Home > People's United Bank > Number of Fiduciary and Related Asset Accounts
People's United Bank, Number of Fiduciary and Related Asset Accounts
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,843,000 | 96 |
| Number of Managed Accounts | $2,504,000 | 86 |
| Personal Trust and Agency Accounts | $843,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 182 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 43 |
| Number of other employee benefit and retirement-related accounts | $964,000 | 70 |
| Corporate Trust and Agency Accounts | $14,000 | 20 |
| Number of managed investment management and investment advisory agency accounts | $557,000 | 115 |
| Number of foundation and endowment trust and agency accounts, managed assets | $110,000 | 72 |
| Other Fiduciary Accounts | $0 | 101 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $964,000 | 70 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $339,000 | 99 |
| Personal Trust and Agency Accounts | $73,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $97,000 | 49 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 38 |
| Number non-managed other employee benefit and retirement-related accounts | $82,000 | 76 |
| Corporate Trust and Agency Accounts | $26,000 | 54 |
| Number of investment management and advisory agency accounts, non-managed assets | $37,000 | 42 |
| Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 38 |
| Other Fiduciary Accounts | $0 | 94 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,105,000 | 54 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $82,000 | 98 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,939,000 | 95 |
| Number of Managed Accounts | $2,564,000 | 81 |
| Personal Trust and Agency Accounts | $861,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 220 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 48 |
| Number of other employee benefit and retirement-related accounts | $992,000 | 64 |
| Corporate Trust and Agency Accounts | $14,000 | 34 |
| Number of managed investment management and investment advisory agency accounts | $568,000 | 115 |
| Number of foundation and endowment trust and agency accounts, managed assets | $113,000 | 69 |
| Other Fiduciary Accounts | $0 | 222 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $992,000 | 64 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Number of Non-Managed Accounts | $375,000 | 98 |
| Personal Trust and Agency Accounts | $71,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $116,000 | 50 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 40 |
| Number non-managed other employee benefit and retirement-related accounts | $100,000 | 92 |
| Corporate Trust and Agency Accounts | $26,000 | 70 |
| Number of investment management and advisory agency accounts, non-managed assets | $38,000 | 48 |
| Number (#) individual retirement, health savings, and other similar accounts | $8,000 | 45 |
| Other Fiduciary Accounts | $0 | 174 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,130,000 | 57 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $100,000 | 129 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,952,000 | 92 |
| Number of Managed Accounts | $2,662,000 | 78 |
| Personal Trust and Agency Accounts | $897,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 184 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 45 |
| Number of other employee benefit and retirement-related accounts | $1,040,000 | 60 |
| Corporate Trust and Agency Accounts | $14,000 | 20 |
| Number of managed investment management and investment advisory agency accounts | $581,000 | 110 |
| Number of foundation and endowment trust and agency accounts, managed assets | $114,000 | 65 |
| Other Fiduciary Accounts | $0 | 97 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,040,000 | 59 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $290,000 | 105 |
| Personal Trust and Agency Accounts | $51,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $117,000 | 49 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 37 |
| Number non-managed other employee benefit and retirement-related accounts | $48,000 | 104 |
| Corporate Trust and Agency Accounts | $27,000 | 57 |
| Number of investment management and advisory agency accounts, non-managed assets | $23,000 | 54 |
| Number (#) individual retirement, health savings, and other similar accounts | $8,000 | 42 |
| Other Fiduciary Accounts | $0 | 90 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,138,000 | 49 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $48,000 | 129 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,990,000 | 88 |
| Number of Managed Accounts | $2,686,000 | 81 |
| Personal Trust and Agency Accounts | $902,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 208 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 44 |
| Number of other employee benefit and retirement-related accounts | $1,052,000 | 60 |
| Corporate Trust and Agency Accounts | $14,000 | 22 |
| Number of managed investment management and investment advisory agency accounts | $587,000 | 109 |
| Number of foundation and endowment trust and agency accounts, managed assets | $115,000 | 65 |
| Other Fiduciary Accounts | $0 | 113 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,052,000 | 58 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $304,000 | 107 |
| Personal Trust and Agency Accounts | $62,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $99,000 | 52 |
| Employee Benefit-defined Benefit Accounts | $22,000 | 34 |
| Number non-managed other employee benefit and retirement-related accounts | $59,000 | 96 |
| Corporate Trust and Agency Accounts | $27,000 | 62 |
| Number of investment management and advisory agency accounts, non-managed assets | $28,000 | 50 |
| Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 46 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,148,000 | 51 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $59,000 | 126 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,003,000 | 88 |
| Number of Managed Accounts | $2,686,000 | 79 |
| Personal Trust and Agency Accounts | $909,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 192 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 43 |
| Number of other employee benefit and retirement-related accounts | $1,041,000 | 58 |
| Corporate Trust and Agency Accounts | $14,000 | 20 |
| Number of managed investment management and investment advisory agency accounts | $590,000 | 108 |
| Number of foundation and endowment trust and agency accounts, managed assets | $115,000 | 65 |
| Other Fiduciary Accounts | $0 | 98 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,041,000 | 56 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $317,000 | 101 |
| Personal Trust and Agency Accounts | $62,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $113,000 | 52 |
| Employee Benefit-defined Benefit Accounts | $21,000 | 34 |
| Number non-managed other employee benefit and retirement-related accounts | $54,000 | 100 |
| Corporate Trust and Agency Accounts | $27,000 | 57 |
| Number of investment management and advisory agency accounts, non-managed assets | $33,000 | 44 |
| Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 43 |
| Other Fiduciary Accounts | $0 | 88 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,141,000 | 50 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $54,000 | 124 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,090,000 | 88 |
| Number of Managed Accounts | $2,705,000 | 80 |
| Personal Trust and Agency Accounts | $916,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 240 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 44 |
| Number of other employee benefit and retirement-related accounts | $1,051,000 | 56 |
| Corporate Trust and Agency Accounts | $14,000 | 33 |
| Number of managed investment management and investment advisory agency accounts | $591,000 | 107 |
| Number of foundation and endowment trust and agency accounts, managed assets | $115,000 | 66 |
| Other Fiduciary Accounts | $0 | 217 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,051,000 | 54 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Number of Non-Managed Accounts | $385,000 | 102 |
| Personal Trust and Agency Accounts | $71,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $129,000 | 52 |
| Employee Benefit-defined Benefit Accounts | $21,000 | 36 |
| Number non-managed other employee benefit and retirement-related accounts | $83,000 | 112 |
| Corporate Trust and Agency Accounts | $29,000 | 72 |
| Number of investment management and advisory agency accounts, non-managed assets | $43,000 | 46 |
| Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 44 |
| Other Fiduciary Accounts | $0 | 171 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,177,000 | 54 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $83,000 | 157 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,131,000 | 84 |
| Number of Managed Accounts | $2,752,000 | 78 |
| Personal Trust and Agency Accounts | $930,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 193 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 45 |
| Number of other employee benefit and retirement-related accounts | $1,072,000 | 55 |
| Corporate Trust and Agency Accounts | $5,000 | 33 |
| Number of managed investment management and investment advisory agency accounts | $612,000 | 103 |
| Number of foundation and endowment trust and agency accounts, managed assets | $116,000 | 64 |
| Other Fiduciary Accounts | $0 | 101 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,072,000 | 52 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $379,000 | 91 |
| Personal Trust and Agency Accounts | $87,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $139,000 | 49 |
| Employee Benefit-defined Benefit Accounts | $21,000 | 36 |
| Number non-managed other employee benefit and retirement-related accounts | $59,000 | 96 |
| Corporate Trust and Agency Accounts | $26,000 | 56 |
| Number of investment management and advisory agency accounts, non-managed assets | $32,000 | 47 |
| Number (#) individual retirement, health savings, and other similar accounts | $15,000 | 31 |
| Other Fiduciary Accounts | $0 | 88 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,194,000 | 48 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $59,000 | 120 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,165,000 | 82 |
| Number of Managed Accounts | $2,793,000 | 76 |
| Personal Trust and Agency Accounts | $943,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 211 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 44 |
| Number of other employee benefit and retirement-related accounts | $1,076,000 | 55 |
| Corporate Trust and Agency Accounts | $12,000 | 23 |
| Number of managed investment management and investment advisory agency accounts | $626,000 | 101 |
| Number of foundation and endowment trust and agency accounts, managed assets | $118,000 | 64 |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,076,000 | 51 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $372,000 | 99 |
| Personal Trust and Agency Accounts | $81,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $144,000 | 48 |
| Employee Benefit-defined Benefit Accounts | $20,000 | 35 |
| Number non-managed other employee benefit and retirement-related accounts | $62,000 | 98 |
| Corporate Trust and Agency Accounts | $27,000 | 58 |
| Number of investment management and advisory agency accounts, non-managed assets | $24,000 | 57 |
| Number (#) individual retirement, health savings, and other similar accounts | $14,000 | 35 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,220,000 | 49 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $62,000 | 126 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,206,000 | 81 |
| Number of Managed Accounts | $2,823,000 | 75 |
| Personal Trust and Agency Accounts | $951,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 192 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 45 |
| Number of other employee benefit and retirement-related accounts | $1,080,000 | 54 |
| Corporate Trust and Agency Accounts | $23,000 | 17 |
| Number of managed investment management and investment advisory agency accounts | $633,000 | 103 |
| Number of foundation and endowment trust and agency accounts, managed assets | $118,000 | 63 |
| Other Fiduciary Accounts | $0 | 109 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,080,000 | 52 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $383,000 | 93 |
| Personal Trust and Agency Accounts | $85,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $146,000 | 49 |
| Employee Benefit-defined Benefit Accounts | $21,000 | 34 |
| Number non-managed other employee benefit and retirement-related accounts | $64,000 | 96 |
| Corporate Trust and Agency Accounts | $26,000 | 55 |
| Number of investment management and advisory agency accounts, non-managed assets | $25,000 | 55 |
| Number (#) individual retirement, health savings, and other similar accounts | $16,000 | 31 |
| Other Fiduciary Accounts | $0 | 94 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,241,000 | 51 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $64,000 | 121 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,304,000 | 79 |
