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SunTrust Bank, Number of Fiduciary and Related Asset Accounts

2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$25,046,00026
Number of Managed Accounts$21,459,00015
Personal Trust and Agency Accounts$8,810,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$94,00041
Employee Benefit-defined Benefit Accounts$60,00020
Number of other employee benefit and retirement-related accounts$2,528,00025
Corporate Trust and Agency Accounts$400,0003
Number of managed investment management and investment advisory agency accounts$8,199,00015
Number of foundation and endowment trust and agency accounts, managed assets$1,368,00010
Other Fiduciary Accounts$0110
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,501,00025
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,587,00027
Personal Trust and Agency Accounts$165,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$584,00016
Employee Benefit-defined Benefit Accounts$148,00016
Number non-managed other employee benefit and retirement-related accounts$159,00051
Corporate Trust and Agency Accounts$2,303,00014
Number of investment management and advisory agency accounts, non-managed assets$201,00012
Number (#) individual retirement, health savings, and other similar accounts$27,00021
Other Fiduciary Accounts$095
Memoranda
Custody and Safekeeping Accounts$2,233,00035
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$90,00095
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$25,503,00026
Number of Managed Accounts$21,851,00015
Personal Trust and Agency Accounts$9,070,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$95,00041
Employee Benefit-defined Benefit Accounts$59,00020
Number of other employee benefit and retirement-related accounts$2,520,00025
Corporate Trust and Agency Accounts$403,0003
Number of managed investment management and investment advisory agency accounts$8,341,00015
Number of foundation and endowment trust and agency accounts, managed assets$1,363,00010
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,495,00024
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,652,00028
Personal Trust and Agency Accounts$166,00042
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$593,00015
Employee Benefit-defined Benefit Accounts$152,00015
Number non-managed other employee benefit and retirement-related accounts$162,00054
Corporate Trust and Agency Accounts$2,349,00015
Number of investment management and advisory agency accounts, non-managed assets$204,00011
Number (#) individual retirement, health savings, and other similar accounts$26,00024
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$2,336,00035
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$88,000105
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$25,758,00025
Number of Managed Accounts$22,104,00015
Personal Trust and Agency Accounts$9,307,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$94,00045
Employee Benefit-defined Benefit Accounts$61,00020
Number of other employee benefit and retirement-related accounts$2,506,00025
Corporate Trust and Agency Accounts$391,0003
Number of managed investment management and investment advisory agency accounts$8,435,00014
Number of foundation and endowment trust and agency accounts, managed assets$1,310,00010
Other Fiduciary Accounts$0133
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,478,00025
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,654,00028
Personal Trust and Agency Accounts$145,00045
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$615,00014
Employee Benefit-defined Benefit Accounts$147,00016
Number non-managed other employee benefit and retirement-related accounts$172,00055
Corporate Trust and Agency Accounts$2,268,00015
Number of investment management and advisory agency accounts, non-managed assets$217,00011
Number (#) individual retirement, health savings, and other similar accounts$90,00014
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$2,384,00034
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$95,000100
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$25,785,00024
Number of Managed Accounts$22,137,00016
Personal Trust and Agency Accounts$9,326,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$94,00044
Employee Benefit-defined Benefit Accounts$59,00021
Number of other employee benefit and retirement-related accounts$2,540,00025
Corporate Trust and Agency Accounts$379,0004
Number of managed investment management and investment advisory agency accounts$8,442,00015
Number of foundation and endowment trust and agency accounts, managed assets$1,297,00010
Other Fiduciary Accounts$0229
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,512,00024
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$044
Number of Non-Managed Accounts$3,648,00029
Personal Trust and Agency Accounts$153,00050
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$620,00015
Employee Benefit-defined Benefit Accounts$156,00014
Number non-managed other employee benefit and retirement-related accounts$176,00066
Corporate Trust and Agency Accounts$2,223,00016
Number of investment management and advisory agency accounts, non-managed assets$229,00012
Number (#) individual retirement, health savings, and other similar accounts$91,00014
Other Fiduciary Accounts$0180
Memoranda
Custody and Safekeeping Accounts$2,411,00034
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$99,000138
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$25,778,00024
Number of Managed Accounts$22,254,00015
Personal Trust and Agency Accounts$9,854,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$87,00045
Employee Benefit-defined Benefit Accounts$59,00020
Number of other employee benefit and retirement-related accounts$2,513,00025
Corporate Trust and Agency Accounts$357,0003
Number of managed investment management and investment advisory agency accounts$8,106,00015
Number of foundation and endowment trust and agency accounts, managed assets$1,278,0009
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,485,00025
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,524,00027
Personal Trust and Agency Accounts$156,00045
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$610,00015
Employee Benefit-defined Benefit Accounts$161,00014
Number non-managed other employee benefit and retirement-related accounts$169,00052
Corporate Trust and Agency Accounts$2,116,00016
Number of investment management and advisory agency accounts, non-managed assets$226,00012
Number (#) individual retirement, health savings, and other similar accounts$86,00014
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$2,417,00036
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$95,000100
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$25,453,00023
Number of Managed Accounts$21,962,00013
Personal Trust and Agency Accounts$9,534,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$82,00046
Employee Benefit-defined Benefit Accounts$62,00021
Number of other employee benefit and retirement-related accounts$2,428,00026
Corporate Trust and Agency Accounts$341,0004
Number of managed investment management and investment advisory agency accounts$8,237,00015
Number of foundation and endowment trust and agency accounts, managed assets$1,278,0009
Other Fiduciary Accounts$0124
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,400,00026
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,491,00028
Personal Trust and Agency Accounts$163,00046
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$597,00015
Employee Benefit-defined Benefit Accounts$160,00015
Number non-managed other employee benefit and retirement-related accounts$177,00050
Corporate Trust and Agency Accounts$2,070,00017
Number of investment management and advisory agency accounts, non-managed assets$237,00013
Number (#) individual retirement, health savings, and other similar accounts$87,00014
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$2,504,00034
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$104,00095
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$25,240,00024
Number of Managed Accounts$21,921,00014
Personal Trust and Agency Accounts$9,736,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$84,00045
Employee Benefit-defined Benefit Accounts$62,00020
Number of other employee benefit and retirement-related accounts$2,378,00026
Corporate Trust and Agency Accounts$323,0005
Number of managed investment management and investment advisory agency accounts$8,055,00015
Number of foundation and endowment trust and agency accounts, managed assets$1,283,0009
Other Fiduciary Accounts$0126
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,320,00026
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,319,00031
Personal Trust and Agency Accounts$188,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$591,00016
Employee Benefit-defined Benefit Accounts$160,00013
Number non-managed other employee benefit and retirement-related accounts$186,00051
Corporate Trust and Agency Accounts$2,020,00018
Number of investment management and advisory agency accounts, non-managed assets$65,00036
Number (#) individual retirement, health savings, and other similar accounts$109,00012
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$2,699,00033
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$115,00089
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$23,124,00025
Number of Managed Accounts$19,103,00016
Personal Trust and Agency Accounts$9,775,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$83,00046
Employee Benefit-defined Benefit Accounts$61,00022
Number of other employee benefit and retirement-related accounts$2,103,00027
Corporate Trust and Agency Accounts$313,0006
Number of managed investment management and investment advisory agency accounts$5,492,00021
Number of foundation and endowment trust and agency accounts, managed assets$1,276,00010
Other Fiduciary Accounts$0227
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,069,00027
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$047
Number of Non-Managed Accounts$4,021,00027
Personal Trust and Agency Accounts$724,00016
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$579,00018
Employee Benefit-defined Benefit Accounts$164,00013
Number non-managed other employee benefit and retirement-related accounts$421,00033
Corporate Trust and Agency Accounts$1,964,00019
Number of investment management and advisory agency accounts, non-managed assets$58,00042
Number (#) individual retirement, health savings, and other similar accounts$111,00012
Other Fiduciary Accounts$0192
Memoranda
Custody and Safekeeping Accounts$4,113,00027
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$325,00060
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$22,980,00025
Number of Managed Accounts$19,068,00015
Personal Trust and Agency Accounts$9,904,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$78,00047
Employee Benefit-defined Benefit Accounts$59,00020
Number of other employee benefit and retirement-related accounts$2,075,00027
Corporate Trust and Agency Accounts$298,0006
Number of managed investment management and investment advisory agency accounts$5,394,00022
Number of foundation and endowment trust and agency accounts, managed assets$1,260,00010
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,053,00027
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,912,00026
Personal Trust and Agency Accounts$712,00016
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$562,00018
Employee Benefit-defined Benefit Accounts$163,00015
Number non-managed other employee benefit and retirement-related accounts$393,00029
Corporate Trust and Agency Accounts$1,913,00019
Number of investment management and advisory agency accounts, non-managed assets$59,00036
Number (#) individual retirement, health savings, and other similar accounts$110,00012
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$4,114,00027
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$319,00049
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$23,223,00025
Number of Managed Accounts$19,136,00015
Personal Trust and Agency Accounts$10,024,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$74,00053
Employee Benefit-defined Benefit Accounts$60,00020
Number of other employee benefit and retirement-related accounts$2,093,00027
Corporate Trust and Agency Accounts$280,0005
Number of managed investment management and investment advisory agency accounts$5,364,00021
Number of foundation and endowment trust and agency accounts, managed assets$1,241,00010
Other Fiduciary Accounts$0127
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,057,00027
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$4,087,00026
Personal Trust and Agency Accounts$961,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$547,00018
Employee Benefit-defined Benefit Accounts$165,00015
Number non-managed other employee benefit and retirement-related accounts$395,00030
Corporate Trust and Agency Accounts$1,842,00020
Number of investment management and advisory agency accounts, non-managed assets$66,00033
Number (#) individual retirement, health savings, and other similar accounts$111,00011
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$3,957,00028
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$318,00050
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$23,332,00025
Number of Managed Accounts$19,435,00015
Personal Trust and Agency Accounts$10,262,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$68,00053
Employee Benefit-defined Benefit Accounts$61,00020
Number of other employee benefit and retirement-related accounts$2,119,00027
Corporate Trust and Agency Accounts$256,0006
Number of managed investment management and investment advisory agency accounts$5,419,00017
Number of foundation and endowment trust and agency accounts, managed assets$1,250,00011
Other Fiduciary Accounts$0122
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,084,00026
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,897,00026
Personal Trust and Agency Accounts$967,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$523,00018
Employee Benefit-defined Benefit Accounts$166,00015
Number non-managed other employee benefit and retirement-related accounts$407,00031
Corporate Trust and Agency Accounts$1,654,00023
Number of investment management and advisory agency accounts, non-managed assets$68,00030
Number (#) individual retirement, health savings, and other similar accounts$112,00011
Other Fiduciary Accounts$0104
Memoranda
Custody and Safekeeping Accounts$4,001,00028
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$330,00049
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$23,437,00026
Number of Managed Accounts$19,451,00015
Personal Trust and Agency Accounts$10,292,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$65,00061
Employee Benefit-defined Benefit Accounts$64,00022
Number of other employee benefit and retirement-related accounts$2,122,00027
Corporate Trust and Agency Accounts$252,0006
Number of managed investment management and investment advisory agency accounts$5,309,00019
Number of foundation and endowment trust and agency accounts, managed assets$1,347,00011
Other Fiduciary Accounts$0216
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,092,00026
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$055
Number of Non-Managed Accounts$3,986,00028
Personal Trust and Agency Accounts$994,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$533,00018
Employee Benefit-defined Benefit Accounts$164,00016
Number non-managed other employee benefit and retirement-related accounts$412,00034
Corporate Trust and Agency Accounts$1,694,00021
Number of investment management and advisory agency accounts, non-managed assets$73,00030
Number (#) individual retirement, health savings, and other similar accounts$116,0009
Other Fiduciary Accounts$0194
Memoranda
Custody and Safekeeping Accounts$4,602,00026
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$337,00058
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$23,652,00026
Number of Managed Accounts$19,765,00015
Personal Trust and Agency Accounts$10,500,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$58,00062
Employee Benefit-defined Benefit Accounts$67,00020
Number of other employee benefit and retirement-related accounts$2,306,00023
Corporate Trust and Agency Accounts$249,0006
Number of managed investment management and investment advisory agency accounts$5,227,00019
Number of foundation and endowment trust and agency accounts, managed assets$1,358,00012
Other Fiduciary Accounts$0118
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,277,00024
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,887,00027
Personal Trust and Agency Accounts$1,016,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$544,00017
Employee Benefit-defined Benefit Accounts$166,00016
Number non-managed other employee benefit and retirement-related accounts$258,00042
Corporate Trust and Agency Accounts$1,712,00022
Number of investment management and advisory agency accounts, non-managed assets$77,00027
Number (#) individual retirement, health savings, and other similar accounts$114,0009
Other Fiduciary Accounts$0102
Memoranda
Custody and Safekeeping Accounts$4,165,00026
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$183,00071
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$24,340,00026
Number of Managed Accounts$20,412,00015
Personal Trust and Agency Accounts$11,220,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$61,00063
Employee Benefit-defined Benefit Accounts$68,00019
Number of other employee benefit and retirement-related accounts$2,319,00022
Corporate Trust and Agency Accounts$238,0006
Number of managed investment management and investment advisory agency accounts$5,156,00018
Number of foundation and endowment trust and agency accounts, managed assets$1,350,00010
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,283,00022
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,928,00026
Personal Trust and Agency Accounts$1,027,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$552,00016
Employee Benefit-defined Benefit Accounts$169,00016
Number non-managed other employee benefit and retirement-related accounts$295,00038
Corporate Trust and Agency Accounts$1,689,00022
Number of investment management and advisory agency accounts, non-managed assets$75,00027
Number (#) individual retirement, health savings, and other similar accounts$121,0009
Other Fiduciary Accounts$0102
Memoranda
Custody and Safekeeping Accounts$4,243,00027
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$222,00061
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$24,564,00025
Number of Managed Accounts$20,540,00015
Personal Trust and Agency Accounts$11,409,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$59,00064
Employee Benefit-defined Benefit Accounts$67,00019
Number of other employee benefit and retirement-related accounts$2,311,00022
Corporate Trust and Agency Accounts$237,0006
Number of managed investment management and investment advisory agency accounts$5,177,00017
Number of foundation and endowment trust and agency accounts, managed assets$1,280,00011
Other Fiduciary Accounts$0126
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,275,00022
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$4,024,00026
Personal Trust and Agency Accounts$1,062,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$562,00018
Employee Benefit-defined Benefit Accounts$171,00016
Number non-managed other employee benefit and retirement-related accounts$294,00039
Corporate Trust and Agency Accounts$1,701,00020
Number of investment management and advisory agency accounts, non-managed assets$79,00027
Number (#) individual retirement, health savings, and other similar accounts$155,0009
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$4,363,00027
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$218,00063
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$24,568,00024
Number of Managed Accounts$20,599,00015
Personal Trust and Agency Accounts$11,445,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$85,00048
Employee Benefit-defined Benefit Accounts$70,00021
Number of other employee benefit and retirement-related accounts$2,167,00023
Corporate Trust and Agency Accounts$215,0006
Number of managed investment management and investment advisory agency accounts$5,328,00017
Number of foundation and endowment trust and agency accounts, managed assets$1,289,00011
Other Fiduciary Accounts$0237
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,135,00022
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$060
Number of Non-Managed Accounts$3,969,00028
Personal Trust and Agency Accounts$1,057,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$546,00019
Employee Benefit-defined Benefit Accounts$162,00017
Number non-managed other employee benefit and retirement-related accounts$300,00048
Corporate Trust and Agency Accounts$1,674,00021
Number of investment management and advisory agency accounts, non-managed assets$75,00028
Number (#) individual retirement, health savings, and other similar accounts$155,0009
Other Fiduciary Accounts$0200
Memoranda
Custody and Safekeeping Accounts$4,449,00026
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$232,00075
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$24,846,00024
Number of Managed Accounts$20,879,00015
Personal Trust and Agency Accounts$11,564,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$79,00050
Employee Benefit-defined Benefit Accounts$71,00018
Number of other employee benefit and retirement-related accounts$2,237,00021
Corporate Trust and Agency Accounts$183,0007
Number of managed investment management and investment advisory agency accounts$5,486,00017
Number of foundation and endowment trust and agency accounts, managed assets$1,259,00011
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,206,00021
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,967,00026
Personal Trust and Agency Accounts$1,059,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$533,00019
Employee Benefit-defined Benefit Accounts$175,00017
Number non-managed other employee benefit and retirement-related accounts$300,00037
Corporate Trust and Agency Accounts$1,640,00021
Number of investment management and advisory agency accounts, non-managed assets$98,00021
Number (#) individual retirement, health savings, and other similar accounts$162,0008
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$4,638,00026
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$231,00060
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$26,877,00022
Number of Managed Accounts$21,789,00016
Personal Trust and Agency Accounts$12,028,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$73,00057
Employee Benefit-defined Benefit Accounts$76,00017
Number of other employee benefit and retirement-related accounts$2,374,00019
Corporate Trust and Agency Accounts$177,0006
Number of managed investment management and investment advisory agency accounts$5,782,00016
Number of foundation and endowment trust and agency accounts, managed assets$1,279,00010
Other Fiduciary Accounts$0133
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,333,00017
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$5,088,00021
Personal Trust and Agency Accounts$1,742,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$560,00019
Employee Benefit-defined Benefit Accounts$216,00013
Number non-managed other employee benefit and retirement-related accounts$331,00034
Corporate Trust and Agency Accounts$1,957,00018
Number of investment management and advisory agency accounts, non-managed assets$96,00022
Number (#) individual retirement, health savings, and other similar accounts$186,0008
Other Fiduciary Accounts$0111
Memoranda
Custody and Safekeeping Accounts$6,339,00023
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$245,00058
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$26,946,00022
Number of Managed Accounts$21,978,00014
Personal Trust and Agency Accounts$12,193,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$62,00060
Employee Benefit-defined Benefit Accounts$74,00017
Number of other employee benefit and retirement-related accounts$2,421,00019
Corporate Trust and Agency Accounts$148,0008
Number of managed investment management and investment advisory agency accounts$5,802,00015
Number of foundation and endowment trust and agency accounts, managed assets$1,278,00010
Other Fiduciary Accounts$0128
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,379,00018
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$4,968,00024
Personal Trust and Agency Accounts$1,648,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$569,00020
Employee Benefit-defined Benefit Accounts$223,00014
Number non-managed other employee benefit and retirement-related accounts$325,00038
Corporate Trust and Agency Accounts$1,927,00018
Number of investment management and advisory agency accounts, non-managed assets$88,00028
Number (#) individual retirement, health savings, and other similar accounts$188,0008
Other Fiduciary Accounts$0108
Memoranda
Custody and Safekeeping Accounts$6,516,00023
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$240,00062
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$26,984,00023
Number of Managed Accounts$21,928,00014
Personal Trust and Agency Accounts$12,264,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$57,00071
Employee Benefit-defined Benefit Accounts$77,00019
Number of other employee benefit and retirement-related accounts$2,413,00019
Corporate Trust and Agency Accounts$103,00010
Number of managed investment management and investment advisory agency accounts$5,725,00015
Number of foundation and endowment trust and agency accounts, managed assets$1,289,00010
Other Fiduciary Accounts$0236
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,369,00018
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$063
Number of Non-Managed Accounts$5,056,00027
Personal Trust and Agency Accounts$1,618,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$598,00021
Employee Benefit-defined Benefit Accounts$229,00013
Number non-managed other employee benefit and retirement-related accounts$314,00055
Corporate Trust and Agency Accounts$2,029,00018
Number of investment management and advisory agency accounts, non-managed assets$78,00028
Number (#) individual retirement, health savings, and other similar accounts$190,0008
Other Fiduciary Accounts$0217
Memoranda
Custody and Safekeeping Accounts$6,622,00024
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$230,00087
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$26,877,00025
Number of Managed Accounts$21,901,00014
Personal Trust and Agency Accounts$12,366,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$58,00067
Employee Benefit-defined Benefit Accounts$80,00017
Number of other employee benefit and retirement-related accounts$2,434,00018
Corporate Trust and Agency Accounts$82,00012
Number of managed investment management and investment advisory agency accounts$5,605,00016
Number of foundation and endowment trust and agency accounts, managed assets$1,276,00010
Other Fiduciary Accounts$0128
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,391,00017
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$4,976,00027
Personal Trust and Agency Accounts$1,621,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$597,00021
Employee Benefit-defined Benefit Accounts$239,00015
Number non-managed other employee benefit and retirement-related accounts$308,00039
Corporate Trust and Agency Accounts$1,957,00018
Number of investment management and advisory agency accounts, non-managed assets$65,00030
Number (#) individual retirement, health savings, and other similar accounts$189,0007
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$6,645,00021
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$225,00064
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$27,089,00025
Number of Managed Accounts$21,959,00014
Personal Trust and Agency Accounts$12,431,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$53,00073
Employee Benefit-defined Benefit Accounts$91,00015
Number of other employee benefit and retirement-related accounts$2,461,00018
Corporate Trust and Agency Accounts$74,00012
Number of managed investment management and investment advisory agency accounts$5,579,00016
Number of foundation and endowment trust and agency accounts, managed assets$1,270,00010
Other Fiduciary Accounts$0124
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,418,00017
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$5,130,00027
Personal Trust and Agency Accounts$1,678,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$701,00017
Employee Benefit-defined Benefit Accounts$242,00016
Number non-managed other employee benefit and retirement-related accounts$332,00037
Corporate Trust and Agency Accounts$1,927,00018
Number of investment management and advisory agency accounts, non-managed assets$61,00032
Number (#) individual retirement, health savings, and other similar accounts$189,0008
Other Fiduciary Accounts$0110
Memoranda
Custody and Safekeeping Accounts$6,810,00023
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$233,00063
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$27,147,00026
Number of Managed Accounts$21,987,00014
Personal Trust and Agency Accounts$12,537,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$51,00075
Employee Benefit-defined Benefit Accounts$102,00015
Number of other employee benefit and retirement-related accounts$2,433,00017
Corporate Trust and Agency Accounts$63,00014
Number of managed investment management and investment advisory agency accounts$5,550,00016
Number of foundation and endowment trust and agency accounts, managed assets$1,251,00010
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,391,00017
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$5,160,00028
Personal Trust and Agency Accounts$1,665,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$714,00019
Employee Benefit-defined Benefit Accounts$250,00016
Number non-managed other employee benefit and retirement-related accounts$349,00039
Corporate Trust and Agency Accounts$1,926,00018
Number of investment management and advisory agency accounts, non-managed assets$61,00032
Number (#) individual retirement, health savings, and other similar accounts$195,0008
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$6,828,00023
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$238,00065
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$27,363,00024
Number of Managed Accounts$21,985,00014
Personal Trust and Agency Accounts$12,625,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$55,00075
Employee Benefit-defined Benefit Accounts$105,00015
Number of other employee benefit and retirement-related accounts$2,422,00017
Corporate Trust and Agency Accounts$64,00015
Number of managed investment management and investment advisory agency accounts$5,526,00016
Number of foundation and endowment trust and agency accounts, managed assets$1,188,00010
Other Fiduciary Accounts$0240
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$2,379,00017
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$1,129,00035
Number of Non-Managed Accounts$5,378,00027
Personal Trust and Agency Accounts$1,745,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$732,00019
Employee Benefit-defined Benefit Accounts$257,00015
Number non-managed other employee benefit and retirement-related accounts$355,00050
Corporate Trust and Agency Accounts$2,033,00018
Number of investment management and advisory agency accounts, non-managed assets$56,00037
Number (#) individual retirement, health savings, and other similar accounts$200,00010
Other Fiduciary Accounts$0215
Memoranda
Custody and Safekeeping Accounts$6,680,00025
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$252,00086
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$27,768,00024
Number of Managed Accounts$22,490,00015
Personal Trust and Agency Accounts$13,061,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$54,00072
Employee Benefit-defined Benefit Accounts$108,00018
Number of other employee benefit and retirement-related accounts$2,464,00018
Corporate Trust and Agency Accounts$52,00013
Number of managed investment management and investment advisory agency accounts$5,628,00017
Number of foundation and endowment trust and agency accounts, managed assets$1,123,0008
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$2,418,00018
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$5,278,00026
Personal Trust and Agency Accounts$1,686,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$729,00019
Employee Benefit-defined Benefit Accounts$254,00014
Number non-managed other employee benefit and retirement-related accounts$375,00037
Corporate Trust and Agency Accounts$2,021,00018
Number of investment management and advisory agency accounts, non-managed assets$12,00086
Number (#) individual retirement, health savings, and other similar accounts$201,00010
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$6,576,00024
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$257,00060
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$28,153,00024
Number of Managed Accounts$22,748,00012
Personal Trust and Agency Accounts$13,214,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$50,00075
Employee Benefit-defined Benefit Accounts$112,00015
Number of other employee benefit and retirement-related accounts$2,531,00017
Corporate Trust and Agency Accounts$43,00015
Number of managed investment management and investment advisory agency accounts$5,643,00017
Number of foundation and endowment trust and agency accounts, managed assets$1,155,0008
Other Fiduciary Accounts$0119
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$2,485,00017
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$5,405,00027
Personal Trust and Agency Accounts$1,758,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$732,00019
Employee Benefit-defined Benefit Accounts$256,00014
Number non-managed other employee benefit and retirement-related accounts$407,00035
Corporate Trust and Agency Accounts$2,039,00018
Number of investment management and advisory agency accounts, non-managed assets$10,00091
Number (#) individual retirement, health savings, and other similar accounts$203,00010
Other Fiduciary Accounts$0104
Memoranda
Custody and Safekeeping Accounts$6,672,00024
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$288,00057
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$28,545,00024
Number of Managed Accounts$23,072,00011
Personal Trust and Agency Accounts$13,443,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$52,00073
Employee Benefit-defined Benefit Accounts$120,00015
Number of other employee benefit and retirement-related accounts$2,523,00017
Corporate Trust and Agency Accounts$33,00017
Number of managed investment management and investment advisory agency accounts$5,627,00017
Number of foundation and endowment trust and agency accounts, managed assets$1,274,0008
Other Fiduciary Accounts$0118
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$2,493,00017
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$5,473,00027
Personal Trust and Agency Accounts$1,779,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$745,00021
Employee Benefit-defined Benefit Accounts$254,00014
Number non-managed other employee benefit and retirement-related accounts$445,00032
Corporate Trust and Agency Accounts$2,034,00017
Number of investment management and advisory agency accounts, non-managed assets$11,00087
Number (#) individual retirement, health savings, and other similar accounts$205,00010
Other Fiduciary Accounts$0110
Memoranda
Custody and Safekeeping Accounts$6,763,00024
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$297,00061
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$29,550,00021
Number of Managed Accounts$23,288,00010
Personal Trust and Agency Accounts$13,553,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$60,00072
Employee Benefit-defined Benefit Accounts$127,00013
Number of other employee benefit and retirement-related accounts$2,564,00017
Corporate Trust and Agency Accounts$20,00036
Number of managed investment management and investment advisory agency accounts$5,681,00014
Number of foundation and endowment trust and agency accounts, managed assets$1,283,0008
Other Fiduciary Accounts$0246
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$2,539,00016
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$3,277,00021
Number of Non-Managed Accounts$6,262,00027
Personal Trust and Agency Accounts$1,844,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$772,00020
Employee Benefit-defined Benefit Accounts$309,00012
Number non-managed other employee benefit and retirement-related accounts$469,00036
Corporate Trust and Agency Accounts$2,644,00016
Number of investment management and advisory agency accounts, non-managed assets$14,000116
Number (#) individual retirement, health savings, and other similar accounts$210,00010
Other Fiduciary Accounts$0221
Memoranda
Custody and Safekeeping Accounts$6,942,00028
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$322,00071
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$30,581,00020
Number of Managed Accounts$23,326,0009
Personal Trust and Agency Accounts$13,691,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$41,00091
Employee Benefit-defined Benefit Accounts$118,00014
Number of other employee benefit and retirement-related accounts$2,569,00016
Corporate Trust and Agency Accounts$16,00027
Number of managed investment management and investment advisory agency accounts$5,639,00015
Number of foundation and endowment trust and agency accounts, managed assets$1,252,0008
Other Fiduciary Accounts$0115
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$2,538,00015
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$7,255,00024
Personal Trust and Agency Accounts$1,756,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$682,00022
Employee Benefit-defined Benefit Accounts$343,00012
Number non-managed other employee benefit and retirement-related accounts$485,00028
Corporate Trust and Agency Accounts$3,759,00011
Number of investment management and advisory agency accounts, non-managed assets$19,00066
Number (#) individual retirement, health savings, and other similar accounts$211,0007
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$6,938,00024
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$334,00051
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$30,751,00020
Number of Managed Accounts$23,584,0009
Personal Trust and Agency Accounts$13,749,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$43,00089
Employee Benefit-defined Benefit Accounts$120,00014
Number of other employee benefit and retirement-related accounts$2,586,00016
Corporate Trust and Agency Accounts$2,00061
Number of managed investment management and investment advisory agency accounts$5,690,00014
Number of foundation and endowment trust and agency accounts, managed assets$1,394,0007
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$2,553,00015
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$7,167,00025
Personal Trust and Agency Accounts$1,693,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$697,00022
Employee Benefit-defined Benefit Accounts$353,00012
Number non-managed other employee benefit and retirement-related accounts$495,00029
Corporate Trust and Agency Accounts$3,697,00011
Number of investment management and advisory agency accounts, non-managed assets$11,00092
Number (#) individual retirement, health savings, and other similar accounts$221,0006
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$7,033,00026
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$338,00050
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$30,769,00020
Number of Managed Accounts$24,083,00010
Personal Trust and Agency Accounts$14,142,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$40,00094
Employee Benefit-defined Benefit Accounts$112,00016
Number of other employee benefit and retirement-related accounts$2,564,00016
Corporate Trust and Agency Accounts$3,00054
Number of managed investment management and investment advisory agency accounts$5,788,00014
Number of foundation and endowment trust and agency accounts, managed assets$1,434,0008
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$2,538,00014
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,686,00028
Personal Trust and Agency Accounts$1,556,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$732,00023
Employee Benefit-defined Benefit Accounts$354,00012
Number non-managed other employee benefit and retirement-related accounts$507,00027
Corporate Trust and Agency Accounts$3,288,00012
Number of investment management and advisory agency accounts, non-managed assets$28,00051
Number (#) individual retirement, health savings, and other similar accounts$221,0006
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$7,798,00024
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$352,00045
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$31,506,00019
Number of Managed Accounts$24,542,0009
Personal Trust and Agency Accounts$14,199,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$44,00096
Employee Benefit-defined Benefit Accounts$120,00015
Number of other employee benefit and retirement-related accounts$2,546,00015
Corporate Trust and Agency Accounts$2,000139
Number of managed investment management and investment advisory agency accounts$6,113,00014
Number of foundation and endowment trust and agency accounts, managed assets$1,518,0007
Other Fiduciary Accounts$0233
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$2,524,00014
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$3,235,00023
Number of Non-Managed Accounts$6,964,00026
Personal Trust and Agency Accounts$1,614,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$775,00022
Employee Benefit-defined Benefit Accounts$363,00011
Number non-managed other employee benefit and retirement-related accounts$524,00031
Corporate Trust and Agency Accounts$3,414,00012
Number of investment management and advisory agency accounts, non-managed assets$40,00048
Number (#) individual retirement, health savings, and other similar accounts$234,0007
Other Fiduciary Accounts$0233
Memoranda
Custody and Safekeeping Accounts$7,862,00025
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$365,00058
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$28,680,00022
Number of Managed Accounts$24,946,00010
Personal Trust and Agency Accounts$14,355,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$44,00090
Employee Benefit-defined Benefit Accounts$120,00013
Number of other employee benefit and retirement-related accounts$2,469,00017
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$6,444,00015
Number of foundation and endowment trust and agency accounts, managed assets$1,514,0006
Other Fiduciary Accounts$0106
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$2,441,00017
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,734,00031
Personal Trust and Agency Accounts$1,528,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$801,00023
Employee Benefit-defined Benefit Accounts$363,00011
Number non-managed other employee benefit and retirement-related accounts$529,00027
Corporate Trust and Agency Accounts$245,00045
Number of investment management and advisory agency accounts, non-managed assets$43,00030
Number (#) individual retirement, health savings, and other similar accounts$225,0005
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$7,729,00024
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$371,00043
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$28,975,00022
Number of Managed Accounts$25,204,00010
Personal Trust and Agency Accounts$14,652,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$45,00091
Employee Benefit-defined Benefit Accounts$120,00012
Number of other employee benefit and retirement-related accounts$2,350,00017
Corporate Trust and Agency Accounts$2,00068
Number of managed investment management and investment advisory agency accounts$6,417,00013
Number of foundation and endowment trust and agency accounts, managed assets$1,618,0005
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$2,327,00017
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,771,00032
Personal Trust and Agency Accounts$1,478,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$817,00023
Employee Benefit-defined Benefit Accounts$363,00011
Number non-managed other employee benefit and retirement-related accounts$572,00027
Corporate Trust and Agency Accounts$239,00047
Number of investment management and advisory agency accounts, non-managed assets$55,00024
Number (#) individual retirement, health savings, and other similar accounts$247,0006
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$7,530,00023
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$400,00039
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$27,863,00021
Number of Managed Accounts$24,129,0009
Personal Trust and Agency Accounts$14,951,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$50,00088
Employee Benefit-defined Benefit Accounts$118,00012
Number of other employee benefit and retirement-related accounts$2,318,00016
Corporate Trust and Agency Accounts$11,00038
Number of managed investment management and investment advisory agency accounts$5,027,00016
Number of foundation and endowment trust and agency accounts, managed assets$1,654,0005
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$2,281,00016
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,734,00034
Personal Trust and Agency Accounts$1,402,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$828,00024
Employee Benefit-defined Benefit Accounts$367,00011
Number non-managed other employee benefit and retirement-related accounts$603,00027
Corporate Trust and Agency Accounts$224,00045
Number of investment management and advisory agency accounts, non-managed assets$65,00021
Number (#) individual retirement, health savings, and other similar accounts$245,0007
Other Fiduciary Accounts$0109
Memoranda
Custody and Safekeeping Accounts$7,536,00023
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$430,00035
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$28,397,00021
Number of Managed Accounts$24,546,0009
Personal Trust and Agency Accounts$15,235,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$53,00092
Employee Benefit-defined Benefit Accounts$131,00013
Number of other employee benefit and retirement-related accounts$2,357,00016
Corporate Trust and Agency Accounts$11,00067
Number of managed investment management and investment advisory agency accounts$5,066,00015
Number of foundation and endowment trust and agency accounts, managed assets$1,693,0005
Other Fiduciary Accounts$0259
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$2,331,00016
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$3,411,00023
Number of Non-Managed Accounts$3,851,00036
Personal Trust and Agency Accounts$1,381,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$867,00024
Employee Benefit-defined Benefit Accounts$376,00011
Number non-managed other employee benefit and retirement-related accounts$701,00028
Corporate Trust and Agency Accounts$243,00047
Number of investment management and advisory agency accounts, non-managed assets$36,00049
Number (#) individual retirement, health savings, and other similar accounts$247,0007
Other Fiduciary Accounts$0239
Memoranda
Custody and Safekeeping Accounts$7,786,00024
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$506,00044
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$28,388,00020
Number of Managed Accounts$24,648,0009
Personal Trust and Agency Accounts$15,519,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$57,00079
Employee Benefit-defined Benefit Accounts$118,00014
Number of other employee benefit and retirement-related accounts$2,310,00016
Corporate Trust and Agency Accounts$11,00036
Number of managed investment management and investment advisory agency accounts$5,048,00015
Number of foundation and endowment trust and agency accounts, managed assets$1,585,0005
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign Offices$08
Number of Individual retirement, health savings, and similar accounts,managed assets$2,279,00016
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,740,00035
Personal Trust and Agency Accounts$1,270,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$870,00025
Employee Benefit-defined Benefit Accounts$370,00011
Number non-managed other employee benefit and retirement-related accounts$707,00023
Corporate Trust and Agency Accounts$239,00045
Number of investment management and advisory agency accounts, non-managed assets$38,00034
Number (#) individual retirement, health savings, and other similar accounts$246,0007
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$7,922,00022
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$515,00037
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$28,801,00019
Number of Managed Accounts$24,984,0009
Personal Trust and Agency Accounts$15,782,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$52,00084
Employee Benefit-defined Benefit Accounts$117,00014
Number of other employee benefit and retirement-related accounts$2,332,00016
Corporate Trust and Agency Accounts$9,00041
Number of managed investment management and investment advisory agency accounts$5,123,00014
Number of foundation and endowment trust and agency accounts, managed assets$1,569,0005
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assets$2,294,00016
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,817,00036
Personal Trust and Agency Accounts$1,284,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$871,00026
Employee Benefit-defined Benefit Accounts$366,00012
Number non-managed other employee benefit and retirement-related accounts$741,00026
Corporate Trust and Agency Accounts$236,00045
Number of investment management and advisory agency accounts, non-managed assets$37,00032
Number (#) individual retirement, health savings, and other similar accounts$282,0006
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$7,965,00022
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$534,00036
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$28,959,00020
Number of Managed Accounts$25,144,0009
Personal Trust and Agency Accounts$16,067,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$53,00081
Employee Benefit-defined Benefit Accounts$114,00014
Number of other employee benefit and retirement-related accounts$2,229,00016
Corporate Trust and Agency Accounts$10,00041
Number of managed investment management and investment advisory agency accounts$5,061,00013
Number of foundation and endowment trust and agency accounts, managed assets$1,610,0005
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assets$2,188,00014
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,815,00034
Personal Trust and Agency Accounts$1,242,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$896,00027
Employee Benefit-defined Benefit Accounts$380,00011
Number non-managed other employee benefit and retirement-related accounts$757,00024
Corporate Trust and Agency Accounts$222,00049
Number of investment management and advisory agency accounts, non-managed assets$37,00028
Number (#) individual retirement, health savings, and other similar accounts$281,0007
Other Fiduciary Accounts$0116
Memoranda
Custody and Safekeeping Accounts$8,009,00022
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$544,00033
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$29,649,00020
Number of Managed Accounts$25,465,00010
Personal Trust and Agency Accounts$16,166,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$52,00096
Employee Benefit-defined Benefit Accounts$119,00016
Number of other employee benefit and retirement-related accounts$2,250,00015
Corporate Trust and Agency Accounts$10,00076
Number of managed investment management and investment advisory agency accounts$5,163,00014
Number of foundation and endowment trust and agency accounts, managed assets$1,705,0007
Other Fiduciary Accounts$0261
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assets$2,208,00015
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$18,004,0009
Number of Non-Managed Accounts$4,184,00038
Personal Trust and Agency Accounts$1,262,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$908,00028
Employee Benefit-defined Benefit Accounts$391,00012
Number non-managed other employee benefit and retirement-related accounts$773,00028
Corporate Trust and Agency Accounts$230,00052
Number of investment management and advisory agency accounts, non-managed assets$43,00036
Number (#) individual retirement, health savings, and other similar accounts$577,0003
Other Fiduciary Accounts$0229
Memoranda
Custody and Safekeeping Accounts$8,029,00024
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$545,00045
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$30,223,00024
Number of Managed Accounts$26,337,00012
Personal Trust and Agency Accounts$17,161,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$51,00089
Employee Benefit-defined Benefit Accounts$121,00014
Number of other employee benefit and retirement-related accounts$2,378,00016
Corporate Trust and Agency Accounts$13,00040
Number of managed investment management and investment advisory agency accounts$6,262,00012
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$351,00011
Memoranda
Fiduciary Accounts Held in Foreign Offices$010
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,886,00037
Personal Trust and Agency Accounts$1,352,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$909,00029
Employee Benefit-defined Benefit Accounts$387,00013
Number non-managed other employee benefit and retirement-related accounts$773,00023
Corporate Trust and Agency Accounts$224,00049
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$241,00022
Memoranda
Custody and Safekeeping Accounts$8,092,00023
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$30,852,00023
Number of Managed Accounts$27,086,00012
Personal Trust and Agency Accounts$17,474,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$55,00087
Employee Benefit-defined Benefit Accounts$122,00015
Number of other employee benefit and retirement-related accounts$2,501,00015
Corporate Trust and Agency Accounts$10,00047
Number of managed investment management and investment advisory agency accounts$6,543,00011
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$381,00012
Memoranda
Fiduciary Accounts Held in Foreign Offices$010
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,766,00037
Personal Trust and Agency Accounts$1,307,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$911,00029
Employee Benefit-defined Benefit Accounts$384,00013
Number non-managed other employee benefit and retirement-related accounts$689,00025
Corporate Trust and Agency Accounts$230,00048
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$245,00022
Memoranda
Custody and Safekeeping Accounts$8,203,00022
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$31,619,00021
Number of Managed Accounts$27,921,00013
Personal Trust and Agency Accounts$17,995,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$75,00068
Employee Benefit-defined Benefit Accounts$125,00016
Number of other employee benefit and retirement-related accounts$2,587,00015
Corporate Trust and Agency Accounts$14,00038
Number of managed investment management and investment advisory agency accounts$6,739,00012
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$386,00011
Memoranda
Fiduciary Accounts Held in Foreign Offices$010
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,698,00035
Personal Trust and Agency Accounts$1,243,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$900,00028
Employee Benefit-defined Benefit Accounts$387,00013
Number non-managed other employee benefit and retirement-related accounts$692,00024
Corporate Trust and Agency Accounts$233,00048
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$243,00023
Memoranda
Custody and Safekeeping Accounts$8,337,00023
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$32,368,00023
Number of Managed Accounts$28,631,00013
Personal Trust and Agency Accounts$18,263,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$72,00075
Employee Benefit-defined Benefit Accounts$130,00014
Number of other employee benefit and retirement-related accounts$2,739,00013
Corporate Trust and Agency Accounts$16,00065
Number of managed investment management and investment advisory agency accounts$7,022,00011
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$389,00010
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,737,00040
Personal Trust and Agency Accounts$1,185,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$931,00028
Employee Benefit-defined Benefit Accounts$405,00013
Number non-managed other employee benefit and retirement-related accounts$704,00033
Corporate Trust and Agency Accounts$245,00053
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$267,00029
Memoranda
Custody and Safekeeping Accounts$8,417,00026
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$32,858,00022
Number of Managed Accounts$29,231,00012
Personal Trust and Agency Accounts$18,587,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$78,00066
Employee Benefit-defined Benefit Accounts$148,00013
Number of other employee benefit and retirement-related accounts$2,808,00014
Corporate Trust and Agency Accounts$8,00053
Number of managed investment management and investment advisory agency accounts$7,214,00011
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$388,00011
Memoranda
Fiduciary Accounts Held in Foreign Offices$010
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,627,00038
Personal Trust and Agency Accounts$1,096,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$920,00025
Employee Benefit-defined Benefit Accounts$391,00014
Number non-managed other employee benefit and retirement-related accounts$706,00026
Corporate Trust and Agency Accounts$250,00050
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$264,00023
Memoranda
Custody and Safekeeping Accounts$8,400,00023
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$33,833,00021
Number of Managed Accounts$29,856,00010
Personal Trust and Agency Accounts$19,043,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$80,00068
Employee Benefit-defined Benefit Accounts$154,00014
Number of other employee benefit and retirement-related accounts$2,878,00012
Corporate Trust and Agency Accounts$8,00056
Number of managed investment management and investment advisory agency accounts$7,232,00010
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$461,00012
Memoranda
Fiduciary Accounts Held in Foreign Offices$011
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,977,00036
Personal Trust and Agency Accounts$1,058,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$955,00027
Employee Benefit-defined Benefit Accounts$394,00013
Number non-managed other employee benefit and retirement-related accounts$715,00028
Corporate Trust and Agency Accounts$354,00043
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$501,00011
Memoranda
Custody and Safekeeping Accounts$8,402,00025
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$34,361,00020
Number of Managed Accounts$30,565,0009
Personal Trust and Agency Accounts$19,516,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$85,00067
Employee Benefit-defined Benefit Accounts$160,00013
Number of other employee benefit and retirement-related accounts$2,934,00011
Corporate Trust and Agency Accounts$7,00058
Number of managed investment management and investment advisory agency accounts$7,345,00010
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$518,00014
Memoranda
Fiduciary Accounts Held in Foreign Offices$012
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,796,00036
Personal Trust and Agency Accounts$926,00018
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$964,00025
Employee Benefit-defined Benefit Accounts$390,00014
Number non-managed other employee benefit and retirement-related accounts$626,00028
Corporate Trust and Agency Accounts$377,00041
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$513,00012
Memoranda
Custody and Safekeeping Accounts$8,487,00023
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$34,750,00021
Number of Managed Accounts$30,977,0009
Personal Trust and Agency Accounts$19,778,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$86,00071
Employee Benefit-defined Benefit Accounts$168,00014
Number of other employee benefit and retirement-related accounts$2,973,00010
Corporate Trust and Agency Accounts$7,000104
Number of managed investment management and investment advisory agency accounts$7,471,00010
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$494,00014
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,773,00038
Personal Trust and Agency Accounts$877,00019
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$981,00024
Employee Benefit-defined Benefit Accounts$381,00015
Number non-managed other employee benefit and retirement-related accounts$633,00036
Corporate Trust and Agency Accounts$418,00040
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$483,00016
Memoranda
Custody and Safekeeping Accounts$8,501,00021
Fiduciary Accounts Held in Foreign Offices$012
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$35,311,00021
Number of Managed Accounts$31,538,0009
Personal Trust and Agency Accounts$20,111,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$83,00070
Employee Benefit-defined Benefit Accounts$170,00014
Number of other employee benefit and retirement-related accounts$3,054,00010
Corporate Trust and Agency Accounts$7,00055
Number of managed investment management and investment advisory agency accounts$7,646,00010
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$467,00014
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,773,00033
Personal Trust and Agency Accounts$850,00020
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000,00024
Employee Benefit-defined Benefit Accounts$354,00015
Number non-managed other employee benefit and retirement-related accounts$672,00025
Corporate Trust and Agency Accounts$438,00038
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$459,00014
Memoranda
Custody and Safekeeping Accounts$8,519,00021
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$36,246,00019
Number of Managed Accounts$32,330,0009
Personal Trust and Agency Accounts$20,575,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$83,00072
Employee Benefit-defined Benefit Accounts$174,00015
Number of other employee benefit and retirement-related accounts$3,154,00010
Corporate Trust and Agency Accounts$7,00057
Number of managed investment management and investment advisory agency accounts$7,866,0009
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$471,00014
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,916,00034
Personal Trust and Agency Accounts$783,00020
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,012,00024
Employee Benefit-defined Benefit Accounts$360,00016
Number non-managed other employee benefit and retirement-related accounts$704,00025
Corporate Trust and Agency Accounts$603,00032
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$454,00015
Memoranda
Custody and Safekeeping Accounts$8,647,00022
Fiduciary Accounts Held in Foreign Offices$013
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$37,055,00020
Number of Managed Accounts$33,060,0009
Personal Trust and Agency Accounts$21,079,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$100,00059
Employee Benefit-defined Benefit Accounts$174,00015
Number of other employee benefit and retirement-related accounts$3,225,0008
Corporate Trust and Agency Accounts$11,00049
Number of managed investment management and investment advisory agency accounts$8,097,00010
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$374,00014
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,995,00035
Personal Trust and Agency Accounts$792,00019
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,014,00023
Employee Benefit-defined Benefit Accounts$353,00016
Number non-managed other employee benefit and retirement-related accounts$755,00022
Corporate Trust and Agency Accounts$626,00031
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$455,00015
Memoranda
Custody and Safekeeping Accounts$8,537,00024
Fiduciary Accounts Held in Foreign Offices$012
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$40,218,00018
Number of Managed Accounts$33,656,0009
Personal Trust and Agency Accounts$21,381,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$92,00072
Employee Benefit-defined Benefit Accounts$183,00018
Number of other employee benefit and retirement-related accounts$3,248,0008
Corporate Trust and Agency Accounts$11,00094
Number of managed investment management and investment advisory agency accounts$8,353,00010
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$388,00014
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,562,00028
Personal Trust and Agency Accounts$759,00019
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$982,00023
Employee Benefit-defined Benefit Accounts$352,00016
Number non-managed other employee benefit and retirement-related accounts$757,00028
Corporate Trust and Agency Accounts$3,237,00012
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$475,00020
Memoranda
Custody and Safekeeping Accounts$15,745,00019
Fiduciary Accounts Held in Foreign Offices$014
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$47,709,00013
Number of Managed Accounts$34,060,0009
Personal Trust and Agency Accounts$21,695,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$92,00067
Employee Benefit-defined Benefit Accounts$194,00013
Number of other employee benefit and retirement-related accounts$3,308,0007
Corporate Trust and Agency Accounts$16,00044
Number of managed investment management and investment advisory agency accounts$8,587,0009
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$168,00017
Memoranda
Fiduciary Accounts Held in Foreign Offices$012
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$13,649,00019
Personal Trust and Agency Accounts$784,00020
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$986,00021
Employee Benefit-defined Benefit Accounts$356,00016
Number non-managed other employee benefit and retirement-related accounts$744,00021
Corporate Trust and Agency Accounts$10,006,0008
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$773,00017
Memoranda
Custody and Safekeeping Accounts$8,920,00022
Fiduciary Accounts Held in Foreign Offices$013
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$48,211,00012
Number of Managed Accounts$34,669,0009
Personal Trust and Agency Accounts$22,010,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$92,00066
Employee Benefit-defined Benefit Accounts$198,00013
Number of other employee benefit and retirement-related accounts$3,377,0007
Corporate Trust and Agency Accounts$13,00048
Number of managed investment management and investment advisory agency accounts$8,812,0008
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$167,00020
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$13,542,00020
Personal Trust and Agency Accounts$787,00019
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$990,00021
Employee Benefit-defined Benefit Accounts$349,00016
Number non-managed other employee benefit and retirement-related accounts$779,00020
Corporate Trust and Agency Accounts$9,857,0009
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$780,00016
Memoranda
Custody and Safekeeping Accounts$8,847,00021
Fiduciary Accounts Held in Foreign Offices$013
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$49,218,00012
Number of Managed Accounts$35,653,0009
Personal Trust and Agency Accounts$22,439,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$96,00061
Employee Benefit-defined Benefit Accounts$207,00012
Number of other employee benefit and retirement-related accounts$3,420,0007
Corporate Trust and Agency Accounts$14,00047
Number of managed investment management and investment advisory agency accounts$9,107,0008
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$370,00017
Memoranda
Fiduciary Accounts Held in Foreign Offices$014
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$13,565,00018
Personal Trust and Agency Accounts$762,00018
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$994,00023
Employee Benefit-defined Benefit Accounts$342,00019
Number non-managed other employee benefit and retirement-related accounts$923,00019
Corporate Trust and Agency Accounts$9,852,0009
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$692,00015
Memoranda
Custody and Safekeeping Accounts$8,291,00023
Fiduciary Accounts Held in Foreign Offices$014
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$49,591,00013
Number of Managed Accounts$35,919,0009
Personal Trust and Agency Accounts$22,612,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$101,00071
Employee Benefit-defined Benefit Accounts$189,00016
Number of other employee benefit and retirement-related accounts$3,408,0006
Corporate Trust and Agency Accounts$14,00084
Number of managed investment management and investment advisory agency accounts$9,594,0005
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,000252
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$13,672,00018
Personal Trust and Agency Accounts$785,00020
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$997,00024
Employee Benefit-defined Benefit Accounts$365,00019
Number non-managed other employee benefit and retirement-related accounts$1,140,00023
Corporate Trust and Agency Accounts$10,383,0009
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$2,000217
Memoranda
Custody and Safekeeping Accounts$9,211,00020
Fiduciary Accounts Held in Foreign Offices$014
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$49,969,00012
Number of Managed Accounts$35,948,0008
Personal Trust and Agency Accounts$22,847,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$105,00061
Employee Benefit-defined Benefit Accounts$190,00014
Number of other employee benefit and retirement-related accounts$3,370,0005
Corporate Trust and Agency Accounts$20,00043
Number of managed investment management and investment advisory agency accounts$9,415,0007
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,000117
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$14,021,00019
Personal Trust and Agency Accounts$809,00018
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$999,00026
Employee Benefit-defined Benefit Accounts$697,00013
Number non-managed other employee benefit and retirement-related accounts$1,157,00017
Corporate Trust and Agency Accounts$10,357,00010
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$2,000110
Memoranda
Custody and Safekeeping Accounts$7,953,00020
Fiduciary Accounts Held in Foreign Offices$013
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$50,251,00013
Number of Managed Accounts$35,965,0008
Personal Trust and Agency Accounts$22,928,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$108,00061
Employee Benefit-defined Benefit Accounts$174,00015
Number of other employee benefit and retirement-related accounts$3,357,0005
Corporate Trust and Agency Accounts$19,00042
Number of managed investment management and investment advisory agency accounts$9,378,0007
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,000120
Memoranda
Fiduciary Accounts Held in Foreign Offices$014
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$14,286,00021
Personal Trust and Agency Accounts$1,065,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$967,00028
Employee Benefit-defined Benefit Accounts$704,00011
Number non-managed other employee benefit and retirement-related accounts$1,163,00018
Corporate Trust and Agency Accounts$10,384,0009
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$3,000101
Memoranda
Custody and Safekeeping Accounts$7,436,00021
Fiduciary Accounts Held in Foreign Offices$014
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$42,460,00017
Number of Managed Accounts$32,356,0009
Personal Trust and Agency Accounts$20,910,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$154,00047
Employee Benefit-defined Benefit Accounts$364,0007
Number of other employee benefit and retirement-related accounts$2,779,0009
Corporate Trust and Agency Accounts$3,00079
Number of managed investment management and investment advisory agency accounts$8,146,0009
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0144
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$10,104,00027
Personal Trust and Agency Accounts$1,116,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$960,00030
Employee Benefit-defined Benefit Accounts$456,00018
Number non-managed other employee benefit and retirement-related accounts$536,00032
Corporate Trust and Agency Accounts$6,844,00012
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$192,00027
Memoranda
Custody and Safekeeping Accounts$4,905,00030
Fiduciary Accounts Held in Foreign Offices$015
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$43,106,00018
Number of Managed Accounts$32,764,0009
Personal Trust and Agency Accounts$21,133,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$204,00034
Employee Benefit-defined Benefit Accounts$437,0005
Number of other employee benefit and retirement-related accounts$2,854,0009
Corporate Trust and Agency Accounts$4,000150
Number of managed investment management and investment advisory agency accounts$8,132,0009
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0337
Memoranda
Fiduciary Accounts Held in Foreign Offices$016
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$10,342,00028
Personal Trust and Agency Accounts$1,243,00016
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$981,00029
Employee Benefit-defined Benefit Accounts$475,00017
Number non-managed other employee benefit and retirement-related accounts$586,00041
Corporate Trust and Agency Accounts$6,841,00012
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$216,00032
Memoranda
Custody and Safekeeping Accounts$5,105,00030
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$45,220,00018
Number of Managed Accounts$41,124,0007
Personal Trust and Agency Accounts$21,384,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$219,00033
Employee Benefit-defined Benefit Accounts$433,0005
Number of other employee benefit and retirement-related accounts$2,942,0008
Corporate Trust and Agency Accounts$8,073,0001
Number of managed investment management and investment advisory agency accounts$8,073,00010
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$4,096,00040
Personal Trust and Agency Accounts$1,169,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,059,00029
Employee Benefit-defined Benefit Accounts$471,00017
Number non-managed other employee benefit and retirement-related accounts$607,00031
Corporate Trust and Agency Accounts$576,00035
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$214,00024
Memoranda
Custody and Safekeeping Accounts$5,237,00029
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$45,631,00018
Number of Managed Accounts$41,427,0007
Personal Trust and Agency Accounts$21,648,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$223,00033
Employee Benefit-defined Benefit Accounts$430,0005
Number of other employee benefit and retirement-related accounts$2,980,0008
Corporate Trust and Agency Accounts$8,073,0001
Number of managed investment management and investment advisory agency accounts$8,073,00010
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0127
Memoranda
Fiduciary Accounts Held in Foreign Offices$014
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$4,204,00037
Personal Trust and Agency Accounts$1,231,00016
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,091,00027
Employee Benefit-defined Benefit Accounts$433,00018
Number non-managed other employee benefit and retirement-related accounts$671,00029
Corporate Trust and Agency Accounts$576,00040
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$202,00024
Memoranda
Custody and Safekeeping Accounts$5,182,00028
Fiduciary Accounts Held in Foreign Offices$017
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$46,074,00017
Number of Managed Accounts$41,710,0008
Personal Trust and Agency Accounts$21,994,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$233,00032
Employee Benefit-defined Benefit Accounts$358,0008
Number of other employee benefit and retirement-related accounts$3,005,0009
Corporate Trust and Agency Accounts$8,060,0001
Number of managed investment management and investment advisory agency accounts$8,060,00011
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$4,364,00037
Personal Trust and Agency Accounts$1,274,00016
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,102,00027
Employee Benefit-defined Benefit Accounts$436,00019
Number non-managed other employee benefit and retirement-related accounts$729,00028
Corporate Trust and Agency Accounts$612,00039
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$211,00026
Memoranda
Custody and Safekeeping Accounts$4,958,00029
Fiduciary Accounts Held in Foreign Offices$017
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$46,793,00016
Number of Managed Accounts$42,086,0007
Personal Trust and Agency Accounts$22,328,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$252,00029
Employee Benefit-defined Benefit Accounts$367,0007
Number of other employee benefit and retirement-related accounts$3,047,0006
Corporate Trust and Agency Accounts$8,046,0001
Number of managed investment management and investment advisory agency accounts$8,046,00010
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0331
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$4,707,00039
Personal Trust and Agency Accounts$1,343,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,141,00027
Employee Benefit-defined Benefit Accounts$464,00018
Number non-managed other employee benefit and retirement-related accounts$788,00037
Corporate Trust and Agency Accounts$692,00040
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$279,00030
Memoranda
Custody and Safekeeping Accounts$5,050,00028
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$46,575,00015
Number of Managed Accounts$41,834,0006
Personal Trust and Agency Accounts$22,368,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$295,00028
Employee Benefit-defined Benefit Accounts$379,0007
Number of other employee benefit and retirement-related accounts$3,038,0005
Corporate Trust and Agency Accounts$7,877,0001
Number of managed investment management and investment advisory agency accounts$7,877,0008
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0143
Memoranda
Fiduciary Accounts Held in Foreign Offices$016
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$4,741,00037
Personal Trust and Agency Accounts$1,360,00014
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,154,00029
Employee Benefit-defined Benefit Accounts$444,00018
Number non-managed other employee benefit and retirement-related accounts$812,00028
Corporate Trust and Agency Accounts$698,00043
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$273,00026
Memoranda
Custody and Safekeeping Accounts$5,051,00025
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$47,276,00018
Number of Managed Accounts$42,598,0006
Personal Trust and Agency Accounts$22,744,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$320,00026
Employee Benefit-defined Benefit Accounts$370,00010
Number of other employee benefit and retirement-related accounts$3,048,0005
Corporate Trust and Agency Accounts$8,051,0001
Number of managed investment management and investment advisory agency accounts$8,065,0008
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0151
Memoranda
Fiduciary Accounts Held in Foreign Offices$016
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$4,678,00039
Personal Trust and Agency Accounts$1,364,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,149,00030
Employee Benefit-defined Benefit Accounts$455,00018
Number non-managed other employee benefit and retirement-related accounts$756,00033
Corporate Trust and Agency Accounts$696,00046
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$258,00022
Memoranda
Custody and Safekeeping Accounts$5,134,00026
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$50,127,00016
Number of Managed Accounts$45,293,0006
Personal Trust and Agency Accounts$23,273,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$392,00025
Employee Benefit-defined Benefit Accounts$377,00010
Number of other employee benefit and retirement-related accounts$3,299,0005
Corporate Trust and Agency Accounts$8,976,0001
Number of managed investment management and investment advisory agency accounts$8,976,0006
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0156
Memoranda
Fiduciary Accounts Held in Foreign Offices$016
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$4,834,00039
Personal Trust and Agency Accounts$1,366,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,204,00027
Employee Benefit-defined Benefit Accounts$447,00016
Number non-managed other employee benefit and retirement-related accounts$846,00030
Corporate Trust and Agency Accounts$718,00044
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$253,00025
Memoranda
Custody and Safekeeping Accounts$5,140,00025
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$51,341,00015
Number of Managed Accounts$45,995,0006
Personal Trust and Agency Accounts$23,636,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$479,00023
Employee Benefit-defined Benefit Accounts$366,00012
Number of other employee benefit and retirement-related accounts$3,558,0005
Corporate Trust and Agency Accounts$8,978,0001
Number of managed investment management and investment advisory agency accounts$8,978,0005
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0352
Memoranda
Fiduciary Accounts Held in Foreign Offices$017
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$5,346,00037
Personal Trust and Agency Accounts$1,390,00014
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,604,00024
Employee Benefit-defined Benefit Accounts$439,00018
Number non-managed other employee benefit and retirement-related accounts$955,00034
Corporate Trust and Agency Accounts$750,00044
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$208,00034
Memoranda
Custody and Safekeeping Accounts$5,146,00027
Fiduciary Accounts Held in Foreign Offices$017
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$55,599,00012
Number of Managed Accounts$47,805,0006
Personal Trust and Agency Accounts$24,372,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$782,00010
Employee Benefit-defined Benefit Accounts$310,00012
Number of other employee benefit and retirement-related accounts$3,777,0004
Corporate Trust and Agency Accounts$9,282,0001
Number of managed investment management and investment advisory agency accounts$9,282,0005
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0365
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$7,794,00025
Personal Trust and Agency Accounts$1,014,00019
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,893,00016
Employee Benefit-defined Benefit Accounts$351,00025
Number non-managed other employee benefit and retirement-related accounts$1,221,00026
Corporate Trust and Agency Accounts$3,093,00019
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$222,00030
Memoranda
Custody and Safekeeping Accounts$5,838,00019
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA