| 2023-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $19,500,000 | 29 |
| Number of Managed Accounts | $19,153,000 | 18 |
| Personal Trust and Agency Accounts | $3,836,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $54,000 | 93 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 51 |
| Number of other employee benefit and retirement-related accounts | $5,566,000 | 21 |
| Corporate Trust and Agency Accounts | $0 | 79 |
| Number of managed investment management and investment advisory agency accounts | $9,375,000 | 14 |
| Number of foundation and endowment trust and agency accounts, managed assets | $304,000 | 29 |
| Other Fiduciary Accounts | $7,000 | 48 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,556,000 | 15 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $347,000 | 103 |
| Personal Trust and Agency Accounts | $70,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $67,000 | 63 |
| Employee Benefit-defined Benefit Accounts | $138,000 | 52 |
| Number non-managed other employee benefit and retirement-related accounts | $69,000 | 89 |
| Corporate Trust and Agency Accounts | $0 | 118 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 251 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 70 |
| Other Fiduciary Accounts | $0 | 95 |
| Memoranda |
| Custody and Safekeeping Accounts | $2,435,000 | 40 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $37,000 | 192 |
| 2023-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $19,436,000 | 28 |
| Number of Managed Accounts | $19,083,000 | 17 |
| Personal Trust and Agency Accounts | $4,262,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $23,000 | 131 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 46 |
| Number of other employee benefit and retirement-related accounts | $5,533,000 | 23 |
| Corporate Trust and Agency Accounts | $0 | 125 |
| Number of managed investment management and investment advisory agency accounts | $8,933,000 | 15 |
| Number of foundation and endowment trust and agency accounts, managed assets | $316,000 | 29 |
| Other Fiduciary Accounts | $5,000 | 63 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,521,000 | 14 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $353,000 | 105 |
| Personal Trust and Agency Accounts | $68,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $67,000 | 67 |
| Employee Benefit-defined Benefit Accounts | $141,000 | 54 |
| Number non-managed other employee benefit and retirement-related accounts | $69,000 | 131 |
| Corporate Trust and Agency Accounts | $0 | 169 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 233 |
| Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 51 |
| Other Fiduciary Accounts | $0 | 135 |
| Memoranda |
| Custody and Safekeeping Accounts | $2,477,000 | 37 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 37 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $37,000 | 212 |
| 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 | $19,402,000 | 31 |
| Number of Managed Accounts | $19,047,000 | 18 |
| Personal Trust and Agency Accounts | $4,288,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $22,000 | 92 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 47 |
| Number of other employee benefit and retirement-related accounts | $5,523,000 | 15 |
| Corporate Trust and Agency Accounts | $0 | 74 |
| Number of managed investment management and investment advisory agency accounts | $8,877,000 | 15 |
| Number of foundation and endowment trust and agency accounts, managed assets | $321,000 | 29 |
| Other Fiduciary Accounts | $5,000 | 55 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,511,000 | 15 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $355,000 | 106 |
| Personal Trust and Agency Accounts | $66,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $69,000 | 62 |
| Employee Benefit-defined Benefit Accounts | $144,000 | 14 |
| Number non-managed other employee benefit and retirement-related accounts | $69,000 | 83 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 188 |
| Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 51 |
| Other Fiduciary Accounts | $0 | 92 |
| Memoranda |
| Custody and Safekeeping Accounts | $2,491,000 | 39 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $37,000 | 151 |
| 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 | $17,219,000 | 34 |
| Number of Managed Accounts | $16,907,000 | 18 |
| Personal Trust and Agency Accounts | $3,419,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $5,000 | 198 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 51 |
| Number of other employee benefit and retirement-related accounts | $5,051,000 | 16 |
| Corporate Trust and Agency Accounts | $0 | 160 |
| Number of managed investment management and investment advisory agency accounts | $8,164,000 | 15 |
| Number of foundation and endowment trust and agency accounts, managed assets | $252,000 | 35 |
| Other Fiduciary Accounts | $5,000 | 92 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,041,000 | 16 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Number of Non-Managed Accounts | $312,000 | 125 |
| Personal Trust and Agency Accounts | $41,000 | 171 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $61,000 | 75 |
| Employee Benefit-defined Benefit Accounts | $150,000 | 14 |
| Number non-managed other employee benefit and retirement-related accounts | $57,000 | 141 |
| Corporate Trust and Agency Accounts | $0 | 212 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 360 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 79 |
| Other Fiduciary Accounts | $0 | 175 |
| Memoranda |
| Custody and Safekeeping Accounts | $2,450,000 | 44 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $25,000 | 324 |
| 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 | $17,223,000 | 33 |
| Number of Managed Accounts | $16,904,000 | 18 |
| Personal Trust and Agency Accounts | $3,486,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $5,000 | 170 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 50 |
| Number of other employee benefit and retirement-related accounts | $5,043,000 | 16 |
| Corporate Trust and Agency Accounts | $0 | 76 |
| Number of managed investment management and investment advisory agency accounts | $8,094,000 | 15 |
| Number of foundation and endowment trust and agency accounts, managed assets | $260,000 | 33 |
| Other Fiduciary Accounts | $5,000 | 56 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,033,000 | 16 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $319,000 | 114 |
| Personal Trust and Agency Accounts | $41,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $61,000 | 71 |
| Employee Benefit-defined Benefit Accounts | $151,000 | 14 |
| Number non-managed other employee benefit and retirement-related accounts | $59,000 | 92 |
| Corporate Trust and Agency Accounts | $0 | 115 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 49 |
| Other Fiduciary Accounts | $0 | 98 |
| Memoranda |
| Custody and Safekeeping Accounts | $2,573,000 | 40 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $27,000 | 185 |
| 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 | $17,219,000 | 30 |
| Number of Managed Accounts | $16,888,000 | 18 |
| Personal Trust and Agency Accounts | $3,518,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $5,000 | 178 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 47 |
| Number of other employee benefit and retirement-related accounts | $5,051,000 | 16 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $8,033,000 | 15 |
| Number of foundation and endowment trust and agency accounts, managed assets | $265,000 | 27 |
| Other Fiduciary Accounts | $5,000 | 59 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,041,000 | 15 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $331,000 | 98 |
| Personal Trust and Agency Accounts | $41,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $68,000 | 67 |
| Employee Benefit-defined Benefit Accounts | $151,000 | 12 |
| Number non-managed other employee benefit and retirement-related accounts | $64,000 | 94 |
| Corporate Trust and Agency Accounts | $0 | 126 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 230 |
| Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 46 |
| Other Fiduciary Accounts | $0 | 109 |
| Memoranda |
| Custody and Safekeeping Accounts | $2,701,000 | 37 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $32,000 | 179 |
| 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 | $17,305,000 | 30 |
| Number of Managed Accounts | $16,967,000 | 18 |
| Personal Trust and Agency Accounts | $3,589,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $6,000 | 156 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 48 |
| Number of other employee benefit and retirement-related accounts | $5,030,000 | 15 |
| Corporate Trust and Agency Accounts | $0 | 72 |
| Number of managed investment management and investment advisory agency accounts | $8,060,000 | 15 |
| Number of foundation and endowment trust and agency accounts, managed assets | $266,000 | 26 |
| Other Fiduciary Accounts | $5,000 | 53 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,020,000 | 15 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $338,000 | 100 |
| Personal Trust and Agency Accounts | $43,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $70,000 | 68 |
| Employee Benefit-defined Benefit Accounts | $152,000 | 12 |
| 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 | $0 | 187 |
| Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 44 |
| Other Fiduciary Accounts | $0 | 94 |
| Memoranda |
| Custody and Safekeeping Accounts | $2,676,000 | 36 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $34,000 | 157 |
| 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 | $17,258,000 | 29 |
| Number of Managed Accounts | $16,892,000 | 18 |
| Personal Trust and Agency Accounts | $3,630,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $7,000 | 174 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 45 |
| Number of other employee benefit and retirement-related accounts | $4,975,000 | 15 |
| Corporate Trust and Agency Accounts | $0 | 160 |
| Number of managed investment management and investment advisory agency accounts | $7,993,000 | 15 |
| Number of foundation and endowment trust and agency accounts, managed assets | $266,000 | 27 |
| Other Fiduciary Accounts | $7,000 | 72 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,965,000 | 15 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $197,000 | 29 |
| Number of Non-Managed Accounts | $366,000 | 101 |
| Personal Trust and Agency Accounts | $41,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $78,000 | 63 |
| Employee Benefit-defined Benefit Accounts | $150,000 | 13 |
| Number non-managed other employee benefit and retirement-related accounts | $74,000 | 119 |
| Corporate Trust and Agency Accounts | $0 | 213 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 346 |
| Number (#) individual retirement, health savings, and other similar accounts | $13,000 | 30 |
| Other Fiduciary Accounts | $10,000 | 56 |
| Memoranda |
| Custody and Safekeeping Accounts | $2,869,000 | 38 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $38,000 | 253 |
| 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 | $17,245,000 | 29 |
| Number of Managed Accounts | $16,702,000 | 18 |
| Personal Trust and Agency Accounts | $3,742,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $8,000 | 146 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 45 |
| Number of other employee benefit and retirement-related accounts | $4,887,000 | 16 |
| Corporate Trust and Agency Accounts | $0 | 71 |
| Number of managed investment management and investment advisory agency accounts | $7,787,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | $258,000 | 29 |
| Other Fiduciary Accounts | $7,000 | 45 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,878,000 | 16 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $543,000 | 73 |
| Personal Trust and Agency Accounts | $43,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $228,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $156,000 | 13 |
| Number non-managed other employee benefit and retirement-related accounts | $79,000 | 77 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 181 |
| Number (#) individual retirement, health savings, and other similar accounts | $18,000 | 25 |
| Other Fiduciary Accounts | $19,000 | 34 |
| Memoranda |
| Custody and Safekeeping Accounts | $2,887,000 | 33 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $39,000 | 146 |
| 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 | $17,245,000 | 31 |
| Number of Managed Accounts | $16,508,000 | 18 |
| Personal Trust and Agency Accounts | $3,764,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $8,000 | 161 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 44 |
| Number of other employee benefit and retirement-related accounts | $4,812,000 | 16 |
| Corporate Trust and Agency Accounts | $0 | 76 |
| Number of managed investment management and investment advisory agency accounts | $7,646,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | $258,000 | 31 |
| Other Fiduciary Accounts | $7,000 | 51 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,803,000 | 16 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $737,000 | 63 |
| Personal Trust and Agency Accounts | $52,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $398,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $159,000 | 13 |
| Number non-managed other employee benefit and retirement-related accounts | $87,000 | 77 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Number (#) individual retirement, health savings, and other similar accounts | $22,000 | 22 |
| Other Fiduciary Accounts | $19,000 | 35 |
| Memoranda |
| Custody and Safekeeping Accounts | $2,979,000 | 35 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $38,000 | 168 |
| 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 | $17,212,000 | 31 |
| Number of Managed Accounts | $16,358,000 | 18 |
| Personal Trust and Agency Accounts | $3,796,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $6,000 | 157 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 45 |
| Number of other employee benefit and retirement-related accounts | $4,722,000 | 16 |
| Corporate Trust and Agency Accounts | $0 | 70 |
| Number of managed investment management and investment advisory agency accounts | $7,554,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | $260,000 | 29 |
| Other Fiduciary Accounts | $7,000 | 47 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,713,000 | 16 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $854,000 | 60 |
| Personal Trust and Agency Accounts | $50,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $506,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $159,000 | 12 |
| Number non-managed other employee benefit and retirement-related accounts | $88,000 | 72 |
| Corporate Trust and Agency Accounts | $0 | 111 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 183 |
| Number (#) individual retirement, health savings, and other similar accounts | $22,000 | 24 |
| Other Fiduciary Accounts | $29,000 | 29 |
| Memoranda |
| Custody and Safekeeping Accounts | $2,939,000 | 34 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $38,000 | 160 |
| 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 | $17,095,000 | 32 |
| Number of Managed Accounts | $16,207,000 | 19 |
| Personal Trust and Agency Accounts | $3,822,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $6,000 | 192 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 52 |
| Number of other employee benefit and retirement-related accounts | $4,648,000 | 16 |
| Corporate Trust and Agency Accounts | $0 | 158 |
| Number of managed investment management and investment advisory agency accounts | $7,450,000 | 17 |
| Number of foundation and endowment trust and agency accounts, managed assets | $263,000 | 30 |
| Other Fiduciary Accounts | $7,000 | 73 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,639,000 | 16 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $200,000 | 34 |
| Number of Non-Managed Accounts | $888,000 | 64 |
| Personal Trust and Agency Accounts | $51,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $545,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $159,000 | 13 |
| Number non-managed other employee benefit and retirement-related accounts | $82,000 | 114 |
| Corporate Trust and Agency Accounts | $0 | 228 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 353 |
| Number (#) individual retirement, health savings, and other similar accounts | $22,000 | 24 |
| Other Fiduciary Accounts | $29,000 | 35 |
| Memoranda |
| Custody and Safekeeping Accounts | $2,913,000 | 37 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $36,000 | 277 |
| 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 | $16,863,000 | 31 |
| Number of Managed Accounts | $15,951,000 | 19 |
| Personal Trust and Agency Accounts | $3,839,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $6,000 | 161 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 53 |
| Number of other employee benefit and retirement-related accounts | $4,520,000 | 16 |
| Corporate Trust and Agency Accounts | $0 | 74 |
| Number of managed investment management and investment advisory agency accounts | $7,299,000 | 17 |
| Number of foundation and endowment trust and agency accounts, managed assets | $269,000 | 28 |
| Other Fiduciary Accounts | $7,000 | 49 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,516,000 | 16 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $912,000 | 59 |
| Personal Trust and Agency Accounts | $61,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $552,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $160,000 | 13 |
| Number non-managed other employee benefit and retirement-related accounts | $88,000 | 74 |
| Corporate Trust and Agency Accounts | $0 | 117 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 190 |
| Number (#) individual retirement, health savings, and other similar accounts | $22,000 | 24 |
| Other Fiduciary Accounts | $29,000 | 30 |
| Memoranda |
| Custody and Safekeeping Accounts | $2,865,000 | 32 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $41,000 | 158 |
| 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 | $17,036,000 | 31 |
| Number of Managed Accounts | $16,104,000 | 19 |
| Personal Trust and Agency Accounts | $3,924,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $6,000 | 177 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 51 |
| Number of other employee benefit and retirement-related accounts | $4,521,000 | 16 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $7,362,000 | 17 |
| Number of foundation and endowment trust and agency accounts, managed assets | $272,000 | 28 |
| Other Fiduciary Accounts | $7,000 | 53 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,517,000 | 16 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $932,000 | 60 |
| Personal Trust and Agency Accounts | $65,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $560,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $166,000 | 12 |
| Number non-managed other employee benefit and retirement-related accounts | $90,000 | 80 |
| Corporate Trust and Agency Accounts | $0 | 133 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 224 |
| Number (#) individual retirement, health savings, and other similar accounts | $21,000 | 26 |
| Other Fiduciary Accounts | $30,000 | 30 |
| Memoranda |
| Custody and Safekeeping Accounts | $2,952,000 | 34 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $42,000 | 167 |
| 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 | $17,134,000 | 31 |
| Number of Managed Accounts | $16,179,000 | 19 |
| Personal Trust and Agency Accounts | $3,986,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $6,000 | 162 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 48 |
| Number of other employee benefit and retirement-related accounts | $4,517,000 | 16 |
| Corporate Trust and Agency Accounts | $0 | 73 |
| Number of managed investment management and investment advisory agency accounts | $7,371,000 | 17 |
| Number of foundation and endowment trust and agency accounts, managed assets | $279,000 | 27 |
| Other Fiduciary Accounts | $7,000 | 54 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,513,000 | 16 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $955,000 | 59 |
| Personal Trust and Agency Accounts | $67,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $581,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $165,000 | 12 |
| Number non-managed other employee benefit and retirement-related accounts | $89,000 | 77 |
| Corporate Trust and Agency Accounts | $0 | 116 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 170 |
| Number (#) individual retirement, health savings, and other similar accounts | $21,000 | 27 |
| Other Fiduciary Accounts | $31,000 | 30 |
| Memoranda |
| Custody and Safekeeping Accounts | $2,950,000 | 35 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $40,000 | 160 |
| 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 | $17,040,000 | 31 |
| Number of Managed Accounts | $16,074,000 | 19 |
| Personal Trust and Agency Accounts | $4,024,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $7,000 | 191 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 50 |
| Number of other employee benefit and retirement-related accounts | $4,469,000 | 16 |
| Corporate Trust and Agency Accounts | $0 | 158 |
| Number of managed investment management and investment advisory agency accounts | $7,272,000 | 17 |
| Number of foundation and endowment trust and agency accounts, managed assets | $282,000 | 27 |
| Other Fiduciary Accounts | $7,000 | 84 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,465,000 | 16 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $318,000 | 37 |
| Number of Non-Managed Accounts | $966,000 | 65 |
| Personal Trust and Agency Accounts | $73,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $583,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $162,000 | 14 |
| Number non-managed other employee benefit and retirement-related accounts | $90,000 | 108 |
| Corporate Trust and Agency Accounts | $0 | 235 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 362 |
| Number (#) individual retirement, health savings, and other similar accounts | $26,000 | 23 |
| Other Fiduciary Accounts | $32,000 | 37 |
| Memoranda |
| Custody and Safekeeping Accounts | $2,957,000 | 37 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $43,000 | 250 |
| 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 | $17,006,000 | 32 |
| Number of Managed Accounts | $16,022,000 | 20 |
| Personal Trust and Agency Accounts | $4,097,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $7,000 | 163 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 52 |
| Number of other employee benefit and retirement-related accounts | $4,384,000 | 15 |
| Corporate Trust and Agency Accounts | $0 | 79 |
| Number of managed investment management and investment advisory agency accounts | $7,224,000 | 17 |
| Number of foundation and endowment trust and agency accounts, managed assets | $290,000 | 27 |
| Other Fiduciary Accounts | $8,000 | 52 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,380,000 | 15 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $984,000 | 63 |
| Personal Trust and Agency Accounts | $81,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $595,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $164,000 | 13 |
| Number non-managed other employee benefit and retirement-related accounts | $86,000 | 79 |
| Corporate Trust and Agency Accounts | $0 | 114 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 191 |
| Number (#) individual retirement, health savings, and other similar accounts | $27,000 | 21 |
| Other Fiduciary Accounts | $31,000 | 32 |
| Memoranda |
| Custody and Safekeeping Accounts | $2,929,000 | 32 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $44,000 | 154 |
| 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 | $16,819,000 | 32 |
| Number of Managed Accounts | $15,842,000 | 20 |
| Personal Trust and Agency Accounts | $4,124,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $7,000 | 175 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 52 |
| Number of other employee benefit and retirement-related accounts | $4,305,000 | 15 |
| Corporate Trust and Agency Accounts | $0 | 77 |
| Number of managed investment management and investment advisory agency accounts | $7,093,000 | 17 |
| Number of foundation and endowment trust and agency accounts, managed assets | $291,000 | 27 |
| Other Fiduciary Accounts | $10,000 | 53 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,301,000 | 15 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $977,000 | 64 |
| Personal Trust and Agency Accounts | $91,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $605,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $164,000 | 13 |
| Number non-managed other employee benefit and retirement-related accounts | $52,000 | 111 |
| Corporate Trust and Agency Accounts | $0 | 126 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Number (#) individual retirement, health savings, and other similar accounts | $35,000 | 18 |
| Other Fiduciary Accounts | $30,000 | 32 |
| Memoranda |
| Custody and Safekeeping Accounts | $3,019,000 | 33 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $43,000 | 169 |
| 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 | $16,910,000 | 32 |
| Number of Managed Accounts | $15,927,000 | 20 |
| Personal Trust and Agency Accounts | $4,227,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $8,000 | 168 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 53 |
| Number of other employee benefit and retirement-related accounts | $4,263,000 | 15 |
| Corporate Trust and Agency Accounts | $0 | 77 |
| Number of managed investment management and investment advisory agency accounts | $7,120,000 | 17 |
| Number of foundation and endowment trust and agency accounts, managed assets | $287,000 | 28 |
| Other Fiduciary Accounts | $10,000 | 54 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,259,000 | 15 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $983,000 | 64 |
| Personal Trust and Agency Accounts | $93,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $608,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $162,000 | 14 |
| Number non-managed other employee benefit and retirement-related accounts | $51,000 | 119 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Number (#) individual retirement, health savings, and other similar accounts | $39,000 | 20 |
| Other Fiduciary Accounts | $30,000 | 33 |
| Memoranda |
| Custody and Safekeeping Accounts | $3,003,000 | 32 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $44,000 | 164 |
| 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 | $17,017,000 | 32 |
| Number of Managed Accounts | $16,024,000 | 21 |
| Personal Trust and Agency Accounts | $4,316,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $8,000 | 185 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 54 |
| Number of other employee benefit and retirement-related accounts | $4,229,000 | 15 |
| Corporate Trust and Agency Accounts | $0 | 155 |
| Number of managed investment management and investment advisory agency accounts | $7,137,000 | 18 |
| Number of foundation and endowment trust and agency accounts, managed assets | $312,000 | 27 |
| Other Fiduciary Accounts | $10,000 | 67 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,225,000 | 15 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $330,000 | 34 |
| Number of Non-Managed Accounts | $993,000 | 66 |
| Personal Trust and Agency Accounts | $104,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $618,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $166,000 | 13 |
| Number non-managed other employee benefit and retirement-related accounts | $51,000 | 176 |
| Corporate Trust and Agency Accounts | $0 | 243 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 360 |
| Number (#) individual retirement, health savings, and other similar accounts | $25,000 | 26 |
| Other Fiduciary Accounts | $29,000 | 43 |
| Memoranda |
| Custody and Safekeeping Accounts | $3,051,000 | 32 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $45,000 | 250 |
| 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 | $17,239,000 | 32 |
| Number of Managed Accounts | $16,206,000 | 21 |
| Personal Trust and Agency Accounts | $4,467,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $8,000 | 169 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 44 |
| Number of other employee benefit and retirement-related accounts | $4,201,000 | 16 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $7,184,000 | 18 |
| Number of foundation and endowment trust and agency accounts, managed assets | $320,000 | 27 |
| Other Fiduciary Accounts | $11,000 | 49 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,197,000 | 16 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,033,000 | 61 |
| Personal Trust and Agency Accounts | $89,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $620,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $163,000 | 13 |
| Number non-managed other employee benefit and retirement-related accounts | $47,000 | 122 |
| Corporate Trust and Agency Accounts | $0 | 131 |
| Number of investment management and advisory agency accounts, non-managed assets | $62,000 | 39 |
| Number (#) individual retirement, health savings, and other similar accounts | $25,000 | 25 |
| Other Fiduciary Accounts | $27,000 | 34 |
| Memoranda |
| Custody and Safekeeping Accounts | $2,930,000 | 32 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $48,000 | 148 |
| 2018-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $17,297,000 | 30 |
| Number of Managed Accounts | $16,251,000 | 21 |
| Personal Trust and Agency Accounts | $4,591,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $9,000 | 165 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 44 |
| Number of other employee benefit and retirement-related accounts | $4,175,000 | 16 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $7,118,000 | 18 |
| Number of foundation and endowment trust and agency accounts, managed assets | $331,000 | 26 |
| Other Fiduciary Accounts | $12,000 | 44 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,171,000 | 16 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,046,000 | 61 |
| Personal Trust and Agency Accounts | $88,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $617,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $163,000 | 14 |
| Number non-managed other employee benefit and retirement-related accounts | $58,000 | 101 |
| Corporate Trust and Agency Accounts | $0 | 131 |
| Number of investment management and advisory agency accounts, non-managed assets | $71,000 | 34 |
| Number (#) individual retirement, health savings, and other similar accounts | $22,000 | 29 |
| Other Fiduciary Accounts | $27,000 | 36 |
| Memoranda |
| Custody and Safekeeping Accounts | $2,940,000 | 31 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $59,000 | 132 |
| 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 | $17,387,000 | 31 |
| Number of Managed Accounts | $16,385,000 | 20 |
| Personal Trust and Agency Accounts | $4,729,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $9,000 | 164 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 44 |
| Number of other employee benefit and retirement-related accounts | $4,124,000 | 16 |
| Corporate Trust and Agency Accounts | $0 | 85 |
| Number of managed investment management and investment advisory agency accounts | $7,138,000 | 18 |
| Number of foundation and endowment trust and agency accounts, managed assets | $349,000 | 26 |
| Other Fiduciary Accounts | $17,000 | 35 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,120,000 | 16 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,002,000 | 63 |
| Personal Trust and Agency Accounts | $88,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $618,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $158,000 | 14 |
| Number non-managed other employee benefit and retirement-related accounts | $67,000 | 100 |
| Corporate Trust and Agency Accounts | $0 | 134 |
| Number of investment management and advisory agency accounts, non-managed assets | $44,000 | 45 |
| Number (#) individual retirement, health savings, and other similar accounts | $15,000 | 35 |
| Other Fiduciary Accounts | $12,000 | 49 |
| Memoranda |
| Custody and Safekeeping Accounts | $2,986,000 | 32 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $72,000 | 118 |
| 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 | $17,478,000 | 31 |
| Number of Managed Accounts | $16,464,000 | 20 |
| Personal Trust and Agency Accounts | $4,876,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $12,000 | 165 |
| Employee Benefit-defined Benefit Accounts | $21,000 | 43 |
| Number of other employee benefit and retirement-related accounts | $4,048,000 | 16 |
| Corporate Trust and Agency Accounts | $0 | 174 |
| Number of managed investment management and investment advisory agency accounts | $7,121,000 | 17 |
| Number of foundation and endowment trust and agency accounts, managed assets | $368,000 | 24 |
| Other Fiduciary Accounts | $18,000 | 40 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,044,000 | 16 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $397,000 | 34 |
| Number of Non-Managed Accounts | $1,014,000 | 68 |
| Personal Trust and Agency Accounts | $110,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $620,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $164,000 | 13 |
| Number non-managed other employee benefit and retirement-related accounts | $67,000 | 146 |
| Corporate Trust and Agency Accounts | $3,000 | 161 |
| Number of investment management and advisory agency accounts, non-managed assets | $28,000 | 70 |
| Number (#) individual retirement, health savings, and other similar accounts | $10,000 | 45 |
| Other Fiduciary Accounts | $12,000 | 71 |
| Memoranda |
| Custody and Safekeeping Accounts | $3,003,000 | 33 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $73,000 | 174 |
| 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 | $17,480,000 | 31 |
| Number of Managed Accounts | $16,499,000 | 20 |
| Personal Trust and Agency Accounts | $5,083,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $14,000 | 142 |
| Employee Benefit-defined Benefit Accounts | $22,000 | 42 |
| Number of other employee benefit and retirement-related accounts | $3,987,000 | 16 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $7,021,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | $353,000 | 25 |
| Other Fiduciary Accounts | $19,000 | 32 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,987,000 | 16 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $981,000 | 64 |
| Personal Trust and Agency Accounts | $112,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $629,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $169,000 | 14 |
| Number non-managed other employee benefit and retirement-related accounts | $30,000 | 156 |
| Corporate Trust and Agency Accounts | $3,000 | 99 |
| Number of investment management and advisory agency accounts, non-managed assets | $19,000 | 70 |
| Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 50 |
| Other Fiduciary Accounts | $12,000 | 52 |
| Memoranda |
| Custody and Safekeeping Accounts | $2,878,000 | 33 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $73,000 | 119 |
| 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 | $17,851,000 | 29 |
| Number of Managed Accounts | $16,776,000 | 19 |
| Personal Trust and Agency Accounts | $5,216,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $14,000 | 147 |
| Employee Benefit-defined Benefit Accounts | $23,000 | 40 |
| Number of other employee benefit and retirement-related accounts | $4,057,000 | 16 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $7,080,000 | 15 |
| Number of foundation and endowment trust and agency accounts, managed assets | $364,000 | 26 |
| Other Fiduciary Accounts | $22,000 | 32 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,057,000 | 16 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,075,000 | 61 |
| Personal Trust and Agency Accounts | $155,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $637,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $171,000 | 14 |
| Number non-managed other employee benefit and retirement-related accounts | $75,000 | 92 |
| Corporate Trust and Agency Accounts | $3,000 | 100 |
| Number of investment management and advisory agency accounts, non-managed assets | $10,000 | 98 |
| Number (#) individual retirement, health savings, and other similar accounts | $12,000 | 39 |
| Other Fiduciary Accounts | $12,000 | 54 |
| Memoranda |
| Custody and Safekeeping Accounts | $3,314,000 | 33 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $118,000 | 91 |
| 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 | $17,929,000 | 29 |
| Number of Managed Accounts | $16,858,000 | 18 |
| Personal Trust and Agency Accounts | $5,318,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $18,000 | 132 |
| Employee Benefit-defined Benefit Accounts | $26,000 | 36 |
| Number of other employee benefit and retirement-related accounts | $4,001,000 | 16 |
| Corporate Trust and Agency Accounts | $0 | 84 |
| Number of managed investment management and investment advisory agency accounts | $7,091,000 | 15 |
| Number of foundation and endowment trust and agency accounts, managed assets | $381,000 | 23 |
| Other Fiduciary Accounts | $23,000 | 31 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,001,000 | 16 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,071,000 | 62 |
| Personal Trust and Agency Accounts | $151,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $642,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $170,000 | 14 |
| Number non-managed other employee benefit and retirement-related accounts | $75,000 | 90 |
| Corporate Trust and Agency Accounts | $4,000 | 94 |
| Number of investment management and advisory agency accounts, non-managed assets | $7,000 | 112 |
| Number (#) individual retirement, health savings, and other similar accounts | $10,000 | 41 |
| Other Fiduciary Accounts | $12,000 | 57 |
| Memoranda |
| Custody and Safekeeping Accounts | $3,317,000 | 33 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $117,000 | 91 |
| 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 | $18,079,000 | 29 |
| Number of Managed Accounts | $16,954,000 | 18 |
| Personal Trust and Agency Accounts | $5,398,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $24,000 | 119 |
| Employee Benefit-defined Benefit Accounts | $28,000 | 36 |
| Number of other employee benefit and retirement-related accounts | $3,966,000 | 16 |
| Corporate Trust and Agency Accounts | $0 | 181 |
| Number of managed investment management and investment advisory agency accounts | $7,111,000 | 15 |
| Number of foundation and endowment trust and agency accounts, managed assets | $394,000 | 22 |
| Other Fiduciary Accounts | $33,000 | 32 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,966,000 | 16 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $534,000 | 31 |
| Number of Non-Managed Accounts | $1,125,000 | 63 |
| Personal Trust and Agency Accounts | $189,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $650,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $179,000 | 14 |
| Number non-managed other employee benefit and retirement-related accounts | $75,000 | 140 |
| Corporate Trust and Agency Accounts | $4,000 | 159 |
| Number of investment management and advisory agency accounts, non-managed assets | $7,000 | 158 |
| Number (#) individual retirement, health savings, and other similar accounts | $10,000 | 44 |
| Other Fiduciary Accounts | $11,000 | 81 |
| Memoranda |
| Custody and Safekeeping Accounts | $3,359,000 | 33 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $118,000 | 132 |
| 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 | $18,345,000 | 29 |
| Number of Managed Accounts | $17,200,000 | 18 |
| Personal Trust and Agency Accounts | $5,558,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $25,000 | 115 |
| Employee Benefit-defined Benefit Accounts | $28,000 | 35 |
| Number of other employee benefit and retirement-related accounts | $3,954,000 | 15 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $7,190,000 | 14 |
| Number of foundation and endowment trust and agency accounts, managed assets | $410,000 | 19 |
| Other Fiduciary Accounts | $35,000 | 24 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,954,000 | 15 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,145,000 | 58 |
| Personal Trust and Agency Accounts | $201,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $661,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $180,000 | 13 |
| Number non-managed other employee benefit and retirement-related accounts | $75,000 | 96 |
| Corporate Trust and Agency Accounts | $4,000 | 95 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 187 |
| Number (#) individual retirement, health savings, and other similar accounts | $12,000 | 39 |
| Other Fiduciary Accounts | $11,000 | 54 |
| Memoranda |
| Custody and Safekeeping Accounts | $3,429,000 | 32 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $119,000 | 93 |
| 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 | $18,529,000 | 28 |
| Number of Managed Accounts | $17,369,000 | 18 |
| Personal Trust and Agency Accounts | $5,588,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $26,000 | 110 |
| Employee Benefit-defined Benefit Accounts | $28,000 | 36 |
| Number of other employee benefit and retirement-related accounts | $3,970,000 | 15 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $7,277,000 | 13 |
| Number of foundation and endowment trust and agency accounts, managed assets | $444,000 | 18 |
| Other Fiduciary Accounts | $36,000 | 27 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,970,000 | 15 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,160,000 | 57 |
| Personal Trust and Agency Accounts | $202,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $677,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $180,000 | 13 |
| Number non-managed other employee benefit and retirement-related accounts | $73,000 | 98 |
| Corporate Trust and Agency Accounts | $4,000 | 100 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 194 |
| Number (#) individual retirement, health savings, and other similar accounts | $12,000 | 38 |
| Other Fiduciary Accounts | $11,000 | 53 |
| Memoranda |
| Custody and Safekeeping Accounts | $2,912,000 | 34 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $116,000 | 98 |
| 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 | $18,915,000 | 27 |
| Number of Managed Accounts | $17,735,000 | 17 |
| Personal Trust and Agency Accounts | $5,743,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $33,000 | 99 |
| Employee Benefit-defined Benefit Accounts | $32,000 | 31 |
| Number of other employee benefit and retirement-related accounts | $4,001,000 | 15 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $7,442,000 | 13 |
| Number of foundation and endowment trust and agency accounts, managed assets | $448,000 | 17 |
| Other Fiduciary Accounts | $36,000 | 28 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,001,000 | 15 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,180,000 | 57 |
| Personal Trust and Agency Accounts | $196,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $699,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $183,000 | 13 |
| Number non-managed other employee benefit and retirement-related accounts | $74,000 | 98 |
| Corporate Trust and Agency Accounts | $4,000 | 103 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 193 |
| Number (#) individual retirement, health savings, and other similar accounts | $12,000 | 37 |
| Other Fiduciary Accounts | $11,000 | 54 |
| Memoranda |
| Custody and Safekeeping Accounts | $3,014,000 | 33 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $119,000 | 92 |
| 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 | $19,241,000 | 26 |
| Number of Managed Accounts | $18,057,000 | 16 |
| Personal Trust and Agency Accounts | $5,856,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $35,000 | 97 |
| Employee Benefit-defined Benefit Accounts | $33,000 | 32 |
| Number of other employee benefit and retirement-related accounts | $4,038,000 | 14 |
| Corporate Trust and Agency Accounts | $0 | 191 |
| Number of managed investment management and investment advisory agency accounts | $7,592,000 | 13 |
| Number of foundation and endowment trust and agency accounts, managed assets | $466,000 | 17 |
| Other Fiduciary Accounts | $37,000 | 30 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,038,000 | 14 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $722,000 | 34 |
| Number of Non-Managed Accounts | $1,184,000 | 62 |
| Personal Trust and Agency Accounts | $194,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $710,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $185,000 | 14 |
| Number non-managed other employee benefit and retirement-related accounts | $68,000 | 156 |
| Corporate Trust and Agency Accounts | $3,000 | 176 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 259 |
| Number (#) individual retirement, health savings, and other similar accounts | $12,000 | 36 |
| Other Fiduciary Accounts | $10,000 | 86 |
| Memoranda |
| Custody and Safekeeping Accounts | $3,057,000 | 32 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $116,000 | 142 |
| 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 | $19,740,000 | 26 |
| Number of Managed Accounts | $18,529,000 | 16 |
| Personal Trust and Agency Accounts | $6,031,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $38,000 | 91 |
| Employee Benefit-defined Benefit Accounts | $33,000 | 29 |
| Number of other employee benefit and retirement-related accounts | $4,081,000 | 14 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $7,825,000 | 13 |
| Number of foundation and endowment trust and agency accounts, managed assets | $482,000 | 16 |
| Other Fiduciary Accounts | $39,000 | 27 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,081,000 | 14 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,211,000 | 58 |
| Personal Trust and Agency Accounts | $205,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $718,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $184,000 | 14 |
| Number non-managed other employee benefit and retirement-related accounts | $66,000 | 105 |
| Corporate Trust and Agency Accounts | $3,000 | 107 |
| Number of investment management and advisory agency accounts, non-managed assets | $11,000 | 90 |
| Number (#) individual retirement, health savings, and other similar accounts | $13,000 | 35 |
| Other Fiduciary Accounts | $11,000 | 56 |
| Memoranda |
| Custody and Safekeeping Accounts | $2,887,000 | 32 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $117,000 | 98 |
| 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 | $20,859,000 | 26 |
| Number of Managed Accounts | $19,636,000 | 17 |
| Personal Trust and Agency Accounts | $6,174,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $39,000 | 92 |
| Employee Benefit-defined Benefit Accounts | $33,000 | 29 |
| Number of other employee benefit and retirement-related accounts | $4,333,000 | 15 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $8,517,000 | 11 |
| Number of foundation and endowment trust and agency accounts, managed assets | $499,000 | 16 |
| Other Fiduciary Accounts | $41,000 | 28 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,333,000 | 14 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,223,000 | 57 |
| Personal Trust and Agency Accounts | $204,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $726,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $191,000 | 15 |
| Number non-managed other employee benefit and retirement-related accounts | $64,000 | 105 |
| Corporate Trust and Agency Accounts | $3,000 | 111 |
| Number of investment management and advisory agency accounts, non-managed assets | $11,000 | 87 |
| Number (#) individual retirement, health savings, and other similar accounts | $14,000 | 35 |
| Other Fiduciary Accounts | $10,000 | 60 |
| Memoranda |
| Custody and Safekeeping Accounts | $2,900,000 | 34 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $126,000 | 91 |
| 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 | $21,180,000 | 26 |
| Number of Managed Accounts | $19,965,000 | 16 |
| Personal Trust and Agency Accounts | $6,328,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $39,000 | 92 |
| Employee Benefit-defined Benefit Accounts | $33,000 | 31 |
| Number of other employee benefit and retirement-related accounts | $4,350,000 | 14 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $8,637,000 | 11 |
| Number of foundation and endowment trust and agency accounts, managed assets | $535,000 | 16 |
| Other Fiduciary Accounts | $43,000 | 28 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,350,000 | 14 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,215,000 | 57 |
| Personal Trust and Agency Accounts | $214,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $731,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $167,000 | 18 |
| Number non-managed other employee benefit and retirement-related accounts | $70,000 | 108 |
| Corporate Trust and Agency Accounts | $5,000 | 103 |
| Number of investment management and advisory agency accounts, non-managed assets | $5,000 | 127 |
| Number (#) individual retirement, health savings, and other similar accounts | $14,000 | 34 |
| Other Fiduciary Accounts | $9,000 | 65 |
| Memoranda |
| Custody and Safekeeping Accounts | $3,313,000 | 33 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $143,000 | 85 |
| 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 | $21,311,000 | 27 |
| Number of Managed Accounts | $20,070,000 | 15 |
| Personal Trust and Agency Accounts | $6,429,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $41,000 | 92 |
| Employee Benefit-defined Benefit Accounts | $33,000 | 34 |
| Number of other employee benefit and retirement-related accounts | $4,311,000 | 14 |
| Corporate Trust and Agency Accounts | $0 | 193 |
| Number of managed investment management and investment advisory agency accounts | $8,658,000 | 11 |
| Number of foundation and endowment trust and agency accounts, managed assets | $551,000 | 16 |
| Other Fiduciary Accounts | $47,000 | 30 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,309,000 | 14 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $855,000 | 37 |
| Number of Non-Managed Accounts | $1,241,000 | 61 |
| Personal Trust and Agency Accounts | $221,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $751,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $156,000 | 18 |
| Number non-managed other employee benefit and retirement-related accounts | $72,000 | 166 |
| Corporate Trust and Agency Accounts | $5,000 | 155 |
| Number of investment management and advisory agency accounts, non-managed assets | $5,000 | 194 |
| Number (#) individual retirement, health savings, and other similar accounts | $22,000 | 28 |
| Other Fiduciary Accounts | $9,000 | 97 |
| Memoranda |
| Custody and Safekeeping Accounts | $3,424,000 | 36 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $215,000 | 91 |
| 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 | $21,444,000 | 27 |
| Number of Managed Accounts | $20,200,000 | 15 |
| Personal Trust and Agency Accounts | $6,633,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $43,000 | 85 |
| Employee Benefit-defined Benefit Accounts | $33,000 | 30 |
| Number of other employee benefit and retirement-related accounts | $4,261,000 | 14 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $8,613,000 | 11 |
| Number of foundation and endowment trust and agency accounts, managed assets | $564,000 | 15 |
| Other Fiduciary Accounts | $53,000 | 26 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,259,000 | 14 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,244,000 | 57 |
| Personal Trust and Agency Accounts | $233,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $734,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $153,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $82,000 | 97 |
| Corporate Trust and Agency Accounts | $5,000 | 99 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 128 |
| Number (#) individual retirement, health savings, and other similar accounts | $22,000 | 28 |
| Other Fiduciary Accounts | $9,000 | 65 |
| Memoranda |
| Custody and Safekeeping Accounts | $3,542,000 | 31 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $329,000 | 49 |
| 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 | $21,603,000 | 27 |
| Number of Managed Accounts | $20,231,000 | 15 |
| Personal Trust and Agency Accounts | $6,781,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $45,000 | 79 |
| Employee Benefit-defined Benefit Accounts | $33,000 | 31 |
| Number of other employee benefit and retirement-related accounts | $4,175,000 | 13 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $8,566,000 | 11 |
| Number of foundation and endowment trust and agency accounts, managed assets | $571,000 | 15 |
| Other Fiduciary Accounts | $60,000 | 23 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,173,000 | 13 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,372,000 | 55 |
| Personal Trust and Agency Accounts | $364,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $735,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $147,000 | 21 |
| Number non-managed other employee benefit and retirement-related accounts | $84,000 | 96 |
| Corporate Trust and Agency Accounts | $5,000 | 101 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 125 |
| Number (#) individual retirement, health savings, and other similar accounts | $22,000 | 28 |
| Other Fiduciary Accounts | $9,000 | 65 |
| Memoranda |
| Custody and Safekeeping Accounts | $3,628,000 | 32 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $364,000 | 48 |
| 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 | $21,717,000 | 28 |
| Number of Managed Accounts | $20,461,000 | 15 |
| Personal Trust and Agency Accounts | $6,979,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $84,000 | 53 |
| Employee Benefit-defined Benefit Accounts | $34,000 | 31 |
| Number of other employee benefit and retirement-related accounts | $4,145,000 | 13 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $8,568,000 | 11 |
| Number of foundation and endowment trust and agency accounts, managed assets | $587,000 | 15 |
| Other Fiduciary Accounts | $64,000 | 23 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,143,000 | 13 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,256,000 | 60 |
| Personal Trust and Agency Accounts | $247,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $736,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $146,000 | 21 |
| Number non-managed other employee benefit and retirement-related accounts | $83,000 | 102 |
| Corporate Trust and Agency Accounts | $5,000 | 99 |
| Number of investment management and advisory agency accounts, non-managed assets | $8,000 | 106 |
| Number (#) individual retirement, health savings, and other similar accounts | $22,000 | 26 |
| Other Fiduciary Accounts | $9,000 | 70 |
| Memoranda |
| Custody and Safekeeping Accounts | $3,795,000 | 30 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $374,000 | 48 |
| 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 | $21,947,000 | 27 |
| Number of Managed Accounts | $20,645,000 | 15 |
| Personal Trust and Agency Accounts | $7,127,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $89,000 | 53 |
| Employee Benefit-defined Benefit Accounts | $34,000 | 33 |
| Number of other employee benefit and retirement-related accounts | $4,154,000 | 13 |
| Corporate Trust and Agency Accounts | $0 | 208 |
| Number of managed investment management and investment advisory agency accounts | $8,568,000 | 10 |
| Number of foundation and endowment trust and agency accounts, managed assets | $606,000 | 14 |
| Other Fiduciary Accounts | $67,000 | 24 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,151,000 | 13 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $9,810,000 | 8 |
| Number of Non-Managed Accounts | $1,302,000 | 61 |
| Personal Trust and Agency Accounts | $250,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $756,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $152,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $94,000 | 144 |
| Corporate Trust and Agency Accounts | $6,000 | 150 |
| Number of investment management and advisory agency accounts, non-managed assets | $8,000 | 151 |
| Number (#) individual retirement, health savings, and other similar accounts | $23,000 | 26 |
| Other Fiduciary Accounts | $13,000 | 82 |
| Memoranda |
| Custody and Safekeeping Accounts | $3,815,000 | 32 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $397,000 | 57 |
| 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 | $22,437,000 | 27 |
| Number of Managed Accounts | $21,116,000 | 16 |
| Personal Trust and Agency Accounts | $7,341,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $91,000 | 48 |
| Employee Benefit-defined Benefit Accounts | $34,000 | 33 |
| Number of other employee benefit and retirement-related accounts | $4,197,000 | 13 |
| Corporate Trust and Agency Accounts | $0 | 92 |
| Number of managed investment management and investment advisory agency accounts | $8,757,000 | 11 |
| Number of foundation and endowment trust and agency accounts, managed assets | $627,000 | 13 |
| Other Fiduciary Accounts | $69,000 | 20 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,194,000 | 13 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,321,000 | 55 |
| Personal Trust and Agency Accounts | $264,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $754,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $150,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $96,000 | 93 |
| Corporate Trust and Agency Accounts | $7,000 | 88 |
| Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 97 |
| Number (#) individual retirement, health savings, and other similar accounts | $28,000 | 23 |
| Other Fiduciary Accounts | $13,000 | 56 |
| Memoranda |
| Custody and Safekeeping Accounts | $3,703,000 | 30 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $416,000 | 40 |
| 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 | $22,939,000 | 27 |
| Number of Managed Accounts | $21,599,000 | 15 |
| Personal Trust and Agency Accounts | $7,591,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $92,000 | 48 |
| Employee Benefit-defined Benefit Accounts | $35,000 | 33 |
| Number of other employee benefit and retirement-related accounts | $4,247,000 | 12 |
| Corporate Trust and Agency Accounts | $0 | 93 |
| Number of managed investment management and investment advisory agency accounts | $9,012,000 | 11 |
| Number of foundation and endowment trust and agency accounts, managed assets | $548,000 | 14 |
| Other Fiduciary Accounts | $74,000 | 19 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,244,000 | 12 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,340,000 | 56 |
| Personal Trust and Agency Accounts | $283,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $756,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $153,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $97,000 | 96 |
| Corporate Trust and Agency Accounts | $7,000 | 92 |
| Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 97 |
| Number (#) individual retirement, health savings, and other similar accounts | $21,000 | 26 |
| Other Fiduciary Accounts | $14,000 | 53 |
| Memoranda |
| Custody and Safekeeping Accounts | $3,731,000 | 31 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $423,000 | 38 |
| 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 | $23,149,000 | 27 |
| Number of Managed Accounts | $21,796,000 | 15 |
| Personal Trust and Agency Accounts | $7,739,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $97,000 | 43 |
| Employee Benefit-defined Benefit Accounts | $38,000 | 32 |
| Number of other employee benefit and retirement-related accounts | $4,328,000 | 11 |
| Corporate Trust and Agency Accounts | $1,000 | 71 |
| Number of managed investment management and investment advisory agency accounts | $8,967,000 | 11 |
| Number of foundation and endowment trust and agency accounts, managed assets | $550,000 | 14 |
| Other Fiduciary Accounts | $76,000 | 20 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,324,000 | 11 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,353,000 | 59 |
| Personal Trust and Agency Accounts | $284,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $766,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $152,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $97,000 | 102 |
| Corporate Trust and Agency Accounts | $8,000 | 91 |
| Number of investment management and advisory agency accounts, non-managed assets | $11,000 | 87 |
| Number (#) individual retirement, health savings, and other similar accounts | $23,000 | 25 |
| Other Fiduciary Accounts | $12,000 | 60 |
| Memoranda |
| Custody and Safekeeping Accounts | $3,986,000 | 29 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $611,000 | 34 |
| 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 | $23,668,000 | 25 |
| Number of Managed Accounts | $22,303,000 | 12 |
| Personal Trust and Agency Accounts | $7,939,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $103,000 | 41 |
| Employee Benefit-defined Benefit Accounts | $40,000 | 32 |
| Number of other employee benefit and retirement-related accounts | $4,425,000 | 11 |
| Corporate Trust and Agency Accounts | $1,000 | 151 |
| Number of managed investment management and investment advisory agency accounts | $9,083,000 | 9 |
| Number of foundation and endowment trust and agency accounts, managed assets | $618,000 | 12 |
| Other Fiduciary Accounts | $94,000 | 12 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,420,000 | 11 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $11,559,000 | 8 |
| Number of Non-Managed Accounts | $1,365,000 | 63 |
| Personal Trust and Agency Accounts | $291,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $778,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $151,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $97,000 | 155 |
| Corporate Trust and Agency Accounts | $8,000 | 143 |
| Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 147 |
| Number (#) individual retirement, health savings, and other similar accounts | $19,000 | 27 |
| Other Fiduciary Accounts | $12,000 | 87 |
| Memoranda |
| Custody and Safekeeping Accounts | $23,541,000 | 20 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $20,006,000 | 20 |
| 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 | $24,548,000 | 24 |
| Number of Managed Accounts | $23,161,000 | 11 |
| Personal Trust and Agency Accounts | $8,012,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $104,000 | 39 |
| Employee Benefit-defined Benefit Accounts | $39,000 | 30 |
| Number of other employee benefit and retirement-related accounts | $4,571,000 | 11 |
| Corporate Trust and Agency Accounts | $1,000 | 68 |
| Number of managed investment management and investment advisory agency accounts | $9,734,000 | 9 |
| Number of foundation and endowment trust and agency accounts, managed assets | $622,000 | 12 |
| Other Fiduciary Accounts | $78,000 | 16 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,566,000 | 11 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,387,000 | 56 |
| Personal Trust and Agency Accounts | $294,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $788,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $154,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $105,000 | 88 |
| Corporate Trust and Agency Accounts | $8,000 | 87 |
| Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 102 |
| Number (#) individual retirement, health savings, and other similar accounts | $18,000 | 24 |
| Other Fiduciary Accounts | $11,000 | 58 |
| Memoranda |
| Custody and Safekeeping Accounts | $46,179,000 | 16 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $42,497,000 | 15 |
| 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 | $10,862,000 | 32 |
| Number of Managed Accounts | $10,719,000 | 20 |
| Personal Trust and Agency Accounts | $3,714,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $21,000 | 136 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 136 |
| Number of other employee benefit and retirement-related accounts | $2,417,000 | 17 |
| Corporate Trust and Agency Accounts | $1,000 | 68 |
| Number of managed investment management and investment advisory agency accounts | $4,433,000 | 17 |
| Number of foundation and endowment trust and agency accounts, managed assets | $130,000 | 42 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,411,000 | 17 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $143,000 | 175 |
| Personal Trust and Agency Accounts | $88,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $4,000 | 228 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 58 |
| Number non-managed other employee benefit and retirement-related accounts | $27,000 | 179 |
| Corporate Trust and Agency Accounts | $3,000 | 109 |
| Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 98 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 147 |
| Other Fiduciary Accounts | $1,000 | 92 |
| Memoranda |
| Custody and Safekeeping Accounts | $904,000 | 49 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $285,000 | 55 |
| 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 | $10,811,000 | 33 |
| Number of Managed Accounts | $10,666,000 | 21 |
| Personal Trust and Agency Accounts | $3,755,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $21,000 | 132 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 137 |
| Number of other employee benefit and retirement-related accounts | $2,359,000 | 17 |
| Corporate Trust and Agency Accounts | $1,000 | 70 |
| Number of managed investment management and investment advisory agency accounts | $4,392,000 | 17 |
| Number of foundation and endowment trust and agency accounts, managed assets | $134,000 | 41 |
| Other Fiduciary Accounts | $1,000 | 95 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,353,000 | 16 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $145,000 | 175 |
| Personal Trust and Agency Accounts | $89,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $4,000 | 228 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 61 |
| Number non-managed other employee benefit and retirement-related accounts | $28,000 | 174 |
| Corporate Trust and Agency Accounts | $3,000 | 108 |
| Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 94 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 148 |
| Other Fiduciary Accounts | $2,000 | 89 |
| Memoranda |
| Custody and Safekeeping Accounts | $912,000 | 48 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $288,000 | 51 |
| 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 | $10,818,000 | 33 |
| Number of Managed Accounts | $10,673,000 | 20 |
| Personal Trust and Agency Accounts | $3,850,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $21,000 | 147 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 130 |
| Number of other employee benefit and retirement-related accounts | $2,330,000 | 17 |
| Corporate Trust and Agency Accounts | $3,000 | 122 |
| Number of managed investment management and investment advisory agency accounts | $4,327,000 | 17 |
| Number of foundation and endowment trust and agency accounts, managed assets | $137,000 | 40 |
| Other Fiduciary Accounts | $1,000 | 185 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,324,000 | 16 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $10,000 | 57 |
| Number of Non-Managed Accounts | $145,000 | 252 |
| Personal Trust and Agency Accounts | $88,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $4,000 | 323 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 63 |
| Number non-managed other employee benefit and retirement-related accounts | $28,000 | 333 |
| Corporate Trust and Agency Accounts | $3,000 | 209 |
| Number of investment management and advisory agency accounts, non-managed assets | $10,000 | 130 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 211 |
| Other Fiduciary Accounts | $2,000 | 170 |
| Memoranda |
| Custody and Safekeeping Accounts | $933,000 | 53 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $288,000 | 75 |
| 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 | $10,694,000 | 34 |
| Number of Managed Accounts | $10,464,000 | 22 |
| Personal Trust and Agency Accounts | $3,771,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $22,000 | 131 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 118 |
| Number of other employee benefit and retirement-related accounts | $2,268,000 | 18 |
| Corporate Trust and Agency Accounts | $3,000 | 59 |
| Number of managed investment management and investment advisory agency accounts | $4,258,000 | 19 |
| Number of foundation and endowment trust and agency accounts, managed assets | $137,000 | 41 |
| Other Fiduciary Accounts | $1,000 | 90 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,262,000 | 18 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $230,000 | 140 |
| Personal Trust and Agency Accounts | $93,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $82,000 | 85 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 63 |
| Number non-managed other employee benefit and retirement-related accounts | $30,000 | 167 |
| Corporate Trust and Agency Accounts | $3,000 | 114 |
| Number of investment management and advisory agency accounts, non-managed assets | $11,000 | 79 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 143 |
| Other Fiduciary Accounts | $2,000 | 85 |
| Memoranda |
| Custody and Safekeeping Accounts | $944,000 | 49 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $292,000 | 54 |
| 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 | $8,356,000 | 39 |
| Number of Managed Accounts | $8,125,000 | 27 |
| Personal Trust and Agency Accounts | $3,139,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $15,000 | 160 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 118 |
| Number of other employee benefit and retirement-related accounts | $1,660,000 | 22 |
| Corporate Trust and Agency Accounts | $3,000 | 60 |
| Number of managed investment management and investment advisory agency accounts | $3,193,000 | 22 |
| Number of foundation and endowment trust and agency accounts, managed assets | $110,000 | 49 |
| Other Fiduciary Accounts | $1,000 | 94 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,656,000 | 21 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $231,000 | 143 |
| Personal Trust and Agency Accounts | $91,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $86,000 | 83 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 63 |
| Number non-managed other employee benefit and retirement-related accounts | $24,000 | 179 |
| Corporate Trust and Agency Accounts | $3,000 | 114 |
| Number of investment management and advisory agency accounts, non-managed assets | $15,000 | 64 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 139 |
| Other Fiduciary Accounts | $2,000 | 87 |
| Memoranda |
| Custody and Safekeeping Accounts | $933,000 | 50 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $293,000 | 52 |
| 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 | $8,375,000 | 39 |
| Number of Managed Accounts | $8,137,000 | 24 |
| Personal Trust and Agency Accounts | $3,190,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $15,000 | 158 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 119 |
| Number of other employee benefit and retirement-related accounts | $1,647,000 | 20 |
| Corporate Trust and Agency Accounts | $3,000 | 62 |
| Number of managed investment management and investment advisory agency accounts | $3,159,000 | 22 |
| Number of foundation and endowment trust and agency accounts, managed assets | $118,000 | 45 |
| Other Fiduciary Accounts | $1,000 | 96 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,643,000 | 19 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $238,000 | 145 |
| Personal Trust and Agency Accounts | $91,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $91,000 | 81 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 67 |
| Number non-managed other employee benefit and retirement-related accounts | $24,000 | 181 |
| Corporate Trust and Agency Accounts | $5,000 | 109 |
| Number of investment management and advisory agency accounts, non-managed assets | $16,000 | 59 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
| Other Fiduciary Accounts | $2,000 | 90 |
| Memoranda |
| Custody and Safekeeping Accounts | $954,000 | 49 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $294,000 | 53 |
| 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 | $8,434,000 | 39 |
| Number of Managed Accounts | $8,171,000 | 25 |
| Personal Trust and Agency Accounts | $3,257,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $15,000 | 189 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 89 |
| Number of other employee benefit and retirement-related accounts | $1,636,000 | 20 |
| Corporate Trust and Agency Accounts | $3,000 | 126 |
| Number of managed investment management and investment advisory agency accounts | $3,131,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | $120,000 | 43 |
| Other Fiduciary Accounts | $1,000 | 195 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,632,000 | 19 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $8,000 | 67 |
| Number of Non-Managed Accounts | $263,000 | 181 |
| Personal Trust and Agency Accounts | $93,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $113,000 | 76 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 70 |
| Number non-managed other employee benefit and retirement-related accounts | $23,000 | 373 |
| Corporate Trust and Agency Accounts | $4,000 | 203 |
| Number of investment management and advisory agency accounts, non-managed assets | $19,000 | 78 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 201 |
| Other Fiduciary Accounts | $2,000 | 180 |
| Memoranda |
| Custody and Safekeeping Accounts | $960,000 | 49 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $298,000 | 69 |
| 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 | $8,566,000 | 38 |
| Number of Managed Accounts | $8,289,000 | 24 |
| Personal Trust and Agency Accounts | $3,356,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $14,000 | 159 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 98 |
| Number of other employee benefit and retirement-related accounts | $1,624,000 | 20 |
| Corporate Trust and Agency Accounts | $1,000 | 74 |
| Number of managed investment management and investment advisory agency accounts | $3,165,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | $113,000 | 45 |
| Other Fiduciary Accounts | $10,000 | 50 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 8 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,624,000 | 19 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $277,000 | 135 |
| Personal Trust and Agency Accounts | $99,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $118,000 | 70 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 97 |
| Number non-managed other employee benefit and retirement-related accounts | $36,000 | 151 |
| Corporate Trust and Agency Accounts | $5,000 | 116 |
| Number of investment management and advisory agency accounts, non-managed assets | $17,000 | 56 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda |
| Custody and Safekeeping Accounts | $940,000 | 49 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $304,000 | 50 |
| 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 | $8,889,000 | 39 |
| Number of Managed Accounts | $8,552,000 | 23 |
| Personal Trust and Agency Accounts | $3,483,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $15,000 | 151 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 93 |
| Number of other employee benefit and retirement-related accounts | $1,675,000 | 19 |
| Corporate Trust and Agency Accounts | $1,000 | 76 |
| Number of managed investment management and investment advisory agency accounts | $3,248,000 | 20 |
| Number of foundation and endowment trust and agency accounts, managed assets | $115,000 | 43 |
| Other Fiduciary Accounts | $8,000 | 55 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,675,000 | 18 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $337,000 | 124 |
| Personal Trust and Agency Accounts | $101,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $135,000 | 61 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 88 |
| Number non-managed other employee benefit and retirement-related accounts | $71,000 | 109 |
| Corporate Trust and Agency Accounts | $7,000 | 109 |
| Number of investment management and advisory agency accounts, non-managed assets | $20,000 | 48 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 133 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda |
| Custody and Safekeeping Accounts | $955,000 | 48 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $346,000 | 45 |
| 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 | $7,344,000 | 43 |
| Number of Managed Accounts | $7,218,000 | 27 |
| Personal Trust and Agency Accounts | $2,973,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $0 | 304 |
| Employee Benefit-defined Benefit Accounts | $0 | 230 |
| Number of other employee benefit and retirement-related accounts | $1,341,000 | 22 |
| Corporate Trust and Agency Accounts | $1,000 | 75 |
| Number of managed investment management and investment advisory agency accounts | $2,808,000 | 22 |
| Number of foundation and endowment trust and agency accounts, managed assets | $95,000 | 49 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,341,000 | 21 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $126,000 | 195 |
| Personal Trust and Agency Accounts | $87,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $1,000 | 268 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 119 |
| Number non-managed other employee benefit and retirement-related accounts | $21,000 | 185 |
| Corporate Trust and Agency Accounts | $2,000 | 136 |
| Number of investment management and advisory agency accounts, non-managed assets | $14,000 | 58 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 136 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda |
| Custody and Safekeeping Accounts | $875,000 | 50 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $308,000 | 46 |
| 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 | $7,472,000 | 47 |
| Number of Managed Accounts | $7,336,000 | 28 |
| Personal Trust and Agency Accounts | $3,091,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $0 | 604 |
| Employee Benefit-defined Benefit Accounts | $0 | 372 |
| Number of other employee benefit and retirement-related accounts | $1,319,000 | 25 |
| Corporate Trust and Agency Accounts | $1,000 | 180 |
| Number of managed investment management and investment advisory agency accounts | $2,818,000 | 23 |
| Number of foundation and endowment trust and agency accounts, managed assets | $107,000 | 46 |
| Other Fiduciary Accounts | $0 | 261 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,319,000 | 22 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $9,000 | 68 |
| Number of Non-Managed Accounts | $136,000 | 282 |
| Personal Trust and Agency Accounts | $94,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $1,000 | 455 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 153 |
| Number non-managed other employee benefit and retirement-related accounts | $23,000 | 380 |
| Corporate Trust and Agency Accounts | $3,000 | 247 |
| Number of investment management and advisory agency accounts, non-managed assets | $14,000 | 96 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 193 |
| Other Fiduciary Accounts | $0 | 229 |
| Memoranda |
| Custody and Safekeeping Accounts | $915,000 | 52 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $331,000 | 64 |
| 2009-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $7,853,000 | 48 |
| Number of Managed Accounts | $7,393,000 | 29 |
| Personal Trust and Agency Accounts | $3,191,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $0 | 294 |
| Employee Benefit-defined Benefit Accounts | $0 | 220 |
| Number of other employee benefit and retirement-related accounts | $1,303,000 | 28 |
| Corporate Trust and Agency Accounts | $0 | 98 |
| Number of managed investment management and investment advisory agency accounts | $2,893,000 | 25 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $6,000 | 65 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $460,000 | 110 |
| Personal Trust and Agency Accounts | $97,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $0 | 288 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 121 |
| Number non-managed other employee benefit and retirement-related accounts | $344,000 | 42 |
| Corporate Trust and Agency Accounts | $2,000 | 140 |
| 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 | $16,000 | 64 |
| Memoranda |
| Custody and Safekeeping Accounts | $607,000 | 63 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2009-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $8,151,000 | 47 |
| Number of Managed Accounts | $7,654,000 | 31 |
| Personal Trust and Agency Accounts | $3,289,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $1,000 | 286 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 186 |
| Number of other employee benefit and retirement-related accounts | $1,299,000 | 28 |
| Corporate Trust and Agency Accounts | $171,000 | 7 |
| Number of managed investment management and investment advisory agency accounts | $2,888,000 | 27 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $5,000 | 68 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $497,000 | 101 |
| Personal Trust and Agency Accounts | $100,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $5,000 | 233 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 123 |
| Number non-managed other employee benefit and retirement-related accounts | $363,000 | 40 |
| Corporate Trust and Agency Accounts | $6,000 | 119 |
| 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 | $22,000 | 57 |
| Memoranda |
| Custody and Safekeeping Accounts | $599,000 | 68 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2009-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $8,290,000 | 46 |
| Number of Managed Accounts | $7,766,000 | 29 |
| Personal Trust and Agency Accounts | $3,376,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $1,000 | 285 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 164 |
| Number of other employee benefit and retirement-related accounts | $1,296,000 | 28 |
| Corporate Trust and Agency Accounts | $189,000 | 5 |
| Number of managed investment management and investment advisory agency accounts | $2,875,000 | 28 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $27,000 | 36 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $524,000 | 98 |
| Personal Trust and Agency Accounts | $98,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $14,000 | 195 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 98 |
| Number non-managed other employee benefit and retirement-related accounts | $380,000 | 41 |
| Corporate Trust and Agency Accounts | $8,000 | 113 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $21,000 | 59 |
| Memoranda |
| Custody and Safekeeping Accounts | $602,000 | 67 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $8,571,000 | 48 |
| Number of Managed Accounts | $7,967,000 | 28 |
| Personal Trust and Agency Accounts | $3,455,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $1,000 | 496 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 162 |
| Number of other employee benefit and retirement-related accounts | $1,292,000 | 27 |
| Corporate Trust and Agency Accounts | $317,000 | 4 |
| Number of managed investment management and investment advisory agency accounts | $2,872,000 | 28 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $27,000 | 46 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $604,000 | 116 |
| Personal Trust and Agency Accounts | $108,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $31,000 | 181 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 122 |
| Number non-managed other employee benefit and retirement-related accounts | $417,000 | 53 |
| Corporate Trust and Agency Accounts | $15,000 | 137 |
| 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 | $30,000 | 76 |
| Memoranda |
| Custody and Safekeeping Accounts | $602,000 | 74 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $8,655,000 | 47 |
| Number of Managed Accounts | $7,956,000 | 27 |
| Personal Trust and Agency Accounts | $3,535,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $1,000 | 302 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 129 |
| Number of other employee benefit and retirement-related accounts | $1,274,000 | 26 |
| Corporate Trust and Agency Accounts | $316,000 | 4 |
| Number of managed investment management and investment advisory agency accounts | $2,798,000 | 28 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $28,000 | 34 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $699,000 | 90 |
| Personal Trust and Agency Accounts | $114,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $92,000 | 85 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 100 |
| Number non-managed other employee benefit and retirement-related accounts | $443,000 | 38 |
| Corporate Trust and Agency Accounts | $15,000 | 94 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $32,000 | 48 |
| Memoranda |
| Custody and Safekeeping Accounts | $604,000 | 68 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $8,645,000 | 49 |
| Number of Managed Accounts | $7,862,000 | 28 |
| Personal Trust and Agency Accounts | $3,535,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $3,000 | 274 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 126 |
| Number of other employee benefit and retirement-related accounts | $1,240,000 | 29 |
| Corporate Trust and Agency Accounts | $322,000 | 5 |
| Number of managed investment management and investment advisory agency accounts | $2,729,000 | 29 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $29,000 | 34 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $783,000 | 88 |
| Personal Trust and Agency Accounts | $129,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $141,000 | 68 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 97 |
| Number non-managed other employee benefit and retirement-related accounts | $456,000 | 39 |
| Corporate Trust and Agency Accounts | $15,000 | 96 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $38,000 | 47 |
| Memoranda |
| Custody and Safekeeping Accounts | $587,000 | 70 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $8,836,000 | 43 |
| Number of Managed Accounts | $7,821,000 | 28 |
| Personal Trust and Agency Accounts | $3,557,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $6,000 | 242 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 121 |
| Number of other employee benefit and retirement-related accounts | $1,227,000 | 28 |
| Corporate Trust and Agency Accounts | $314,000 | 4 |
| Number of managed investment management and investment advisory agency accounts | $2,685,000 | 30 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $28,000 | 40 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,015,000 | 73 |
| Personal Trust and Agency Accounts | $139,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $323,000 | 45 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 98 |
| Number non-managed other employee benefit and retirement-related accounts | $484,000 | 37 |
| Corporate Trust and Agency Accounts | $15,000 | 95 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $50,000 | 44 |
| Memoranda |
| Custody and Safekeeping Accounts | $588,000 | 71 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $9,042,000 | 44 |
| Number of Managed Accounts | $7,867,000 | 31 |
| Personal Trust and Agency Accounts | $3,610,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $11,000 | 276 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 122 |
| Number of other employee benefit and retirement-related accounts | $1,192,000 | 29 |
| Corporate Trust and Agency Accounts | $320,000 | 4 |
| Number of managed investment management and investment advisory agency accounts | $2,656,000 | 30 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $73,000 | 35 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,175,000 | 73 |
| Personal Trust and Agency Accounts | $152,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $379,000 | 41 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 98 |
| Number non-managed other employee benefit and retirement-related accounts | $545,000 | 43 |
| Corporate Trust and Agency Accounts | $36,000 | 94 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $56,000 | 58 |
| Memoranda |
| Custody and Safekeeping Accounts | $550,000 | 80 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $9,127,000 | 43 |
| Number of Managed Accounts | $7,888,000 | 30 |
| Personal Trust and Agency Accounts | $3,705,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $13,000 | 196 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 139 |
| Number of other employee benefit and retirement-related accounts | $1,169,000 | 28 |
| Corporate Trust and Agency Accounts | $318,000 | 4 |
| Number of managed investment management and investment advisory agency accounts | $2,605,000 | 31 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $75,000 | 29 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,239,000 | 62 |
| Personal Trust and Agency Accounts | $173,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $390,000 | 41 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 93 |
| Number non-managed other employee benefit and retirement-related accounts | $573,000 | 31 |
| Corporate Trust and Agency Accounts | $39,000 | 75 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $59,000 | 41 |
| Memoranda |
| Custody and Safekeeping Accounts | $543,000 | 70 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $9,043,000 | 43 |
| Number of Managed Accounts | $7,630,000 | 30 |
| Personal Trust and Agency Accounts | $3,737,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $12,000 | 206 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 195 |
| Number of other employee benefit and retirement-related accounts | $1,119,000 | 29 |
| Corporate Trust and Agency Accounts | $208,000 | 7 |
| Number of managed investment management and investment advisory agency accounts | $2,483,000 | 34 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $70,000 | 29 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,413,000 | 58 |
| Personal Trust and Agency Accounts | $250,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $424,000 | 41 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 91 |
| Number non-managed other employee benefit and retirement-related accounts | $631,000 | 27 |
| Corporate Trust and Agency Accounts | $78,000 | 61 |
| 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 | $23,000 | 54 |
| Memoranda |
| Custody and Safekeeping Accounts | $537,000 | 76 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $6,989,000 | 48 |
| Number of Managed Accounts | $6,752,000 | 32 |
| Personal Trust and Agency Accounts | $3,098,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $0 | 324 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 198 |
| Number of other employee benefit and retirement-related accounts | $1,144,000 | 26 |
| Corporate Trust and Agency Accounts | $0 | 102 |
| Number of managed investment management and investment advisory agency accounts | $2,435,000 | 32 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $74,000 | 29 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $237,000 | 152 |
| Personal Trust and Agency Accounts | $139,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $0 | 333 |
| Employee Benefit-defined Benefit Accounts | $0 | 175 |
| Number non-managed other employee benefit and retirement-related accounts | $45,000 | 154 |
| Corporate Trust and Agency Accounts | $26,000 | 87 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $27,000 | 48 |
| Memoranda |
| Custody and Safekeeping Accounts | $538,000 | 72 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $7,047,000 | 49 |
| Number of Managed Accounts | $6,758,000 | 33 |
| Personal Trust and Agency Accounts | $3,149,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $0 | 707 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 199 |
| Number of other employee benefit and retirement-related accounts | $1,131,000 | 26 |
| Corporate Trust and Agency Accounts | $0 | 281 |
| Number of managed investment management and investment advisory agency accounts | $2,403,000 | 32 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $73,000 | 32 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $289,000 | 189 |
| Personal Trust and Agency Accounts | $144,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $0 | 653 |
| Employee Benefit-defined Benefit Accounts | $0 | 260 |
| Number non-managed other employee benefit and retirement-related accounts | $45,000 | 289 |
| Corporate Trust and Agency Accounts | $74,000 | 74 |
| 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 | $26,000 | 80 |
| Memoranda |
| Custody and Safekeeping Accounts | $550,000 | 79 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $7,140,000 | 51 |
| Number of Managed Accounts | $6,829,000 | 34 |
| Personal Trust and Agency Accounts | $3,190,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $19,000 | 180 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 121 |
| Number of other employee benefit and retirement-related accounts | $1,126,000 | 23 |
| Corporate Trust and Agency Accounts | $0 | 101 |
| Number of managed investment management and investment advisory agency accounts | $2,410,000 | 31 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $79,000 | 27 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $311,000 | 140 |
| Personal Trust and Agency Accounts | $140,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $0 | 322 |
| Employee Benefit-defined Benefit Accounts | $0 | 176 |
| Number non-managed other employee benefit and retirement-related accounts | $70,000 | 129 |
| Corporate Trust and Agency Accounts | $74,000 | 67 |
| 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 | $27,000 | 53 |
| Memoranda |
| Custody and Safekeeping Accounts | $555,000 | 69 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $6,656,000 | 52 |
| Number of Managed Accounts | $6,318,000 | 36 |
| Personal Trust and Agency Accounts | $2,841,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $0 | 328 |
| Employee Benefit-defined Benefit Accounts | $0 | 248 |
| Number of other employee benefit and retirement-related accounts | $1,071,000 | 24 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $2,333,000 | 30 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $73,000 | 32 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $338,000 | 140 |
| Personal Trust and Agency Accounts | $192,000 | 49 |
| 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 | $42,000 | 163 |
| Corporate Trust and Agency Accounts | $77,000 | 68 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $27,000 | 54 |
| Memoranda |
| Custody and Safekeeping Accounts | $567,000 | 68 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $6,679,000 | 51 |
| Number of Managed Accounts | $6,335,000 | 36 |
| Personal Trust and Agency Accounts | $2,869,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $0 | 337 |
| Employee Benefit-defined Benefit Accounts | $0 | 249 |
| Number of other employee benefit and retirement-related accounts | $1,068,000 | 25 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $2,316,000 | 29 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $82,000 | 33 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $344,000 | 139 |
| Personal Trust and Agency Accounts | $196,000 | 49 |
| 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 | $42,000 | 168 |
| Corporate Trust and Agency Accounts | $79,000 | 67 |
| 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 | $27,000 | 59 |
| Memoranda |
| Custody and Safekeeping Accounts | $565,000 | 68 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $6,707,000 | 55 |
| Number of Managed Accounts | $6,342,000 | 39 |
| Personal Trust and Agency Accounts | $2,901,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $0 | 756 |
| Employee Benefit-defined Benefit Accounts | $0 | 446 |
| Number of other employee benefit and retirement-related accounts | $1,064,000 | 22 |
| Corporate Trust and Agency Accounts | $0 | 303 |
| Number of managed investment management and investment advisory agency accounts | $2,296,000 | 29 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $81,000 | 37 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $365,000 | 164 |
| Personal Trust and Agency Accounts | $197,000 | 56 |
| 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 | $43,000 | 312 |
| Corporate Trust and Agency Accounts | $99,000 | 65 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $26,000 | 88 |
| Memoranda |
| Custody and Safekeeping Accounts | $570,000 | 74 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $6,689,000 | 52 |
| Number of Managed Accounts | $6,376,000 | 36 |
| Personal Trust and Agency Accounts | $2,985,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $0 | 329 |
| Employee Benefit-defined Benefit Accounts | $0 | 246 |
| Number of other employee benefit and retirement-related accounts | $1,063,000 | 21 |
| Corporate Trust and Agency Accounts | $0 | 110 |
| Number of managed investment management and investment advisory agency accounts | $2,262,000 | 29 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $66,000 | 34 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $313,000 | 142 |
| Personal Trust and Agency Accounts | $144,000 | 64 |
| 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 | $43,000 | 160 |
| Corporate Trust and Agency Accounts | $100,000 | 62 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $26,000 | 63 |
| Memoranda |
| Custody and Safekeeping Accounts | $577,000 | 68 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $6,695,000 | 51 |
| Number of Managed Accounts | $6,327,000 | 35 |
| Personal Trust and Agency Accounts | $2,999,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $0 | 344 |
| Employee Benefit-defined Benefit Accounts | $0 | 251 |
| Number of other employee benefit and retirement-related accounts | $1,038,000 | 20 |
| Corporate Trust and Agency Accounts | $0 | 114 |
| Number of managed investment management and investment advisory agency accounts | $2,248,000 | 28 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $42,000 | 34 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $368,000 | 133 |
| Personal Trust and Agency Accounts | $155,000 | 59 |
| 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 | $44,000 | 157 |
| Corporate Trust and Agency Accounts | $116,000 | 63 |
| 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 | $53,000 | 47 |
| Memoranda |
| Custody and Safekeeping Accounts | $583,000 | 64 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,895 |
| Fiduciary or related activity | $0 | 1,801 |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Personal Trust and Agency Accounts | $0 | 424 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $0 | 343 |
| Employee Benefit-defined Benefit Accounts | $0 | 254 |
| Number of other employee benefit and retirement-related accounts | $0 | 372 |
| Corporate Trust and Agency Accounts | $0 | 116 |
| Number of managed investment management and investment advisory agency accounts | $0 | 383 |
| 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 | $0 | 433 |
| Personal Trust and Agency Accounts | $0 | 353 |
| 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 | $0 | 414 |
| 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 | $0 | 1,898 |
| Fiduciary or related activity | $0 | 1,821 |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,812 |
| Number of Managed Accounts | $0 | 1,698 |
| Personal Trust and Agency Accounts | $0 | 1,639 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $0 | 767 |
| Employee Benefit-defined Benefit Accounts | $0 | 445 |
| Number of other employee benefit and retirement-related accounts | $0 | 797 |
| Corporate Trust and Agency Accounts | $0 | 312 |
| Number of managed investment management and investment advisory agency accounts | $0 | 911 |
| 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 | $0 | 1,368 |
| Personal Trust and Agency Accounts | $0 | 1,017 |
| 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 | $0 | 1,000 |
| 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 | $0 | 1,908 |
| Fiduciary or related activity | $0 | 1,824 |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Personal Trust and Agency Accounts | $0 | 411 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $0 | 338 |
| Employee Benefit-defined Benefit Accounts | $0 | 243 |
| Number of other employee benefit and retirement-related accounts | $0 | 357 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $0 | 367 |
| 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 | $0 | 423 |
| Personal Trust and Agency Accounts | $0 | 346 |
| 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 | $0 | 404 |
| 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 | $0 | 2,602 |
| Fiduciary power exercised | $0 | 1,920 |
| Fiduciary or related activity | $0 | 1,840 |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Personal Trust and Agency Accounts | $0 | 418 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $0 | 338 |
| Employee Benefit-defined Benefit Accounts | $0 | 247 |
| Number of other employee benefit and retirement-related accounts | $0 | 357 |
| Corporate Trust and Agency Accounts | $0 | 113 |
| Number of managed investment management and investment advisory agency accounts | $0 | 372 |
| 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 | $0 | 432 |
| Personal Trust and Agency Accounts | $0 | 352 |
| 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 | $0 | 409 |
| 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 | $0 | 2,610 |
| Fiduciary power exercised | $0 | 1,930 |
| Fiduciary or related activity | $0 | 1,848 |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Personal Trust and Agency Accounts | $0 | 426 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $0 | 344 |
| Employee Benefit-defined Benefit Accounts | $0 | 247 |
| Number of other employee benefit and retirement-related accounts | $0 | 364 |
| Corporate Trust and Agency Accounts | $0 | 110 |
| Number of managed investment management and investment advisory agency accounts | $0 | 380 |
| 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 | $0 | 438 |
| Personal Trust and Agency Accounts | $0 | 364 |
| 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 | $0 | 417 |
| 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 | $0 | 2,631 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,873 |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,865 |
| Number of Managed Accounts | $0 | 1,742 |
| Personal Trust and Agency Accounts | $0 | 1,694 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $0 | 794 |
| Employee Benefit-defined Benefit Accounts | $0 | 450 |
| Number of other employee benefit and retirement-related accounts | $0 | 809 |
| Corporate Trust and Agency Accounts | $0 | 340 |
| Number of managed investment management and investment advisory agency accounts | $0 | 932 |
| 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 | $0 | 1,417 |
| Personal Trust and Agency Accounts | $0 | 1,047 |
| 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 | $0 | 1,025 |
| 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 | $0 | 2,649 |
| Fiduciary power exercised | $0 | 1,971 |
| Fiduciary or related activity | $0 | 1,895 |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Personal Trust and Agency Accounts | $0 | 432 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $0 | 347 |
| Employee Benefit-defined Benefit Accounts | $0 | 256 |
| Number of other employee benefit and retirement-related accounts | $0 | 364 |
| Corporate Trust and Agency Accounts | $0 | 121 |
| Number of managed investment management and investment advisory agency accounts | $0 | 379 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 143 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 446 |
| Personal Trust and Agency Accounts | $0 | 370 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $0 | 351 |
| Employee Benefit-defined Benefit Accounts | $0 | 213 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 350 |
| Corporate Trust and Agency Accounts | $0 | 209 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 152 |
| Memoranda |
| Custody and Safekeeping Accounts | $0 | 430 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-06-30 | Rank |
| Fiduciary powers granted | $0 | 2,665 |
| Fiduciary power exercised | $0 | 1,985 |
| Fiduciary or related activity | $0 | 1,908 |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Personal Trust and Agency Accounts | $0 | 436 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $0 | 353 |
| Employee Benefit-defined Benefit Accounts | $0 | 257 |
| Number of other employee benefit and retirement-related accounts | $0 | 369 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of managed investment management and investment advisory agency accounts | $0 | 387 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 151 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 448 |
| Personal Trust and Agency Accounts | $0 | 377 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $0 | 354 |
| Employee Benefit-defined Benefit Accounts | $0 | 214 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 350 |
| Corporate Trust and Agency Accounts | $0 | 211 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 161 |
| Memoranda |
| Custody and Safekeeping Accounts | $0 | 431 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-03-31 | Rank |
| Fiduciary powers granted | $0 | 2,686 |
| Fiduciary power exercised | $0 | 2,011 |
| Fiduciary or related activity | $0 | 1,921 |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Personal Trust and Agency Accounts | $0 | 450 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $0 | 360 |
| Employee Benefit-defined Benefit Accounts | $0 | 261 |
| Number of other employee benefit and retirement-related accounts | $0 | 377 |
| Corporate Trust and Agency Accounts | $0 | 138 |
| Number of managed investment management and investment advisory agency accounts | $0 | 391 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 156 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 460 |
| Personal Trust and Agency Accounts | $0 | 390 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $0 | 359 |
| Employee Benefit-defined Benefit Accounts | $0 | 215 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 355 |
| Corporate Trust and Agency Accounts | $0 | 216 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 158 |
| Memoranda |
| Custody and Safekeeping Accounts | $0 | 442 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2002-12-31 | Rank |
| Fiduciary powers granted | $0 | 2,699 |
| Fiduciary power exercised | $0 | 2,027 |
| Fiduciary or related activity | $0 | 1,927 |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,919 |
| Number of Managed Accounts | $0 | 1,796 |
| Personal Trust and Agency Accounts | $0 | 1,748 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $0 | 834 |
| Employee Benefit-defined Benefit Accounts | $0 | 477 |
| Number of other employee benefit and retirement-related accounts | $0 | 820 |
| Corporate Trust and Agency Accounts | $0 | 378 |
| Number of managed investment management and investment advisory agency accounts | $0 | 941 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 352 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 1,465 |
| Personal Trust and Agency Accounts | $0 | 1,072 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $0 | 764 |
| Employee Benefit-defined Benefit Accounts | $0 | 309 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 883 |
| Corporate Trust and Agency Accounts | $0 | 452 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 305 |
| Memoranda |
| Custody and Safekeeping Accounts | $0 | 1,048 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2001-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,876 |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,869 |
| Number of Managed Accounts | $0 | 1,766 |
| Personal Trust and Agency Accounts | $0 | 1,716 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $0 | 815 |
| Employee Benefit-defined Benefit Accounts | $0 | 447 |
| Number of other employee benefit and retirement-related accounts | $0 | 769 |
| Corporate Trust and Agency Accounts | $0 | 351 |
| Number of managed investment management and investment advisory agency accounts | $0 | 858 |
| 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 | $0 | 971 |
| 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 |
