Home > The Canandaigua National Bank and Trust Company > Number of Fiduciary and Related Asset Accounts
The Canandaigua National Bank and Trust Company, Number of Fiduciary and Related Asset Accounts
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,281,000 | 73 |
| Number of Managed Accounts | $4,111,000 | 59 |
| Personal Trust and Agency Accounts | $834,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 201 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 59 |
| Number of other employee benefit and retirement-related accounts | $1,898,000 | 55 |
| Corporate Trust and Agency Accounts | $0 | 193 |
| Number of managed investment management and investment advisory agency accounts | $1,229,000 | 58 |
| Number of foundation and endowment trust and agency accounts, managed assets | $134,000 | 64 |
| Other Fiduciary Accounts | $0 | 249 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,895,000 | 34 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Number of Non-Managed Accounts | $170,000 | 184 |
| Personal Trust and Agency Accounts | $15,000 | 291 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $78,000 | 60 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 128 |
| Number non-managed other employee benefit and retirement-related accounts | $60,000 | 178 |
| Corporate Trust and Agency Accounts | $0 | 248 |
| Number of investment management and advisory agency accounts, non-managed assets | $15,000 | 144 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 247 |
| Other Fiduciary Accounts | $0 | 190 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $586,000 | 74 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $283,000 | 94 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $0 | 1,485 |
| Fiduciary power exercised | $0 | 1,127 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 375 |
| Number of Managed Accounts | $0 | 366 |
| Personal Trust and Agency Accounts | $0 | 365 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $85,097,500 | 2 |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | $1,572,584,500 | 2 |
| Corporate Trust and Agency Accounts | $0 | 79 |
| Number of managed investment management and investment advisory agency accounts | $0 | 333 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 298 |
| Other Fiduciary Accounts | $42 | 108 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| 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 | $0 | 1 |
| Number of Non-Managed Accounts | $0 | 365 |
| Personal Trust and Agency Accounts | $0 | 313 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $71 | 231 |
| Employee Benefit-defined Benefit Accounts | $85,893,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $79,090,000 | 6 |
| Corporate Trust and Agency Accounts | $0 | 118 |
| Number of investment management and advisory agency accounts, non-managed assets | $74,870 | 44 |
| Number (#) individual retirement, health savings, and other similar accounts | $248 | 172 |
| Other Fiduciary Accounts | $27,000 | 34 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 340 |
| Fiduciary Accounts Held in Foreign Offices | $6,292,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $287,216,000 | 14 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,337,000 | 77 |
| Number of Managed Accounts | $4,162,000 | 58 |
| Personal Trust and Agency Accounts | $860,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 137 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 59 |
| Number of other employee benefit and retirement-related accounts | $1,879,000 | 35 |
| Corporate Trust and Agency Accounts | $0 | 74 |
| Number of managed investment management and investment advisory agency accounts | $1,255,000 | 62 |
| Number of foundation and endowment trust and agency accounts, managed assets | $152,000 | 61 |
| Other Fiduciary Accounts | $0 | 108 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,876,000 | 35 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $175,000 | 152 |
| Personal Trust and Agency Accounts | $16,000 | 170 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $77,000 | 59 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 83 |
| Number non-managed other employee benefit and retirement-related accounts | $64,000 | 86 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of investment management and advisory agency accounts, non-managed assets | $16,000 | 75 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 147 |
| Other Fiduciary Accounts | $0 | 92 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,095,000 | 43 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $274,000 | 44 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,346,000 | 78 |
| Number of Managed Accounts | $4,167,000 | 57 |
| Personal Trust and Agency Accounts | $861,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 113 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 65 |
| Number of other employee benefit and retirement-related accounts | $1,864,000 | 35 |
| Corporate Trust and Agency Accounts | $0 | 160 |
| Number of managed investment management and investment advisory agency accounts | $1,267,000 | 61 |
| Number of foundation and endowment trust and agency accounts, managed assets | $150,000 | 61 |
| Other Fiduciary Accounts | $0 | 220 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,860,000 | 35 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Number of Non-Managed Accounts | $179,000 | 190 |
| Personal Trust and Agency Accounts | $16,000 | 273 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $79,000 | 67 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 92 |
| Number non-managed other employee benefit and retirement-related accounts | $64,000 | 128 |
| Corporate Trust and Agency Accounts | $0 | 212 |
| Number of investment management and advisory agency accounts, non-managed assets | $18,000 | 84 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 208 |
| Other Fiduciary Accounts | $0 | 175 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,013,000 | 48 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $273,000 | 58 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,340,000 | 77 |
| Number of Managed Accounts | $4,156,000 | 58 |
| Personal Trust and Agency Accounts | $853,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $18,000 | 105 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 64 |
| Number of other employee benefit and retirement-related accounts | $1,858,000 | 37 |
| Corporate Trust and Agency Accounts | $0 | 76 |
| Number of managed investment management and investment advisory agency accounts | $1,270,000 | 58 |
| Number of foundation and endowment trust and agency accounts, managed assets | $149,000 | 61 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,854,000 | 37 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $184,000 | 153 |
| Personal Trust and Agency Accounts | $17,000 | 164 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $80,000 | 62 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 86 |
| Number non-managed other employee benefit and retirement-related accounts | $66,000 | 87 |
| Corporate Trust and Agency Accounts | $0 | 115 |
| Number of investment management and advisory agency accounts, non-managed assets | $19,000 | 62 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 151 |
| Other Fiduciary Accounts | $0 | 98 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $550,000 | 74 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $269,000 | 47 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,335,000 | 67 |
| Number of Managed Accounts | $4,149,000 | 55 |
| Personal Trust and Agency Accounts | $860,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $18,000 | 100 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 60 |
| Number of other employee benefit and retirement-related accounts | $1,843,000 | 36 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $1,272,000 | 53 |
| Number of foundation and endowment trust and agency accounts, managed assets | $148,000 | 53 |
| 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 | $1,839,000 | 35 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $186,000 | 140 |
| Personal Trust and Agency Accounts | $18,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $80,000 | 59 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 92 |
| Number non-managed other employee benefit and retirement-related accounts | $66,000 | 91 |
| Corporate Trust and Agency Accounts | $0 | 126 |
| Number of investment management and advisory agency accounts, non-managed assets | $21,000 | 59 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
| Other Fiduciary Accounts | $0 | 109 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $546,000 | 68 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $264,000 | 46 |
| 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 | $4,313,000 | 67 |
| Number of Managed Accounts | $4,127,000 | 54 |
| Personal Trust and Agency Accounts | $858,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $19,000 | 93 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 60 |
| Number of other employee benefit and retirement-related accounts | $1,830,000 | 36 |
| Corporate Trust and Agency Accounts | $0 | 72 |
| Number of managed investment management and investment advisory agency accounts | $1,264,000 | 55 |
| Number of foundation and endowment trust and agency accounts, managed assets | $148,000 | 53 |
| 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 | $1,826,000 | 35 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $186,000 | 136 |
| Personal Trust and Agency Accounts | $17,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $81,000 | 58 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 91 |
| Number non-managed other employee benefit and retirement-related accounts | $66,000 | 82 |
| Corporate Trust and Agency Accounts | $0 | 109 |
| Number of investment management and advisory agency accounts, non-managed assets | $21,000 | 56 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 135 |
| Other Fiduciary Accounts | $0 | 94 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,924,000 | 40 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $260,000 | 45 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,337,000 | 68 |
| Number of Managed Accounts | $4,147,000 | 52 |
| Personal Trust and Agency Accounts | $854,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $24,000 | 94 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 65 |
| Number of other employee benefit and retirement-related accounts | $1,843,000 | 33 |
| Corporate Trust and Agency Accounts | $0 | 160 |
| Number of managed investment management and investment advisory agency accounts | $1,270,000 | 54 |
| Number of foundation and endowment trust and agency accounts, managed assets | $148,000 | 51 |
| 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 | $1,838,000 | 33 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Number of Non-Managed Accounts | $190,000 | 158 |
| Personal Trust and Agency Accounts | $18,000 | 256 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $87,000 | 57 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 101 |
| Number non-managed other employee benefit and retirement-related accounts | $62,000 | 129 |
| Corporate Trust and Agency Accounts | $0 | 213 |
| Number of investment management and advisory agency accounts, non-managed assets | $22,000 | 71 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 188 |
| Other Fiduciary Accounts | $0 | 174 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,870,000 | 43 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $257,000 | 60 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,290,000 | 68 |
| Number of Managed Accounts | $4,106,000 | 54 |
| Personal Trust and Agency Accounts | $847,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $24,000 | 91 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 64 |
| Number of other employee benefit and retirement-related accounts | $1,818,000 | 33 |
| Corporate Trust and Agency Accounts | $0 | 71 |
| Number of managed investment management and investment advisory agency accounts | $1,262,000 | 54 |
| Number of foundation and endowment trust and agency accounts, managed assets | $147,000 | 50 |
| 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 | $1,813,000 | 34 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $184,000 | 133 |
| Personal Trust and Agency Accounts | $18,000 | 147 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $81,000 | 59 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 91 |
| Number non-managed other employee benefit and retirement-related accounts | $62,000 | 87 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of investment management and advisory agency accounts, non-managed assets | $22,000 | 56 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 131 |
| Other Fiduciary Accounts | $0 | 90 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,785,000 | 39 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $249,000 | 44 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,272,000 | 68 |
| Number of Managed Accounts | $4,084,000 | 56 |
| Personal Trust and Agency Accounts | $841,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $30,000 | 90 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 61 |
| Number of other employee benefit and retirement-related accounts | $1,814,000 | 32 |
| Corporate Trust and Agency Accounts | $0 | 76 |
| Number of managed investment management and investment advisory agency accounts | $1,245,000 | 56 |
| Number of foundation and endowment trust and agency accounts, managed assets | $146,000 | 52 |
| 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 | $1,809,000 | 32 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $188,000 | 138 |
| Personal Trust and Agency Accounts | $17,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $82,000 | 61 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 99 |
| Number non-managed other employee benefit and retirement-related accounts | $65,000 | 87 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of investment management and advisory agency accounts, non-managed assets | $23,000 | 57 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 146 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,738,000 | 42 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $248,000 | 51 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,187,000 | 69 |
| Number of Managed Accounts | $4,007,000 | 57 |
| Personal Trust and Agency Accounts | $853,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $30,000 | 89 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 62 |
| Number of other employee benefit and retirement-related accounts | $1,739,000 | 33 |
| Corporate Trust and Agency Accounts | $0 | 70 |
| Number of managed investment management and investment advisory agency accounts | $1,232,000 | 55 |
| Number of foundation and endowment trust and agency accounts, managed assets | $145,000 | 51 |
| 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 | $1,734,000 | 33 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $180,000 | 140 |
| Personal Trust and Agency Accounts | $13,000 | 166 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $80,000 | 65 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 90 |
| Number non-managed other employee benefit and retirement-related accounts | $62,000 | 90 |
| Corporate Trust and Agency Accounts | $0 | 111 |
| Number of investment management and advisory agency accounts, non-managed assets | $24,000 | 55 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 129 |
| Other Fiduciary Accounts | $0 | 88 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,869,000 | 41 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $373,000 | 39 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,104,000 | 71 |
| Number of Managed Accounts | $3,920,000 | 58 |
| Personal Trust and Agency Accounts | $849,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $32,000 | 89 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 65 |
| Number of other employee benefit and retirement-related accounts | $1,673,000 | 33 |
| Corporate Trust and Agency Accounts | $0 | 158 |
| Number of managed investment management and investment advisory agency accounts | $1,211,000 | 56 |
| Number of foundation and endowment trust and agency accounts, managed assets | $147,000 | 51 |
| 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 | $1,668,000 | 33 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Number of Non-Managed Accounts | $184,000 | 167 |
| Personal Trust and Agency Accounts | $14,000 | 282 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $81,000 | 68 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 102 |
| Number non-managed other employee benefit and retirement-related accounts | $63,000 | 135 |
| Corporate Trust and Agency Accounts | $0 | 228 |
| Number of investment management and advisory agency accounts, non-managed assets | $25,000 | 70 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 195 |
| Other Fiduciary Accounts | $0 | 171 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,800,000 | 45 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $377,000 | 50 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,137,000 | 70 |
| Number of Managed Accounts | $3,952,000 | 58 |
| Personal Trust and Agency Accounts | $848,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $32,000 | 90 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 61 |
| Number of other employee benefit and retirement-related accounts | $1,698,000 | 32 |
| Corporate Trust and Agency Accounts | $0 | 74 |
| Number of managed investment management and investment advisory agency accounts | $1,221,000 | 57 |
| Number of foundation and endowment trust and agency accounts, managed assets | $144,000 | 53 |
| 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 | $1,693,000 | 32 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $185,000 | 133 |
| Personal Trust and Agency Accounts | $12,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $82,000 | 62 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 97 |
| Number non-managed other employee benefit and retirement-related accounts | $65,000 | 88 |
| Corporate Trust and Agency Accounts | $0 | 117 |
| Number of investment management and advisory agency accounts, non-managed assets | $25,000 | 53 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 135 |
| Other Fiduciary Accounts | $0 | 88 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,738,000 | 40 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $382,000 | 36 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,157,000 | 69 |
| Number of Managed Accounts | $3,967,000 | 57 |
| Personal Trust and Agency Accounts | $856,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $32,000 | 91 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 61 |
| Number of other employee benefit and retirement-related accounts | $1,700,000 | 32 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $1,227,000 | 57 |
| Number of foundation and endowment trust and agency accounts, managed assets | $143,000 | 54 |
| 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 | $1,695,000 | 30 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $190,000 | 141 |
| Personal Trust and Agency Accounts | $14,000 | 172 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $83,000 | 64 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 99 |
| Number non-managed other employee benefit and retirement-related accounts | $68,000 | 93 |
| Corporate Trust and Agency Accounts | $0 | 133 |
| Number of investment management and advisory agency accounts, non-managed assets | $24,000 | 57 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 148 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,719,000 | 41 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $392,000 | 40 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,172,000 | 66 |
| Number of Managed Accounts | $3,984,000 | 55 |
| Personal Trust and Agency Accounts | $860,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $32,000 | 90 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 61 |
| Number of other employee benefit and retirement-related accounts | $1,707,000 | 31 |
| Corporate Trust and Agency Accounts | $0 | 73 |
| Number of managed investment management and investment advisory agency accounts | $1,233,000 | 56 |
| Number of foundation and endowment trust and agency accounts, managed assets | $143,000 | 53 |
| 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 | $1,702,000 | 30 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $188,000 | 137 |
| Personal Trust and Agency Accounts | $14,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $83,000 | 62 |
| Employee Benefit-defined Benefit Accounts | $0 | 127 |
| Number non-managed other employee benefit and retirement-related accounts | $68,000 | 89 |
| Corporate Trust and Agency Accounts | $0 | 116 |
| Number of investment management and advisory agency accounts, non-managed assets | $23,000 | 58 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 140 |
| Other Fiduciary Accounts | $0 | 94 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,696,000 | 44 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $413,000 | 39 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,210,000 | 65 |
| Number of Managed Accounts | $4,008,000 | 52 |
| Personal Trust and Agency Accounts | $852,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $25,000 | 105 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 61 |
| Number of other employee benefit and retirement-related accounts | $1,727,000 | 30 |
| Corporate Trust and Agency Accounts | $0 | 158 |
| Number of managed investment management and investment advisory agency accounts | $1,255,000 | 55 |
| Number of foundation and endowment trust and agency accounts, managed assets | $140,000 | 56 |
| 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 | $1,722,000 | 30 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Number of Non-Managed Accounts | $202,000 | 166 |
| Personal Trust and Agency Accounts | $14,000 | 288 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $90,000 | 63 |
| Employee Benefit-defined Benefit Accounts | $0 | 156 |
| Number non-managed other employee benefit and retirement-related accounts | $75,000 | 122 |
| Corporate Trust and Agency Accounts | $0 | 235 |
| Number of investment management and advisory agency accounts, non-managed assets | $23,000 | 76 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 204 |
| Other Fiduciary Accounts | $0 | 181 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,686,000 | 49 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $441,000 | 44 |
| 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 | $4,194,000 | 66 |
| Number of Managed Accounts | $3,999,000 | 54 |
| Personal Trust and Agency Accounts | $847,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $21,000 | 106 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 60 |
| Number of other employee benefit and retirement-related accounts | $1,730,000 | 31 |
| Corporate Trust and Agency Accounts | $0 | 79 |
| Number of managed investment management and investment advisory agency accounts | $1,255,000 | 57 |
| Number of foundation and endowment trust and agency accounts, managed assets | $137,000 | 54 |
| 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 | $1,725,000 | 31 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $195,000 | 136 |
| Personal Trust and Agency Accounts | $14,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $83,000 | 63 |
| Employee Benefit-defined Benefit Accounts | $0 | 127 |
| Number non-managed other employee benefit and retirement-related accounts | $75,000 | 85 |
| Corporate Trust and Agency Accounts | $0 | 114 |
| Number of investment management and advisory agency accounts, non-managed assets | $23,000 | 58 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 143 |
| Other Fiduciary Accounts | $0 | 95 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,638,000 | 43 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $456,000 | 34 |
| 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 | $4,227,000 | 66 |
| Number of Managed Accounts | $4,040,000 | 53 |
| Personal Trust and Agency Accounts | $859,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $36,000 | 84 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 56 |
| Number of other employee benefit and retirement-related accounts | $1,736,000 | 31 |
| Corporate Trust and Agency Accounts | $0 | 77 |
| Number of managed investment management and investment advisory agency accounts | $1,264,000 | 56 |
| Number of foundation and endowment trust and agency accounts, managed assets | $135,000 | 55 |
| 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 | $1,731,000 | 30 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $187,000 | 142 |
| Personal Trust and Agency Accounts | $15,000 | 157 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $71,000 | 72 |
| Employee Benefit-defined Benefit Accounts | $0 | 133 |
| Number non-managed other employee benefit and retirement-related accounts | $75,000 | 89 |
| Corporate Trust and Agency Accounts | $0 | 126 |
| Number of investment management and advisory agency accounts, non-managed assets | $26,000 | 59 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 149 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $774,000 | 57 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $474,000 | 38 |
| 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 | $4,196,000 | 65 |
| Number of Managed Accounts | $4,010,000 | 53 |
| Personal Trust and Agency Accounts | $845,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $36,000 | 86 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 58 |
| Number of other employee benefit and retirement-related accounts | $1,725,000 | 31 |
| Corporate Trust and Agency Accounts | $0 | 77 |
| Number of managed investment management and investment advisory agency accounts | $1,262,000 | 55 |
| Number of foundation and endowment trust and agency accounts, managed assets | $132,000 | 57 |
| 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 | $1,718,000 | 31 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $186,000 | 150 |
| Personal Trust and Agency Accounts | $14,000 | 163 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $70,000 | 73 |
| Employee Benefit-defined Benefit Accounts | $0 | 135 |
| Number non-managed other employee benefit and retirement-related accounts | $75,000 | 89 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of investment management and advisory agency accounts, non-managed assets | $27,000 | 57 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 151 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $812,000 | 55 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $504,000 | 37 |
| 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 | $4,199,000 | 68 |
| Number of Managed Accounts | $4,011,000 | 53 |
| Personal Trust and Agency Accounts | $846,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $36,000 | 88 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 60 |
| Number of other employee benefit and retirement-related accounts | $1,718,000 | 31 |
| Corporate Trust and Agency Accounts | $0 | 155 |
| Number of managed investment management and investment advisory agency accounts | $1,273,000 | 54 |
| Number of foundation and endowment trust and agency accounts, managed assets | $128,000 | 57 |
| 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 | $1,711,000 | 31 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Number of Non-Managed Accounts | $188,000 | 176 |
| Personal Trust and Agency Accounts | $16,000 | 268 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $68,000 | 78 |
| Employee Benefit-defined Benefit Accounts | $0 | 168 |
| Number non-managed other employee benefit and retirement-related accounts | $76,000 | 127 |
| Corporate Trust and Agency Accounts | $0 | 243 |
| Number of investment management and advisory agency accounts, non-managed assets | $28,000 | 70 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 205 |
| Other Fiduciary Accounts | $0 | 180 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $863,000 | 57 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $547,000 | 39 |
| 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 | $4,159,000 | 67 |
| Number of Managed Accounts | $3,967,000 | 53 |
| Personal Trust and Agency Accounts | $840,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $36,000 | 86 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 58 |
| Number of other employee benefit and retirement-related accounts | $1,702,000 | 31 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $1,253,000 | 54 |
| Number of foundation and endowment trust and agency accounts, managed assets | $126,000 | 57 |
| 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 | $1,695,000 | 31 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $192,000 | 145 |
| Personal Trust and Agency Accounts | $17,000 | 161 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $68,000 | 74 |
| Employee Benefit-defined Benefit Accounts | $0 | 135 |
| Number non-managed other employee benefit and retirement-related accounts | $78,000 | 89 |
| Corporate Trust and Agency Accounts | $0 | 131 |
| Number of investment management and advisory agency accounts, non-managed assets | $29,000 | 61 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 150 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $883,000 | 54 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $567,000 | 38 |
| 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 | $4,143,000 | 67 |
| Number of Managed Accounts | $3,944,000 | 53 |
| Personal Trust and Agency Accounts | $849,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $36,000 | 84 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 70 |
| Number of other employee benefit and retirement-related accounts | $1,692,000 | 31 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $1,235,000 | 52 |
| Number of foundation and endowment trust and agency accounts, managed assets | $124,000 | 57 |
| 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 | $1,686,000 | 31 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $199,000 | 145 |
| Personal Trust and Agency Accounts | $18,000 | 163 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $72,000 | 70 |
| Employee Benefit-defined Benefit Accounts | $0 | 137 |
| Number non-managed other employee benefit and retirement-related accounts | $80,000 | 86 |
| Corporate Trust and Agency Accounts | $0 | 131 |
| Number of investment management and advisory agency accounts, non-managed assets | $29,000 | 59 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 153 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $896,000 | 53 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $575,000 | 37 |
| 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 | $4,104,000 | 67 |
| Number of Managed Accounts | $3,927,000 | 54 |
| Personal Trust and Agency Accounts | $850,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $60,000 | 66 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 73 |
| Number of other employee benefit and retirement-related accounts | $1,659,000 | 32 |
| Corporate Trust and Agency Accounts | $0 | 85 |
| Number of managed investment management and investment advisory agency accounts | $1,227,000 | 55 |
| Number of foundation and endowment trust and agency accounts, managed assets | $123,000 | 57 |
| 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 | $1,650,000 | 31 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $177,000 | 155 |
| Personal Trust and Agency Accounts | $18,000 | 165 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $47,000 | 90 |
| Employee Benefit-defined Benefit Accounts | $0 | 137 |
| Number non-managed other employee benefit and retirement-related accounts | $82,000 | 89 |
| Corporate Trust and Agency Accounts | $0 | 134 |
| Number of investment management and advisory agency accounts, non-managed assets | $30,000 | 59 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 150 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $895,000 | 52 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $580,000 | 37 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,163,000 | 83 |
| Number of Managed Accounts | $2,984,000 | 68 |
| Personal Trust and Agency Accounts | $726,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 197 |
| Employee Benefit-defined Benefit Accounts | $0 | 275 |
| Number of other employee benefit and retirement-related accounts | $1,361,000 | 38 |
| Corporate Trust and Agency Accounts | $0 | 174 |
| Number of managed investment management and investment advisory agency accounts | $786,000 | 79 |
| Number of foundation and endowment trust and agency accounts, managed assets | $104,000 | 63 |
| 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 | $1,353,000 | 38 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 47 |
| Number of Non-Managed Accounts | $179,000 | 193 |
| Personal Trust and Agency Accounts | $18,000 | 268 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $45,000 | 94 |
| Employee Benefit-defined Benefit Accounts | $0 | 165 |
| Number non-managed other employee benefit and retirement-related accounts | $83,000 | 124 |
| Corporate Trust and Agency Accounts | $0 | 255 |
| Number of investment management and advisory agency accounts, non-managed assets | $33,000 | 62 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 206 |
| Other Fiduciary Accounts | $0 | 192 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $874,000 | 55 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $562,000 | 42 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,185,000 | 81 |
| Number of Managed Accounts | $3,002,000 | 68 |
| Personal Trust and Agency Accounts | $730,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 182 |
| Employee Benefit-defined Benefit Accounts | $0 | 206 |
| Number of other employee benefit and retirement-related accounts | $1,372,000 | 37 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $789,000 | 79 |
| Number of foundation and endowment trust and agency accounts, managed assets | $104,000 | 62 |
| 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 | $1,364,000 | 37 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $183,000 | 153 |
| Personal Trust and Agency Accounts | $17,000 | 159 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $47,000 | 90 |
| Employee Benefit-defined Benefit Accounts | $0 | 132 |
| Number non-managed other employee benefit and retirement-related accounts | $84,000 | 86 |
| Corporate Trust and Agency Accounts | $0 | 132 |
| Number of investment management and advisory agency accounts, non-managed assets | $35,000 | 51 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 152 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $826,000 | 53 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $552,000 | 36 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,218,000 | 77 |
| Number of Managed Accounts | $3,028,000 | 65 |
| Personal Trust and Agency Accounts | $733,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 180 |
| Employee Benefit-defined Benefit Accounts | $0 | 205 |
| Number of other employee benefit and retirement-related accounts | $1,396,000 | 37 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $791,000 | 77 |
| Number of foundation and endowment trust and agency accounts, managed assets | $101,000 | 66 |
| 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 | $1,396,000 | 37 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $190,000 | 151 |
| Personal Trust and Agency Accounts | $18,000 | 157 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $48,000 | 91 |
| Employee Benefit-defined Benefit Accounts | $0 | 131 |
| Number non-managed other employee benefit and retirement-related accounts | $84,000 | 84 |
| Corporate Trust and Agency Accounts | $0 | 130 |
| Number of investment management and advisory agency accounts, non-managed assets | $40,000 | 46 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 153 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $814,000 | 53 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $542,000 | 37 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,207,000 | 76 |
| Number of Managed Accounts | $3,010,000 | 65 |
| Personal Trust and Agency Accounts | $727,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 173 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 158 |
| Number of other employee benefit and retirement-related accounts | $1,375,000 | 36 |
| Corporate Trust and Agency Accounts | $0 | 84 |
| Number of managed investment management and investment advisory agency accounts | $798,000 | 73 |
| Number of foundation and endowment trust and agency accounts, managed assets | $101,000 | 67 |
| 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 | $1,375,000 | 36 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $197,000 | 141 |
| Personal Trust and Agency Accounts | $18,000 | 162 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $52,000 | 89 |
| Employee Benefit-defined Benefit Accounts | $0 | 131 |
| Number non-managed other employee benefit and retirement-related accounts | $85,000 | 84 |
| Corporate Trust and Agency Accounts | $0 | 130 |
| Number of investment management and advisory agency accounts, non-managed assets | $42,000 | 41 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 152 |
| Other Fiduciary Accounts | $0 | 104 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $802,000 | 55 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $532,000 | 37 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,211,000 | 78 |
| Number of Managed Accounts | $3,004,000 | 65 |
| Personal Trust and Agency Accounts | $731,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 191 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 187 |
| Number of other employee benefit and retirement-related accounts | $1,375,000 | 33 |
| Corporate Trust and Agency Accounts | $0 | 181 |
| Number of managed investment management and investment advisory agency accounts | $786,000 | 75 |
| Number of foundation and endowment trust and agency accounts, managed assets | $103,000 | 62 |
| 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 | $1,375,000 | 32 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 55 |
| Number of Non-Managed Accounts | $207,000 | 170 |
| Personal Trust and Agency Accounts | $18,000 | 279 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $51,000 | 97 |
| Employee Benefit-defined Benefit Accounts | $0 | 167 |
| Number non-managed other employee benefit and retirement-related accounts | $86,000 | 124 |
| Corporate Trust and Agency Accounts | $0 | 256 |
| Number of investment management and advisory agency accounts, non-managed assets | $52,000 | 37 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 203 |
| Other Fiduciary Accounts | $0 | 194 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $792,000 | 60 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $520,000 | 42 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,105,000 | 78 |
| Number of Managed Accounts | $2,902,000 | 66 |
| Personal Trust and Agency Accounts | $713,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 175 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 160 |
| Number of other employee benefit and retirement-related accounts | $1,326,000 | 32 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $764,000 | 75 |
| Number of foundation and endowment trust and agency accounts, managed assets | $90,000 | 68 |
| 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 | $1,326,000 | 31 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $203,000 | 144 |
| Personal Trust and Agency Accounts | $16,000 | 175 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $48,000 | 95 |
| Employee Benefit-defined Benefit Accounts | $0 | 139 |
| Number non-managed other employee benefit and retirement-related accounts | $86,000 | 88 |
| Corporate Trust and Agency Accounts | $0 | 140 |
| Number of investment management and advisory agency accounts, non-managed assets | $53,000 | 35 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 155 |
| Other Fiduciary Accounts | $0 | 102 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $767,000 | 57 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $501,000 | 35 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,070,000 | 79 |
| Number of Managed Accounts | $2,854,000 | 67 |
| Personal Trust and Agency Accounts | $715,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 181 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 140 |
| Number of other employee benefit and retirement-related accounts | $1,302,000 | 33 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $739,000 | 76 |
| Number of foundation and endowment trust and agency accounts, managed assets | $88,000 | 70 |
| 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 | $1,302,000 | 32 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $216,000 | 141 |
| Personal Trust and Agency Accounts | $18,000 | 166 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $50,000 | 97 |
| Employee Benefit-defined Benefit Accounts | $0 | 139 |
| Number non-managed other employee benefit and retirement-related accounts | $88,000 | 86 |
| Corporate Trust and Agency Accounts | $0 | 143 |
| Number of investment management and advisory agency accounts, non-managed assets | $60,000 | 32 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 159 |
| Other Fiduciary Accounts | $0 | 102 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $764,000 | 56 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $502,000 | 37 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,077,000 | 80 |
| Number of Managed Accounts | $2,856,000 | 67 |
| Personal Trust and Agency Accounts | $719,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 189 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 141 |
| Number of other employee benefit and retirement-related accounts | $1,310,000 | 33 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $732,000 | 77 |
| Number of foundation and endowment trust and agency accounts, managed assets | $86,000 | 71 |
| 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 | $1,310,000 | 32 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $221,000 | 140 |
| Personal Trust and Agency Accounts | $17,000 | 169 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $51,000 | 95 |
| Employee Benefit-defined Benefit Accounts | $0 | 138 |
| Number non-managed other employee benefit and retirement-related accounts | $90,000 | 88 |
| Corporate Trust and Agency Accounts | $0 | 148 |
| Number of investment management and advisory agency accounts, non-managed assets | $63,000 | 30 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 158 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $761,000 | 58 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $497,000 | 38 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,076,000 | 82 |
| Number of Managed Accounts | $2,854,000 | 65 |
| Personal Trust and Agency Accounts | $717,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 215 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 161 |
| Number of other employee benefit and retirement-related accounts | $1,310,000 | 31 |
| Corporate Trust and Agency Accounts | $0 | 191 |
| Number of managed investment management and investment advisory agency accounts | $734,000 | 75 |
| Number of foundation and endowment trust and agency accounts, managed assets | $84,000 | 70 |
| 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 | $1,310,000 | 30 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 60 |
| Number of Non-Managed Accounts | $222,000 | 170 |
| Personal Trust and Agency Accounts | $17,000 | 292 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $52,000 | 103 |
| Employee Benefit-defined Benefit Accounts | $0 | 175 |
| Number non-managed other employee benefit and retirement-related accounts | $86,000 | 132 |
| Corporate Trust and Agency Accounts | $0 | 270 |
| Number of investment management and advisory agency accounts, non-managed assets | $67,000 | 31 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 210 |
| Other Fiduciary Accounts | $0 | 200 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $840,000 | 59 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $554,000 | 38 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,056,000 | 81 |
| Number of Managed Accounts | $2,834,000 | 65 |
| Personal Trust and Agency Accounts | $707,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 181 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 140 |
| Number of other employee benefit and retirement-related accounts | $1,300,000 | 31 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $738,000 | 75 |
| Number of foundation and endowment trust and agency accounts, managed assets | $79,000 | 70 |
| 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 | $1,300,000 | 30 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $222,000 | 139 |
| Personal Trust and Agency Accounts | $17,000 | 171 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $52,000 | 95 |
| Employee Benefit-defined Benefit Accounts | $0 | 142 |
| Number non-managed other employee benefit and retirement-related accounts | $87,000 | 92 |
| Corporate Trust and Agency Accounts | $0 | 146 |
| Number of investment management and advisory agency accounts, non-managed assets | $66,000 | 28 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 154 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $828,000 | 57 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $540,000 | 35 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,046,000 | 84 |
| Number of Managed Accounts | $2,821,000 | 66 |
| Personal Trust and Agency Accounts | $708,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 184 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 141 |
| Number of other employee benefit and retirement-related accounts | $1,301,000 | 32 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $725,000 | 77 |
| Number of foundation and endowment trust and agency accounts, managed assets | $77,000 | 72 |
| 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 | $1,301,000 | 30 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $225,000 | 136 |
| Personal Trust and Agency Accounts | $18,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $53,000 | 95 |
| Employee Benefit-defined Benefit Accounts | $0 | 141 |
| Number non-managed other employee benefit and retirement-related accounts | $90,000 | 85 |
| Corporate Trust and Agency Accounts | $0 | 146 |
| Number of investment management and advisory agency accounts, non-managed assets | $64,000 | 30 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
| Other Fiduciary Accounts | $0 | 111 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $802,000 | 60 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $523,000 | 34 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,994,000 | 84 |
| Number of Managed Accounts | $2,769,000 | 66 |
| Personal Trust and Agency Accounts | $706,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 185 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 144 |
| Number of other employee benefit and retirement-related accounts | $1,278,000 | 32 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $703,000 | 78 |
| Number of foundation and endowment trust and agency accounts, managed assets | $72,000 | 79 |
| 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 | $1,278,000 | 31 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $225,000 | 143 |
| Personal Trust and Agency Accounts | $19,000 | 166 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $53,000 | 98 |
| Employee Benefit-defined Benefit Accounts | $0 | 139 |
| Number non-managed other employee benefit and retirement-related accounts | $89,000 | 92 |
| Corporate Trust and Agency Accounts | $0 | 152 |
| Number of investment management and advisory agency accounts, non-managed assets | $63,000 | 32 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 119 |
| Other Fiduciary Accounts | $0 | 108 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $782,000 | 58 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $507,000 | 36 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,948,000 | 86 |
| Number of Managed Accounts | $2,733,000 | 66 |
| Personal Trust and Agency Accounts | $704,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 215 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 170 |
| Number of other employee benefit and retirement-related accounts | $1,263,000 | 32 |
| Corporate Trust and Agency Accounts | $0 | 193 |
| Number of managed investment management and investment advisory agency accounts | $686,000 | 80 |
| Number of foundation and endowment trust and agency accounts, managed assets | $70,000 | 79 |
| Other Fiduciary Accounts | $0 | 236 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,263,000 | 31 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Number of Non-Managed Accounts | $215,000 | 180 |
| Personal Trust and Agency Accounts | $19,000 | 299 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $56,000 | 100 |
| Employee Benefit-defined Benefit Accounts | $0 | 180 |
| Number non-managed other employee benefit and retirement-related accounts | $76,000 | 158 |
| Corporate Trust and Agency Accounts | $0 | 275 |
| Number of investment management and advisory agency accounts, non-managed assets | $63,000 | 33 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 144 |
| Other Fiduciary Accounts | $0 | 217 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $752,000 | 67 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $459,000 | 44 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,908,000 | 86 |
| Number of Managed Accounts | $2,693,000 | 66 |
| Personal Trust and Agency Accounts | $716,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 189 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 149 |
| Number of other employee benefit and retirement-related accounts | $1,224,000 | 31 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $672,000 | 81 |
| Number of foundation and endowment trust and agency accounts, managed assets | $71,000 | 78 |
| 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 | $1,224,000 | 29 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $215,000 | 142 |
| Personal Trust and Agency Accounts | $19,000 | 164 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $56,000 | 96 |
| Employee Benefit-defined Benefit Accounts | $0 | 143 |
| Number non-managed other employee benefit and retirement-related accounts | $75,000 | 102 |
| Corporate Trust and Agency Accounts | $0 | 144 |
| Number of investment management and advisory agency accounts, non-managed assets | $64,000 | 31 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 121 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $733,000 | 58 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $448,000 | 38 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,850,000 | 85 |
| Number of Managed Accounts | $2,614,000 | 65 |
| Personal Trust and Agency Accounts | $708,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 186 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 152 |
| Number of other employee benefit and retirement-related accounts | $1,188,000 | 30 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $640,000 | 81 |
| Number of foundation and endowment trust and agency accounts, managed assets | $68,000 | 80 |
| 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 | $1,188,000 | 29 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $236,000 | 135 |
| Personal Trust and Agency Accounts | $20,000 | 160 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $57,000 | 90 |
| Employee Benefit-defined Benefit Accounts | $0 | 143 |
| Number non-managed other employee benefit and retirement-related accounts | $77,000 | 103 |
| Corporate Trust and Agency Accounts | $0 | 147 |
| Number of investment management and advisory agency accounts, non-managed assets | $81,000 | 28 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 120 |
| Other Fiduciary Accounts | $0 | 110 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $683,000 | 60 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $414,000 | 41 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,829,000 | 87 |