| Number of Managed Accounts | $2,855,000 | 76 |
| Personal Trust and Agency Accounts | $973,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 227 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 45 |
| Number of other employee benefit and retirement-related accounts | $1,079,000 | 55 |
| Corporate Trust and Agency Accounts | $23,000 | 28 |
| Number of managed investment management and investment advisory agency accounts | $640,000 | 102 |
| Number of foundation and endowment trust and agency accounts, managed assets | $120,000 | 62 |
| Other Fiduciary Accounts | $0 | 226 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,079,000 | 53 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Number of Non-Managed Accounts | $449,000 | 95 |
| Personal Trust and Agency Accounts | $100,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $153,000 | 48 |
| Employee Benefit-defined Benefit Accounts | $23,000 | 34 |
| Number non-managed other employee benefit and retirement-related accounts | $91,000 | 107 |
| Corporate Trust and Agency Accounts | $30,000 | 72 |
| Number of investment management and advisory agency accounts, non-managed assets | $38,000 | 54 |
| Number (#) individual retirement, health savings, and other similar accounts | $14,000 | 34 |
| Other Fiduciary Accounts | $0 | 181 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,274,000 | 55 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $91,000 | 147 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,280,000 | 63 |
| Number of Managed Accounts | $3,170,000 | 67 |
| Personal Trust and Agency Accounts | $1,114,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 195 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 44 |
| Number of other employee benefit and retirement-related accounts | $1,180,000 | 47 |
| Corporate Trust and Agency Accounts | $30,000 | 17 |
| Number of managed investment management and investment advisory agency accounts | $722,000 | 97 |
| Number of foundation and endowment trust and agency accounts, managed assets | $105,000 | 64 |
| Other Fiduciary Accounts | $0 | 110 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,180,000 | 45 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,110,000 | 57 |
| Personal Trust and Agency Accounts | $90,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $167,000 | 46 |
| Employee Benefit-defined Benefit Accounts | $23,000 | 35 |
| Number non-managed other employee benefit and retirement-related accounts | $126,000 | 63 |
| Corporate Trust and Agency Accounts | $637,000 | 31 |
| Number of investment management and advisory agency accounts, non-managed assets | $53,000 | 40 |
| Number (#) individual retirement, health savings, and other similar accounts | $14,000 | 36 |
| Other Fiduciary Accounts | $0 | 95 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,346,000 | 47 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $126,000 | 78 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,319,000 | 64 |
| Number of Managed Accounts | $3,256,000 | 67 |
| Personal Trust and Agency Accounts | $1,130,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 175 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 43 |
| Number of other employee benefit and retirement-related accounts | $1,229,000 | 45 |
| Corporate Trust and Agency Accounts | $30,000 | 18 |
| Number of managed investment management and investment advisory agency accounts | $749,000 | 92 |
| Number of foundation and endowment trust and agency accounts, managed assets | $95,000 | 69 |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,229,000 | 42 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,063,000 | 62 |
| Personal Trust and Agency Accounts | $96,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $167,000 | 44 |
| Employee Benefit-defined Benefit Accounts | $23,000 | 34 |
| Number non-managed other employee benefit and retirement-related accounts | $87,000 | 83 |
| Corporate Trust and Agency Accounts | $641,000 | 32 |
| Number of investment management and advisory agency accounts, non-managed assets | $35,000 | 52 |
| Number (#) individual retirement, health savings, and other similar accounts | $14,000 | 36 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,370,000 | 44 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $87,000 | 106 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,330,000 | 64 |
| Number of Managed Accounts | $3,233,000 | 67 |
| Personal Trust and Agency Accounts | $1,112,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 176 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 44 |
| Number of other employee benefit and retirement-related accounts | $1,236,000 | 45 |
| Corporate Trust and Agency Accounts | $26,000 | 18 |
| Number of managed investment management and investment advisory agency accounts | $751,000 | 91 |
| Number of foundation and endowment trust and agency accounts, managed assets | $85,000 | 77 |
| Other Fiduciary Accounts | $0 | 133 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,236,000 | 43 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,097,000 | 61 |
| Personal Trust and Agency Accounts | $118,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $169,000 | 45 |
| Employee Benefit-defined Benefit Accounts | $33,000 | 30 |
| Number non-managed other employee benefit and retirement-related accounts | $85,000 | 85 |
| Corporate Trust and Agency Accounts | $635,000 | 32 |
| Number of investment management and advisory agency accounts, non-managed assets | $41,000 | 47 |
| Number (#) individual retirement, health savings, and other similar accounts | $16,000 | 34 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,388,000 | 43 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $85,000 | 107 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,368,000 | 67 |
| Number of Managed Accounts | $3,248,000 | 67 |
| Personal Trust and Agency Accounts | $1,123,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 185 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 45 |
| Number of other employee benefit and retirement-related accounts | $1,238,000 | 43 |
| Corporate Trust and Agency Accounts | $26,000 | 26 |
| Number of managed investment management and investment advisory agency accounts | $758,000 | 88 |
| Number of foundation and endowment trust and agency accounts, managed assets | $79,000 | 80 |
| Other Fiduciary Accounts | $0 | 229 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,238,000 | 42 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Number of Non-Managed Accounts | $1,120,000 | 61 |
| Personal Trust and Agency Accounts | $137,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $176,000 | 43 |
| Employee Benefit-defined Benefit Accounts | $33,000 | 31 |
| Number non-managed other employee benefit and retirement-related accounts | $83,000 | 118 |
| Corporate Trust and Agency Accounts | $648,000 | 33 |
| Number of investment management and advisory agency accounts, non-managed assets | $27,000 | 72 |
| Number (#) individual retirement, health savings, and other similar accounts | $16,000 | 34 |
| Other Fiduciary Accounts | $0 | 180 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,432,000 | 44 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $83,000 | 158 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,672,000 | 63 |
| Number of Managed Accounts | $3,409,000 | 61 |
| Personal Trust and Agency Accounts | $1,144,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 160 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 41 |
| Number of other employee benefit and retirement-related accounts | $1,232,000 | 43 |
| Corporate Trust and Agency Accounts | $26,000 | 20 |
| Number of managed investment management and investment advisory agency accounts | $872,000 | 76 |
| Number of foundation and endowment trust and agency accounts, managed assets | $109,000 | 64 |
| Other Fiduciary Accounts | $0 | 130 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,232,000 | 42 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,263,000 | 54 |
| Personal Trust and Agency Accounts | $132,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $177,000 | 41 |
| Employee Benefit-defined Benefit Accounts | $30,000 | 32 |
| Number non-managed other employee benefit and retirement-related accounts | $100,000 | 79 |
| Corporate Trust and Agency Accounts | $755,000 | 31 |
| Number of investment management and advisory agency accounts, non-managed assets | $49,000 | 45 |
| Number (#) individual retirement, health savings, and other similar accounts | $20,000 | 32 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,292,000 | 44 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $100,000 | 97 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,034,000 | 60 |
| Number of Managed Accounts | $3,657,000 | 57 |
| Personal Trust and Agency Accounts | $1,153,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $21,000 | 120 |
| Employee Benefit-defined Benefit Accounts | $23,000 | 38 |
| Number of other employee benefit and retirement-related accounts | $1,231,000 | 43 |
| Corporate Trust and Agency Accounts | $26,000 | 21 |
| Number of managed investment management and investment advisory agency accounts | $1,027,000 | 62 |
| Number of foundation and endowment trust and agency accounts, managed assets | $176,000 | 45 |
| Other Fiduciary Accounts | $0 | 124 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,231,000 | 41 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,377,000 | 51 |
| Personal Trust and Agency Accounts | $148,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $178,000 | 39 |
| Employee Benefit-defined Benefit Accounts | $32,000 | 33 |
| Number non-managed other employee benefit and retirement-related accounts | $99,000 | 78 |
| Corporate Trust and Agency Accounts | $839,000 | 30 |
| Number of investment management and advisory agency accounts, non-managed assets | $60,000 | 39 |
| Number (#) individual retirement, health savings, and other similar accounts | $21,000 | 30 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,052,000 | 50 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $99,000 | 102 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,789,000 | 51 |
| Number of Managed Accounts | $4,364,000 | 49 |
| Personal Trust and Agency Accounts | $1,161,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $21,000 | 122 |
| Employee Benefit-defined Benefit Accounts | $23,000 | 39 |
| Number of other employee benefit and retirement-related accounts | $1,228,000 | 43 |
| Corporate Trust and Agency Accounts | $26,000 | 21 |
| Number of managed investment management and investment advisory agency accounts | $1,629,000 | 43 |
| Number of foundation and endowment trust and agency accounts, managed assets | $276,000 | 28 |
| Other Fiduciary Accounts | $0 | 126 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,228,000 | 42 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,425,000 | 52 |
| Personal Trust and Agency Accounts | $140,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $183,000 | 39 |
| Employee Benefit-defined Benefit Accounts | $32,000 | 33 |
| Number non-managed other employee benefit and retirement-related accounts | $105,000 | 76 |
| Corporate Trust and Agency Accounts | $864,000 | 31 |
| Number of investment management and advisory agency accounts, non-managed assets | $79,000 | 30 |
| Number (#) individual retirement, health savings, and other similar accounts | $22,000 | 30 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $344,000 | 78 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $105,000 | 98 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,852,000 | 52 |
| Number of Managed Accounts | $4,432,000 | 49 |
| Personal Trust and Agency Accounts | $1,193,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $22,000 | 125 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 40 |
| Number of other employee benefit and retirement-related accounts | $1,233,000 | 40 |
| Corporate Trust and Agency Accounts | $24,000 | 26 |
| Number of managed investment management and investment advisory agency accounts | $1,656,000 | 40 |
| Number of foundation and endowment trust and agency accounts, managed assets | $280,000 | 28 |
| Other Fiduciary Accounts | $0 | 227 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,233,000 | 40 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 47 |
| Number of Non-Managed Accounts | $1,420,000 | 56 |
| Personal Trust and Agency Accounts | $118,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $185,000 | 39 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 34 |
| Number non-managed other employee benefit and retirement-related accounts | $103,000 | 105 |
| Corporate Trust and Agency Accounts | $876,000 | 32 |
| Number of investment management and advisory agency accounts, non-managed assets | $79,000 | 33 |
| Number (#) individual retirement, health savings, and other similar accounts | $28,000 | 21 |
| Other Fiduciary Accounts | $0 | 192 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $345,000 | 87 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $103,000 | 141 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,844,000 | 52 |
| Number of Managed Accounts | $4,463,000 | 49 |
| Personal Trust and Agency Accounts | $1,186,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $22,000 | 119 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 38 |
| Number of other employee benefit and retirement-related accounts | $1,233,000 | 40 |
| Corporate Trust and Agency Accounts | $24,000 | 21 |
| Number of managed investment management and investment advisory agency accounts | $1,686,000 | 40 |
| Number of foundation and endowment trust and agency accounts, managed assets | $288,000 | 28 |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,233,000 | 40 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,381,000 | 54 |
| Personal Trust and Agency Accounts | $127,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $183,000 | 38 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 33 |
| Number non-managed other employee benefit and retirement-related accounts | $93,000 | 80 |
| Corporate Trust and Agency Accounts | $857,000 | 31 |
| Number of investment management and advisory agency accounts, non-managed assets | $65,000 | 35 |
| Number (#) individual retirement, health savings, and other similar accounts | $25,000 | 23 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $347,000 | 76 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $93,000 | 104 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,871,000 | 51 |
| Number of Managed Accounts | $4,462,000 | 48 |
| Personal Trust and Agency Accounts | $1,192,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $22,000 | 117 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 38 |
| Number of other employee benefit and retirement-related accounts | $1,226,000 | 40 |
| Corporate Trust and Agency Accounts | $24,000 | 22 |
| Number of managed investment management and investment advisory agency accounts | $1,693,000 | 39 |
| Number of foundation and endowment trust and agency accounts, managed assets | $281,000 | 28 |
| Other Fiduciary Accounts | $0 | 127 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,226,000 | 40 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,409,000 | 52 |
| Personal Trust and Agency Accounts | $141,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $190,000 | 37 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 33 |
| Number non-managed other employee benefit and retirement-related accounts | $97,000 | 78 |
| Corporate Trust and Agency Accounts | $844,000 | 31 |
| Number of investment management and advisory agency accounts, non-managed assets | $82,000 | 27 |
| Number (#) individual retirement, health savings, and other similar accounts | $24,000 | 25 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $354,000 | 74 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $97,000 | 101 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,895,000 | 51 |
| Number of Managed Accounts | $4,469,000 | 48 |
| Personal Trust and Agency Accounts | $1,207,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $25,000 | 110 |
| Employee Benefit-defined Benefit Accounts | $22,000 | 39 |
| Number of other employee benefit and retirement-related accounts | $1,221,000 | 40 |
| Corporate Trust and Agency Accounts | $26,000 | 18 |
| Number of managed investment management and investment advisory agency accounts | $1,682,000 | 39 |
| Number of foundation and endowment trust and agency accounts, managed assets | $286,000 | 27 |
| Other Fiduciary Accounts | $0 | 122 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,221,000 | 40 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,426,000 | 52 |
| Personal Trust and Agency Accounts | $134,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $196,000 | 38 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 34 |
| Number non-managed other employee benefit and retirement-related accounts | $113,000 | 71 |
| Corporate Trust and Agency Accounts | $844,000 | 30 |
| Number of investment management and advisory agency accounts, non-managed assets | $86,000 | 25 |
| Number (#) individual retirement, health savings, and other similar accounts | $22,000 | 27 |
| Other Fiduciary Accounts | $0 | 104 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $370,000 | 77 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $113,000 | 96 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,910,000 | 53 |
| Number of Managed Accounts | $4,515,000 | 46 |
| Personal Trust and Agency Accounts | $1,223,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $34,000 | 98 |
| Employee Benefit-defined Benefit Accounts | $22,000 | 41 |
| Number of other employee benefit and retirement-related accounts | $1,227,000 | 39 |
| Corporate Trust and Agency Accounts | $26,000 | 28 |
| Number of managed investment management and investment advisory agency accounts | $1,695,000 | 40 |
| Number of foundation and endowment trust and agency accounts, managed assets | $288,000 | 27 |
| Other Fiduciary Accounts | $0 | 216 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,227,000 | 36 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 55 |
| Number of Non-Managed Accounts | $1,395,000 | 54 |
| Personal Trust and Agency Accounts | $138,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $186,000 | 41 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 34 |
| Number non-managed other employee benefit and retirement-related accounts | $107,000 | 110 |
| Corporate Trust and Agency Accounts | $832,000 | 30 |
| Number of investment management and advisory agency accounts, non-managed assets | $79,000 | 29 |
| Number (#) individual retirement, health savings, and other similar accounts | $22,000 | 26 |
| Other Fiduciary Accounts | $0 | 194 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $383,000 | 82 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $107,000 | 147 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,999,000 | 49 |
| Number of Managed Accounts | $4,562,000 | 46 |
| Personal Trust and Agency Accounts | $1,252,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $35,000 | 93 |
| Employee Benefit-defined Benefit Accounts | $23,000 | 40 |
| Number of other employee benefit and retirement-related accounts | $1,226,000 | 37 |
| Corporate Trust and Agency Accounts | $88,000 | 14 |
| Number of managed investment management and investment advisory agency accounts | $1,651,000 | 39 |
| Number of foundation and endowment trust and agency accounts, managed assets | $287,000 | 26 |
| Other Fiduciary Accounts | $0 | 118 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,226,000 | 34 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,437,000 | 52 |
| Personal Trust and Agency Accounts | $120,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $178,000 | 40 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 33 |
| Number non-managed other employee benefit and retirement-related accounts | $116,000 | 74 |
| Corporate Trust and Agency Accounts | $899,000 | 30 |
| Number of investment management and advisory agency accounts, non-managed assets | $69,000 | 29 |
| Number (#) individual retirement, health savings, and other similar accounts | $24,000 | 26 |
| Other Fiduciary Accounts | $0 | 102 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $349,000 | 80 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $116,000 | 94 |
| 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 | $6,044,000 | 48 |
| Number of Managed Accounts | $4,569,000 | 46 |
| Personal Trust and Agency Accounts | $1,265,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $34,000 | 93 |
| Employee Benefit-defined Benefit Accounts | $22,000 | 41 |
| Number of other employee benefit and retirement-related accounts | $1,222,000 | 37 |
| Corporate Trust and Agency Accounts | $86,000 | 15 |
| Number of managed investment management and investment advisory agency accounts | $1,651,000 | 39 |
| Number of foundation and endowment trust and agency accounts, managed assets | $289,000 | 26 |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,222,000 | 35 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,475,000 | 51 |
| Personal Trust and Agency Accounts | $128,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $176,000 | 43 |
| Employee Benefit-defined Benefit Accounts | $30,000 | 34 |
| Number non-managed other employee benefit and retirement-related accounts | $117,000 | 74 |
| Corporate Trust and Agency Accounts | $931,000 | 30 |
| Number of investment management and advisory agency accounts, non-managed assets | $69,000 | 29 |
| Number (#) individual retirement, health savings, and other similar accounts | $24,000 | 27 |
| Other Fiduciary Accounts | $0 | 102 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $359,000 | 82 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $117,000 | 96 |
| 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 | $6,028,000 | 48 |
| Number of Managed Accounts | $4,569,000 | 46 |
| Personal Trust and Agency Accounts | $1,283,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $35,000 | 95 |
| Employee Benefit-defined Benefit Accounts | $23,000 | 42 |
| Number of other employee benefit and retirement-related accounts | $1,209,000 | 35 |
| Corporate Trust and Agency Accounts | $88,000 | 12 |
| Number of managed investment management and investment advisory agency accounts | $1,649,000 | 40 |
| Number of foundation and endowment trust and agency accounts, managed assets | $282,000 | 26 |
| Other Fiduciary Accounts | $0 | 126 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,209,000 | 34 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,459,000 | 50 |
| Personal Trust and Agency Accounts | $118,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $177,000 | 42 |
| Employee Benefit-defined Benefit Accounts | $30,000 | 32 |
| Number non-managed other employee benefit and retirement-related accounts | $133,000 | 69 |
| Corporate Trust and Agency Accounts | $910,000 | 30 |
| Number of investment management and advisory agency accounts, non-managed assets | $66,000 | 29 |
| Number (#) individual retirement, health savings, and other similar accounts | $25,000 | 26 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $368,000 | 80 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $133,000 | 83 |
| 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 | $6,108,000 | 46 |
| Number of Managed Accounts | $4,581,000 | 44 |
| Personal Trust and Agency Accounts | $1,289,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $36,000 | 96 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 52 |
| Number of other employee benefit and retirement-related accounts | $1,218,000 | 33 |
| Corporate Trust and Agency Accounts | $60,000 | 20 |
| Number of managed investment management and investment advisory agency accounts | $1,733,000 | 36 |
| Number of foundation and endowment trust and agency accounts, managed assets | $229,000 | 32 |
| Other Fiduciary Accounts | $0 | 237 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,211,000 | 32 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 60 |
| Number of Non-Managed Accounts | $1,527,000 | 51 |
| Personal Trust and Agency Accounts | $127,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $183,000 | 42 |
| Employee Benefit-defined Benefit Accounts | $40,000 | 30 |
| Number non-managed other employee benefit and retirement-related accounts | $151,000 | 85 |
| Corporate Trust and Agency Accounts | $936,000 | 29 |
| Number of investment management and advisory agency accounts, non-managed assets | $67,000 | 31 |
| Number (#) individual retirement, health savings, and other similar accounts | $23,000 | 24 |
| Other Fiduciary Accounts | $0 | 200 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $337,000 | 95 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $134,000 | 128 |
| 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 | $6,143,000 | 45 |
| Number of Managed Accounts | $4,598,000 | 41 |
| Personal Trust and Agency Accounts | $1,314,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $41,000 | 84 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 50 |
| Number of other employee benefit and retirement-related accounts | $1,207,000 | 32 |
| Corporate Trust and Agency Accounts | $52,000 | 18 |
| Number of managed investment management and investment advisory agency accounts | $1,737,000 | 36 |
| Number of foundation and endowment trust and agency accounts, managed assets | $231,000 | 30 |
| Other Fiduciary Accounts | $0 | 130 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,199,000 | 31 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,545,000 | 48 |
| Personal Trust and Agency Accounts | $120,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $183,000 | 41 |
| Employee Benefit-defined Benefit Accounts | $42,000 | 29 |
| Number non-managed other employee benefit and retirement-related accounts | $144,000 | 64 |
| Corporate Trust and Agency Accounts | $972,000 | 29 |
| Number of investment management and advisory agency accounts, non-managed assets | $62,000 | 29 |
| Number (#) individual retirement, health savings, and other similar accounts | $22,000 | 25 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $339,000 | 86 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $128,000 | 92 |
| 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 | $6,231,000 | 46 |
| Number of Managed Accounts | $4,584,000 | 42 |
| Personal Trust and Agency Accounts | $1,338,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $41,000 | 87 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 59 |
| Number of other employee benefit and retirement-related accounts | $1,193,000 | 33 |
| Corporate Trust and Agency Accounts | $44,000 | 17 |
| Number of managed investment management and investment advisory agency accounts | $1,721,000 | 36 |
| Number of foundation and endowment trust and agency accounts, managed assets | $233,000 | 30 |
| Other Fiduciary Accounts | $0 | 133 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,183,000 | 32 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,647,000 | 48 |
| Personal Trust and Agency Accounts | $137,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $180,000 | 43 |
| Employee Benefit-defined Benefit Accounts | $42,000 | 31 |
| Number non-managed other employee benefit and retirement-related accounts | $169,000 | 56 |
| Corporate Trust and Agency Accounts | $1,005,000 | 28 |
| Number of investment management and advisory agency accounts, non-managed assets | $88,000 | 26 |
| Number (#) individual retirement, health savings, and other similar accounts | $26,000 | 24 |
| Other Fiduciary Accounts | $0 | 111 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $336,000 | 87 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $153,000 | 80 |
| 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 | $6,316,000 | 46 |
| Number of Managed Accounts | $4,627,000 | 41 |
| Personal Trust and Agency Accounts | $1,365,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $44,000 | 82 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 60 |
| Number of other employee benefit and retirement-related accounts | $1,189,000 | 33 |
| Corporate Trust and Agency Accounts | $44,000 | 18 |
| Number of managed investment management and investment advisory agency accounts | $1,738,000 | 36 |
| Number of foundation and endowment trust and agency accounts, managed assets | $233,000 | 30 |
| Other Fiduciary Accounts | $0 | 128 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,179,000 | 32 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,689,000 | 49 |
| Personal Trust and Agency Accounts | $112,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $175,000 | 46 |
| Employee Benefit-defined Benefit Accounts | $50,000 | 28 |
| Number non-managed other employee benefit and retirement-related accounts | $141,000 | 66 |
| Corporate Trust and Agency Accounts | $1,135,000 | 28 |
| Number of investment management and advisory agency accounts, non-managed assets | $51,000 | 37 |
| Number (#) individual retirement, health savings, and other similar accounts | $25,000 | 25 |
| Other Fiduciary Accounts | $0 | 108 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $239,000 | 100 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $125,000 | 94 |
| 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 | $6,444,000 | 47 |
| Number of Managed Accounts | $4,643,000 | 40 |
| Personal Trust and Agency Accounts | $1,377,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $52,000 | 76 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 62 |
| Number of other employee benefit and retirement-related accounts | $1,183,000 | 33 |
| Corporate Trust and Agency Accounts | $47,000 | 22 |
| Number of managed investment management and investment advisory agency accounts | $1,736,000 | 33 |
| Number of foundation and endowment trust and agency accounts, managed assets | $234,000 | 31 |
| Other Fiduciary Accounts | $0 | 236 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,173,000 | 32 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Number of Non-Managed Accounts | $1,801,000 | 51 |
| Personal Trust and Agency Accounts | $128,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $182,000 | 46 |
| Employee Benefit-defined Benefit Accounts | $52,000 | 29 |
| Number non-managed other employee benefit and retirement-related accounts | $135,000 | 104 |
| Corporate Trust and Agency Accounts | $1,230,000 | 28 |
| Number of investment management and advisory agency accounts, non-managed assets | $46,000 | 45 |
| Number (#) individual retirement, health savings, and other similar accounts | $28,000 | 23 |
| Other Fiduciary Accounts | $0 | 217 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $243,000 | 114 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $119,000 | 146 |
| 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 | $6,425,000 | 44 |
| Number of Managed Accounts | $4,668,000 | 37 |
| Personal Trust and Agency Accounts | $1,424,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $58,000 | 67 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 58 |
| Number of other employee benefit and retirement-related accounts | $1,163,000 | 32 |
| Corporate Trust and Agency Accounts | $48,000 | 17 |
| Number of managed investment management and investment advisory agency accounts | $1,721,000 | 34 |
| Number of foundation and endowment trust and agency accounts, managed assets | $240,000 | 31 |
| Other Fiduciary Accounts | $0 | 128 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,153,000 | 31 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,757,000 | 49 |
| Personal Trust and Agency Accounts | $108,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $177,000 | 44 |
| Employee Benefit-defined Benefit Accounts | $48,000 | 31 |
| Number non-managed other employee benefit and retirement-related accounts | $137,000 | 66 |
| Corporate Trust and Agency Accounts | $1,196,000 | 27 |
| Number of investment management and advisory agency accounts, non-managed assets | $62,000 | 32 |
| Number (#) individual retirement, health savings, and other similar accounts | $29,000 | 23 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $251,000 | 96 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $121,000 | 94 |
| 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 | $6,404,000 | 43 |
| Number of Managed Accounts | $4,685,000 | 36 |
| Personal Trust and Agency Accounts | $1,439,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $61,000 | 64 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 56 |
| Number of other employee benefit and retirement-related accounts | $1,159,000 | 31 |
| Corporate Trust and Agency Accounts | $46,000 | 16 |
| Number of managed investment management and investment advisory agency accounts | $1,721,000 | 35 |
| Number of foundation and endowment trust and agency accounts, managed assets | $245,000 | 30 |
| Other Fiduciary Accounts | $0 | 124 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,148,000 | 30 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,719,000 | 49 |
| Personal Trust and Agency Accounts | $136,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $172,000 | 43 |
| Employee Benefit-defined Benefit Accounts | $50,000 | 30 |
| Number non-managed other employee benefit and retirement-related accounts | $130,000 | 71 |
| Corporate Trust and Agency Accounts | $1,151,000 | 26 |
| Number of investment management and advisory agency accounts, non-managed assets | $55,000 | 36 |
| Number (#) individual retirement, health savings, and other similar accounts | $25,000 | 26 |
| Other Fiduciary Accounts | $0 | 110 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $257,000 | 95 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $116,000 | 97 |
| 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 | $6,271,000 | 45 |
| Number of Managed Accounts | $4,522,000 | 38 |
| Personal Trust and Agency Accounts | $1,420,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $61,000 | 66 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 57 |
| Number of other employee benefit and retirement-related accounts | $1,095,000 | 31 |
| Corporate Trust and Agency Accounts | $42,000 | 16 |
| Number of managed investment management and investment advisory agency accounts | $1,649,000 | 35 |
| Number of foundation and endowment trust and agency accounts, managed assets | $239,000 | 30 |
| Other Fiduciary Accounts | $1,000 | 102 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,084,000 | 29 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,749,000 | 51 |
| Personal Trust and Agency Accounts | $153,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $170,000 | 45 |
| Employee Benefit-defined Benefit Accounts | $49,000 | 30 |
| Number non-managed other employee benefit and retirement-related accounts | $155,000 | 63 |
| Corporate Trust and Agency Accounts | $1,159,000 | 26 |
| Number of investment management and advisory agency accounts, non-managed assets | $45,000 | 43 |
| Number (#) individual retirement, health savings, and other similar accounts | $18,000 | 28 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $300,000 | 83 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $140,000 | 89 |
| 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 | $6,270,000 | 45 |
| Number of Managed Accounts | $4,559,000 | 38 |
| Personal Trust and Agency Accounts | $1,451,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $62,000 | 69 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 51 |
| Number of other employee benefit and retirement-related accounts | $1,105,000 | 30 |
| Corporate Trust and Agency Accounts | $41,000 | 20 |
| Number of managed investment management and investment advisory agency accounts | $1,642,000 | 34 |
| Number of foundation and endowment trust and agency accounts, managed assets | $241,000 | 30 |
| Other Fiduciary Accounts | $0 | 240 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,090,000 | 29 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Number of Non-Managed Accounts | $1,711,000 | 55 |
| Personal Trust and Agency Accounts | $140,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $164,000 | 46 |
| Employee Benefit-defined Benefit Accounts | $48,000 | 29 |
| Number non-managed other employee benefit and retirement-related accounts | $144,000 | 98 |
| Corporate Trust and Agency Accounts | $1,148,000 | 25 |
| Number of investment management and advisory agency accounts, non-managed assets | $49,000 | 41 |
| Number (#) individual retirement, health savings, and other similar accounts | $18,000 | 29 |
| Other Fiduciary Accounts | $0 | 215 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $312,000 | 94 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $130,000 | 137 |
| 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 | $6,276,000 | 46 |
| Number of Managed Accounts | $4,599,000 | 38 |
| Personal Trust and Agency Accounts | $1,485,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $67,000 | 63 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 48 |
| Number of other employee benefit and retirement-related accounts | $1,114,000 | 29 |
| Corporate Trust and Agency Accounts | $39,000 | 15 |
| Number of managed investment management and investment advisory agency accounts | $1,691,000 | 35 |
| Number of foundation and endowment trust and agency accounts, managed assets | $186,000 | 34 |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,099,000 | 29 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,677,000 | 50 |
| Personal Trust and Agency Accounts | $130,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $156,000 | 49 |
| Employee Benefit-defined Benefit Accounts | $50,000 | 31 |
| Number non-managed other employee benefit and retirement-related accounts | $148,000 | 66 |
| Corporate Trust and Agency Accounts | $1,143,000 | 25 |
| Number of investment management and advisory agency accounts, non-managed assets | $46,000 | 37 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 76 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $324,000 | 76 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $135,000 | 87 |
| 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 | $6,282,000 | 46 |
| Number of Managed Accounts | $4,595,000 | 37 |
| Personal Trust and Agency Accounts | $1,499,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $74,000 | 60 |
| Employee Benefit-defined Benefit Accounts | $23,000 | 43 |
| Number of other employee benefit and retirement-related accounts | $1,080,000 | 29 |
| Corporate Trust and Agency Accounts | $38,000 | 16 |
| Number of managed investment management and investment advisory agency accounts | $1,700,000 | 33 |
| Number of foundation and endowment trust and agency accounts, managed assets | $181,000 | 34 |
| Other Fiduciary Accounts | $0 | 119 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,074,000 | 28 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,687,000 | 51 |
| Personal Trust and Agency Accounts | $128,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $160,000 | 48 |
| Employee Benefit-defined Benefit Accounts | $59,000 | 24 |
| Number non-managed other employee benefit and retirement-related accounts | $150,000 | 64 |
| Corporate Trust and Agency Accounts | $1,148,000 | 25 |
| Number of investment management and advisory agency accounts, non-managed assets | $38,000 | 42 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 77 |
| Other Fiduciary Accounts | $0 | 104 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $334,000 | 75 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $148,000 | 84 |
| 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 | $6,312,000 | 46 |
| Number of Managed Accounts | $4,554,000 | 37 |
| Personal Trust and Agency Accounts | $1,500,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $70,000 | 61 |
| Employee Benefit-defined Benefit Accounts | $29,000 | 37 |
| Number of other employee benefit and retirement-related accounts | $1,078,000 | 28 |
| Corporate Trust and Agency Accounts | $38,000 | 15 |
| Number of managed investment management and investment advisory agency accounts | $1,658,000 | 34 |
| Number of foundation and endowment trust and agency accounts, managed assets | $181,000 | 34 |
| Other Fiduciary Accounts | $0 | 118 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,074,000 | 27 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,758,000 | 53 |
| Personal Trust and Agency Accounts | $136,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $192,000 | 46 |
| Employee Benefit-defined Benefit Accounts | $52,000 | 28 |
| Number non-managed other employee benefit and retirement-related accounts | $154,000 | 68 |
| Corporate Trust and Agency Accounts | $1,153,000 | 26 |
| Number of investment management and advisory agency accounts, non-managed assets | $68,000 | 28 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 86 |
| Other Fiduciary Accounts | $0 | 110 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $346,000 | 74 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $154,000 | 86 |
| 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 | $6,455,000 | 43 |
| Number of Managed Accounts | $4,690,000 | 36 |
| Personal Trust and Agency Accounts | $1,543,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $84,000 | 54 |
| Employee Benefit-defined Benefit Accounts | $29,000 | 37 |
| Number of other employee benefit and retirement-related accounts | $1,110,000 | 27 |
| Corporate Trust and Agency Accounts | $35,000 | 26 |
| Number of managed investment management and investment advisory agency accounts | $1,761,000 | 33 |
| Number of foundation and endowment trust and agency accounts, managed assets | $128,000 | 45 |
| Other Fiduciary Accounts | $0 | 246 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,106,000 | 25 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 71 |
| Number of Non-Managed Accounts | $1,765,000 | 55 |
| Personal Trust and Agency Accounts | $139,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $198,000 | 46 |
| Employee Benefit-defined Benefit Accounts | $53,000 | 30 |
| Number non-managed other employee benefit and retirement-related accounts | $143,000 | 105 |
| Corporate Trust and Agency Accounts | $1,174,000 | 25 |
| Number of investment management and advisory agency accounts, non-managed assets | $55,000 | 37 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 96 |
| Other Fiduciary Accounts | $0 | 221 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $347,000 | 88 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $143,000 | 136 |
| 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 | $6,580,000 | 41 |
| Number of Managed Accounts | $4,744,000 | 34 |
| Personal Trust and Agency Accounts | $1,579,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $84,000 | 53 |
| Employee Benefit-defined Benefit Accounts | $29,000 | 34 |
| Number of other employee benefit and retirement-related accounts | $1,123,000 | 27 |
| Corporate Trust and Agency Accounts | $35,000 | 16 |
| Number of managed investment management and investment advisory agency accounts | $1,765,000 | 31 |
| Number of foundation and endowment trust and agency accounts, managed assets | $129,000 | 43 |
| Other Fiduciary Accounts | $0 | 115 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,119,000 | 27 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,836,000 | 49 |
| Personal Trust and Agency Accounts | $146,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $205,000 | 44 |
| Employee Benefit-defined Benefit Accounts | $55,000 | 26 |
| Number non-managed other employee benefit and retirement-related accounts | $146,000 | 63 |
| Corporate Trust and Agency Accounts | $1,215,000 | 25 |
| Number of investment management and advisory agency accounts, non-managed assets | $66,000 | 27 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 82 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $353,000 | 74 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $146,000 | 82 |
| 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 | $6,639,000 | 43 |
| Number of Managed Accounts | $4,763,000 | 36 |
| Personal Trust and Agency Accounts | $1,595,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $85,000 | 51 |
| Employee Benefit-defined Benefit Accounts | $29,000 | 34 |
| Number of other employee benefit and retirement-related accounts | $1,114,000 | 28 |
| Corporate Trust and Agency Accounts | $35,000 | 16 |
| Number of managed investment management and investment advisory agency accounts | $1,764,000 | 32 |
| Number of foundation and endowment trust and agency accounts, managed assets | $141,000 | 39 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 319 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,876,000 | 52 |
| Personal Trust and Agency Accounts | $158,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $198,000 | 44 |
| Employee Benefit-defined Benefit Accounts | $53,000 | 31 |
| Number non-managed other employee benefit and retirement-related accounts | $159,000 | 61 |
| Corporate Trust and Agency Accounts | $1,214,000 | 25 |
| Number of investment management and advisory agency accounts, non-managed assets | $93,000 | 21 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 107 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $359,000 | 73 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 323 |
| 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 | $6,737,000 | 44 |
| Number of Managed Accounts | $4,806,000 | 36 |
| Personal Trust and Agency Accounts | $1,636,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $86,000 | 51 |
| Employee Benefit-defined Benefit Accounts | $28,000 | 34 |
| Number of other employee benefit and retirement-related accounts | $1,107,000 | 27 |
| Corporate Trust and Agency Accounts | $35,000 | 16 |
| Number of managed investment management and investment advisory agency accounts | $1,772,000 | 32 |
| Number of foundation and endowment trust and agency accounts, managed assets | $142,000 | 38 |
| Other Fiduciary Accounts | $0 | 113 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,103,000 | 25 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,931,000 | 49 |
| Personal Trust and Agency Accounts | $155,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $191,000 | 48 |
| Employee Benefit-defined Benefit Accounts | $55,000 | 29 |
| Number non-managed other employee benefit and retirement-related accounts | $191,000 | 51 |
| Corporate Trust and Agency Accounts | $1,228,000 | 24 |
| Number of investment management and advisory agency accounts, non-managed assets | $109,000 | 18 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 92 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $359,000 | 73 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $191,000 | 64 |
| 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 | $6,855,000 | 43 |
| Number of Managed Accounts | $4,967,000 | 33 |
| Personal Trust and Agency Accounts | $1,687,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $94,000 | 52 |
| Employee Benefit-defined Benefit Accounts | $29,000 | 37 |
| Number of other employee benefit and retirement-related accounts | $1,159,000 | 25 |
| Corporate Trust and Agency Accounts | $34,000 | 27 |
| Number of managed investment management and investment advisory agency accounts | $1,820,000 | 30 |
| Number of foundation and endowment trust and agency accounts, managed assets | $144,000 | 38 |
| Other Fiduciary Accounts | $0 | 233 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,154,000 | 24 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 67 |
| Number of Non-Managed Accounts | $1,888,000 | 51 |
| Personal Trust and Agency Accounts | $138,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $189,000 | 48 |
| Employee Benefit-defined Benefit Accounts | $53,000 | 29 |
| Number non-managed other employee benefit and retirement-related accounts | $156,000 | 96 |
| Corporate Trust and Agency Accounts | $1,272,000 | 23 |
| Number of investment management and advisory agency accounts, non-managed assets | $77,000 | 24 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 90 |
| Other Fiduciary Accounts | $0 | 233 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $362,000 | 85 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $156,000 | 116 |
| 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 | $7,006,000 | 44 |
| Number of Managed Accounts | $5,033,000 | 35 |
| Personal Trust and Agency Accounts | $1,693,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $103,000 | 40 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 33 |
| Number of other employee benefit and retirement-related accounts | $1,145,000 | 29 |
| Corporate Trust and Agency Accounts | $34,000 | 16 |
| Number of managed investment management and investment advisory agency accounts | $1,847,000 | 31 |
| Number of foundation and endowment trust and agency accounts, managed assets | $180,000 | 31 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,149,000 | 27 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,973,000 | 47 |
| Personal Trust and Agency Accounts | $129,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $185,000 | 48 |
| Employee Benefit-defined Benefit Accounts | $53,000 | 29 |
| Number non-managed other employee benefit and retirement-related accounts | $150,000 | 62 |
| Corporate Trust and Agency Accounts | $1,389,000 | 24 |
| Number of investment management and advisory agency accounts, non-managed assets | $61,000 | 22 |
| Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 55 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $368,000 | 74 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $183,000 | 65 |
| 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 | $6,708,000 | 45 |
| Number of Managed Accounts | $4,725,000 | 37 |
| Personal Trust and Agency Accounts | $1,600,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $119,000 | 32 |
| Employee Benefit-defined Benefit Accounts | $26,000 | 36 |
| Number of other employee benefit and retirement-related accounts | $1,081,000 | 29 |
| Corporate Trust and Agency Accounts | $35,000 | 15 |
| Number of managed investment management and investment advisory agency accounts | $1,709,000 | 33 |
| Number of foundation and endowment trust and agency accounts, managed assets | $155,000 | 36 |
| Other Fiduciary Accounts | $0 | 113 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,076,000 | 28 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,983,000 | 49 |
| Personal Trust and Agency Accounts | $134,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $178,000 | 48 |
| Employee Benefit-defined Benefit Accounts | $55,000 | 31 |
| Number non-managed other employee benefit and retirement-related accounts | $163,000 | 60 |
| Corporate Trust and Agency Accounts | $1,382,000 | 25 |
| Number of investment management and advisory agency accounts, non-managed assets | $67,000 | 21 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 66 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $339,000 | 79 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $162,000 | 68 |
| 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 | $6,777,000 | 43 |
| Number of Managed Accounts | $4,782,000 | 36 |
| Personal Trust and Agency Accounts | $1,623,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $118,000 | 35 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 38 |
| Number of other employee benefit and retirement-related accounts | $1,101,000 | 28 |
| Corporate Trust and Agency Accounts | $34,000 | 17 |
| Number of managed investment management and investment advisory agency accounts | $1,722,000 | 32 |
| Number of foundation and endowment trust and agency accounts, managed assets | $159,000 | 32 |
| Other Fiduciary Accounts | $0 | 113 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,096,000 | 26 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,995,000 | 50 |
| Personal Trust and Agency Accounts | $135,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $170,000 | 52 |
| Employee Benefit-defined Benefit Accounts | $54,000 | 31 |
| Number non-managed other employee benefit and retirement-related accounts | $174,000 | 57 |
| Corporate Trust and Agency Accounts | $1,399,000 | 24 |
| Number of investment management and advisory agency accounts, non-managed assets | $61,000 | 23 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 93 |
| Other Fiduciary Accounts | $0 | 109 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $352,000 | 77 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $173,000 | 66 |
| 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 | $7,070,000 | 45 |
| Number of Managed Accounts | $4,908,000 | 36 |
| Personal Trust and Agency Accounts | $1,678,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $133,000 | 37 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 45 |
| Number of other employee benefit and retirement-related accounts | $1,104,000 | 28 |
| Corporate Trust and Agency Accounts | $31,000 | 29 |
| Number of managed investment management and investment advisory agency accounts | $1,791,000 | 29 |
| Number of foundation and endowment trust and agency accounts, managed assets | $147,000 | 36 |
| Other Fiduciary Accounts | $0 | 259 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,098,000 | 26 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 79 |
| Number of Non-Managed Accounts | $2,162,000 | 50 |
| Personal Trust and Agency Accounts | $141,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $155,000 | 56 |
| Employee Benefit-defined Benefit Accounts | $53,000 | 32 |
| Number non-managed other employee benefit and retirement-related accounts | $173,000 | 93 |
| Corporate Trust and Agency Accounts | $1,540,000 | 21 |
| Number of investment management and advisory agency accounts, non-managed assets | $84,000 | 21 |
| Number (#) individual retirement, health savings, and other similar accounts | $16,000 | 34 |
| Other Fiduciary Accounts | $0 | 239 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $377,000 | 83 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $191,000 | 94 |
| 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 | $7,059,000 | 43 |
| Number of Managed Accounts | $4,866,000 | 35 |
| Personal Trust and Agency Accounts | $1,691,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $135,000 | 34 |
| Employee Benefit-defined Benefit Accounts | $21,000 | 45 |
| Number of other employee benefit and retirement-related accounts | $1,101,000 | 28 |
| Corporate Trust and Agency Accounts | $32,000 | 15 |
| Number of managed investment management and investment advisory agency accounts | $1,737,000 | 30 |
| Number of foundation and endowment trust and agency accounts, managed assets | $149,000 | 33 |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,095,000 | 26 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,193,000 | 45 |
| Personal Trust and Agency Accounts | $167,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $148,000 | 59 |
| Employee Benefit-defined Benefit Accounts | $53,000 | 31 |
| Number non-managed other employee benefit and retirement-related accounts | $190,000 | 56 |
| Corporate Trust and Agency Accounts | $1,505,000 | 20 |
| Number of investment management and advisory agency accounts, non-managed assets | $109,000 | 14 |
| Number (#) individual retirement, health savings, and other similar accounts | $21,000 | 27 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $347,000 | 80 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $189,000 | 61 |
| 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 | $7,177,000 | 45 |
| Number of Managed Accounts | $5,108,000 | 33 |
| Personal Trust and Agency Accounts | $1,761,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $153,000 | 29 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 47 |
| Number of other employee benefit and retirement-related accounts | $1,161,000 | 25 |
| Corporate Trust and Agency Accounts | $34,000 | 13 |
| Number of managed investment management and investment advisory agency accounts | $1,826,000 | 29 |
| Number of foundation and endowment trust and agency accounts, managed assets | $154,000 | 33 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,155,000 | 23 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,069,000 | 47 |
| Personal Trust and Agency Accounts | $155,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $122,000 | 67 |
| Employee Benefit-defined Benefit Accounts | $51,000 | 31 |
| Number non-managed other employee benefit and retirement-related accounts | $161,000 | 65 |
| Corporate Trust and Agency Accounts | $1,494,000 | 21 |
| Number of investment management and advisory agency accounts, non-managed assets | $65,000 | 19 |
| Number (#) individual retirement, health savings, and other similar accounts | $21,000 | 27 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $351,000 | 76 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $160,000 | 64 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,933,000 | 49 |
| Number of Managed Accounts | $3,988,000 | 40 |
| Personal Trust and Agency Accounts | $1,764,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $159,000 | 29 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 51 |
| Number of other employee benefit and retirement-related accounts | $6,000 | 334 |
| Corporate Trust and Agency Accounts | $36,000 | 14 |
| Number of managed investment management and investment advisory agency accounts | $1,877,000 | 29 |
| Number of foundation and endowment trust and agency accounts, managed assets | $127,000 | 40 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,168,000 | 22 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,945,000 | 49 |
| Personal Trust and Agency Accounts | $159,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $121,000 | 69 |
| Employee Benefit-defined Benefit Accounts | $53,000 | 32 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 297 |
| Corporate Trust and Agency Accounts | $1,504,000 | 21 |
| Number of investment management and advisory agency accounts, non-managed assets | $88,000 | 16 |
| Number (#) individual retirement, health savings, and other similar accounts | $19,000 | 30 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $358,000 | 77 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $167,000 | 59 |
| 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 | $6,127,000 | 52 |
| Number of Managed Accounts | $4,034,000 | 42 |
| Personal Trust and Agency Accounts | $1,830,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $166,000 | 29 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 58 |
| Number of other employee benefit and retirement-related accounts | $6,000 | 640 |
| Corporate Trust and Agency Accounts | $36,000 | 23 |
| Number of managed investment management and investment advisory agency accounts | $1,667,000 | 37 |
| Number of foundation and endowment trust and agency accounts, managed assets | $311,000 | 21 |
| Other Fiduciary Accounts | $0 | 261 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,184,000 | 25 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 82 |
| Number of Non-Managed Accounts | $2,093,000 | 51 |
| Personal Trust and Agency Accounts | $200,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $125,000 | 71 |
| Employee Benefit-defined Benefit Accounts | $51,000 | 35 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 808 |
| Corporate Trust and Agency Accounts | $1,717,000 | 21 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 358 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 193 |
| Other Fiduciary Accounts | $0 | 229 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $354,000 | 86 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $156,000 | 119 |
| 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 | $7,233,000 | 49 |
| Number of Managed Accounts | $5,047,000 | 34 |
| Personal Trust and Agency Accounts | $1,712,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $149,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 58 |
| Number of other employee benefit and retirement-related accounts | $1,140,000 | 29 |
| Corporate Trust and Agency Accounts | $34,000 | 21 |
| Number of managed investment management and investment advisory agency accounts | $1,997,000 | 31 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,186,000 | 49 |
| Personal Trust and Agency Accounts | $212,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $97,000 | 81 |
| Employee Benefit-defined Benefit Accounts | $42,000 | 40 |
| Number non-managed other employee benefit and retirement-related accounts | $156,000 | 64 |
| Corporate Trust and Agency Accounts | $1,679,000 | 21 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $359,000 | 78 |
| 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 | $7,206,000 | 50 |
| Number of Managed Accounts | $5,160,000 | 37 |
| Personal Trust and Agency Accounts | $1,817,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $164,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 52 |
| Number of other employee benefit and retirement-related accounts | $1,158,000 | 30 |
| Corporate Trust and Agency Accounts | $37,000 | 21 |
| Number of managed investment management and investment advisory agency accounts | $1,966,000 | 34 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 115 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,046,000 | 49 |
| Personal Trust and Agency Accounts | $97,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $92,000 | 85 |
| Employee Benefit-defined Benefit Accounts | $44,000 | 40 |
| Number non-managed other employee benefit and retirement-related accounts | $132,000 | 78 |
| Corporate Trust and Agency Accounts | $1,619,000 | 22 |
| 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 | $62,000 | 39 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $377,000 | 80 |
| 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 | $7,369,000 | 49 |
| Number of Managed Accounts | $5,261,000 | 37 |
| Personal Trust and Agency Accounts | $1,817,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $164,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 54 |
| Number of other employee benefit and retirement-related accounts | $1,178,000 | 30 |
| Corporate Trust and Agency Accounts | $32,000 | 22 |
| Number of managed investment management and investment advisory agency accounts | $2,051,000 | 33 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $1,000 | 99 |
| 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 | $2,108,000 | 46 |
| Personal Trust and Agency Accounts | $158,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $116,000 | 76 |
| Employee Benefit-defined Benefit Accounts | $51,000 | 37 |
| Number non-managed other employee benefit and retirement-related accounts | $156,000 | 70 |
| Corporate Trust and Agency Accounts | $1,627,000 | 22 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 120 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $415,000 | 78 |
| 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 | $7,496,000 | 50 |
| Number of Managed Accounts | $5,360,000 | 36 |
| Personal Trust and Agency Accounts | $1,845,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $171,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $20,000 | 55 |
| Number of other employee benefit and retirement-related accounts | $1,228,000 | 30 |
| Corporate Trust and Agency Accounts | $32,000 | 35 |
| Number of managed investment management and investment advisory agency accounts | $2,062,000 | 33 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $2,000 | 174 |
| 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 | $2,136,000 | 54 |
| Personal Trust and Agency Accounts | $157,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $108,000 | 86 |
| Employee Benefit-defined Benefit Accounts | $37,000 | 51 |
| Number non-managed other employee benefit and retirement-related accounts | $150,000 | 123 |
| Corporate Trust and Agency Accounts | $1,637,000 | 22 |
| 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 | $47,000 | 63 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $435,000 | 86 |
| 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 | $7,512,000 | 49 |
| Number of Managed Accounts | $5,408,000 | 36 |
| Personal Trust and Agency Accounts | $1,870,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $181,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $21,000 | 48 |
| Number of other employee benefit and retirement-related accounts | $1,216,000 | 29 |
| Corporate Trust and Agency Accounts | $28,000 | 28 |
| Number of managed investment management and investment advisory agency accounts | $2,089,000 | 35 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $3,000 | 87 |
| 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 | $2,104,000 | 49 |
| Personal Trust and Agency Accounts | $162,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $103,000 | 81 |
| Employee Benefit-defined Benefit Accounts | $36,000 | 43 |
| Number non-managed other employee benefit and retirement-related accounts | $153,000 | 73 |
| Corporate Trust and Agency Accounts | $1,619,000 | 22 |
| 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 | $31,000 | 49 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $444,000 | 77 |
| 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 | $7,599,000 | 51 |
| Number of Managed Accounts | $5,433,000 | 37 |
| Personal Trust and Agency Accounts | $1,875,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $185,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 46 |
| Number of other employee benefit and retirement-related accounts | $1,226,000 | 30 |
| Corporate Trust and Agency Accounts | $30,000 | 30 |
| Number of managed investment management and investment advisory agency accounts | $2,090,000 | 37 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $3,000 | 84 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,166,000 | 50 |
| Personal Trust and Agency Accounts | $167,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $102,000 | 83 |
| Employee Benefit-defined Benefit Accounts | $38,000 | 47 |
| Number non-managed other employee benefit and retirement-related accounts | $158,000 | 70 |
| Corporate Trust and Agency Accounts | $1,660,000 | 22 |
| 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 | $41,000 | 45 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $450,000 | 80 |
| 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 | $7,509,000 | 48 |
| Number of Managed Accounts | $5,421,000 | 35 |
| Personal Trust and Agency Accounts | $1,873,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $190,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 47 |
| Number of other employee benefit and retirement-related accounts | $1,180,000 | 31 |
| Corporate Trust and Agency Accounts | $28,000 | 32 |
| Number of managed investment management and investment advisory agency accounts | $2,124,000 | 36 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $2,000 | 97 |
| 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 | $2,088,000 | 49 |
| Personal Trust and Agency Accounts | $160,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $105,000 | 82 |
| Employee Benefit-defined Benefit Accounts | $36,000 | 48 |
| Number non-managed other employee benefit and retirement-related accounts | $157,000 | 72 |
| Corporate Trust and Agency Accounts | $1,601,000 | 22 |
| 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 | $29,000 | 58 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $448,000 | 78 |
| 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 | $984,000 | 231 |
| Number of Managed Accounts | $889,000 | 180 |
| Personal Trust and Agency Accounts | $320,000 | 192 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $30,000 | 159 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 122 |
| Number of other employee benefit and retirement-related accounts | $171,000 | 177 |
| Corporate Trust and Agency Accounts | $2,000 | 174 |
| Number of managed investment management and investment advisory agency accounts | $359,000 | 135 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $2,000 | 197 |
| 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 | $95,000 | 374 |
| Personal Trust and Agency Accounts | $37,000 | 241 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 346 |
| Employee Benefit-defined Benefit Accounts | $37,000 | 52 |
| Number non-managed other employee benefit and retirement-related accounts | $14,000 | 499 |
| Corporate Trust and Agency Accounts | $0 | 389 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 264 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $146,000 | 187 |
| 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 | $990,000 | 207 |
| Number of Managed Accounts | $895,000 | 169 |
| Personal Trust and Agency Accounts | $324,000 | 184 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $30,000 | 137 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 112 |
| Number of other employee benefit and retirement-related accounts | $175,000 | 153 |
| Corporate Trust and Agency Accounts | $2,000 | 74 |
| Number of managed investment management and investment advisory agency accounts | $356,000 | 135 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $3,000 | 92 |
| 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 | $95,000 | 222 |
| Personal Trust and Agency Accounts | $37,000 | 123 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 246 |
| Employee Benefit-defined Benefit Accounts | $37,000 | 50 |
| Number non-managed other employee benefit and retirement-related accounts | $14,000 | 224 |
| Corporate Trust and Agency Accounts | $0 | 189 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 127 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $146,000 | 147 |
| 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 | $993,000 | 206 |
| Number of Managed Accounts | $898,000 | 168 |
| Personal Trust and Agency Accounts | $324,000 | 187 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $31,000 | 141 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 119 |
| Number of other employee benefit and retirement-related accounts | $176,000 | 152 |
| Corporate Trust and Agency Accounts | $2,000 | 78 |
| Number of managed investment management and investment advisory agency accounts | $357,000 | 133 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $3,000 | 95 |
| 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 | $95,000 | 228 |
| Personal Trust and Agency Accounts | $37,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 254 |
| Employee Benefit-defined Benefit Accounts | $37,000 | 53 |
| Number non-managed other employee benefit and retirement-related accounts | $14,000 | 236 |
| Corporate Trust and Agency Accounts | $0 | 192 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $143,000 | 156 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,006,000 | 200 |
| Number of Managed Accounts | $910,000 | 164 |
| Personal Trust and Agency Accounts | $321,000 | 187 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $32,000 | 140 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 120 |
| Number of other employee benefit and retirement-related accounts | $186,000 | 140 |
| Corporate Trust and Agency Accounts | $2,000 | 78 |
| Number of managed investment management and investment advisory agency accounts | $361,000 | 124 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $3,000 | 95 |
| 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 | $96,000 | 234 |
| Personal Trust and Agency Accounts | $38,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 252 |
| Employee Benefit-defined Benefit Accounts | $37,000 | 52 |
| Number non-managed other employee benefit and retirement-related accounts | $14,000 | 235 |
| Corporate Trust and Agency Accounts | $0 | 190 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 121 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $142,000 | 154 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,033,000 | 211 |
| Number of Managed Accounts | $936,000 | 165 |
| Personal Trust and Agency Accounts | $329,000 | 196 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $35,000 | 158 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 137 |
| Number of other employee benefit and retirement-related accounts | $191,000 | 151 |
| Corporate Trust and Agency Accounts | $2,000 | 191 |
| Number of managed investment management and investment advisory agency accounts | $370,000 | 124 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $4,000 | 149 |
| 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 | $97,000 | 378 |
| Personal Trust and Agency Accounts | $39,000 | 238 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 368 |
| Employee Benefit-defined Benefit Accounts | $35,000 | 61 |
| Number non-managed other employee benefit and retirement-related accounts | $16,000 | 470 |
| Corporate Trust and Agency Accounts | $0 | 403 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 263 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $144,000 | 195 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,044,000 | 197 |
| Number of Managed Accounts | $945,000 | 163 |
| Personal Trust and Agency Accounts | $334,000 | 187 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $36,000 | 130 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 121 |
| Number of other employee benefit and retirement-related accounts | $189,000 | 139 |
| Corporate Trust and Agency Accounts | $2,000 | 75 |
| Number of managed investment management and investment advisory agency accounts | $375,000 | 121 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $4,000 | 87 |
| 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 | $99,000 | 233 |
| Personal Trust and Agency Accounts | $38,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 258 |
| Employee Benefit-defined Benefit Accounts | $35,000 | 56 |
| Number non-managed other employee benefit and retirement-related accounts | $19,000 | 212 |
| Corporate Trust and Agency Accounts | $0 | 192 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 121 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $141,000 | 150 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,034,000 | 203 |
| Number of Managed Accounts | $938,000 | 170 |
| Personal Trust and Agency Accounts | $325,000 | 196 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $38,000 | 127 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 130 |
| Number of other employee benefit and retirement-related accounts | $189,000 | 141 |
| Corporate Trust and Agency Accounts | $2,000 | 78 |
| Number of managed investment management and investment advisory agency accounts | $375,000 | 124 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $4,000 | 96 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $96,000 | 239 |
| Personal Trust and Agency Accounts | $38,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 260 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 63 |
| Number non-managed other employee benefit and retirement-related accounts | $20,000 | 211 |
| Corporate Trust and Agency Accounts | $0 | 194 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 129 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $141,000 | 152 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,044,000 | 200 |
| Number of Managed Accounts | $939,000 | 168 |
| Personal Trust and Agency Accounts | $320,000 | 200 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $38,000 | 132 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 132 |
| Number of other employee benefit and retirement-related accounts | $190,000 | 140 |
| Corporate Trust and Agency Accounts | $2,000 | 80 |
| Number of managed investment management and investment advisory agency accounts | $380,000 | 121 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $4,000 | 101 |
| 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 | $105,000 | 238 |
| Personal Trust and Agency Accounts | $38,000 | 147 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 259 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 59 |
| Number non-managed other employee benefit and retirement-related accounts | $29,000 | 193 |
| Corporate Trust and Agency Accounts | $0 | 196 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 129 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $138,000 | 153 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,068,000 | 208 |
| Number of Managed Accounts | $960,000 | 169 |
| Personal Trust and Agency Accounts | $323,000 | 216 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $38,000 | 160 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 131 |
| Number of other employee benefit and retirement-related accounts | $194,000 | 134 |
| Corporate Trust and Agency Accounts | $2,000 | 198 |
| Number of managed investment management and investment advisory agency accounts | $393,000 | 113 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $4,000 | 173 |
| 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 | $108,000 | 359 |
| Personal Trust and Agency Accounts | $38,000 | 252 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 379 |
| Employee Benefit-defined Benefit Accounts | $34,000 | 60 |
| Number non-managed other employee benefit and retirement-related accounts | $29,000 | 375 |
| Corporate Trust and Agency Accounts | $0 | 423 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 282 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $138,000 | 206 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,100,000 | 185 |
| Number of Managed Accounts | $989,000 | 156 |
| Personal Trust and Agency Accounts | $334,000 | 194 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $39,000 | 134 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 122 |
| Number of other employee benefit and retirement-related accounts | $207,000 | 112 |
| Corporate Trust and Agency Accounts | $2,000 | 84 |
| Number of managed investment management and investment advisory agency accounts | $397,000 | 109 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $4,000 | 95 |
| 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 | $111,000 | 230 |
| Personal Trust and Agency Accounts | $40,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 256 |
| Employee Benefit-defined Benefit Accounts | $34,000 | 55 |
| Number non-managed other employee benefit and retirement-related accounts | $30,000 | 189 |
| Corporate Trust and Agency Accounts | $0 | 200 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 134 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $134,000 | 156 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,158,000 | 180 |
| Number of Managed Accounts | $1,045,000 | 153 |
| Personal Trust and Agency Accounts | $331,000 | 192 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $40,000 | 135 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 123 |
| Number of other employee benefit and retirement-related accounts | $231,000 | 102 |
| Corporate Trust and Agency Accounts | $2,000 | 86 |
| Number of managed investment management and investment advisory agency accounts | $429,000 | 98 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $6,000 | 88 |
| 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 | $113,000 | 235 |
| Personal Trust and Agency Accounts | $42,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 267 |
| Employee Benefit-defined Benefit Accounts | $34,000 | 55 |
| Number non-managed other employee benefit and retirement-related accounts | $30,000 | 191 |
| Corporate Trust and Agency Accounts | $0 | 207 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 136 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $129,000 | 161 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,165,000 | 182 |
| Number of Managed Accounts | $1,053,000 | 150 |
| Personal Trust and Agency Accounts | $327,000 | 200 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $59,000 | 105 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 136 |
| Number of other employee benefit and retirement-related accounts | $228,000 | 104 |
| Corporate Trust and Agency Accounts | $2,000 | 86 |
| Number of managed investment management and investment advisory agency accounts | $426,000 | 97 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $6,000 | 86 |
| 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 | $112,000 | 239 |
| Personal Trust and Agency Accounts | $42,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 268 |
| Employee Benefit-defined Benefit Accounts | $32,000 | 57 |
| Number non-managed other employee benefit and retirement-related accounts | $31,000 | 189 |
| Corporate Trust and Agency Accounts | $0 | 209 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 132 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $119,000 | 168 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,174,000 | 193 |
| Number of Managed Accounts | $1,051,000 | 152 |
| Personal Trust and Agency Accounts | $322,000 | 213 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $60,000 | 114 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 137 |
| Number of other employee benefit and retirement-related accounts | $233,000 | 107 |
| Corporate Trust and Agency Accounts | $2,000 | 198 |
| Number of managed investment management and investment advisory agency accounts | $422,000 | 96 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $6,000 | 150 |
| 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 | $123,000 | 361 |
| Personal Trust and Agency Accounts | $44,000 | 237 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 384 |
| Employee Benefit-defined Benefit Accounts | $38,000 | 61 |
| Number non-managed other employee benefit and retirement-related accounts | $34,000 | 353 |
| Corporate Trust and Agency Accounts | $0 | 423 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 286 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $121,000 | 225 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,169,000 | 182 |
| Number of Managed Accounts | $1,044,000 | 152 |
| Personal Trust and Agency Accounts | $311,000 | 204 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $61,000 | 102 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 114 |
| Number of other employee benefit and retirement-related accounts | $236,000 | 98 |
| Corporate Trust and Agency Accounts | $2,000 | 82 |
| Number of managed investment management and investment advisory agency accounts | $422,000 | 91 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $5,000 | 81 |
| 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 | $125,000 | 235 |
| Personal Trust and Agency Accounts | $46,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 265 |
| Employee Benefit-defined Benefit Accounts | $38,000 | 55 |
| Number non-managed other employee benefit and retirement-related accounts | $34,000 | 180 |
| Corporate Trust and Agency Accounts | $0 | 201 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 126 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $125,000 | 176 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,182,000 | 181 |
| Number of Managed Accounts | $1,055,000 | 152 |
| Personal Trust and Agency Accounts | $313,000 | 207 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $61,000 | 111 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 113 |
| Number of other employee benefit and retirement-related accounts | $242,000 | 95 |
| Corporate Trust and Agency Accounts | $2,000 | 86 |
| Number of managed investment management and investment advisory agency accounts | $430,000 | 90 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 127 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | 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 | $127,000 | 240 |
| Personal Trust and Agency Accounts | $48,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 272 |
| Employee Benefit-defined Benefit Accounts | $38,000 | 55 |
| Number non-managed other employee benefit and retirement-related accounts | $34,000 | 185 |
| Corporate Trust and Agency Accounts | $0 | 206 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 128 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $129,000 | 175 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,186,000 | 178 |
| Number of Managed Accounts | $1,073,000 | 148 |
| Personal Trust and Agency Accounts | $301,000 | 218 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $85,000 | 83 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 114 |
| Number of other employee benefit and retirement-related accounts | $243,000 | 93 |
| Corporate Trust and Agency Accounts | $2,000 | 83 |
| Number of managed investment management and investment advisory agency accounts | $430,000 | 91 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $5,000 | 86 |
| 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 | $113,000 | 250 |
| Personal Trust and Agency Accounts | $48,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 276 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 65 |
| Number non-managed other employee benefit and retirement-related accounts | $34,000 | 184 |
| Corporate Trust and Agency Accounts | $0 | 205 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 134 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $118,000 | 190 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,173,000 | 199 |
| Number of Managed Accounts | $1,060,000 | 156 |
| Personal Trust and Agency Accounts | $293,000 | 243 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $84,000 | 87 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 129 |
| Number of other employee benefit and retirement-related accounts | $246,000 | 90 |
| Corporate Trust and Agency Accounts | $2,000 | 219 |
| Number of managed investment management and investment advisory agency accounts | $428,000 | 92 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 331 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $113,000 | 402 |
| Personal Trust and Agency Accounts | $49,000 | 235 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 412 |
| Employee Benefit-defined Benefit Accounts | $23,000 | 76 |
| Number non-managed other employee benefit and retirement-related accounts | $34,000 | 373 |
| Corporate Trust and Agency Accounts | $0 | 460 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 293 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $115,000 | 254 |
| 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 | $1,132,000 | 195 |
| Number of Managed Accounts | $1,021,000 | 158 |
| Personal Trust and Agency Accounts | $279,000 | 233 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $83,000 | 93 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 110 |
| Number of other employee benefit and retirement-related accounts | $232,000 | 90 |
| Corporate Trust and Agency Accounts | $2,000 | 92 |
| Number of managed investment management and investment advisory agency accounts | $414,000 | 91 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $3,000 | 117 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $111,000 | 267 |
| Personal Trust and Agency Accounts | $48,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 274 |
| Employee Benefit-defined Benefit Accounts | $23,000 | 72 |
| Number non-managed other employee benefit and retirement-related accounts | $31,000 | 202 |
| Corporate Trust and Agency Accounts | $0 | 209 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 152 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $114,000 | 208 |
| 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 | $1,138,000 | 196 |
| Number of Managed Accounts | $1,026,000 | 160 |
| Personal Trust and Agency Accounts | $280,000 | 243 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $83,000 | 100 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 112 |
| Number of other employee benefit and retirement-related accounts | $227,000 | 92 |
| Corporate Trust and Agency Accounts | $2,000 | 99 |
| Number of managed investment management and investment advisory agency accounts | $423,000 | 91 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $3,000 | 119 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $112,000 | 273 |
| Personal Trust and Agency Accounts | $48,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 274 |
| Employee Benefit-defined Benefit Accounts | $23,000 | 72 |
| Number non-managed other employee benefit and retirement-related accounts | $31,000 | 211 |
| Corporate Trust and Agency Accounts | $0 | 211 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 161 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $114,000 | 209 |
| 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 | $1,145,000 | 205 |
| Number of Managed Accounts | $1,034,000 | 164 |
| Personal Trust and Agency Accounts | $280,000 | 249 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $87,000 | 104 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 114 |
| Number of other employee benefit and retirement-related accounts | $227,000 | 95 |
| Corporate Trust and Agency Accounts | $2,000 | 107 |
| Number of managed investment management and investment advisory agency accounts | $427,000 | 89 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $3,000 | 121 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $111,000 | 278 |
| Personal Trust and Agency Accounts | $47,000 | 155 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 278 |
| Employee Benefit-defined Benefit Accounts | $23,000 | 72 |
| Number non-managed other employee benefit and retirement-related accounts | $31,000 | 210 |
| Corporate Trust and Agency Accounts | $0 | 216 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 158 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $121,000 | 212 |
| 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 | $1,127,000 | 224 |
| Number of Managed Accounts | $1,013,000 | 177 |
| Personal Trust and Agency Accounts | $274,000 | 270 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $70,000 | 150 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 113 |
| Number of other employee benefit and retirement-related accounts | $227,000 | 106 |
| Corporate Trust and Agency Accounts | $2,000 | 251 |
| Number of managed investment management and investment advisory agency accounts | $426,000 | 94 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $4,000 | 196 |
| 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 | $114,000 | 399 |
| Personal Trust and Agency Accounts | $48,000 | 259 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 391 |
| Employee Benefit-defined Benefit Accounts | $23,000 | 87 |
| Number non-managed other employee benefit and retirement-related accounts | $33,000 | 371 |
| Corporate Trust and Agency Accounts | $0 | 452 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 305 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $126,000 | 268 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,099,000 | 211 |
| Number of Managed Accounts | $975,000 | 166 |
| Personal Trust and Agency Accounts | $264,000 | 268 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $74,000 | 153 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 121 |
| Number of other employee benefit and retirement-related accounts | $220,000 | 102 |
| Corporate Trust and Agency Accounts | $0 | 351 |
| Number of managed investment management and investment advisory agency accounts | $407,000 | 89 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 365 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $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 | $124,000 | 371 |
| Personal Trust and Agency Accounts | $47,000 | 221 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $13,000 | 344 |
| Employee Benefit-defined Benefit Accounts | $26,000 | 84 |
| Number non-managed other employee benefit and retirement-related accounts | $38,000 | 344 |
| Corporate Trust and Agency Accounts | $0 | 450 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 297 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $136,000 | 228 |
| 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 |