment management and investment advisory agency accounts | $1,642,000 | 40 |
| Number of foundation and endowment trust and agency accounts, managed assets | $55,000 | 101 |
| Other Fiduciary Accounts | $73,000 | 21 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $834,000 | 47 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $520,000 | 92 |
| Personal Trust and Agency Accounts | $65,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $334,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $34,000 | 32 |
| Number non-managed other employee benefit and retirement-related accounts | $66,000 | 113 |
| Corporate Trust and Agency Accounts | $10,000 | 87 |
| Number of investment management and advisory agency accounts, non-managed assets | $8,000 | 104 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 88 |
| Other Fiduciary Accounts | $0 | 108 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $204,000 | 111 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $29,000 | 202 |
| 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 | $4,742,000 | 57 |
| Number of Managed Accounts | $4,220,000 | 46 |
| Personal Trust and Agency Accounts | $1,512,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $92,000 | 47 |
| Employee Benefit-defined Benefit Accounts | $39,000 | 32 |
| Number of other employee benefit and retirement-related accounts | $846,000 | 51 |
| Corporate Trust and Agency Accounts | $3,000 | 91 |
| Number of managed investment management and investment advisory agency accounts | $1,600,000 | 37 |
| Number of foundation and endowment trust and agency accounts, managed assets | $66,000 | 88 |
| Other Fiduciary Accounts | $62,000 | 25 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $826,000 | 47 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Number of Non-Managed Accounts | $522,000 | 102 |
| Personal Trust and Agency Accounts | $68,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $331,000 | 29 |
| Employee Benefit-defined Benefit Accounts | $34,000 | 33 |
| Number non-managed other employee benefit and retirement-related accounts | $68,000 | 175 |
| Corporate Trust and Agency Accounts | $10,000 | 118 |
| Number of investment management and advisory agency accounts, non-managed assets | $8,000 | 152 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 97 |
| Other Fiduciary Accounts | $0 | 217 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $214,000 | 125 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $32,000 | 348 |
| 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 | $4,725,000 | 54 |
| Number of Managed Accounts | $4,203,000 | 45 |
| Personal Trust and Agency Accounts | $1,535,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $89,000 | 48 |
| Employee Benefit-defined Benefit Accounts | $36,000 | 29 |
| Number of other employee benefit and retirement-related accounts | $840,000 | 48 |
| Corporate Trust and Agency Accounts | $2,000 | 64 |
| Number of managed investment management and investment advisory agency accounts | $1,581,000 | 39 |
| Number of foundation and endowment trust and agency accounts, managed assets | $59,000 | 94 |
| Other Fiduciary Accounts | $61,000 | 24 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $820,000 | 44 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $522,000 | 90 |
| Personal Trust and Agency Accounts | $69,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $330,000 | 30 |
| Employee Benefit-defined Benefit Accounts | $34,000 | 35 |
| Number non-managed other employee benefit and retirement-related accounts | $68,000 | 110 |
| Corporate Trust and Agency Accounts | $10,000 | 82 |
| Number of investment management and advisory agency accounts, non-managed assets | $8,000 | 107 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 91 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $217,000 | 104 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $32,000 | 187 |
| 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 | $4,678,000 | 53 |
| Number of Managed Accounts | $4,157,000 | 43 |
| Personal Trust and Agency Accounts | $1,537,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $93,000 | 44 |
| Employee Benefit-defined Benefit Accounts | $37,000 | 29 |
| Number of other employee benefit and retirement-related accounts | $813,000 | 47 |
| Corporate Trust and Agency Accounts | $12,000 | 33 |
| Number of managed investment management and investment advisory agency accounts | $1,554,000 | 37 |
| Number of foundation and endowment trust and agency accounts, managed assets | $50,000 | 100 |
| Other Fiduciary Accounts | $61,000 | 22 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $791,000 | 44 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $521,000 | 89 |
| Personal Trust and Agency Accounts | $68,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $333,000 | 30 |
| Employee Benefit-defined Benefit Accounts | $34,000 | 36 |
| Number non-managed other employee benefit and retirement-related accounts | $66,000 | 112 |
| Corporate Trust and Agency Accounts | $10,000 | 82 |
| Number of investment management and advisory agency accounts, non-managed assets | $7,000 | 116 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 92 |
| Other Fiduciary Accounts | $0 | 110 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $210,000 | 106 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $32,000 | 190 |
| 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 | $4,696,000 | 56 |
| Number of Managed Accounts | $4,144,000 | 44 |
| Personal Trust and Agency Accounts | $1,570,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $96,000 | 45 |
| Employee Benefit-defined Benefit Accounts | $39,000 | 28 |
| Number of other employee benefit and retirement-related accounts | $782,000 | 49 |
| Corporate Trust and Agency Accounts | $1,000 | 71 |
| Number of managed investment management and investment advisory agency accounts | $1,535,000 | 37 |
| Number of foundation and endowment trust and agency accounts, managed assets | $61,000 | 87 |
| Other Fiduciary Accounts | $60,000 | 24 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $770,000 | 46 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $552,000 | 91 |
| Personal Trust and Agency Accounts | $69,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $349,000 | 29 |
| Employee Benefit-defined Benefit Accounts | $34,000 | 37 |
| Number non-managed other employee benefit and retirement-related accounts | $78,000 | 105 |
| Corporate Trust and Agency Accounts | $10,000 | 80 |
| Number of investment management and advisory agency accounts, non-managed assets | $8,000 | 106 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 87 |
| Other Fiduciary Accounts | $1,000 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $212,000 | 105 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $35,000 | 187 |
| 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 | $4,693,000 | 56 |
| Number of Managed Accounts | $4,126,000 | 44 |
| Personal Trust and Agency Accounts | $1,579,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $99,000 | 45 |
| Employee Benefit-defined Benefit Accounts | $39,000 | 30 |
| Number of other employee benefit and retirement-related accounts | $767,000 | 51 |
| Corporate Trust and Agency Accounts | $1,000 | 142 |
| Number of managed investment management and investment advisory agency accounts | $1,549,000 | 36 |
| Number of foundation and endowment trust and agency accounts, managed assets | $48,000 | 102 |
| Other Fiduciary Accounts | $44,000 | 29 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $755,000 | 47 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Number of Non-Managed Accounts | $567,000 | 100 |
| Personal Trust and Agency Accounts | $73,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $354,000 | 29 |
| Employee Benefit-defined Benefit Accounts | $36,000 | 34 |
| Number non-managed other employee benefit and retirement-related accounts | $80,000 | 158 |
| Corporate Trust and Agency Accounts | $10,000 | 119 |
| Number of investment management and advisory agency accounts, non-managed assets | $11,000 | 126 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 100 |
| Other Fiduciary Accounts | $0 | 215 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $212,000 | 126 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $36,000 | 335 |
| 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 | $4,682,000 | 56 |
| Number of Managed Accounts | $4,140,000 | 44 |
| Personal Trust and Agency Accounts | $1,598,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $99,000 | 42 |
| Employee Benefit-defined Benefit Accounts | $44,000 | 30 |
| Number of other employee benefit and retirement-related accounts | $756,000 | 50 |
| Corporate Trust and Agency Accounts | $1,000 | 69 |
| Number of managed investment management and investment advisory agency accounts | $1,508,000 | 37 |
| Number of foundation and endowment trust and agency accounts, managed assets | $82,000 | 60 |
| Other Fiduciary Accounts | $52,000 | 25 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $744,000 | 46 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $542,000 | 90 |
| Personal Trust and Agency Accounts | $77,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $359,000 | 31 |
| Employee Benefit-defined Benefit Accounts | $34,000 | 38 |
| Number non-managed other employee benefit and retirement-related accounts | $56,000 | 129 |
| Corporate Trust and Agency Accounts | $10,000 | 79 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 144 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 88 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $233,000 | 99 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $33,000 | 195 |
| 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 | $4,717,000 | 55 |
| Number of Managed Accounts | $4,171,000 | 41 |
| Personal Trust and Agency Accounts | $1,626,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $107,000 | 38 |
| Employee Benefit-defined Benefit Accounts | $42,000 | 30 |
| Number of other employee benefit and retirement-related accounts | $756,000 | 45 |
| Corporate Trust and Agency Accounts | $1,000 | 74 |
| Number of managed investment management and investment advisory agency accounts | $1,503,000 | 37 |
| Number of foundation and endowment trust and agency accounts, managed assets | $83,000 | 60 |
| Other Fiduciary Accounts | $53,000 | 24 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $744,000 | 45 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $546,000 | 90 |
| Personal Trust and Agency Accounts | $80,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $358,000 | 30 |
| Employee Benefit-defined Benefit Accounts | $44,000 | 33 |
| Number non-managed other employee benefit and retirement-related accounts | $48,000 | 138 |
| Corporate Trust and Agency Accounts | $10,000 | 81 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 147 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 86 |
| Other Fiduciary Accounts | $0 | 104 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $243,000 | 93 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $36,000 | 189 |
| 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 | $3,053,000 | 81 |
| Number of Managed Accounts | $2,584,000 | 66 |
| Personal Trust and Agency Accounts | $904,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $82,000 | 53 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 35 |
| Number of other employee benefit and retirement-related accounts | $478,000 | 69 |
| Corporate Trust and Agency Accounts | $1,000 | 71 |
| Number of managed investment management and investment advisory agency accounts | $998,000 | 54 |
| Number of foundation and endowment trust and agency accounts, managed assets | $49,000 | 96 |
| Other Fiduciary Accounts | $41,000 | 27 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $464,000 | 65 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $469,000 | 99 |
| Personal Trust and Agency Accounts | $69,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $290,000 | 36 |
| Employee Benefit-defined Benefit Accounts | $44,000 | 35 |
| Number non-managed other employee benefit and retirement-related accounts | $50,000 | 141 |
| Corporate Trust and Agency Accounts | $10,000 | 84 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 145 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 86 |
| Other Fiduciary Accounts | $0 | 110 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $173,000 | 113 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $24,000 | 221 |
| 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 | $3,062,000 | 82 |
| Number of Managed Accounts | $2,583,000 | 62 |
| Personal Trust and Agency Accounts | $925,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $89,000 | 50 |
| Employee Benefit-defined Benefit Accounts | $29,000 | 37 |
| Number of other employee benefit and retirement-related accounts | $469,000 | 71 |
| Corporate Trust and Agency Accounts | $1,000 | 151 |
| Number of managed investment management and investment advisory agency accounts | $978,000 | 55 |
| Number of foundation and endowment trust and agency accounts, managed assets | $52,000 | 92 |
| Other Fiduciary Accounts | $40,000 | 27 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $456,000 | 64 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 71 |
| Number of Non-Managed Accounts | $479,000 | 110 |
| Personal Trust and Agency Accounts | $69,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $292,000 | 37 |
| Employee Benefit-defined Benefit Accounts | $45,000 | 35 |
| Number non-managed other employee benefit and retirement-related accounts | $54,000 | 232 |
| Corporate Trust and Agency Accounts | $11,000 | 121 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 228 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 81 |
| Other Fiduciary Accounts | $0 | 221 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $174,000 | 148 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $25,000 | 416 |
| 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 | $3,096,000 | 78 |
| Number of Managed Accounts | $2,610,000 | 62 |
| Personal Trust and Agency Accounts | $957,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $98,000 | 45 |
| Employee Benefit-defined Benefit Accounts | $29,000 | 34 |
| Number of other employee benefit and retirement-related accounts | $473,000 | 68 |
| Corporate Trust and Agency Accounts | $1,000 | 68 |
| Number of managed investment management and investment advisory agency accounts | $952,000 | 55 |
| Number of foundation and endowment trust and agency accounts, managed assets | $52,000 | 91 |
| Other Fiduciary Accounts | $48,000 | 23 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $461,000 | 63 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $486,000 | 91 |
| Personal Trust and Agency Accounts | $72,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $296,000 | 34 |
| Employee Benefit-defined Benefit Accounts | $45,000 | 38 |
| Number non-managed other employee benefit and retirement-related accounts | $53,000 | 127 |
| Corporate Trust and Agency Accounts | $11,000 | 79 |
| Number of investment management and advisory agency accounts, non-managed assets | $5,000 | 124 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 70 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $175,000 | 115 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $24,000 | 214 |
| 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 | $3,113,000 | 76 |
| Number of Managed Accounts | $2,625,000 | 61 |
| Personal Trust and Agency Accounts | $985,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $101,000 | 42 |
| Employee Benefit-defined Benefit Accounts | $29,000 | 34 |
| Number of other employee benefit and retirement-related accounts | $472,000 | 66 |
| Corporate Trust and Agency Accounts | $0 | 85 |
| Number of managed investment management and investment advisory agency accounts | $952,000 | 55 |
| Number of foundation and endowment trust and agency accounts, managed assets | $52,000 | 90 |
| Other Fiduciary Accounts | $34,000 | 25 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $460,000 | 62 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $488,000 | 94 |
| Personal Trust and Agency Accounts | $72,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $295,000 | 36 |
| Employee Benefit-defined Benefit Accounts | $46,000 | 38 |
| Number non-managed other employee benefit and retirement-related accounts | $55,000 | 125 |
| Corporate Trust and Agency Accounts | $11,000 | 81 |
| Number of investment management and advisory agency accounts, non-managed assets | $5,000 | 121 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 68 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $183,000 | 116 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $26,000 | 210 |
| 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 | $3,131,000 | 78 |
| Number of Managed Accounts | $2,633,000 | 61 |
| Personal Trust and Agency Accounts | $995,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $102,000 | 41 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 32 |
| Number of other employee benefit and retirement-related accounts | $474,000 | 65 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $945,000 | 54 |
| Number of foundation and endowment trust and agency accounts, managed assets | $52,000 | 90 |
| Other Fiduciary Accounts | $34,000 | 24 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $462,000 | 59 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $498,000 | 91 |
| Personal Trust and Agency Accounts | $75,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $299,000 | 37 |
| Employee Benefit-defined Benefit Accounts | $48,000 | 38 |
| Number non-managed other employee benefit and retirement-related accounts | $52,000 | 129 |
| Corporate Trust and Agency Accounts | $14,000 | 74 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 105 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 68 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $185,000 | 115 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $26,000 | 210 |
| 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 | $3,142,000 | 79 |
| Number of Managed Accounts | $2,640,000 | 61 |
| Personal Trust and Agency Accounts | $1,020,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $107,000 | 42 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 34 |
| Number of other employee benefit and retirement-related accounts | $471,000 | 64 |
| Corporate Trust and Agency Accounts | $0 | 226 |
| Number of managed investment management and investment advisory agency accounts | $945,000 | 55 |
| Number of foundation and endowment trust and agency accounts, managed assets | $42,000 | 105 |
| Other Fiduciary Accounts | $24,000 | 31 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $456,000 | 62 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 67 |
| Number of Non-Managed Accounts | $502,000 | 105 |
| Personal Trust and Agency Accounts | $77,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $297,000 | 39 |
| Employee Benefit-defined Benefit Accounts | $49,000 | 33 |
| Number non-managed other employee benefit and retirement-related accounts | $56,000 | 221 |
| Corporate Trust and Agency Accounts | $14,000 | 114 |
| Number of investment management and advisory agency accounts, non-managed assets | $5,000 | 203 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 74 |
| Other Fiduciary Accounts | $0 | 233 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $184,000 | 143 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $29,000 | 394 |
| 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 | $3,186,000 | 79 |
| Number of Managed Accounts | $2,665,000 | 62 |
| Personal Trust and Agency Accounts | $1,051,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $106,000 | 38 |
| Employee Benefit-defined Benefit Accounts | $32,000 | 32 |
| Number of other employee benefit and retirement-related accounts | $471,000 | 66 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $939,000 | 54 |
| Number of foundation and endowment trust and agency accounts, managed assets | $42,000 | 100 |
| Other Fiduciary Accounts | $24,000 | 27 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $454,000 | 61 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $521,000 | 91 |
| Personal Trust and Agency Accounts | $86,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $300,000 | 38 |
| Employee Benefit-defined Benefit Accounts | $49,000 | 34 |
| Number non-managed other employee benefit and retirement-related accounts | $57,000 | 126 |
| Corporate Trust and Agency Accounts | $14,000 | 81 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 129 |
| Number (#) individual retirement, health savings, and other similar accounts | $12,000 | 36 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $179,000 | 120 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $29,000 | 193 |
| 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 | $3,222,000 | 80 |
| Number of Managed Accounts | $2,684,000 | 62 |
| Personal Trust and Agency Accounts | $1,157,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $112,000 | 35 |
| Employee Benefit-defined Benefit Accounts | $32,000 | 31 |
| Number of other employee benefit and retirement-related accounts | $463,000 | 67 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $892,000 | 59 |
| Number of foundation and endowment trust and agency accounts, managed assets | $17,000 | 162 |
| Other Fiduciary Accounts | $11,000 | 43 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $445,000 | 61 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $538,000 | 94 |
| Personal Trust and Agency Accounts | $91,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $300,000 | 38 |
| Employee Benefit-defined Benefit Accounts | $45,000 | 38 |
| Number non-managed other employee benefit and retirement-related accounts | $63,000 | 122 |
| Corporate Trust and Agency Accounts | $14,000 | 81 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 118 |
| Number (#) individual retirement, health savings, and other similar accounts | $21,000 | 23 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $176,000 | 120 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $35,000 | 180 |
| 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 | $3,241,000 | 78 |
| Number of Managed Accounts | $2,701,000 | 60 |
| Personal Trust and Agency Accounts | $1,170,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $114,000 | 38 |
| Employee Benefit-defined Benefit Accounts | $32,000 | 32 |
| Number of other employee benefit and retirement-related accounts | $470,000 | 64 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $887,000 | 57 |
| Number of foundation and endowment trust and agency accounts, managed assets | $17,000 | 161 |
| Other Fiduciary Accounts | $11,000 | 41 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $453,000 | 59 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $540,000 | 94 |
| Personal Trust and Agency Accounts | $88,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $298,000 | 39 |
| Employee Benefit-defined Benefit Accounts | $46,000 | 37 |
| Number non-managed other employee benefit and retirement-related accounts | $67,000 | 119 |
| Corporate Trust and Agency Accounts | $14,000 | 83 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 98 |
| Number (#) individual retirement, health savings, and other similar accounts | $21,000 | 26 |
| Other Fiduciary Accounts | $0 | 109 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $176,000 | 121 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $39,000 | 173 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,306,000 | 79 |
| Number of Managed Accounts | $2,745,000 | 59 |
| Personal Trust and Agency Accounts | $1,217,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $116,000 | 42 |
| Employee Benefit-defined Benefit Accounts | $32,000 | 36 |
| Number of other employee benefit and retirement-related accounts | $470,000 | 63 |
| Corporate Trust and Agency Accounts | $0 | 246 |
| Number of managed investment management and investment advisory agency accounts | $879,000 | 55 |
| Number of foundation and endowment trust and agency accounts, managed assets | $20,000 | 174 |
| Other Fiduciary Accounts | $11,000 | 66 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $452,000 | 58 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 79 |
| Number of Non-Managed Accounts | $561,000 | 106 |
| Personal Trust and Agency Accounts | $93,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $305,000 | 39 |
| Employee Benefit-defined Benefit Accounts | $49,000 | 35 |
| Number non-managed other employee benefit and retirement-related accounts | $70,000 | 199 |
| Corporate Trust and Agency Accounts | $14,000 | 126 |
| Number of investment management and advisory agency accounts, non-managed assets | $8,000 | 148 |
| Number (#) individual retirement, health savings, and other similar accounts | $22,000 | 27 |
| Other Fiduciary Accounts | $0 | 239 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $190,000 | 143 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $42,000 | 338 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,341,000 | 76 |
| Number of Managed Accounts | $2,777,000 | 59 |
| Personal Trust and Agency Accounts | $1,260,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $118,000 | 38 |
| Employee Benefit-defined Benefit Accounts | $33,000 | 34 |
| Number of other employee benefit and retirement-related accounts | $459,000 | 60 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $876,000 | 54 |
| Number of foundation and endowment trust and agency accounts, managed assets | $19,000 | 150 |
| Other Fiduciary Accounts | $12,000 | 43 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $441,000 | 57 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $564,000 | 92 |
| Personal Trust and Agency Accounts | $88,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $313,000 | 39 |
| Employee Benefit-defined Benefit Accounts | $49,000 | 34 |
| Number non-managed other employee benefit and retirement-related accounts | $71,000 | 112 |
| Corporate Trust and Agency Accounts | $14,000 | 90 |
| Number of investment management and advisory agency accounts, non-managed assets | $7,000 | 92 |
| Number (#) individual retirement, health savings, and other similar accounts | $22,000 | 25 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $198,000 | 110 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $43,000 | 161 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,425,000 | 76 |
| Number of Managed Accounts | $2,869,000 | 53 |
| Personal Trust and Agency Accounts | $1,271,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $123,000 | 37 |
| Employee Benefit-defined Benefit Accounts | $35,000 | 34 |
| Number of other employee benefit and retirement-related accounts | $482,000 | 58 |
| Corporate Trust and Agency Accounts | $1,000 | 76 |
| Number of managed investment management and investment advisory agency accounts | $924,000 | 51 |
| Number of foundation and endowment trust and agency accounts, managed assets | $19,000 | 148 |
| Other Fiduciary Accounts | $14,000 | 39 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $463,000 | 52 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $556,000 | 94 |
| Personal Trust and Agency Accounts | $83,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $313,000 | 40 |
| Employee Benefit-defined Benefit Accounts | $50,000 | 34 |
| Number non-managed other employee benefit and retirement-related accounts | $68,000 | 114 |
| Corporate Trust and Agency Accounts | $13,000 | 92 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 96 |
| Number (#) individual retirement, health savings, and other similar accounts | $23,000 | 24 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $227,000 | 100 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $51,000 | 144 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,222,000 | 80 |
| Number of Managed Accounts | $2,666,000 | 60 |
| Personal Trust and Agency Accounts | $1,256,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $100,000 | 45 |
| Employee Benefit-defined Benefit Accounts | $32,000 | 37 |
| Number of other employee benefit and retirement-related accounts | $404,000 | 73 |
| Corporate Trust and Agency Accounts | $0 | 91 |
| Number of managed investment management and investment advisory agency accounts | $835,000 | 55 |
| Number of foundation and endowment trust and agency accounts, managed assets | $25,000 | 132 |
| Other Fiduciary Accounts | $14,000 | 41 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $384,000 | 67 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $556,000 | 98 |
| Personal Trust and Agency Accounts | $70,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $315,000 | 39 |
| Employee Benefit-defined Benefit Accounts | $51,000 | 35 |
| Number non-managed other employee benefit and retirement-related accounts | $72,000 | 106 |
| Corporate Trust and Agency Accounts | $14,000 | 93 |
| Number of investment management and advisory agency accounts, non-managed assets | $7,000 | 82 |
| Number (#) individual retirement, health savings, and other similar accounts | $27,000 | 24 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $212,000 | 106 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $44,000 | 150 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,303,000 | 83 |
| Number of Managed Accounts | $2,704,000 | 63 |
| Personal Trust and Agency Accounts | $1,282,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $119,000 | 43 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 41 |
| Number of other employee benefit and retirement-related accounts | $395,000 | 77 |
| Corporate Trust and Agency Accounts | $1,000 | 180 |
| Number of managed investment management and investment advisory agency accounts | $836,000 | 58 |
| Number of foundation and endowment trust and agency accounts, managed assets | $26,000 | 139 |
| Other Fiduciary Accounts | $14,000 | 55 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $374,000 | 73 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 82 |
| Number of Non-Managed Accounts | $599,000 | 113 |
| Personal Trust and Agency Accounts | $63,000 | 148 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $334,000 | 39 |
| Employee Benefit-defined Benefit Accounts | $57,000 | 31 |
| Number non-managed other employee benefit and retirement-related accounts | $89,000 | 164 |
| Corporate Trust and Agency Accounts | $22,000 | 109 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 156 |
| Number (#) individual retirement, health savings, and other similar accounts | $28,000 | 24 |
| Other Fiduciary Accounts | $0 | 229 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $221,000 | 125 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $57,000 | 269 |
| 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 | $3,460,000 | 77 |
| Number of Managed Accounts | $2,749,000 | 61 |
| Personal Trust and Agency Accounts | $1,318,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $133,000 | 36 |
| Employee Benefit-defined Benefit Accounts | $23,000 | 45 |
| Number of other employee benefit and retirement-related accounts | $401,000 | 72 |
| Corporate Trust and Agency Accounts | $1,000 | 80 |
| Number of managed investment management and investment advisory agency accounts | $831,000 | 65 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $42,000 | 26 |
| 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 | $711,000 | 86 |
| Personal Trust and Agency Accounts | $74,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $347,000 | 39 |
| Employee Benefit-defined Benefit Accounts | $34,000 | 43 |
| Number non-managed other employee benefit and retirement-related accounts | $112,000 | 85 |
| Corporate Trust and Agency Accounts | $23,000 | 80 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $121,000 | 32 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $253,000 | 94 |
| 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 | $3,522,000 | 79 |
| Number of Managed Accounts | $2,794,000 | 63 |
| Personal Trust and Agency Accounts | $1,295,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $130,000 | 36 |
| Employee Benefit-defined Benefit Accounts | $23,000 | 44 |
| Number of other employee benefit and retirement-related accounts | $409,000 | 72 |
| Corporate Trust and Agency Accounts | $1,000 | 83 |
| Number of managed investment management and investment advisory agency accounts | $890,000 | 65 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $46,000 | 28 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $728,000 | 85 |
| Personal Trust and Agency Accounts | $78,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $355,000 | 40 |
| Employee Benefit-defined Benefit Accounts | $33,000 | 45 |
| Number non-managed other employee benefit and retirement-related accounts | $115,000 | 88 |
| Corporate Trust and Agency Accounts | $26,000 | 76 |
| 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 | $121,000 | 34 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $267,000 | 99 |
| 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 | $3,577,000 | 75 |
| Number of Managed Accounts | $2,833,000 | 61 |
| Personal Trust and Agency Accounts | $1,319,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $125,000 | 39 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 45 |
| Number of other employee benefit and retirement-related accounts | $417,000 | 72 |
| Corporate Trust and Agency Accounts | $1,000 | 83 |
| Number of managed investment management and investment advisory agency accounts | $906,000 | 64 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $40,000 | 28 |
| 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 | $744,000 | 83 |
| Personal Trust and Agency Accounts | $77,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $361,000 | 40 |
| Employee Benefit-defined Benefit Accounts | $33,000 | 44 |
| Number non-managed other employee benefit and retirement-related accounts | $123,000 | 86 |
| Corporate Trust and Agency Accounts | $31,000 | 76 |
| 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 | $119,000 | 34 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $284,000 | 98 |
| 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 | $3,623,000 | 83 |
| Number of Managed Accounts | $2,864,000 | 62 |
| Personal Trust and Agency Accounts | $1,345,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $128,000 | 39 |
| Employee Benefit-defined Benefit Accounts | $26,000 | 45 |
| Number of other employee benefit and retirement-related accounts | $415,000 | 78 |
| Corporate Trust and Agency Accounts | $1,000 | 199 |
| Number of managed investment management and investment advisory agency accounts | $916,000 | 64 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $33,000 | 33 |
| 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 | $759,000 | 100 |
| Personal Trust and Agency Accounts | $79,000 | 147 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $364,000 | 40 |
| Employee Benefit-defined Benefit Accounts | $33,000 | 52 |
| Number non-managed other employee benefit and retirement-related accounts | $136,000 | 136 |
| Corporate Trust and Agency Accounts | $30,000 | 99 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $117,000 | 43 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $295,000 | 107 |
| 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 | $3,709,000 | 79 |
| Number of Managed Accounts | $2,929,000 | 62 |
| Personal Trust and Agency Accounts | $1,380,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $132,000 | 37 |
| Employee Benefit-defined Benefit Accounts | $26,000 | 44 |
| Number of other employee benefit and retirement-related accounts | $430,000 | 70 |
| Corporate Trust and Agency Accounts | $1,000 | 90 |
| Number of managed investment management and investment advisory agency accounts | $927,000 | 64 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $33,000 | 29 |
| 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 | $780,000 | 86 |
| Personal Trust and Agency Accounts | $80,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $373,000 | 39 |
| Employee Benefit-defined Benefit Accounts | $34,000 | 44 |
| Number non-managed other employee benefit and retirement-related accounts | $146,000 | 78 |
| Corporate Trust and Agency Accounts | $30,000 | 79 |
| 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 | $117,000 | 33 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $298,000 | 95 |
| 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 | $3,819,000 | 78 |
| Number of Managed Accounts | $3,010,000 | 60 |
| Personal Trust and Agency Accounts | $1,406,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $137,000 | 40 |
| Employee Benefit-defined Benefit Accounts | $26,000 | 45 |
| Number of other employee benefit and retirement-related accounts | $455,000 | 64 |
| Corporate Trust and Agency Accounts | $1,000 | 91 |
| Number of managed investment management and investment advisory agency accounts | $952,000 | 65 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $33,000 | 30 |
| 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 | $809,000 | 83 |
| Personal Trust and Agency Accounts | $85,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $388,000 | 38 |
| Employee Benefit-defined Benefit Accounts | $39,000 | 46 |
| Number non-managed other employee benefit and retirement-related accounts | $150,000 | 75 |
| Corporate Trust and Agency Accounts | $30,000 | 79 |
| 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 | $117,000 | 31 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $296,000 | 96 |
| 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 | $3,808,000 | 78 |
| Number of Managed Accounts | $3,000,000 | 62 |
| Personal Trust and Agency Accounts | $1,421,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $137,000 | 37 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 45 |
| Number of other employee benefit and retirement-related accounts | $450,000 | 66 |
| Corporate Trust and Agency Accounts | $1,000 | 89 |
| Number of managed investment management and investment advisory agency accounts | $933,000 | 64 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $33,000 | 36 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $808,000 | 81 |
| Personal Trust and Agency Accounts | $88,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $389,000 | 37 |
| Employee Benefit-defined Benefit Accounts | $39,000 | 47 |
| Number non-managed other employee benefit and retirement-related accounts | $145,000 | 78 |
| Corporate Trust and Agency Accounts | $30,000 | 78 |
| 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 | $117,000 | 32 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $288,000 | 99 |
| 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 | $3,824,000 | 79 |
| Number of Managed Accounts | $2,998,000 | 61 |
| Personal Trust and Agency Accounts | $1,424,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $156,000 | 31 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 48 |
| Number of other employee benefit and retirement-related accounts | $445,000 | 66 |
| Corporate Trust and Agency Accounts | $1,000 | 205 |
| Number of managed investment management and investment advisory agency accounts | $914,000 | 65 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $33,000 | 49 |
| 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 | $826,000 | 91 |
| Personal Trust and Agency Accounts | $89,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $401,000 | 38 |
| Employee Benefit-defined Benefit Accounts | $40,000 | 51 |
| Number non-managed other employee benefit and retirement-related accounts | $145,000 | 125 |
| Corporate Trust and Agency Accounts | $34,000 | 96 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $117,000 | 43 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $287,000 | 114 |
| 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 | $3,854,000 | 73 |
| Number of Managed Accounts | $3,032,000 | 59 |
| Personal Trust and Agency Accounts | $1,448,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $165,000 | 32 |
| Employee Benefit-defined Benefit Accounts | $26,000 | 45 |
| Number of other employee benefit and retirement-related accounts | $452,000 | 60 |
| Corporate Trust and Agency Accounts | $1,000 | 87 |
| Number of managed investment management and investment advisory agency accounts | $907,000 | 60 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $33,000 | 35 |
| 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 | $822,000 | 80 |
| Personal Trust and Agency Accounts | $96,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $394,000 | 40 |
| Employee Benefit-defined Benefit Accounts | $40,000 | 48 |
| Number non-managed other employee benefit and retirement-related accounts | $142,000 | 75 |
| Corporate Trust and Agency Accounts | $34,000 | 79 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $116,000 | 32 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $286,000 | 93 |
| 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 | $3,868,000 | 72 |
| Number of Managed Accounts | $3,034,000 | 59 |
| Personal Trust and Agency Accounts | $1,461,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $170,000 | 30 |
| Employee Benefit-defined Benefit Accounts | $26,000 | 47 |
| Number of other employee benefit and retirement-related accounts | $448,000 | 63 |
| Corporate Trust and Agency Accounts | $1,000 | 89 |
| Number of managed investment management and investment advisory agency accounts | $895,000 | 59 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $33,000 | 36 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $834,000 | 79 |
| Personal Trust and Agency Accounts | $100,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $397,000 | 42 |
| Employee Benefit-defined Benefit Accounts | $39,000 | 51 |
| Number non-managed other employee benefit and retirement-related accounts | $149,000 | 73 |
| Corporate Trust and Agency Accounts | $35,000 | 82 |
| 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 | $114,000 | 28 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $265,000 | 105 |
| 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 | $3,892,000 | 71 |
| Number of Managed Accounts | $3,052,000 | 58 |
| Personal Trust and Agency Accounts | $1,477,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $174,000 | 31 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 48 |
| Number of other employee benefit and retirement-related accounts | $442,000 | 63 |
| Corporate Trust and Agency Accounts | $1,000 | 87 |
| Number of managed investment management and investment advisory agency accounts | $901,000 | 56 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $32,000 | 36 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $840,000 | 77 |
| Personal Trust and Agency Accounts | $104,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $403,000 | 44 |
| Employee Benefit-defined Benefit Accounts | $39,000 | 50 |
| Number non-managed other employee benefit and retirement-related accounts | $146,000 | 74 |
| Corporate Trust and Agency Accounts | $35,000 | 81 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $113,000 | 28 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $264,000 | 105 |
| 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 | $3,944,000 | 75 |
| Number of Managed Accounts | $3,067,000 | 55 |
| Personal Trust and Agency Accounts | $1,481,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $182,000 | 32 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 51 |
| Number of other employee benefit and retirement-related accounts | $447,000 | 60 |
| Corporate Trust and Agency Accounts | $10,000 | 100 |
| Number of managed investment management and investment advisory agency accounts | $888,000 | 57 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $32,000 | 45 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $877,000 | 87 |
| Personal Trust and Agency Accounts | $107,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $425,000 | 44 |
| Employee Benefit-defined Benefit Accounts | $58,000 | 51 |
| Number non-managed other employee benefit and retirement-related accounts | $148,000 | 122 |
| Corporate Trust and Agency Accounts | $26,000 | 107 |
| 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 | $113,000 | 41 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $269,000 | 126 |
| 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 | $3,964,000 | 77 |
| Number of Managed Accounts | $3,080,000 | 59 |
| Personal Trust and Agency Accounts | $1,500,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $185,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 52 |
| Number of other employee benefit and retirement-related accounts | $447,000 | 63 |
| Corporate Trust and Agency Accounts | $10,000 | 53 |
| Number of managed investment management and investment advisory agency accounts | $881,000 | 60 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $32,000 | 38 |
| 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 | $884,000 | 78 |
| Personal Trust and Agency Accounts | $108,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $432,000 | 42 |
| Employee Benefit-defined Benefit Accounts | $55,000 | 46 |
| Number non-managed other employee benefit and retirement-related accounts | $151,000 | 75 |
| Corporate Trust and Agency Accounts | $26,000 | 90 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $112,000 | 33 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $280,000 | 101 |
| 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 | $4,020,000 | 77 |
| Number of Managed Accounts | $3,104,000 | 63 |
| Personal Trust and Agency Accounts | $1,523,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $184,000 | 30 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 53 |
| Number of other employee benefit and retirement-related accounts | $448,000 | 62 |
| Corporate Trust and Agency Accounts | $10,000 | 52 |
| Number of managed investment management and investment advisory agency accounts | $880,000 | 61 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $32,000 | 41 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $916,000 | 76 |
| Personal Trust and Agency Accounts | $110,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $442,000 | 42 |
| Employee Benefit-defined Benefit Accounts | $55,000 | 53 |
| Number non-managed other employee benefit and retirement-related accounts | $161,000 | 73 |
| Corporate Trust and Agency Accounts | $34,000 | 86 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $114,000 | 32 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $283,000 | 102 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,066,000 | 73 |
| Number of Managed Accounts | $3,151,000 | 64 |
| Personal Trust and Agency Accounts | $1,535,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $185,000 | 34 |
| Employee Benefit-defined Benefit Accounts | $30,000 | 51 |
| Number of other employee benefit and retirement-related accounts | $451,000 | 58 |
| Corporate Trust and Agency Accounts | $10,000 | 52 |
| Number of managed investment management and investment advisory agency accounts | $906,000 | 60 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $34,000 | 40 |
| 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 | $915,000 | 77 |
| Personal Trust and Agency Accounts | $122,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $438,000 | 42 |
| Employee Benefit-defined Benefit Accounts | $55,000 | 50 |
| Number non-managed other employee benefit and retirement-related accounts | $158,000 | 79 |
| Corporate Trust and Agency Accounts | $30,000 | 90 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $112,000 | 34 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $285,000 | 102 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,101,000 | 79 |
| Number of Managed Accounts | $3,169,000 | 66 |
| Personal Trust and Agency Accounts | $1,546,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $185,000 | 36 |
| Employee Benefit-defined Benefit Accounts | $30,000 | 54 |
| Number of other employee benefit and retirement-related accounts | $457,000 | 56 |
| Corporate Trust and Agency Accounts | $10,000 | 102 |
| Number of managed investment management and investment advisory agency accounts | $907,000 | 57 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $34,000 | 50 |
| 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 | $932,000 | 87 |
| Personal Trust and Agency Accounts | $121,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $442,000 | 45 |
| Employee Benefit-defined Benefit Accounts | $54,000 | 54 |
| Number non-managed other employee benefit and retirement-related accounts | $164,000 | 123 |
| Corporate Trust and Agency Accounts | $30,000 | 112 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $121,000 | 44 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $288,000 | 122 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,152,000 | 74 |
| Number of Managed Accounts | $3,229,000 | 66 |
| Personal Trust and Agency Accounts | $1,581,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $191,000 | 32 |
| Employee Benefit-defined Benefit Accounts | $29,000 | 50 |
| Number of other employee benefit and retirement-related accounts | $470,000 | 52 |
| Corporate Trust and Agency Accounts | $10,000 | 55 |
| Number of managed investment management and investment advisory agency accounts | $919,000 | 56 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $29,000 | 41 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $923,000 | 76 |
| Personal Trust and Agency Accounts | $126,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $444,000 | 44 |
| Employee Benefit-defined Benefit Accounts | $50,000 | 50 |
| Number non-managed other employee benefit and retirement-related accounts | $156,000 | 77 |
| Corporate Trust and Agency Accounts | $30,000 | 90 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $117,000 | 33 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $291,000 | 99 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,245,000 | 70 |
| Number of Managed Accounts | $3,306,000 | 61 |
| Personal Trust and Agency Accounts | $1,618,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $197,000 | 29 |
| Employee Benefit-defined Benefit Accounts | $29,000 | 49 |
| Number of other employee benefit and retirement-related accounts | $491,000 | 50 |
| Corporate Trust and Agency Accounts | $10,000 | 56 |
| Number of managed investment management and investment advisory agency accounts | $930,000 | 55 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $31,000 | 40 |
| 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 | $939,000 | 76 |
| Personal Trust and Agency Accounts | $133,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $447,000 | 44 |
| Employee Benefit-defined Benefit Accounts | $50,000 | 52 |
| Number non-managed other employee benefit and retirement-related accounts | $160,000 | 77 |
| Corporate Trust and Agency Accounts | $30,000 | 96 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $119,000 | 33 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $306,000 | 97 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,348,000 | 70 |
| Number of Managed Accounts | $3,382,000 | 59 |
| Personal Trust and Agency Accounts | $1,641,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $209,000 | 30 |
| Employee Benefit-defined Benefit Accounts | $28,000 | 54 |
| Number of other employee benefit and retirement-related accounts | $514,000 | 53 |
| Corporate Trust and Agency Accounts | $10,000 | 56 |
| Number of managed investment management and investment advisory agency accounts | $948,000 | 54 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $32,000 | 43 |
| 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 | $966,000 | 78 |
| Personal Trust and Agency Accounts | $132,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $457,000 | 45 |
| Employee Benefit-defined Benefit Accounts | $52,000 | 51 |
| Number non-managed other employee benefit and retirement-related accounts | $174,000 | 69 |
| Corporate Trust and Agency Accounts | $31,000 | 95 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $120,000 | 34 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $322,000 | 101 |
| 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 | $4,423,000 | 77 |
| Number of Managed Accounts | $3,447,000 | 61 |
| Personal Trust and Agency Accounts | $1,665,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $212,000 | 33 |
| Employee Benefit-defined Benefit Accounts | $28,000 | 58 |
| Number of other employee benefit and retirement-related accounts | $521,000 | 54 |
| Corporate Trust and Agency Accounts | $10,000 | 101 |
| Number of managed investment management and investment advisory agency accounts | $979,000 | 56 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $32,000 | 60 |
| 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 | $976,000 | 94 |
| Personal Trust and Agency Accounts | $130,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $465,000 | 48 |
| Employee Benefit-defined Benefit Accounts | $54,000 | 58 |
| Number non-managed other employee benefit and retirement-related accounts | $173,000 | 116 |
| Corporate Trust and Agency Accounts | $33,000 | 115 |
| 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 | $121,000 | 47 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $336,000 | 114 |
| 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 | $4,522,000 | 70 |
| Number of Managed Accounts | $3,530,000 | 58 |
| Personal Trust and Agency Accounts | $1,676,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $224,000 | 31 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 57 |
| Number of other employee benefit and retirement-related accounts | $536,000 | 52 |
| Corporate Trust and Agency Accounts | $3,000 | 75 |
| Number of managed investment management and investment advisory agency accounts | $1,032,000 | 48 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $32,000 | 43 |
| 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 | $992,000 | 83 |
| Personal Trust and Agency Accounts | $138,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $459,000 | 49 |
| Employee Benefit-defined Benefit Accounts | $54,000 | 51 |
| Number non-managed other employee benefit and retirement-related accounts | $181,000 | 68 |
| Corporate Trust and Agency Accounts | $41,000 | 89 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $119,000 | 33 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $334,000 | 102 |
| 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 | $4,591,000 | 69 |
| Number of Managed Accounts | $3,588,000 | 56 |
| Personal Trust and Agency Accounts | $1,706,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $243,000 | 30 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 59 |
| Number of other employee benefit and retirement-related accounts | $533,000 | 50 |
| Corporate Trust and Agency Accounts | $3,000 | 80 |
| Number of managed investment management and investment advisory agency accounts | $1,046,000 | 49 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $32,000 | 45 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,003,000 | 85 |
| Personal Trust and Agency Accounts | $138,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $461,000 | 52 |
| Employee Benefit-defined Benefit Accounts | $56,000 | 51 |
| Number non-managed other employee benefit and retirement-related accounts | $181,000 | 69 |
| Corporate Trust and Agency Accounts | $48,000 | 87 |
| 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 | $119,000 | 33 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $339,000 | 95 |
| 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 | $4,657,000 | 70 |
| Number of Managed Accounts | $3,664,000 | 55 |
| Personal Trust and Agency Accounts | $1,752,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $276,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 60 |
| Number of other employee benefit and retirement-related accounts | $531,000 | 48 |
| Corporate Trust and Agency Accounts | $3,000 | 77 |
| Number of managed investment management and investment advisory agency accounts | $1,047,000 | 52 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $30,000 | 45 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $993,000 | 85 |
| Personal Trust and Agency Accounts | $140,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $438,000 | 53 |
| Employee Benefit-defined Benefit Accounts | $60,000 | 50 |
| Number non-managed other employee benefit and retirement-related accounts | $187,000 | 69 |
| Corporate Trust and Agency Accounts | $48,000 | 94 |
| 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 | $120,000 | 34 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $352,000 | 92 |
| 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 | $4,704,000 | 76 |
| Number of Managed Accounts | $3,687,000 | 58 |
| Personal Trust and Agency Accounts | $1,760,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $293,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $29,000 | 58 |
| Number of other employee benefit and retirement-related accounts | $541,000 | 49 |
| Corporate Trust and Agency Accounts | $3,000 | 188 |
| Number of managed investment management and investment advisory agency accounts | $1,031,000 | 54 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $30,000 | 73 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,017,000 | 96 |
| Personal Trust and Agency Accounts | $145,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $456,000 | 57 |
| Employee Benefit-defined Benefit Accounts | $58,000 | 56 |
| Number non-managed other employee benefit and retirement-related accounts | $190,000 | 117 |
| Corporate Trust and Agency Accounts | $48,000 | 116 |
| 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 | $120,000 | 50 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $363,000 | 107 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,732,000 | 75 |
| Number of Managed Accounts | $3,729,000 | 56 |
| Personal Trust and Agency Accounts | $1,774,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $319,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $29,000 | 56 |
| Number of other employee benefit and retirement-related accounts | $537,000 | 44 |
| Corporate Trust and Agency Accounts | $3,000 | 87 |
| Number of managed investment management and investment advisory agency accounts | $1,036,000 | 52 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $31,000 | 62 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,003,000 | 93 |
| Personal Trust and Agency Accounts | $146,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $440,000 | 65 |
| Employee Benefit-defined Benefit Accounts | $52,000 | 54 |
| Number non-managed other employee benefit and retirement-related accounts | $198,000 | 68 |
| Corporate Trust and Agency Accounts | $50,000 | 93 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $117,000 | 41 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $356,000 | 103 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,721,000 | 76 |
| Number of Managed Accounts | $3,728,000 | 56 |
| Personal Trust and Agency Accounts | $1,789,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $311,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $30,000 | 55 |
| Number of other employee benefit and retirement-related accounts | $535,000 | 44 |
| Corporate Trust and Agency Accounts | $3,000 | 93 |
| Number of managed investment management and investment advisory agency accounts | $1,028,000 | 53 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $32,000 | 59 |
| 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 | $993,000 | 94 |
| Personal Trust and Agency Accounts | $145,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $432,000 | 63 |
| Employee Benefit-defined Benefit Accounts | $55,000 | 54 |
| Number non-managed other employee benefit and retirement-related accounts | $195,000 | 75 |
| Corporate Trust and Agency Accounts | $48,000 | 102 |
| 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 | $118,000 | 38 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $352,000 | 100 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,789,000 | 76 |
| Number of Managed Accounts | $3,756,000 | 58 |
| Personal Trust and Agency Accounts | $1,794,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $333,000 | 29 |
| Employee Benefit-defined Benefit Accounts | $33,000 | 55 |
| Number of other employee benefit and retirement-related accounts | $539,000 | 43 |
| Corporate Trust and Agency Accounts | $3,000 | 100 |
| Number of managed investment management and investment advisory agency accounts | $1,022,000 | 53 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $32,000 | 61 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,033,000 | 94 |
| Personal Trust and Agency Accounts | $140,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $468,000 | 60 |
| Employee Benefit-defined Benefit Accounts | $55,000 | 54 |
| Number non-managed other employee benefit and retirement-related accounts | $204,000 | 72 |
| Corporate Trust and Agency Accounts | $48,000 | 104 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $118,000 | 38 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $357,000 | 102 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,788,000 | 82 |
| Number of Managed Accounts | $3,755,000 | 63 |
| Personal Trust and Agency Accounts | $1,792,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $348,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 61 |
| Number of other employee benefit and retirement-related accounts | $532,000 | 44 |
| Corporate Trust and Agency Accounts | $3,000 | 219 |
| Number of managed investment management and investment advisory agency accounts | $1,017,000 | 54 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $32,000 | 71 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,033,000 | 101 |
| Personal Trust and Agency Accounts | $140,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $462,000 | 62 |
| Employee Benefit-defined Benefit Accounts | $56,000 | 63 |
| Number non-managed other employee benefit and retirement-related accounts | $206,000 | 101 |
| Corporate Trust and Agency Accounts | $49,000 | 120 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $120,000 | 52 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $359,000 | 121 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,119,000 | 70 |
| Number of Managed Accounts | $3,989,000 | 54 |
| Personal Trust and Agency Accounts | $1,816,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $509,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $49,000 | 54 |
| Number of other employee benefit and retirement-related accounts | $527,000 | 41 |
| Corporate Trust and Agency Accounts | $12,000 | 122 |
| Number of managed investment management and investment advisory agency accounts | $1,047,000 | 42 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $29,000 | 78 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,130,000 | 87 |
| Personal Trust and Agency Accounts | $139,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $476,000 | 49 |
| Employee Benefit-defined Benefit Accounts | $92,000 | 50 |
| Number non-managed other employee benefit and retirement-related accounts | $199,000 | 114 |
| Corporate Trust and Agency Accounts | $98,000 | 98 |
| 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 | $126,000 | 44 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $373,000 | 100 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # 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 |