| Number of Managed Accounts | $2,581,000 | 68 |
| Personal Trust and Agency Accounts | $703,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 197 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 153 |
| Number of other employee benefit and retirement-related accounts | $1,171,000 | 29 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $631,000 | 82 |
| Number of foundation and endowment trust and agency accounts, managed assets | $67,000 | 80 |
| 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 | $1,171,000 | 28 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $248,000 | 137 |
| Personal Trust and Agency Accounts | $20,000 | 160 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $58,000 | 94 |
| Employee Benefit-defined Benefit Accounts | $0 | 145 |
| Number non-managed other employee benefit and retirement-related accounts | $78,000 | 105 |
| Corporate Trust and Agency Accounts | $0 | 143 |
| Number of investment management and advisory agency accounts, non-managed assets | $91,000 | 25 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 115 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $676,000 | 58 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $405,000 | 44 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,794,000 | 90 |
| Number of Managed Accounts | $2,545,000 | 70 |
| Personal Trust and Agency Accounts | $696,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 236 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 168 |
| Number of other employee benefit and retirement-related accounts | $1,149,000 | 28 |
| Corporate Trust and Agency Accounts | $0 | 208 |
| Number of managed investment management and investment advisory agency accounts | $623,000 | 79 |
| Number of foundation and endowment trust and agency accounts, managed assets | $68,000 | 77 |
| Other Fiduciary Accounts | $0 | 240 |
| 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 | $0 | 66 |
| Number of Non-Managed Accounts | $249,000 | 172 |
| Personal Trust and Agency Accounts | $22,000 | 278 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $57,000 | 106 |
| Employee Benefit-defined Benefit Accounts | $0 | 188 |
| Number non-managed other employee benefit and retirement-related accounts | $76,000 | 163 |
| Corporate Trust and Agency Accounts | $0 | 294 |
| Number of investment management and advisory agency accounts, non-managed assets | $93,000 | 26 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 140 |
| Other Fiduciary Accounts | $0 | 215 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $655,000 | 65 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $383,000 | 59 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,774,000 | 89 |
| Number of Managed Accounts | $2,525,000 | 70 |
| Personal Trust and Agency Accounts | $695,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 201 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 146 |
| Number of other employee benefit and retirement-related accounts | $1,136,000 | 28 |
| Corporate Trust and Agency Accounts | $0 | 92 |
| Number of managed investment management and investment advisory agency accounts | $622,000 | 78 |
| Number of foundation and endowment trust and agency accounts, managed assets | $63,000 | 78 |
| 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 | $1,136,000 | 27 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $249,000 | 138 |
| Personal Trust and Agency Accounts | $22,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $58,000 | 97 |
| Employee Benefit-defined Benefit Accounts | $0 | 142 |
| Number non-managed other employee benefit and retirement-related accounts | $74,000 | 110 |
| Corporate Trust and Agency Accounts | $0 | 145 |
| Number of investment management and advisory agency accounts, non-managed assets | $94,000 | 25 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 118 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $573,000 | 60 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $310,000 | 53 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,741,000 | 89 |
| Number of Managed Accounts | $2,490,000 | 71 |
| Personal Trust and Agency Accounts | $692,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 205 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 147 |
| Number of other employee benefit and retirement-related accounts | $1,110,000 | 27 |
| Corporate Trust and Agency Accounts | $0 | 93 |
| Number of managed investment management and investment advisory agency accounts | $616,000 | 78 |
| Number of foundation and endowment trust and agency accounts, managed assets | $63,000 | 78 |
| Other Fiduciary Accounts | $0 | 119 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,110,000 | 26 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $251,000 | 139 |
| Personal Trust and Agency Accounts | $22,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $58,000 | 98 |
| Employee Benefit-defined Benefit Accounts | $0 | 145 |
| Number non-managed other employee benefit and retirement-related accounts | $73,000 | 110 |
| Corporate Trust and Agency Accounts | $0 | 143 |
| Number of investment management and advisory agency accounts, non-managed assets | $97,000 | 25 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 119 |
| Other Fiduciary Accounts | $0 | 104 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $560,000 | 59 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $298,000 | 56 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,694,000 | 88 |
| Number of Managed Accounts | $2,442,000 | 70 |
| Personal Trust and Agency Accounts | $695,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 202 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 149 |
| Number of other employee benefit and retirement-related accounts | $1,077,000 | 29 |
| Corporate Trust and Agency Accounts | $0 | 93 |
| Number of managed investment management and investment advisory agency accounts | $601,000 | 79 |
| Number of foundation and endowment trust and agency accounts, managed assets | $60,000 | 79 |
| 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 | $1,077,000 | 26 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $252,000 | 140 |
| Personal Trust and Agency Accounts | $23,000 | 145 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $57,000 | 98 |
| Employee Benefit-defined Benefit Accounts | $0 | 148 |
| Number non-managed other employee benefit and retirement-related accounts | $73,000 | 117 |
| Corporate Trust and Agency Accounts | $0 | 140 |
| Number of investment management and advisory agency accounts, non-managed assets | $98,000 | 24 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 119 |
| Other Fiduciary Accounts | $0 | 110 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $532,000 | 60 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $271,000 | 64 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,690,000 | 89 |
| Number of Managed Accounts | $2,427,000 | 70 |
| Personal Trust and Agency Accounts | $687,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 226 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 173 |
| Number of other employee benefit and retirement-related accounts | $1,067,000 | 29 |
| Corporate Trust and Agency Accounts | $0 | 221 |
| Number of managed investment management and investment advisory agency accounts | $602,000 | 77 |
| Number of foundation and endowment trust and agency accounts, managed assets | $61,000 | 77 |
| Other Fiduciary Accounts | $0 | 246 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,067,000 | 26 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 71 |
| Number of Non-Managed Accounts | $263,000 | 179 |
| Personal Trust and Agency Accounts | $23,000 | 270 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $58,000 | 108 |
| Employee Benefit-defined Benefit Accounts | $0 | 200 |
| Number non-managed other employee benefit and retirement-related accounts | $82,000 | 176 |
| Corporate Trust and Agency Accounts | $0 | 295 |
| Number of investment management and advisory agency accounts, non-managed assets | $99,000 | 21 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 142 |
| Other Fiduciary Accounts | $0 | 221 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $506,000 | 74 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $253,000 | 88 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,643,000 | 87 |
| Number of Managed Accounts | $2,373,000 | 70 |
| Personal Trust and Agency Accounts | $671,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 190 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 151 |
| Number of other employee benefit and retirement-related accounts | $1,048,000 | 30 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $586,000 | 78 |
| Number of foundation and endowment trust and agency accounts, managed assets | $58,000 | 84 |
| 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 | $1,048,000 | 28 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $270,000 | 128 |
| Personal Trust and Agency Accounts | $30,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $60,000 | 94 |
| Employee Benefit-defined Benefit Accounts | $0 | 147 |
| Number non-managed other employee benefit and retirement-related accounts | $82,000 | 100 |
| Corporate Trust and Agency Accounts | $0 | 131 |
| Number of investment management and advisory agency accounts, non-managed assets | $97,000 | 19 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 108 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $505,000 | 60 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $250,000 | 62 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,614,000 | 87 |
| Number of Managed Accounts | $2,350,000 | 68 |
| Personal Trust and Agency Accounts | $663,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 194 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 150 |
| Number of other employee benefit and retirement-related accounts | $1,041,000 | 30 |
| Corporate Trust and Agency Accounts | $0 | 85 |
| Number of managed investment management and investment advisory agency accounts | $579,000 | 79 |
| Number of foundation and endowment trust and agency accounts, managed assets | $57,000 | 86 |
| 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 | $1,041,000 | 28 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $264,000 | 131 |
| Personal Trust and Agency Accounts | $30,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $60,000 | 100 |
| Employee Benefit-defined Benefit Accounts | $0 | 145 |
| Number non-managed other employee benefit and retirement-related accounts | $77,000 | 109 |
| Corporate Trust and Agency Accounts | $0 | 137 |
| Number of investment management and advisory agency accounts, non-managed assets | $96,000 | 19 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 107 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $499,000 | 63 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $235,000 | 63 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,596,000 | 87 |
| Number of Managed Accounts | $2,330,000 | 69 |
| Personal Trust and Agency Accounts | $664,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 194 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 153 |
| Number of other employee benefit and retirement-related accounts | $1,030,000 | 30 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $571,000 | 79 |
| Number of foundation and endowment trust and agency accounts, managed assets | $55,000 | 85 |
| 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 | $1,030,000 | 28 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $266,000 | 130 |
| Personal Trust and Agency Accounts | $30,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $60,000 | 100 |
| Employee Benefit-defined Benefit Accounts | $0 | 149 |
| Number non-managed other employee benefit and retirement-related accounts | $78,000 | 108 |
| Corporate Trust and Agency Accounts | $0 | 139 |
| Number of investment management and advisory agency accounts, non-managed assets | $97,000 | 20 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 109 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $490,000 | 63 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $226,000 | 58 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,579,000 | 89 |
| Number of Managed Accounts | $2,313,000 | 69 |
| Personal Trust and Agency Accounts | $666,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 246 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 177 |
| Number of other employee benefit and retirement-related accounts | $1,023,000 | 29 |
| Corporate Trust and Agency Accounts | $0 | 226 |
| Number of managed investment management and investment advisory agency accounts | $565,000 | 80 |
| Number of foundation and endowment trust and agency accounts, managed assets | $50,000 | 91 |
| 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 | $1,023,000 | 27 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 67 |
| Number of Non-Managed Accounts | $266,000 | 169 |
| Personal Trust and Agency Accounts | $31,000 | 225 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $61,000 | 109 |
| Employee Benefit-defined Benefit Accounts | $0 | 200 |
| Number non-managed other employee benefit and retirement-related accounts | $76,000 | 186 |
| Corporate Trust and Agency Accounts | $0 | 326 |
| Number of investment management and advisory agency accounts, non-managed assets | $97,000 | 18 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 136 |
| Other Fiduciary Accounts | $0 | 233 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $486,000 | 74 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $219,000 | 88 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,582,000 | 87 |
| Number of Managed Accounts | $2,322,000 | 71 |
| Personal Trust and Agency Accounts | $659,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 197 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 155 |
| Number of other employee benefit and retirement-related accounts | $1,031,000 | 30 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $572,000 | 77 |
| Number of foundation and endowment trust and agency accounts, managed assets | $50,000 | 86 |
| 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 | $1,031,000 | 29 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $260,000 | 133 |
| Personal Trust and Agency Accounts | $29,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $60,000 | 98 |
| Employee Benefit-defined Benefit Accounts | $0 | 153 |
| Number non-managed other employee benefit and retirement-related accounts | $70,000 | 114 |
| Corporate Trust and Agency Accounts | $0 | 146 |
| Number of investment management and advisory agency accounts, non-managed assets | $100,000 | 14 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 109 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $480,000 | 66 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $209,000 | 59 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,549,000 | 89 |
| Number of Managed Accounts | $2,293,000 | 72 |
| Personal Trust and Agency Accounts | $654,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 198 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 160 |
| Number of other employee benefit and retirement-related accounts | $1,007,000 | 31 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $574,000 | 81 |
| Number of foundation and endowment trust and agency accounts, managed assets | $48,000 | 88 |
| 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 | $1,007,000 | 29 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $256,000 | 137 |
| Personal Trust and Agency Accounts | $28,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $61,000 | 97 |
| Employee Benefit-defined Benefit Accounts | $0 | 154 |
| Number non-managed other employee benefit and retirement-related accounts | $68,000 | 117 |
| Corporate Trust and Agency Accounts | $0 | 146 |
| Number of investment management and advisory agency accounts, non-managed assets | $98,000 | 15 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 107 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $487,000 | 66 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $207,000 | 57 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,516,000 | 88 |
| Number of Managed Accounts | $2,260,000 | 71 |
| Personal Trust and Agency Accounts | $641,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 178 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 191 |
| Number of other employee benefit and retirement-related accounts | $995,000 | 30 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $567,000 | 81 |
| Number of foundation and endowment trust and agency accounts, managed assets | $45,000 | 94 |
| 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 | $995,000 | 28 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $256,000 | 137 |
| Personal Trust and Agency Accounts | $25,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $57,000 | 101 |
| Employee Benefit-defined Benefit Accounts | $0 | 155 |
| Number non-managed other employee benefit and retirement-related accounts | $70,000 | 116 |
| Corporate Trust and Agency Accounts | $0 | 150 |
| Number of investment management and advisory agency accounts, non-managed assets | $103,000 | 15 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 106 |
| Other Fiduciary Accounts | $0 | 109 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $488,000 | 66 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $209,000 | 57 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,473,000 | 94 |
| Number of Managed Accounts | $2,216,000 | 75 |
| Personal Trust and Agency Accounts | $638,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 245 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 240 |
| Number of other employee benefit and retirement-related accounts | $967,000 | 31 |
| Corporate Trust and Agency Accounts | $0 | 246 |
| Number of managed investment management and investment advisory agency accounts | $556,000 | 82 |
| Number of foundation and endowment trust and agency accounts, managed assets | $45,000 | 99 |
| 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 | $967,000 | 29 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 79 |
| Number of Non-Managed Accounts | $257,000 | 183 |
| Personal Trust and Agency Accounts | $25,000 | 267 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $59,000 | 112 |
| Employee Benefit-defined Benefit Accounts | $0 | 217 |
| Number non-managed other employee benefit and retirement-related accounts | $70,000 | 199 |
| Corporate Trust and Agency Accounts | $0 | 347 |
| Number of investment management and advisory agency accounts, non-managed assets | $102,000 | 17 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 138 |
| Other Fiduciary Accounts | $0 | 239 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $464,000 | 71 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $199,000 | 90 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,444,000 | 89 |
| Number of Managed Accounts | $2,191,000 | 76 |
| Personal Trust and Agency Accounts | $641,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 210 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 189 |
| Number of other employee benefit and retirement-related accounts | $952,000 | 31 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $545,000 | 80 |
| Number of foundation and endowment trust and agency accounts, managed assets | $45,000 | 91 |
| 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 | $952,000 | 29 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $253,000 | 144 |
| Personal Trust and Agency Accounts | $25,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $53,000 | 115 |
| Employee Benefit-defined Benefit Accounts | $0 | 151 |
| Number non-managed other employee benefit and retirement-related accounts | $70,000 | 114 |
| Corporate Trust and Agency Accounts | $0 | 159 |
| Number of investment management and advisory agency accounts, non-managed assets | $104,000 | 16 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 103 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $455,000 | 66 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $187,000 | 62 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,424,000 | 91 |
| Number of Managed Accounts | $2,169,000 | 74 |
| Personal Trust and Agency Accounts | $634,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 208 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 189 |
| Number of other employee benefit and retirement-related accounts | $949,000 | 29 |
| Corporate Trust and Agency Accounts | $0 | 95 |
| Number of managed investment management and investment advisory agency accounts | $535,000 | 82 |
| Number of foundation and endowment trust and agency accounts, managed assets | $43,000 | 93 |
| 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 | $0 | 307 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $255,000 | 143 |
| Personal Trust and Agency Accounts | $24,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $52,000 | 115 |
| Employee Benefit-defined Benefit Accounts | $0 | 156 |
| Number non-managed other employee benefit and retirement-related accounts | $75,000 | 106 |
| Corporate Trust and Agency Accounts | $0 | 164 |
| Number of investment management and advisory agency accounts, non-managed assets | $103,000 | 15 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 102 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $447,000 | 67 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $116,000 | 84 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,396,000 | 92 |
| Number of Managed Accounts | $2,142,000 | 74 |
| Personal Trust and Agency Accounts | $627,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 203 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 188 |
| Number of other employee benefit and retirement-related accounts | $936,000 | 28 |
| Corporate Trust and Agency Accounts | $0 | 91 |
| Number of managed investment management and investment advisory agency accounts | $526,000 | 81 |
| Number of foundation and endowment trust and agency accounts, managed assets | $44,000 | 92 |
| 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 | $0 | 310 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $254,000 | 146 |
| Personal Trust and Agency Accounts | $23,000 | 143 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $51,000 | 118 |
| Employee Benefit-defined Benefit Accounts | $0 | 155 |
| Number non-managed other employee benefit and retirement-related accounts | $77,000 | 101 |
| Corporate Trust and Agency Accounts | $0 | 163 |
| Number of investment management and advisory agency accounts, non-managed assets | $102,000 | 15 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 105 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $448,000 | 69 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $117,000 | 85 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,274,000 | 100 |
| Number of Managed Accounts | $2,021,000 | 81 |
| Personal Trust and Agency Accounts | $617,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 276 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 161 |
| Number of other employee benefit and retirement-related accounts | $837,000 | 34 |
| Corporate Trust and Agency Accounts | $0 | 253 |
| Number of managed investment management and investment advisory agency accounts | $515,000 | 85 |
| Number of foundation and endowment trust and agency accounts, managed assets | $42,000 | 96 |
| 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 | $0 | 655 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 82 |
| Number of Non-Managed Accounts | $253,000 | 196 |
| Personal Trust and Agency Accounts | $24,000 | 283 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $50,000 | 134 |
| Employee Benefit-defined Benefit Accounts | $0 | 225 |
| Number non-managed other employee benefit and retirement-related accounts | $76,000 | 185 |
| Corporate Trust and Agency Accounts | $0 | 372 |
| Number of investment management and advisory agency accounts, non-managed assets | $102,000 | 14 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 139 |
| Other Fiduciary Accounts | $0 | 229 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $465,000 | 74 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $123,000 | 161 |
| 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 | $2,333,000 | 96 |
| Number of Managed Accounts | $2,175,000 | 73 |
| Personal Trust and Agency Accounts | $643,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 197 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 164 |
| Number of other employee benefit and retirement-related accounts | $925,000 | 34 |
| Corporate Trust and Agency Accounts | $0 | 98 |
| Number of managed investment management and investment advisory agency accounts | $597,000 | 79 |
| 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 | $158,000 | 175 |
| Personal Trust and Agency Accounts | $32,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $49,000 | 121 |
| Employee Benefit-defined Benefit Accounts | $0 | 156 |
| Number non-managed other employee benefit and retirement-related accounts | $77,000 | 109 |
| Corporate Trust and Agency Accounts | $0 | 163 |
| 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 | $485,000 | 69 |
| 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 | $2,358,000 | 96 |
| Number of Managed Accounts | $2,195,000 | 76 |
| Personal Trust and Agency Accounts | $633,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 206 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 164 |
| Number of other employee benefit and retirement-related accounts | $967,000 | 34 |
| Corporate Trust and Agency Accounts | $0 | 100 |
| Number of managed investment management and investment advisory agency accounts | $585,000 | 80 |
| 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 | $163,000 | 182 |
| Personal Trust and Agency Accounts | $36,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $48,000 | 124 |
| Employee Benefit-defined Benefit Accounts | $0 | 155 |
| Number non-managed other employee benefit and retirement-related accounts | $79,000 | 113 |
| Corporate Trust and Agency Accounts | $0 | 164 |
| 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 | $489,000 | 72 |
| 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 | $2,347,000 | 95 |
| Number of Managed Accounts | $2,184,000 | 76 |
| Personal Trust and Agency Accounts | $613,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 213 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 164 |
| Number of other employee benefit and retirement-related accounts | $993,000 | 34 |
| Corporate Trust and Agency Accounts | $0 | 99 |
| Number of managed investment management and investment advisory agency accounts | $569,000 | 82 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 119 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $163,000 | 177 |
| Personal Trust and Agency Accounts | $36,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $48,000 | 126 |
| Employee Benefit-defined Benefit Accounts | $0 | 154 |
| Number non-managed other employee benefit and retirement-related accounts | $79,000 | 110 |
| Corporate Trust and Agency Accounts | $0 | 163 |
| 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 | $482,000 | 73 |
| 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 | $2,392,000 | 102 |
| Number of Managed Accounts | $2,226,000 | 79 |
| Personal Trust and Agency Accounts | $608,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 284 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 162 |
| Number of other employee benefit and retirement-related accounts | $1,101,000 | 33 |
| Corporate Trust and Agency Accounts | $0 | 267 |
| Number of managed investment management and investment advisory agency accounts | $506,000 | 97 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 285 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $166,000 | 254 |
| Personal Trust and Agency Accounts | $38,000 | 231 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $50,000 | 140 |
| Employee Benefit-defined Benefit Accounts | $0 | 235 |
| Number non-managed other employee benefit and retirement-related accounts | $78,000 | 197 |
| Corporate Trust and Agency Accounts | $0 | 375 |
| 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 | $565,000 | 78 |
| 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 | $2,498,000 | 95 |
| Number of Managed Accounts | $2,329,000 | 73 |
| Personal Trust and Agency Accounts | $599,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 218 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 142 |
| Number of other employee benefit and retirement-related accounts | $1,204,000 | 30 |
| Corporate Trust and Agency Accounts | $0 | 108 |
| Number of managed investment management and investment advisory agency accounts | $515,000 | 93 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 120 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $169,000 | 179 |
| Personal Trust and Agency Accounts | $39,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $50,000 | 121 |
| Employee Benefit-defined Benefit Accounts | $0 | 163 |
| Number non-managed other employee benefit and retirement-related accounts | $80,000 | 117 |
| Corporate Trust and Agency Accounts | $0 | 174 |
| 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 | $557,000 | 70 |
| 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 | $2,583,000 | 95 |
| Number of Managed Accounts | $2,437,000 | 73 |
| Personal Trust and Agency Accounts | $627,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 222 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 144 |
| Number of other employee benefit and retirement-related accounts | $1,272,000 | 27 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $527,000 | 94 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 123 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $146,000 | 195 |
| Personal Trust and Agency Accounts | $13,000 | 207 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $49,000 | 133 |
| Employee Benefit-defined Benefit Accounts | $0 | 167 |
| Number non-managed other employee benefit and retirement-related accounts | $84,000 | 113 |
| Corporate Trust and Agency Accounts | $0 | 177 |
| 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 | $565,000 | 73 |
| 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 | $2,600,000 | 93 |
| Number of Managed Accounts | $2,454,000 | 75 |
| Personal Trust and Agency Accounts | $615,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 218 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 145 |
| Number of other employee benefit and retirement-related accounts | $1,297,000 | 27 |
| Corporate Trust and Agency Accounts | $0 | 103 |
| Number of managed investment management and investment advisory agency accounts | $530,000 | 93 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 128 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $146,000 | 195 |
| Personal Trust and Agency Accounts | $11,000 | 216 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $47,000 | 133 |
| Employee Benefit-defined Benefit Accounts | $0 | 174 |
| Number non-managed other employee benefit and retirement-related accounts | $88,000 | 111 |
| Corporate Trust and Agency Accounts | $0 | 179 |
| 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 | $573,000 | 73 |
| 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 | $2,610,000 | 96 |
| Number of Managed Accounts | $2,472,000 | 70 |
| Personal Trust and Agency Accounts | $617,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 300 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 188 |
| Number of other employee benefit and retirement-related accounts | $1,313,000 | 27 |
| Corporate Trust and Agency Accounts | $0 | 273 |
| Number of managed investment management and investment advisory agency accounts | $531,000 | 89 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 300 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $138,000 | 298 |
| Personal Trust and Agency Accounts | $10,000 | 484 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $45,000 | 155 |
| Employee Benefit-defined Benefit Accounts | $0 | 244 |
| Number non-managed other employee benefit and retirement-related accounts | $83,000 | 188 |
| 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 | $569,000 | 77 |
| 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 | $2,598,000 | 88 |
| Number of Managed Accounts | $2,457,000 | 68 |
| Personal Trust and Agency Accounts | $608,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 219 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 193 |
| Number of other employee benefit and retirement-related accounts | $1,316,000 | 26 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $523,000 | 90 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 121 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $141,000 | 192 |
| Personal Trust and Agency Accounts | $10,000 | 212 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $43,000 | 142 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 136 |
| Number non-managed other employee benefit and retirement-related accounts | $87,000 | 106 |
| 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 | $583,000 | 67 |
| 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 | $2,572,000 | 89 |
| Number of Managed Accounts | $2,440,000 | 69 |
| Personal Trust and Agency Accounts | $593,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 224 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 195 |
| Number of other employee benefit and retirement-related accounts | $1,308,000 | 25 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $529,000 | 85 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 124 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $132,000 | 208 |
| Personal Trust and Agency Accounts | $6,000 | 258 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $42,000 | 147 |
| Employee Benefit-defined Benefit Accounts | $0 | 174 |
| Number non-managed other employee benefit and retirement-related accounts | $84,000 | 110 |
| 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 | $580,000 | 73 |
| 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 | $2,549,000 | 88 |
| Number of Managed Accounts | $2,413,000 | 67 |
| Personal Trust and Agency Accounts | $582,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $51,000 | 106 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 198 |
| Number of other employee benefit and retirement-related accounts | $1,275,000 | 24 |
| Corporate Trust and Agency Accounts | $0 | 102 |
| Number of managed investment management and investment advisory agency accounts | $504,000 | 87 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 119 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $136,000 | 209 |
| Personal Trust and Agency Accounts | $6,000 | 266 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $42,000 | 153 |
| Employee Benefit-defined Benefit Accounts | $0 | 175 |
| Number non-managed other employee benefit and retirement-related accounts | $88,000 | 108 |
| 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 | $565,000 | 70 |
| 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 | $2,542,000 | 92 |
| Number of Managed Accounts | $2,494,000 | 66 |
| Personal Trust and Agency Accounts | $586,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $51,000 | 119 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 267 |
| Number of other employee benefit and retirement-related accounts | $1,363,000 | 21 |
| Corporate Trust and Agency Accounts | $0 | 281 |
| Number of managed investment management and investment advisory agency accounts | $493,000 | 90 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 293 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $48,000 | 567 |
| Personal Trust and Agency Accounts | $6,000 | 599 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $42,000 | 177 |
| Employee Benefit-defined Benefit Accounts | $0 | 260 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 854 |
| 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 | $568,000 | 77 |
| 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 | $2,532,000 | 95 |
| Number of Managed Accounts | $2,481,000 | 71 |
| Personal Trust and Agency Accounts | $583,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $52,000 | 103 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 202 |
| Number of other employee benefit and retirement-related accounts | $1,373,000 | 17 |
| Corporate Trust and Agency Accounts | $0 | 101 |
| Number of managed investment management and investment advisory agency accounts | $472,000 | 96 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 122 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $51,000 | 281 |
| Personal Trust and Agency Accounts | $5,000 | 270 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $45,000 | 149 |
| Employee Benefit-defined Benefit Accounts | $0 | 176 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 313 |
| 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 | $564,000 | 68 |
| 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 | $2,345,000 | 104 |
| Number of Managed Accounts | $2,343,000 | 79 |
| Personal Trust and Agency Accounts | $424,000 | 166 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $49,000 | 108 |
| Employee Benefit-defined Benefit Accounts | $0 | 248 |
| Number of other employee benefit and retirement-related accounts | $1,429,000 | 16 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $441,000 | 110 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 130 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,000 | 402 |
| Personal Trust and Agency Accounts | $2,000 | 316 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 326 |
| Employee Benefit-defined Benefit Accounts | $0 | 185 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 331 |
| 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 | $553,000 | 70 |
| 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 | $2,340,000 | 105 |
| Number of Managed Accounts | $2,337,000 | 75 |
| Personal Trust and Agency Accounts | $422,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $47,000 | 116 |
| Employee Benefit-defined Benefit Accounts | $0 | 249 |
| Number of other employee benefit and retirement-related accounts | $1,438,000 | 15 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $430,000 | 111 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 139 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,000 | 406 |
| Personal Trust and Agency Accounts | $3,000 | 304 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 329 |
| Employee Benefit-defined Benefit Accounts | $0 | 185 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 333 |
| 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 | $536,000 | 72 |
| 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 | $2,358,000 | 108 |
| Number of Managed Accounts | $2,355,000 | 76 |
| Personal Trust and Agency Accounts | $413,000 | 170 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $48,000 | 129 |
| Employee Benefit-defined Benefit Accounts | $0 | 446 |
| Number of other employee benefit and retirement-related accounts | $1,472,000 | 15 |
| Corporate Trust and Agency Accounts | $0 | 303 |
| Number of managed investment management and investment advisory agency accounts | $422,000 | 103 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 320 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,000 | 1,165 |
| Personal Trust and Agency Accounts | $3,000 | 729 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 690 |
| Employee Benefit-defined Benefit Accounts | $0 | 282 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 867 |
| 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 | $527,000 | 81 |
| 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 | $2,390,000 | 102 |
| Number of Managed Accounts | $2,387,000 | 75 |
| Personal Trust and Agency Accounts | $398,000 | 166 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $47,000 | 118 |
| Employee Benefit-defined Benefit Accounts | $0 | 246 |
| Number of other employee benefit and retirement-related accounts | $1,527,000 | 14 |
| Corporate Trust and Agency Accounts | $0 | 110 |
| Number of managed investment management and investment advisory agency accounts | $415,000 | 105 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 135 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,000 | 392 |
| Personal Trust and Agency Accounts | $3,000 | 289 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 332 |
| Employee Benefit-defined Benefit Accounts | $0 | 188 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 324 |
| 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 | $507,000 | 74 |
| 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 | $2,435,000 | 101 |
| Number of Managed Accounts | $2,432,000 | 73 |
| Personal Trust and Agency Accounts | $383,000 | 172 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $46,000 | 128 |
| Employee Benefit-defined Benefit Accounts | $0 | 251 |
| Number of other employee benefit and retirement-related accounts | $1,585,000 | 14 |
| Corporate Trust and Agency Accounts | $0 | 114 |
| Number of managed investment management and investment advisory agency accounts | $418,000 | 102 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 140 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,000 | 408 |
| Personal Trust and Agency Accounts | $3,000 | 302 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 346 |
| Employee Benefit-defined Benefit Accounts | $0 | 181 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 335 |
| 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 | $502,000 | 71 |
| 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 | $2,518,000 | 105 |
| Number of Managed Accounts | $2,516,000 | 76 |
| Personal Trust and Agency Accounts | $379,000 | 175 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $47,000 | 128 |
| Employee Benefit-defined Benefit Accounts | $0 | 254 |
| Number of other employee benefit and retirement-related accounts | $1,681,000 | 16 |
| Corporate Trust and Agency Accounts | $0 | 116 |
| Number of managed investment management and investment advisory agency accounts | $409,000 | 100 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 144 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,000 | 415 |
| Personal Trust and Agency Accounts | $2,000 | 320 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 342 |
| Employee Benefit-defined Benefit Accounts | $0 | 184 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 336 |
| 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 | $506,000 | 76 |
| 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 | $2,624,000 | 112 |
| Number of Managed Accounts | $2,622,000 | 77 |
| Personal Trust and Agency Accounts | $375,000 | 182 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $43,000 | 150 |
| Employee Benefit-defined Benefit Accounts | $0 | 445 |
| Number of other employee benefit and retirement-related accounts | $1,813,000 | 13 |
| Corporate Trust and Agency Accounts | $0 | 312 |
| Number of managed investment management and investment advisory agency accounts | $391,000 | 103 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 337 |
| 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 | $2,000 | 1,214 |
| Personal Trust and Agency Accounts | $2,000 | 793 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 701 |
| Employee Benefit-defined Benefit Accounts | $0 | 292 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 864 |
| 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 | $509,000 | 79 |
| 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 | $2,707,000 | 102 |
| Number of Managed Accounts | $2,705,000 | 70 |
| Personal Trust and Agency Accounts | $377,000 | 175 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $44,000 | 132 |
| Employee Benefit-defined Benefit Accounts | $0 | 243 |
| Number of other employee benefit and retirement-related accounts | $1,895,000 | 14 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $389,000 | 97 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| 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 | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,000 | 407 |
| Personal Trust and Agency Accounts | $2,000 | 316 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 334 |
| Employee Benefit-defined Benefit Accounts | $0 | 189 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 327 |
| 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 | $515,000 | 80 |
| 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 | $2,760,000 | 100 |
| Number of Managed Accounts | $2,758,000 | 68 |
| Personal Trust and Agency Accounts | $377,000 | 179 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $43,000 | 140 |
| Employee Benefit-defined Benefit Accounts | $0 | 247 |
| Number of other employee benefit and retirement-related accounts | $1,951,000 | 14 |
| Corporate Trust and Agency Accounts | $0 | 113 |
| Number of managed investment management and investment advisory agency accounts | $387,000 | 94 |
| 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 | $2,000 | 412 |
| Personal Trust and Agency Accounts | $2,000 | 322 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 343 |
| Employee Benefit-defined Benefit Accounts | $0 | 195 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 338 |
| 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 | $515,000 | 77 |
| 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 | $2,830,000 | 100 |
| Number of Managed Accounts | $2,828,000 | 67 |
| Personal Trust and Agency Accounts | $376,000 | 181 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $43,000 | 140 |
| Employee Benefit-defined Benefit Accounts | $0 | 247 |
| Number of other employee benefit and retirement-related accounts | $2,030,000 | 13 |
| Corporate Trust and Agency Accounts | $0 | 110 |
| Number of managed investment management and investment advisory agency accounts | $379,000 | 97 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 130 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,000 | 418 |
| Personal Trust and Agency Accounts | $2,000 | 328 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 347 |
| Employee Benefit-defined Benefit Accounts | $0 | 195 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 340 |
| 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 | $499,000 | 78 |
| 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 | $2,876,000 | 105 |
| Number of Managed Accounts | $2,874,000 | 72 |
| Personal Trust and Agency Accounts | $367,000 | 201 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $45,000 | 161 |
| Employee Benefit-defined Benefit Accounts | $0 | 450 |
| Number of other employee benefit and retirement-related accounts | $2,089,000 | 13 |
| Corporate Trust and Agency Accounts | $0 | 340 |
| Number of managed investment management and investment advisory agency accounts | $373,000 | 101 |
| 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 | $2,000 | 1,245 |
| Personal Trust and Agency Accounts | $2,000 | 816 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 727 |
| Employee Benefit-defined Benefit Accounts | $0 | 304 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 880 |
| 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 | $496,000 | 86 |
| 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 | $2,877,000 | 104 |
| Number of Managed Accounts | $2,875,000 | 68 |
| Personal Trust and Agency Accounts | $357,000 | 201 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $46,000 | 151 |
| Employee Benefit-defined Benefit Accounts | $0 | 256 |
| Number of other employee benefit and retirement-related accounts | $2,104,000 | 10 |
| Corporate Trust and Agency Accounts | $0 | 121 |
| Number of managed investment management and investment advisory agency accounts | $368,000 | 99 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 143 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,000 | 425 |
| Personal Trust and Agency Accounts | $2,000 | 336 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 351 |
| Employee Benefit-defined Benefit Accounts | $0 | 213 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 350 |
| Corporate Trust and Agency Accounts | $0 | 209 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 152 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $494,000 | 79 |
| 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 | $2,867,000 | 104 |
| Number of Managed Accounts | $2,865,000 | 69 |
| Personal Trust and Agency Accounts | $359,000 | 204 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $42,000 | 167 |
| Employee Benefit-defined Benefit Accounts | $0 | 257 |
| Number of other employee benefit and retirement-related accounts | $2,100,000 | 11 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of managed investment management and investment advisory agency accounts | $364,000 | 98 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 151 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,000 | 432 |
| Personal Trust and Agency Accounts | $2,000 | 342 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 354 |
| Employee Benefit-defined Benefit Accounts | $0 | 214 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 350 |
| Corporate Trust and Agency Accounts | $0 | 211 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 161 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $490,000 | 79 |
| 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 | $2,871,000 | 107 |
| Number of Managed Accounts | $2,871,000 | 73 |
| Personal Trust and Agency Accounts | $354,000 | 212 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $42,000 | 174 |
| Employee Benefit-defined Benefit Accounts | $0 | 261 |
| Number of other employee benefit and retirement-related accounts | $2,110,000 | 9 |
| Corporate Trust and Agency Accounts | $0 | 138 |
| Number of managed investment management and investment advisory agency accounts | $365,000 | 101 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 156 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 460 |
| Personal Trust and Agency Accounts | $0 | 390 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 359 |
| Employee Benefit-defined Benefit Accounts | $0 | 215 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 355 |
| Corporate Trust and Agency Accounts | $0 | 216 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 158 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $486,000 | 80 |
| 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 | $2,885,000 | 110 |
| Number of Managed Accounts | $2,885,000 | 76 |
| Personal Trust and Agency Accounts | $349,000 | 224 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $43,000 | 201 |
| Employee Benefit-defined Benefit Accounts | $0 | 477 |
| Number of other employee benefit and retirement-related accounts | $2,131,000 | 10 |
| Corporate Trust and Agency Accounts | $0 | 378 |
| Number of managed investment management and investment advisory agency accounts | $362,000 | 106 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 352 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 1,465 |
| Personal Trust and Agency Accounts | $0 | 1,072 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 764 |
| Employee Benefit-defined Benefit Accounts | $0 | 309 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 883 |
| Corporate Trust and Agency Accounts | $0 | 452 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 305 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $489,000 | 95 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,848,000 | 100 |
| Number of Managed Accounts | $2,848,000 | 70 |
| Personal Trust and Agency Accounts | $343,000 | 211 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $43,000 | 210 |
| Employee Benefit-defined Benefit Accounts | $0 | 447 |
| Number of other employee benefit and retirement-related accounts | $2,109,000 | 12 |
| Corporate Trust and Agency Accounts | $0 | 351 |
| Number of managed investment management and investment advisory agency accounts | $353,000 | 98 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 365 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 1,385 |
| Personal Trust and Agency Accounts | $0 | 999 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 726 |
| Employee Benefit-defined Benefit Accounts | $0 | 284 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 833 |
| 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 | $463,000 | 84 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |