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Bank of America, Number of Fiduciary and Related Asset Accounts

2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$199,805,0005
Number of Managed Accounts$191,341,0002
Personal Trust and Agency Accounts$47,329,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$194,00018
Employee Benefit-defined Benefit Accounts$758,0003
Number of other employee benefit and retirement-related accounts$44,866,0003
Corporate Trust and Agency Accounts$072
Number of managed investment management and investment advisory agency accounts$85,120,0003
Number of foundation and endowment trust and agency accounts, managed assets$13,074,0001
Other Fiduciary Accounts$0101
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$44,781,0003
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$8,464,00021
Personal Trust and Agency Accounts$2,203,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,727,0007
Employee Benefit-defined Benefit Accounts$911,0003
Number non-managed other employee benefit and retirement-related accounts$766,00013
Corporate Trust and Agency Accounts$930,00026
Number of investment management and advisory agency accounts, non-managed assets$1,802,0003
Number (#) individual retirement, health savings, and other similar accounts$125,0009
Other Fiduciary Accounts$094
Memoranda
Custody and Safekeeping Accounts$9,069,00024
Fiduciary Accounts Held in Foreign Offices$170,0008
# of Individual retirement,health savings and similar accounts, non-managed asts$655,00027
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$197,981,0005
Number of Managed Accounts$189,431,0002
Personal Trust and Agency Accounts$47,424,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$207,00018
Employee Benefit-defined Benefit Accounts$767,0003
Number of other employee benefit and retirement-related accounts$44,605,0003
Corporate Trust and Agency Accounts$0160
Number of managed investment management and investment advisory agency accounts$83,421,0002
Number of foundation and endowment trust and agency accounts, managed assets$13,007,0001
Other Fiduciary Accounts$0222
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$44,522,0003
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$040
Number of Non-Managed Accounts$8,550,00020
Personal Trust and Agency Accounts$2,199,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,743,0007
Employee Benefit-defined Benefit Accounts$919,0004
Number non-managed other employee benefit and retirement-related accounts$785,00014
Corporate Trust and Agency Accounts$943,00026
Number of investment management and advisory agency accounts, non-managed assets$1,837,0003
Number (#) individual retirement, health savings, and other similar accounts$124,0009
Other Fiduciary Accounts$0174
Memoranda
Custody and Safekeeping Accounts$9,149,00024
Fiduciary Accounts Held in Foreign Offices$171,0008
# of Individual retirement,health savings and similar accounts, non-managed asts$666,00030
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$195,153,0005
Number of Managed Accounts$186,700,0002
Personal Trust and Agency Accounts$47,697,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$207,00019
Employee Benefit-defined Benefit Accounts$749,0003
Number of other employee benefit and retirement-related accounts$43,974,0003
Corporate Trust and Agency Accounts$071
Number of managed investment management and investment advisory agency accounts$81,191,0002
Number of foundation and endowment trust and agency accounts, managed assets$12,882,0001
Other Fiduciary Accounts$097
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$43,903,0003
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$8,453,00020
Personal Trust and Agency Accounts$2,128,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,748,0007
Employee Benefit-defined Benefit Accounts$907,0004
Number non-managed other employee benefit and retirement-related accounts$799,00014
Corporate Trust and Agency Accounts$898,00027
Number of investment management and advisory agency accounts, non-managed assets$1,852,0003
Number (#) individual retirement, health savings, and other similar accounts$121,0009
Other Fiduciary Accounts$090
Memoranda
Custody and Safekeeping Accounts$9,105,00021
Fiduciary Accounts Held in Foreign Offices$173,0008
# of Individual retirement,health savings and similar accounts, non-managed asts$679,00026
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$193,654,0005
Number of Managed Accounts$185,156,0002
Personal Trust and Agency Accounts$48,133,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$210,00018
Employee Benefit-defined Benefit Accounts$741,0003
Number of other employee benefit and retirement-related accounts$43,522,0003
Corporate Trust and Agency Accounts$076
Number of managed investment management and investment advisory agency accounts$79,663,0002
Number of foundation and endowment trust and agency accounts, managed assets$12,887,0001
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$43,449,0003
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$8,498,00021
Personal Trust and Agency Accounts$2,140,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,768,0007
Employee Benefit-defined Benefit Accounts$915,0004
Number non-managed other employee benefit and retirement-related accounts$811,00016
Corporate Trust and Agency Accounts$869,00027
Number of investment management and advisory agency accounts, non-managed assets$1,874,0003
Number (#) individual retirement, health savings, and other similar accounts$121,0009
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$9,146,00021
Fiduciary Accounts Held in Foreign Offices$172,0008
# of Individual retirement,health savings and similar accounts, non-managed asts$690,00030
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$191,997,0005
Number of Managed Accounts$183,412,0002
Personal Trust and Agency Accounts$48,601,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$209,00020
Employee Benefit-defined Benefit Accounts$730,0003
Number of other employee benefit and retirement-related accounts$42,851,0003
Corporate Trust and Agency Accounts$070
Number of managed investment management and investment advisory agency accounts$78,166,0002
Number of foundation and endowment trust and agency accounts, managed assets$12,855,0001
Other Fiduciary Accounts$098
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$42,778,0003
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$8,585,00021
Personal Trust and Agency Accounts$2,150,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,796,0008
Employee Benefit-defined Benefit Accounts$928,0004
Number non-managed other employee benefit and retirement-related accounts$813,00016
Corporate Trust and Agency Accounts$903,00027
Number of investment management and advisory agency accounts, non-managed assets$1,875,0003
Number (#) individual retirement, health savings, and other similar accounts$120,0009
Other Fiduciary Accounts$088
Memoranda
Custody and Safekeeping Accounts$9,256,00021
Fiduciary Accounts Held in Foreign Offices$175,0008
# of Individual retirement,health savings and similar accounts, non-managed asts$692,00028
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$190,087,0005
Number of Managed Accounts$181,329,0002
Personal Trust and Agency Accounts$48,954,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$207,00022
Employee Benefit-defined Benefit Accounts$743,0002
Number of other employee benefit and retirement-related accounts$42,422,0003
Corporate Trust and Agency Accounts$0158
Number of managed investment management and investment advisory agency accounts$76,257,0002
Number of foundation and endowment trust and agency accounts, managed assets$12,746,0001
Other Fiduciary Accounts$0217
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$42,347,0003
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$1,000,00027
Number of Non-Managed Accounts$8,758,00021
Personal Trust and Agency Accounts$2,181,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,812,0009
Employee Benefit-defined Benefit Accounts$964,0004
Number non-managed other employee benefit and retirement-related accounts$824,00016
Corporate Trust and Agency Accounts$970,00027
Number of investment management and advisory agency accounts, non-managed assets$1,883,0004
Number (#) individual retirement, health savings, and other similar accounts$124,00010
Other Fiduciary Accounts$0171
Memoranda
Custody and Safekeeping Accounts$9,344,00022
Fiduciary Accounts Held in Foreign Offices$184,0008
# of Individual retirement,health savings and similar accounts, non-managed asts$702,00032
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$187,471,0005
Number of Managed Accounts$178,803,0002
Personal Trust and Agency Accounts$49,092,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$211,00021
Employee Benefit-defined Benefit Accounts$748,0002
Number of other employee benefit and retirement-related accounts$41,781,0003
Corporate Trust and Agency Accounts$074
Number of managed investment management and investment advisory agency accounts$74,258,0002
Number of foundation and endowment trust and agency accounts, managed assets$12,713,0001
Other Fiduciary Accounts$0101
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$41,704,0003
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$8,668,00021
Personal Trust and Agency Accounts$2,065,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,836,0009
Employee Benefit-defined Benefit Accounts$973,0004
Number non-managed other employee benefit and retirement-related accounts$822,00016
Corporate Trust and Agency Accounts$965,00026
Number of investment management and advisory agency accounts, non-managed assets$1,878,0005
Number (#) individual retirement, health savings, and other similar accounts$129,00010
Other Fiduciary Accounts$088
Memoranda
Custody and Safekeeping Accounts$9,231,00020
Fiduciary Accounts Held in Foreign Offices$181,0008
# of Individual retirement,health savings and similar accounts, non-managed asts$700,00028
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$187,099,0005
Number of Managed Accounts$178,353,0002
Personal Trust and Agency Accounts$49,457,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$213,00022
Employee Benefit-defined Benefit Accounts$741,0002
Number of other employee benefit and retirement-related accounts$41,587,0003
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$73,495,0002
Number of foundation and endowment trust and agency accounts, managed assets$12,860,0001
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$41,510,0003
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$8,746,00021
Personal Trust and Agency Accounts$2,082,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,857,0009
Employee Benefit-defined Benefit Accounts$979,0004
Number non-managed other employee benefit and retirement-related accounts$825,00016
Corporate Trust and Agency Accounts$991,00026
Number of investment management and advisory agency accounts, non-managed assets$1,886,0005
Number (#) individual retirement, health savings, and other similar accounts$126,00010
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$9,247,00021
Fiduciary Accounts Held in Foreign Offices$187,0008
# of Individual retirement,health savings and similar accounts, non-managed asts$709,00031
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$194,032,0005
Number of Managed Accounts$185,176,0002
Personal Trust and Agency Accounts$49,782,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$217,00021
Employee Benefit-defined Benefit Accounts$787,0002
Number of other employee benefit and retirement-related accounts$41,340,0003
Corporate Trust and Agency Accounts$073
Number of managed investment management and investment advisory agency accounts$72,836,0002
Number of foundation and endowment trust and agency accounts, managed assets$20,214,0001
Other Fiduciary Accounts$0109
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$41,252,0003
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$8,856,00021
Personal Trust and Agency Accounts$2,087,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,874,0009
Employee Benefit-defined Benefit Accounts$1,032,0004
Number non-managed other employee benefit and retirement-related accounts$832,00015
Corporate Trust and Agency Accounts$1,006,00026
Number of investment management and advisory agency accounts, non-managed assets$1,893,0005
Number (#) individual retirement, health savings, and other similar accounts$132,0009
Other Fiduciary Accounts$094
Memoranda
Custody and Safekeeping Accounts$9,180,00023
Fiduciary Accounts Held in Foreign Offices$181,0008
# of Individual retirement,health savings and similar accounts, non-managed asts$715,00032
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$191,862,0005
Number of Managed Accounts$182,925,0002
Personal Trust and Agency Accounts$49,999,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$222,00021
Employee Benefit-defined Benefit Accounts$800,0002
Number of other employee benefit and retirement-related accounts$40,574,0003
Corporate Trust and Agency Accounts$0158
Number of managed investment management and investment advisory agency accounts$71,091,0002
Number of foundation and endowment trust and agency accounts, managed assets$20,239,0001
Other Fiduciary Accounts$0226
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$40,485,0003
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$049
Number of Non-Managed Accounts$8,937,00021
Personal Trust and Agency Accounts$2,130,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,894,0009
Employee Benefit-defined Benefit Accounts$1,061,0004
Number non-managed other employee benefit and retirement-related accounts$836,00016
Corporate Trust and Agency Accounts$980,00028
Number of investment management and advisory agency accounts, non-managed assets$1,904,0003
Number (#) individual retirement, health savings, and other similar accounts$132,00010
Other Fiduciary Accounts$0181
Memoranda
Custody and Safekeeping Accounts$9,149,00025
Fiduciary Accounts Held in Foreign Offices$192,0008
# of Individual retirement,health savings and similar accounts, non-managed asts$716,00033
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$189,375,0006
Number of Managed Accounts$180,492,0002
Personal Trust and Agency Accounts$50,241,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$227,00018
Employee Benefit-defined Benefit Accounts$850,0002
Number of other employee benefit and retirement-related accounts$39,196,0003
Corporate Trust and Agency Accounts$079
Number of managed investment management and investment advisory agency accounts$69,783,0002
Number of foundation and endowment trust and agency accounts, managed assets$20,195,0001
Other Fiduciary Accounts$0110
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$39,107,0003
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$8,883,00021
Personal Trust and Agency Accounts$2,065,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,896,0008
Employee Benefit-defined Benefit Accounts$1,069,0004
Number non-managed other employee benefit and retirement-related accounts$845,00016
Corporate Trust and Agency Accounts$950,00028
Number of investment management and advisory agency accounts, non-managed assets$1,931,0003
Number (#) individual retirement, health savings, and other similar accounts$127,00010
Other Fiduciary Accounts$095
Memoranda
Custody and Safekeeping Accounts$9,111,00021
Fiduciary Accounts Held in Foreign Offices$183,0009
# of Individual retirement,health savings and similar accounts, non-managed asts$724,00029
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$188,545,0005
Number of Managed Accounts$179,590,0002
Personal Trust and Agency Accounts$51,004,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$229,00017
Employee Benefit-defined Benefit Accounts$882,0002
Number of other employee benefit and retirement-related accounts$38,301,0003
Corporate Trust and Agency Accounts$077
Number of managed investment management and investment advisory agency accounts$69,107,0002
Number of foundation and endowment trust and agency accounts, managed assets$20,067,0001
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$38,215,0003
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$8,955,00021
Personal Trust and Agency Accounts$2,096,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,901,0008
Employee Benefit-defined Benefit Accounts$1,088,0004
Number non-managed other employee benefit and retirement-related accounts$854,00016
Corporate Trust and Agency Accounts$916,00029
Number of investment management and advisory agency accounts, non-managed assets$1,968,0004
Number (#) individual retirement, health savings, and other similar accounts$132,0009
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$9,198,00021
Fiduciary Accounts Held in Foreign Offices$175,0009
# of Individual retirement,health savings and similar accounts, non-managed asts$732,00030
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$187,969,0005
Number of Managed Accounts$178,940,0002
Personal Trust and Agency Accounts$51,991,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$233,00017
Employee Benefit-defined Benefit Accounts$881,0002
Number of other employee benefit and retirement-related accounts$37,444,0003
Corporate Trust and Agency Accounts$077
Number of managed investment management and investment advisory agency accounts$68,562,0002
Number of foundation and endowment trust and agency accounts, managed assets$19,829,0001
Other Fiduciary Accounts$0133
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$37,353,0003
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$9,029,00021
Personal Trust and Agency Accounts$2,091,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,915,0008
Employee Benefit-defined Benefit Accounts$1,105,0004
Number non-managed other employee benefit and retirement-related accounts$877,00015
Corporate Trust and Agency Accounts$929,00029
Number of investment management and advisory agency accounts, non-managed assets$1,984,0005
Number (#) individual retirement, health savings, and other similar accounts$128,0009
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$9,207,00020
Fiduciary Accounts Held in Foreign Offices$173,0009
# of Individual retirement,health savings and similar accounts, non-managed asts$746,00029
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$186,575,0005
Number of Managed Accounts$177,445,0002
Personal Trust and Agency Accounts$52,065,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$248,00016
Employee Benefit-defined Benefit Accounts$883,0002
Number of other employee benefit and retirement-related accounts$36,817,0003
Corporate Trust and Agency Accounts$0155
Number of managed investment management and investment advisory agency accounts$68,093,0002
Number of foundation and endowment trust and agency accounts, managed assets$19,339,0001
Other Fiduciary Accounts$0229
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$36,724,0003
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$044
Number of Non-Managed Accounts$9,130,00020
Personal Trust and Agency Accounts$2,094,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,972,0008
Employee Benefit-defined Benefit Accounts$1,106,0004
Number non-managed other employee benefit and retirement-related accounts$877,00015
Corporate Trust and Agency Accounts$928,00030
Number of investment management and advisory agency accounts, non-managed assets$2,028,0004
Number (#) individual retirement, health savings, and other similar accounts$125,0009
Other Fiduciary Accounts$0180
Memoranda
Custody and Safekeeping Accounts$9,289,00020
Fiduciary Accounts Held in Foreign Offices$179,0009
# of Individual retirement,health savings and similar accounts, non-managed asts$743,00033
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$184,570,0006
Number of Managed Accounts$175,353,0002
Personal Trust and Agency Accounts$52,495,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$250,00016
Employee Benefit-defined Benefit Accounts$906,0002
Number of other employee benefit and retirement-related accounts$35,807,0003
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$66,983,0003
Number of foundation and endowment trust and agency accounts, managed assets$18,912,0001
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$35,716,0003
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$9,217,00020
Personal Trust and Agency Accounts$2,106,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,038,0008
Employee Benefit-defined Benefit Accounts$1,130,0004
Number non-managed other employee benefit and retirement-related accounts$874,00018
Corporate Trust and Agency Accounts$890,00029
Number of investment management and advisory agency accounts, non-managed assets$2,027,0005
Number (#) individual retirement, health savings, and other similar accounts$152,0008
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$9,271,00020
Fiduciary Accounts Held in Foreign Offices$178,0009
# of Individual retirement,health savings and similar accounts, non-managed asts$740,00031
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$183,477,0005
Number of Managed Accounts$174,191,0002
Personal Trust and Agency Accounts$53,186,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$252,00015
Employee Benefit-defined Benefit Accounts$937,0002
Number of other employee benefit and retirement-related accounts$34,762,0003
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$66,308,0003
Number of foundation and endowment trust and agency accounts, managed assets$18,746,0001
Other Fiduciary Accounts$0124
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$34,671,0003
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$9,286,00019
Personal Trust and Agency Accounts$2,091,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,079,0007
Employee Benefit-defined Benefit Accounts$1,126,0004
Number non-managed other employee benefit and retirement-related accounts$881,00018
Corporate Trust and Agency Accounts$900,00029
Number of investment management and advisory agency accounts, non-managed assets$2,061,0005
Number (#) individual retirement, health savings, and other similar accounts$148,0008
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$9,366,00019
Fiduciary Accounts Held in Foreign Offices$170,0009
# of Individual retirement,health savings and similar accounts, non-managed asts$745,00030
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$182,393,0005
Number of Managed Accounts$172,994,0002
Personal Trust and Agency Accounts$53,947,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$251,00016
Employee Benefit-defined Benefit Accounts$965,0002
Number of other employee benefit and retirement-related accounts$33,730,0003
Corporate Trust and Agency Accounts$085
Number of managed investment management and investment advisory agency accounts$65,333,0002
Number of foundation and endowment trust and agency accounts, managed assets$18,768,0001
Other Fiduciary Accounts$0126
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$33,638,0003
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$9,399,00021
Personal Trust and Agency Accounts$2,101,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,116,0006
Employee Benefit-defined Benefit Accounts$1,129,0004
Number non-managed other employee benefit and retirement-related accounts$873,00018
Corporate Trust and Agency Accounts$924,00030
Number of investment management and advisory agency accounts, non-managed assets$2,105,0004
Number (#) individual retirement, health savings, and other similar accounts$151,0008
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$9,360,00019
Fiduciary Accounts Held in Foreign Offices$178,0009
# of Individual retirement,health savings and similar accounts, non-managed asts$736,00032
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$182,441,0005
Number of Managed Accounts$172,701,0002
Personal Trust and Agency Accounts$54,994,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$257,00014
Employee Benefit-defined Benefit Accounts$1,028,0002
Number of other employee benefit and retirement-related accounts$33,002,0003
Corporate Trust and Agency Accounts$0174
Number of managed investment management and investment advisory agency accounts$64,998,0002
Number of foundation and endowment trust and agency accounts, managed assets$18,422,0001
Other Fiduciary Accounts$0227
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$32,906,0003
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$047
Number of Non-Managed Accounts$9,740,00021
Personal Trust and Agency Accounts$2,237,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,196,0006
Employee Benefit-defined Benefit Accounts$1,167,0004
Number non-managed other employee benefit and retirement-related accounts$893,00019
Corporate Trust and Agency Accounts$962,00031
Number of investment management and advisory agency accounts, non-managed assets$2,147,0004
Number (#) individual retirement, health savings, and other similar accounts$138,0009
Other Fiduciary Accounts$0192
Memoranda
Custody and Safekeeping Accounts$9,554,00019
Fiduciary Accounts Held in Foreign Offices$188,0009
# of Individual retirement,health savings and similar accounts, non-managed asts$750,00034
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$180,478,0006
Number of Managed Accounts$170,706,0002
Personal Trust and Agency Accounts$55,437,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$266,00014
Employee Benefit-defined Benefit Accounts$1,050,0002
Number of other employee benefit and retirement-related accounts$32,027,0003
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$64,102,0002
Number of foundation and endowment trust and agency accounts, managed assets$17,824,0001
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$31,931,0003
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$9,772,00020
Personal Trust and Agency Accounts$2,262,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,285,0006
Employee Benefit-defined Benefit Accounts$1,068,0004
Number non-managed other employee benefit and retirement-related accounts$879,00018
Corporate Trust and Agency Accounts$998,00030
Number of investment management and advisory agency accounts, non-managed assets$2,145,0004
Number (#) individual retirement, health savings, and other similar accounts$135,0009
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$9,538,00019
Fiduciary Accounts Held in Foreign Offices$203,0009
# of Individual retirement,health savings and similar accounts, non-managed asts$743,00032
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$178,489,0006
Number of Managed Accounts$168,672,0002
Personal Trust and Agency Accounts$55,594,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$265,00013
Employee Benefit-defined Benefit Accounts$1,094,0002
Number of other employee benefit and retirement-related accounts$30,826,0003
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$63,093,0002
Number of foundation and endowment trust and agency accounts, managed assets$17,800,0001
Other Fiduciary Accounts$0127
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$30,730,0003
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$9,817,00021
Personal Trust and Agency Accounts$2,235,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,290,0006
Employee Benefit-defined Benefit Accounts$1,050,0004
Number non-managed other employee benefit and retirement-related accounts$888,00018
Corporate Trust and Agency Accounts$1,045,00029
Number of investment management and advisory agency accounts, non-managed assets$2,186,0004
Number (#) individual retirement, health savings, and other similar accounts$123,0008
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$9,590,00019
Fiduciary Accounts Held in Foreign Offices$213,0009
# of Individual retirement,health savings and similar accounts, non-managed asts$751,00032
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$177,797,0006
Number of Managed Accounts$167,780,0002
Personal Trust and Agency Accounts$56,276,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$268,00015
Employee Benefit-defined Benefit Accounts$1,129,0002
Number of other employee benefit and retirement-related accounts$29,691,0004
Corporate Trust and Agency Accounts$084
Number of managed investment management and investment advisory agency accounts$62,765,0002
Number of foundation and endowment trust and agency accounts, managed assets$17,651,0001
Other Fiduciary Accounts$0122
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$29,595,0003
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$10,017,00019
Personal Trust and Agency Accounts$2,260,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,307,0007
Employee Benefit-defined Benefit Accounts$1,090,0004
Number non-managed other employee benefit and retirement-related accounts$897,00017
Corporate Trust and Agency Accounts$1,096,00029
Number of investment management and advisory agency accounts, non-managed assets$2,233,0004
Number (#) individual retirement, health savings, and other similar accounts$134,0008
Other Fiduciary Accounts$0104
Memoranda
Custody and Safekeeping Accounts$9,583,00019
Fiduciary Accounts Held in Foreign Offices$205,0009
# of Individual retirement,health savings and similar accounts, non-managed asts$758,00031
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$177,283,0006
Number of Managed Accounts$167,076,0001
Personal Trust and Agency Accounts$57,041,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$276,00014
Employee Benefit-defined Benefit Accounts$1,175,0002
Number of other employee benefit and retirement-related accounts$28,885,0004
Corporate Trust and Agency Accounts$0181
Number of managed investment management and investment advisory agency accounts$63,954,0002
Number of foundation and endowment trust and agency accounts, managed assets$15,745,0001
Other Fiduciary Accounts$0216
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$28,791,0003
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$055
Number of Non-Managed Accounts$10,207,00019
Personal Trust and Agency Accounts$2,285,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,396,0007
Employee Benefit-defined Benefit Accounts$1,117,0004
Number non-managed other employee benefit and retirement-related accounts$900,00017
Corporate Trust and Agency Accounts$1,124,00029
Number of investment management and advisory agency accounts, non-managed assets$2,320,0004
Number (#) individual retirement, health savings, and other similar accounts$65,00017
Other Fiduciary Accounts$0194
Memoranda
Custody and Safekeeping Accounts$9,696,00019
Fiduciary Accounts Held in Foreign Offices$205,0009
# of Individual retirement,health savings and similar accounts, non-managed asts$768,00032
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$176,519,0005
Number of Managed Accounts$166,326,0002
Personal Trust and Agency Accounts$57,917,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$276,00014
Employee Benefit-defined Benefit Accounts$1,158,0002
Number of other employee benefit and retirement-related accounts$27,954,0005
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$63,801,0002
Number of foundation and endowment trust and agency accounts, managed assets$15,220,0001
Other Fiduciary Accounts$0118
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$27,856,0004
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$10,193,00018
Personal Trust and Agency Accounts$2,236,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,419,0007
Employee Benefit-defined Benefit Accounts$1,110,0004
Number non-managed other employee benefit and retirement-related accounts$902,00016
Corporate Trust and Agency Accounts$1,112,00029
Number of investment management and advisory agency accounts, non-managed assets$2,344,0003
Number (#) individual retirement, health savings, and other similar accounts$70,00016
Other Fiduciary Accounts$0102
Memoranda
Custody and Safekeeping Accounts$9,625,00019
Fiduciary Accounts Held in Foreign Offices$209,0009
# of Individual retirement,health savings and similar accounts, non-managed asts$770,00030
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$176,448,0006
Number of Managed Accounts$166,230,0002
Personal Trust and Agency Accounts$58,764,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$274,00014
Employee Benefit-defined Benefit Accounts$1,074,0002
Number of other employee benefit and retirement-related accounts$27,124,0005
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$63,898,0002
Number of foundation and endowment trust and agency accounts, managed assets$15,096,0001
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$27,021,0005
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$10,218,00018
Personal Trust and Agency Accounts$2,246,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,429,0007
Employee Benefit-defined Benefit Accounts$1,099,0004
Number non-managed other employee benefit and retirement-related accounts$922,00015
Corporate Trust and Agency Accounts$1,063,00029
Number of investment management and advisory agency accounts, non-managed assets$2,355,0003
Number (#) individual retirement, health savings, and other similar accounts$104,00011
Other Fiduciary Accounts$0102
Memoranda
Custody and Safekeeping Accounts$10,029,00019
Fiduciary Accounts Held in Foreign Offices$218,0009
# of Individual retirement,health savings and similar accounts, non-managed asts$791,00030
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$176,077,0006
Number of Managed Accounts$165,785,0002
Personal Trust and Agency Accounts$59,488,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$286,00011
Employee Benefit-defined Benefit Accounts$1,078,0002
Number of other employee benefit and retirement-related accounts$26,124,0005
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$63,781,0002
Number of foundation and endowment trust and agency accounts, managed assets$15,028,0001
Other Fiduciary Accounts$0126
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$26,010,0005
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$10,292,00018
Personal Trust and Agency Accounts$2,200,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,493,0007
Employee Benefit-defined Benefit Accounts$1,102,0004
Number non-managed other employee benefit and retirement-related accounts$919,00016
Corporate Trust and Agency Accounts$1,088,00029
Number of investment management and advisory agency accounts, non-managed assets$2,386,0003
Number (#) individual retirement, health savings, and other similar accounts$104,00012
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$10,097,00019
Fiduciary Accounts Held in Foreign Offices$221,0009
# of Individual retirement,health savings and similar accounts, non-managed asts$788,00031
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$175,843,0006
Number of Managed Accounts$165,418,0002
Personal Trust and Agency Accounts$59,934,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$294,00011
Employee Benefit-defined Benefit Accounts$1,132,0002
Number of other employee benefit and retirement-related accounts$25,701,0005
Corporate Trust and Agency Accounts$0191
Number of managed investment management and investment advisory agency accounts$63,359,0002
Number of foundation and endowment trust and agency accounts, managed assets$14,998,0001
Other Fiduciary Accounts$0237
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$25,593,0005
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$52,538,0004
Number of Non-Managed Accounts$10,425,00017
Personal Trust and Agency Accounts$2,217,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,557,0006
Employee Benefit-defined Benefit Accounts$1,154,0004
Number non-managed other employee benefit and retirement-related accounts$921,00016
Corporate Trust and Agency Accounts$1,078,00028
Number of investment management and advisory agency accounts, non-managed assets$2,422,0003
Number (#) individual retirement, health savings, and other similar accounts$76,00015
Other Fiduciary Accounts$0200
Memoranda
Custody and Safekeeping Accounts$10,258,00019
Fiduciary Accounts Held in Foreign Offices$217,0009
# of Individual retirement,health savings and similar accounts, non-managed asts$790,00032
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$172,466,0006
Number of Managed Accounts$162,039,0002
Personal Trust and Agency Accounts$59,799,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$290,00010
Employee Benefit-defined Benefit Accounts$1,090,0002
Number of other employee benefit and retirement-related accounts$24,566,0005
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$61,930,0002
Number of foundation and endowment trust and agency accounts, managed assets$14,364,0001
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$24,460,0005
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$10,427,00017
Personal Trust and Agency Accounts$2,187,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,568,0006
Employee Benefit-defined Benefit Accounts$1,159,0004
Number non-managed other employee benefit and retirement-related accounts$929,00015
Corporate Trust and Agency Accounts$1,061,00028
Number of investment management and advisory agency accounts, non-managed assets$2,442,0003
Number (#) individual retirement, health savings, and other similar accounts$81,00012
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$10,259,00019
Fiduciary Accounts Held in Foreign Offices$220,0008
# of Individual retirement,health savings and similar accounts, non-managed asts$795,00029
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$171,123,0006
Number of Managed Accounts$160,553,0002
Personal Trust and Agency Accounts$60,314,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$292,00012
Employee Benefit-defined Benefit Accounts$1,047,0002
Number of other employee benefit and retirement-related accounts$23,703,0006
Corporate Trust and Agency Accounts$090
Number of managed investment management and investment advisory agency accounts$60,917,0002
Number of foundation and endowment trust and agency accounts, managed assets$14,280,0001
Other Fiduciary Accounts$0133
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$23,595,0005
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$10,570,00015
Personal Trust and Agency Accounts$2,311,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,605,0005
Employee Benefit-defined Benefit Accounts$1,135,0004
Number non-managed other employee benefit and retirement-related accounts$954,00015
Corporate Trust and Agency Accounts$999,00029
Number of investment management and advisory agency accounts, non-managed assets$2,462,0003
Number (#) individual retirement, health savings, and other similar accounts$104,00010
Other Fiduciary Accounts$0111
Memoranda
Custody and Safekeeping Accounts$10,456,00020
Fiduciary Accounts Held in Foreign Offices$217,0008
# of Individual retirement,health savings and similar accounts, non-managed asts$819,00028
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$170,548,0007
Number of Managed Accounts$159,829,0002
Personal Trust and Agency Accounts$61,180,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$298,0009
Employee Benefit-defined Benefit Accounts$1,087,0002
Number of other employee benefit and retirement-related accounts$22,969,0005
Corporate Trust and Agency Accounts$090
Number of managed investment management and investment advisory agency accounts$60,201,0002
Number of foundation and endowment trust and agency accounts, managed assets$14,094,0001
Other Fiduciary Accounts$0128
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$22,856,0005
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$10,719,00016
Personal Trust and Agency Accounts$2,350,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,637,0006
Employee Benefit-defined Benefit Accounts$1,165,0004
Number non-managed other employee benefit and retirement-related accounts$960,00017
Corporate Trust and Agency Accounts$971,00029
Number of investment management and advisory agency accounts, non-managed assets$2,532,0003
Number (#) individual retirement, health savings, and other similar accounts$104,00011
Other Fiduciary Accounts$0108
Memoranda
Custody and Safekeeping Accounts$10,664,00019
Fiduciary Accounts Held in Foreign Offices$213,0009
# of Individual retirement,health savings and similar accounts, non-managed asts$824,00029
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$169,207,0007
Number of Managed Accounts$158,327,0002
Personal Trust and Agency Accounts$61,394,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$301,00011
Employee Benefit-defined Benefit Accounts$1,114,0002
Number of other employee benefit and retirement-related accounts$22,385,0005
Corporate Trust and Agency Accounts$0193
Number of managed investment management and investment advisory agency accounts$59,031,0002
Number of foundation and endowment trust and agency accounts, managed assets$14,102,0001
Other Fiduciary Accounts$0236
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$22,269,0005
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$56,152,0004
Number of Non-Managed Accounts$10,880,00017
Personal Trust and Agency Accounts$2,344,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,677,0006
Employee Benefit-defined Benefit Accounts$1,209,0004
Number non-managed other employee benefit and retirement-related accounts$975,00019
Corporate Trust and Agency Accounts$978,00030
Number of investment management and advisory agency accounts, non-managed assets$2,580,0003
Number (#) individual retirement, health savings, and other similar accounts$117,00011
Other Fiduciary Accounts$0217
Memoranda
Custody and Safekeeping Accounts$11,012,00021
Fiduciary Accounts Held in Foreign Offices$215,0008
# of Individual retirement,health savings and similar accounts, non-managed asts$835,00031
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$166,904,0007
Number of Managed Accounts$156,080,0002
Personal Trust and Agency Accounts$61,574,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$306,00010
Employee Benefit-defined Benefit Accounts$1,091,0002
Number of other employee benefit and retirement-related accounts$21,453,0005
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$57,909,0002
Number of foundation and endowment trust and agency accounts, managed assets$13,747,0001
Other Fiduciary Accounts$0128
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$21,336,0005
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$10,824,00017
Personal Trust and Agency Accounts$2,386,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,705,0005
Employee Benefit-defined Benefit Accounts$1,196,0005
Number non-managed other employee benefit and retirement-related accounts$981,00017
Corporate Trust and Agency Accounts$834,00029
Number of investment management and advisory agency accounts, non-managed assets$2,620,0003
Number (#) individual retirement, health savings, and other similar accounts$102,00011
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$11,328,00019
Fiduciary Accounts Held in Foreign Offices$233,0008
# of Individual retirement,health savings and similar accounts, non-managed asts$845,00029
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$165,776,0007
Number of Managed Accounts$155,013,0002
Personal Trust and Agency Accounts$62,156,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$303,0009
Employee Benefit-defined Benefit Accounts$1,052,0002
Number of other employee benefit and retirement-related accounts$20,714,0005
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$57,040,0002
Number of foundation and endowment trust and agency accounts, managed assets$13,748,0001
Other Fiduciary Accounts$0124
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$20,597,0005
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$10,763,00017
Personal Trust and Agency Accounts$2,388,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,724,0005
Employee Benefit-defined Benefit Accounts$1,243,0005
Number non-managed other employee benefit and retirement-related accounts$937,00017
Corporate Trust and Agency Accounts$752,00029
Number of investment management and advisory agency accounts, non-managed assets$2,645,0003
Number (#) individual retirement, health savings, and other similar accounts$74,00016
Other Fiduciary Accounts$0110
Memoranda
Custody and Safekeeping Accounts$11,704,00019
Fiduciary Accounts Held in Foreign Offices$213,0008
# of Individual retirement,health savings and similar accounts, non-managed asts$826,00030
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$164,661,0008
Number of Managed Accounts$153,840,0002
Personal Trust and Agency Accounts$62,962,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$292,00011
Employee Benefit-defined Benefit Accounts$1,033,0002
Number of other employee benefit and retirement-related accounts$19,865,0005
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$56,208,0002
Number of foundation and endowment trust and agency accounts, managed assets$13,480,0001
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$19,745,0005
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$10,821,00018
Personal Trust and Agency Accounts$2,369,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,776,0006
Employee Benefit-defined Benefit Accounts$1,288,0005
Number non-managed other employee benefit and retirement-related accounts$956,00019
Corporate Trust and Agency Accounts$706,00029
Number of investment management and advisory agency accounts, non-managed assets$2,651,0003
Number (#) individual retirement, health savings, and other similar accounts$75,00016
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$12,145,00019
Fiduciary Accounts Held in Foreign Offices$212,0008
# of Individual retirement,health savings and similar accounts, non-managed asts$848,00029
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$162,835,0007
Number of Managed Accounts$151,901,0002
Personal Trust and Agency Accounts$63,261,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$310,00011
Employee Benefit-defined Benefit Accounts$1,118,0002
Number of other employee benefit and retirement-related accounts$19,252,0005
Corporate Trust and Agency Accounts$0208
Number of managed investment management and investment advisory agency accounts$54,896,0002
Number of foundation and endowment trust and agency accounts, managed assets$13,064,0001
Other Fiduciary Accounts$0240
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$19,133,0005
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$60,687,0004
Number of Non-Managed Accounts$10,934,00017
Personal Trust and Agency Accounts$2,425,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,847,0006
Employee Benefit-defined Benefit Accounts$1,354,0004
Number non-managed other employee benefit and retirement-related accounts$968,00023
Corporate Trust and Agency Accounts$609,00031
Number of investment management and advisory agency accounts, non-managed assets$2,645,0003
Number (#) individual retirement, health savings, and other similar accounts$86,00015
Other Fiduciary Accounts$0215
Memoranda
Custody and Safekeeping Accounts$12,588,00021
Fiduciary Accounts Held in Foreign Offices$188,0008
# of Individual retirement,health savings and similar accounts, non-managed asts$860,00031
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$162,885,0007
Number of Managed Accounts$153,548,0001
Personal Trust and Agency Accounts$65,055,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$311,00012
Employee Benefit-defined Benefit Accounts$1,118,0002
Number of other employee benefit and retirement-related accounts$18,788,0005
Corporate Trust and Agency Accounts$092
Number of managed investment management and investment advisory agency accounts$57,925,0002
Number of foundation and endowment trust and agency accounts, managed assets$10,351,0001
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$18,669,0005
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$9,337,00019
Personal Trust and Agency Accounts$2,513,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,855,0007
Employee Benefit-defined Benefit Accounts$1,350,0004
Number non-managed other employee benefit and retirement-related accounts$972,00020
Corporate Trust and Agency Accounts$1,430,00023
Number of investment management and advisory agency accounts, non-managed assets$139,00013
Number (#) individual retirement, health savings, and other similar accounts$78,00017
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$16,199,00018
Fiduciary Accounts Held in Foreign Offices$189,0008
# of Individual retirement,health savings and similar accounts, non-managed asts$871,00028
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$162,724,0007
Number of Managed Accounts$153,254,0001
Personal Trust and Agency Accounts$65,764,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$310,00012
Employee Benefit-defined Benefit Accounts$1,088,0002
Number of other employee benefit and retirement-related accounts$18,397,0004
Corporate Trust and Agency Accounts$093
Number of managed investment management and investment advisory agency accounts$57,197,0002
Number of foundation and endowment trust and agency accounts, managed assets$10,498,0001
Other Fiduciary Accounts$0119
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$18,278,0003
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$9,470,00020
Personal Trust and Agency Accounts$2,525,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,916,0007
Employee Benefit-defined Benefit Accounts$1,389,0004
Number non-managed other employee benefit and retirement-related accounts$981,00021
Corporate Trust and Agency Accounts$1,431,00023
Number of investment management and advisory agency accounts, non-managed assets$141,00016
Number (#) individual retirement, health savings, and other similar accounts$87,00014
Other Fiduciary Accounts$0104
Memoranda
Custody and Safekeeping Accounts$16,425,00018
Fiduciary Accounts Held in Foreign Offices$199,0008
# of Individual retirement,health savings and similar accounts, non-managed asts$879,00030
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$160,829,0007
Number of Managed Accounts$151,242,0001
Personal Trust and Agency Accounts$66,582,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$314,00012
Employee Benefit-defined Benefit Accounts$1,033,0002
Number of other employee benefit and retirement-related accounts$18,378,0003
Corporate Trust and Agency Accounts$093
Number of managed investment management and investment advisory agency accounts$55,971,0002
Number of foundation and endowment trust and agency accounts, managed assets$8,964,0001
Other Fiduciary Accounts$0118
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$17,314,0002
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$9,587,00020
Personal Trust and Agency Accounts$2,495,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,031,0007
Employee Benefit-defined Benefit Accounts$1,399,0004
Number non-managed other employee benefit and retirement-related accounts$1,023,00022
Corporate Trust and Agency Accounts$1,397,00024
Number of investment management and advisory agency accounts, non-managed assets$158,00012
Number (#) individual retirement, health savings, and other similar accounts$84,00014
Other Fiduciary Accounts$0110
Memoranda
Custody and Safekeeping Accounts$16,367,00018
Fiduciary Accounts Held in Foreign Offices$171,0008
# of Individual retirement,health savings and similar accounts, non-managed asts$875,00031
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$155,362,0006
Number of Managed Accounts$146,521,0001
Personal Trust and Agency Accounts$65,935,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$301,00012
Employee Benefit-defined Benefit Accounts$908,0002
Number of other employee benefit and retirement-related accounts$17,167,0003
Corporate Trust and Agency Accounts$0221
Number of managed investment management and investment advisory agency accounts$53,200,0002
Number of foundation and endowment trust and agency accounts, managed assets$9,010,0001
Other Fiduciary Accounts$0246
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$17,078,0002
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$104,445,0001
Number of Non-Managed Accounts$8,841,00021
Personal Trust and Agency Accounts$2,272,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,700,0009
Employee Benefit-defined Benefit Accounts$1,190,0004
Number non-managed other employee benefit and retirement-related accounts$1,009,00027
Corporate Trust and Agency Accounts$1,425,00024
Number of investment management and advisory agency accounts, non-managed assets$153,00012
Number (#) individual retirement, health savings, and other similar accounts$92,00012
Other Fiduciary Accounts$0221
Memoranda
Custody and Safekeeping Accounts$15,814,00021
Fiduciary Accounts Held in Foreign Offices$153,0008
# of Individual retirement,health savings and similar accounts, non-managed asts$890,00036
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$152,574,0006
Number of Managed Accounts$143,736,0001
Personal Trust and Agency Accounts$65,058,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$313,00012
Employee Benefit-defined Benefit Accounts$914,0002
Number of other employee benefit and retirement-related accounts$16,755,0003
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$51,505,0002
Number of foundation and endowment trust and agency accounts, managed assets$9,191,0001
Other Fiduciary Accounts$0115
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$16,665,0002
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$8,838,00020
Personal Trust and Agency Accounts$2,072,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,861,0009
Employee Benefit-defined Benefit Accounts$1,114,0004
Number non-managed other employee benefit and retirement-related accounts$1,025,00021
Corporate Trust and Agency Accounts$1,505,00023
Number of investment management and advisory agency accounts, non-managed assets$159,00011
Number (#) individual retirement, health savings, and other similar accounts$102,00010
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$15,655,00019
Fiduciary Accounts Held in Foreign Offices$124,0008
# of Individual retirement,health savings and similar accounts, non-managed asts$907,00030
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$153,255,0006
Number of Managed Accounts$144,281,0001
Personal Trust and Agency Accounts$65,895,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$313,00011
Employee Benefit-defined Benefit Accounts$929,0002
Number of other employee benefit and retirement-related accounts$16,533,0002
Corporate Trust and Agency Accounts$085
Number of managed investment management and investment advisory agency accounts$51,246,0001
Number of foundation and endowment trust and agency accounts, managed assets$9,365,0001
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$16,442,0002
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$8,974,00020
Personal Trust and Agency Accounts$2,081,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,980,00010
Employee Benefit-defined Benefit Accounts$1,106,0004
Number non-managed other employee benefit and retirement-related accounts$1,049,00020
Corporate Trust and Agency Accounts$1,471,00023
Number of investment management and advisory agency accounts, non-managed assets$161,00010
Number (#) individual retirement, health savings, and other similar accounts$115,0009
Other Fiduciary Accounts$2,00088
Memoranda
Custody and Safekeeping Accounts$15,800,00019
Fiduciary Accounts Held in Foreign Offices$124,0008
# of Individual retirement,health savings and similar accounts, non-managed asts$927,00029
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$155,075,0006
Number of Managed Accounts$145,285,0001
Personal Trust and Agency Accounts$67,652,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$323,00010
Employee Benefit-defined Benefit Accounts$915,0002
Number of other employee benefit and retirement-related accounts$16,273,0002
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$50,696,0001
Number of foundation and endowment trust and agency accounts, managed assets$9,426,0002
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$16,181,0002
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$9,790,00019
Personal Trust and Agency Accounts$2,045,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,064,00010
Employee Benefit-defined Benefit Accounts$1,146,0004
Number non-managed other employee benefit and retirement-related accounts$1,067,00020
Corporate Trust and Agency Accounts$2,170,00017
Number of investment management and advisory agency accounts, non-managed assets$167,00010
Number (#) individual retirement, health savings, and other similar accounts$128,00010
Other Fiduciary Accounts$3,00083
Memoranda
Custody and Safekeeping Accounts$16,084,00019
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$946,00027
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$157,868,0006
Number of Managed Accounts$146,149,0001
Personal Trust and Agency Accounts$68,881,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$336,00011
Employee Benefit-defined Benefit Accounts$907,0002
Number of other employee benefit and retirement-related accounts$16,137,0002
Corporate Trust and Agency Accounts$0226
Number of managed investment management and investment advisory agency accounts$50,392,0001
Number of foundation and endowment trust and agency accounts, managed assets$9,496,0001
Other Fiduciary Accounts$0233
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$16,043,0002
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$107,270,0001
Number of Non-Managed Accounts$11,719,00017
Personal Trust and Agency Accounts$2,056,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,142,00010
Employee Benefit-defined Benefit Accounts$1,185,0004
Number non-managed other employee benefit and retirement-related accounts$1,098,00022
Corporate Trust and Agency Accounts$3,856,00011
Number of investment management and advisory agency accounts, non-managed assets$183,0008
Number (#) individual retirement, health savings, and other similar accounts$189,00010
Other Fiduciary Accounts$10,000108
Memoranda
Custody and Safekeeping Accounts$14,400,00020
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$976,00030
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$169,285,0006
Number of Managed Accounts$147,489,0001
Personal Trust and Agency Accounts$70,179,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$357,00010
Employee Benefit-defined Benefit Accounts$908,0002
Number of other employee benefit and retirement-related accounts$15,970,0003
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$50,493,0001
Number of foundation and endowment trust and agency accounts, managed assets$9,582,0001
Other Fiduciary Accounts$0106
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$15,875,0003
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$21,796,00014
Personal Trust and Agency Accounts$2,076,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,982,0006
Employee Benefit-defined Benefit Accounts$1,232,0004
Number non-managed other employee benefit and retirement-related accounts$1,130,00019
Corporate Trust and Agency Accounts$12,995,0007
Number of investment management and advisory agency accounts, non-managed assets$170,0007
Number (#) individual retirement, health savings, and other similar accounts$193,0008
Other Fiduciary Accounts$18,00048
Memoranda
Custody and Safekeeping Accounts$14,167,00020
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$1,009,00027
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$169,887,0006
Number of Managed Accounts$148,321,0001
Personal Trust and Agency Accounts$71,461,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$375,00011
Employee Benefit-defined Benefit Accounts$898,0002
Number of other employee benefit and retirement-related accounts$15,598,0003
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$50,283,0001
Number of foundation and endowment trust and agency accounts, managed assets$9,706,0001
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$15,507,0003
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$21,566,00014
Personal Trust and Agency Accounts$2,035,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,187,0006
Employee Benefit-defined Benefit Accounts$1,220,0004
Number non-managed other employee benefit and retirement-related accounts$1,159,00018
Corporate Trust and Agency Accounts$12,462,0007
Number of investment management and advisory agency accounts, non-managed assets$160,00010
Number (#) individual retirement, health savings, and other similar accounts$197,0007
Other Fiduciary Accounts$146,00019
Memoranda
Custody and Safekeeping Accounts$14,418,00019
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$1,045,00026
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$173,111,0006
Number of Managed Accounts$150,395,0001
Personal Trust and Agency Accounts$74,057,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$377,00010
Employee Benefit-defined Benefit Accounts$871,0002
Number of other employee benefit and retirement-related accounts$15,435,0002
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$49,805,0001
Number of foundation and endowment trust and agency accounts, managed assets$9,850,0001
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$15,350,0002
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$22,716,00013
Personal Trust and Agency Accounts$2,060,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,276,0007
Employee Benefit-defined Benefit Accounts$1,236,0004
Number non-managed other employee benefit and retirement-related accounts$1,161,00017
Corporate Trust and Agency Accounts$13,523,0007
Number of investment management and advisory agency accounts, non-managed assets$168,0009
Number (#) individual retirement, health savings, and other similar accounts$146,0009
Other Fiduciary Accounts$146,00020
Memoranda
Custody and Safekeeping Accounts$14,570,00020
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$1,061,00026
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$175,026,0006
Number of Managed Accounts$152,803,0001
Personal Trust and Agency Accounts$77,019,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$386,00011
Employee Benefit-defined Benefit Accounts$834,0002
Number of other employee benefit and retirement-related accounts$15,226,0002
Corporate Trust and Agency Accounts$0246
Number of managed investment management and investment advisory agency accounts$49,814,0001
Number of foundation and endowment trust and agency accounts, managed assets$9,524,0001
Other Fiduciary Accounts$0259
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$15,137,0002
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$128,164,0002
Number of Non-Managed Accounts$22,223,00014
Personal Trust and Agency Accounts$2,178,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,304,0008
Employee Benefit-defined Benefit Accounts$847,0005
Number non-managed other employee benefit and retirement-related accounts$1,195,00020
Corporate Trust and Agency Accounts$14,199,0007
Number of investment management and advisory agency accounts, non-managed assets$240,0007
Number (#) individual retirement, health savings, and other similar accounts$114,0009
Other Fiduciary Accounts$146,00030
Memoranda
Custody and Safekeeping Accounts$14,189,00021
Fiduciary Accounts Held in Foreign Offices$3,0008
# of Individual retirement,health savings and similar accounts, non-managed asts$1,095,00028
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$190,535,0006
Number of Managed Accounts$167,196,0001
Personal Trust and Agency Accounts$92,216,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$432,00010
Employee Benefit-defined Benefit Accounts$837,0002
Number of other employee benefit and retirement-related accounts$14,850,0002
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$49,299,0001
Number of foundation and endowment trust and agency accounts, managed assets$9,562,0001
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign Offices$08
Number of Individual retirement, health savings, and similar accounts,managed assets$14,758,0002
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$23,339,00013
Personal Trust and Agency Accounts$2,246,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,470,0008
Employee Benefit-defined Benefit Accounts$879,0005
Number non-managed other employee benefit and retirement-related accounts$1,249,00017
Corporate Trust and Agency Accounts$14,973,0006
Number of investment management and advisory agency accounts, non-managed assets$252,0006
Number (#) individual retirement, health savings, and other similar accounts$124,0009
Other Fiduciary Accounts$146,00024
Memoranda
Custody and Safekeeping Accounts$138,573,00011
Fiduciary Accounts Held in Foreign Offices$3,0008
# of Individual retirement,health savings and similar accounts, non-managed asts$1,150,00026
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$202,935,0004
Number of Managed Accounts$179,201,0001
Personal Trust and Agency Accounts$103,269,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$428,00010
Employee Benefit-defined Benefit Accounts$877,0002
Number of other employee benefit and retirement-related accounts$14,865,0002
Corporate Trust and Agency Accounts$095
Number of managed investment management and investment advisory agency accounts$50,237,0001
Number of foundation and endowment trust and agency accounts, managed assets$9,525,0001
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assets$14,793,0002
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$23,734,00013
Personal Trust and Agency Accounts$1,908,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,657,0008
Employee Benefit-defined Benefit Accounts$880,0006
Number non-managed other employee benefit and retirement-related accounts$1,540,00017
Corporate Trust and Agency Accounts$15,185,0006
Number of investment management and advisory agency accounts, non-managed assets$265,0006
Number (#) individual retirement, health savings, and other similar accounts$149,00010
Other Fiduciary Accounts$150,00025
Memoranda
Custody and Safekeeping Accounts$142,925,00011
Fiduciary Accounts Held in Foreign Offices$3,0008
# of Individual retirement,health savings and similar accounts, non-managed asts$1,337,00025
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$212,559,0004
Number of Managed Accounts$188,056,0001
Personal Trust and Agency Accounts$111,659,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$456,00011
Employee Benefit-defined Benefit Accounts$860,0002
Number of other employee benefit and retirement-related accounts$14,724,0002
Corporate Trust and Agency Accounts$091
Number of managed investment management and investment advisory agency accounts$51,505,0001
Number of foundation and endowment trust and agency accounts, managed assets$8,852,0001
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assets$14,604,0002
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$24,503,00013
Personal Trust and Agency Accounts$2,010,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,732,0008
Employee Benefit-defined Benefit Accounts$869,0006
Number non-managed other employee benefit and retirement-related accounts$1,615,00017
Corporate Trust and Agency Accounts$15,701,0006
Number of investment management and advisory agency accounts, non-managed assets$302,0006
Number (#) individual retirement, health savings, and other similar accounts$124,00011
Other Fiduciary Accounts$150,00026
Memoranda
Custody and Safekeeping Accounts$154,713,00010
Fiduciary Accounts Held in Foreign Offices$3,0008
# of Individual retirement,health savings and similar accounts, non-managed asts$1,420,00023
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$219,481,0005
Number of Managed Accounts$192,595,0001
Personal Trust and Agency Accounts$119,704,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$482,00011
Employee Benefit-defined Benefit Accounts$823,0002
Number of other employee benefit and retirement-related accounts$14,738,0002
Corporate Trust and Agency Accounts$0253
Number of managed investment management and investment advisory agency accounts$54,286,0001
Number of foundation and endowment trust and agency accounts, managed assets$2,562,0004
Other Fiduciary Accounts$0261
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assets$14,601,0002
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$2,508,664,0001
Number of Non-Managed Accounts$26,886,00011
Personal Trust and Agency Accounts$2,076,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,799,0009
Employee Benefit-defined Benefit Accounts$875,0006
Number non-managed other employee benefit and retirement-related accounts$1,653,00022
Corporate Trust and Agency Accounts$18,034,0006
Number of investment management and advisory agency accounts, non-managed assets$336,0006
Number (#) individual retirement, health savings, and other similar accounts$113,00012
Other Fiduciary Accounts$0229
Memoranda
Custody and Safekeeping Accounts$156,080,00010
Fiduciary Accounts Held in Foreign Offices$3,0008
# of Individual retirement,health savings and similar accounts, non-managed asts$1,476,00027
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$156,259,0007
Number of Managed Accounts$134,751,0001
Personal Trust and Agency Accounts$70,930,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$518,0008
Employee Benefit-defined Benefit Accounts$787,0002
Number of other employee benefit and retirement-related accounts$11,495,0002
Corporate Trust and Agency Accounts$156,0007
Number of managed investment management and investment advisory agency accounts$50,865,0001
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0117
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$21,508,00016
Personal Trust and Agency Accounts$1,762,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,974,00019
Employee Benefit-defined Benefit Accounts$797,0009
Number non-managed other employee benefit and retirement-related accounts$1,609,00017
Corporate Trust and Agency Accounts$15,236,0007
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$130,00030
Memoranda
Custody and Safekeeping Accounts$156,816,00010
Fiduciary Accounts Held in Foreign Offices$3,0008
# 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$161,323,0007
Number of Managed Accounts$139,493,0001
Personal Trust and Agency Accounts$72,914,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$541,0007
Employee Benefit-defined Benefit Accounts$806,0002
Number of other employee benefit and retirement-related accounts$11,948,0002
Corporate Trust and Agency Accounts$354,0004
Number of managed investment management and investment advisory agency accounts$52,928,0001
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$2,00085
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$21,830,00016
Personal Trust and Agency Accounts$1,861,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,137,00016
Employee Benefit-defined Benefit Accounts$775,0009
Number non-managed other employee benefit and retirement-related accounts$1,175,00017
Corporate Trust and Agency Accounts$15,747,0007
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$135,00030
Memoranda
Custody and Safekeeping Accounts$163,055,00010
Fiduciary Accounts Held in Foreign Offices$3,0008
# 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$166,222,0006
Number of Managed Accounts$143,058,0001
Personal Trust and Agency Accounts$73,814,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$603,0006
Employee Benefit-defined Benefit Accounts$809,0002
Number of other employee benefit and retirement-related accounts$12,505,0002
Corporate Trust and Agency Accounts$162,0008
Number of managed investment management and investment advisory agency accounts$55,163,0001
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$2,00084
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$23,164,00014
Personal Trust and Agency Accounts$2,043,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,159,00015
Employee Benefit-defined Benefit Accounts$808,0009
Number non-managed other employee benefit and retirement-related accounts$1,219,00016
Corporate Trust and Agency Accounts$16,803,0007
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$132,00031
Memoranda
Custody and Safekeeping Accounts$164,183,00010
Fiduciary Accounts Held in Foreign Offices$5,0008
# 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$170,567,0006
Number of Managed Accounts$146,910,0001
Personal Trust and Agency Accounts$74,878,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$605,0006
Employee Benefit-defined Benefit Accounts$816,0002
Number of other employee benefit and retirement-related accounts$12,902,0002
Corporate Trust and Agency Accounts$157,0008
Number of managed investment management and investment advisory agency accounts$57,549,0001
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,000154
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$23,657,00015
Personal Trust and Agency Accounts$2,090,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,147,00017
Employee Benefit-defined Benefit Accounts$816,0009
Number non-managed other employee benefit and retirement-related accounts$1,231,00024
Corporate Trust and Agency Accounts$17,235,0007
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$138,00040
Memoranda
Custody and Safekeeping Accounts$167,205,00011
Fiduciary Accounts Held in Foreign Offices$5,0008
# 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$149,593,0007
Number of Managed Accounts$143,533,0001
Personal Trust and Agency Accounts$73,179,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$619,0007
Employee Benefit-defined Benefit Accounts$814,0002
Number of other employee benefit and retirement-related accounts$12,532,0002
Corporate Trust and Agency Accounts$0108
Number of managed investment management and investment advisory agency accounts$56,389,0001
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0120
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$6,060,00029
Personal Trust and Agency Accounts$1,905,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,170,00014
Employee Benefit-defined Benefit Accounts$829,0009
Number non-managed other employee benefit and retirement-related accounts$1,141,00021
Corporate Trust and Agency Accounts$15,00094
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0132
Memoranda
Custody and Safekeeping Accounts$164,945,00010
Fiduciary Accounts Held in Foreign Offices$5,0008
# 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$150,986,0007
Number of Managed Accounts$144,836,0001
Personal Trust and Agency Accounts$74,157,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$636,0006
Employee Benefit-defined Benefit Accounts$760,0002
Number of other employee benefit and retirement-related accounts$12,591,0002
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$56,692,0001
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0123
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$6,150,00030
Personal Trust and Agency Accounts$1,949,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,195,00015
Employee Benefit-defined Benefit Accounts$829,0009
Number non-managed other employee benefit and retirement-related accounts$1,160,00022
Corporate Trust and Agency Accounts$17,00092
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0136
Memoranda
Custody and Safekeeping Accounts$168,583,00010
Fiduciary Accounts Held in Foreign Offices$20,0009
# 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$152,676,0006
Number of Managed Accounts$145,539,0001
Personal Trust and Agency Accounts$74,860,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$663,0005
Employee Benefit-defined Benefit Accounts$754,0002
Number of other employee benefit and retirement-related accounts$12,669,0002
Corporate Trust and Agency Accounts$0103
Number of managed investment management and investment advisory agency accounts$55,737,0001
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$856,0009
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$7,137,00027
Personal Trust and Agency Accounts$2,030,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,215,00015
Employee Benefit-defined Benefit Accounts$838,0009
Number non-managed other employee benefit and retirement-related accounts$1,281,00019
Corporate Trust and Agency Accounts$65,00066
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$708,00010
Memoranda
Custody and Safekeeping Accounts$172,070,00011
Fiduciary Accounts Held in Foreign Offices$131,0009
# 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$284,254,0004
Number of Managed Accounts$280,130,0001
Personal Trust and Agency Accounts$63,367,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,665,0002
Employee Benefit-defined Benefit Accounts$587,0002
Number of other employee benefit and retirement-related accounts$8,232,0003
Corporate Trust and Agency Accounts$10,00087
Number of managed investment management and investment advisory agency accounts$39,720,0001
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$166,549,0001
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$4,124,00034
Personal Trust and Agency Accounts$1,961,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$835,00027
Employee Benefit-defined Benefit Accounts$713,00010
Number non-managed other employee benefit and retirement-related accounts$547,00042
Corporate Trust and Agency Accounts$68,00075
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0264
Memoranda
Custody and Safekeeping Accounts$6,469,00026
Fiduciary Accounts Held in Foreign Offices$257,0009
# 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$285,262,0005
Number of Managed Accounts$280,895,0001
Personal Trust and Agency Accounts$69,781,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,709,0002
Employee Benefit-defined Benefit Accounts$496,0004
Number of other employee benefit and retirement-related accounts$8,193,0003
Corporate Trust and Agency Accounts$16,00042
Number of managed investment management and investment advisory agency accounts$34,151,0001
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$166,549,0001
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$4,367,00032
Personal Trust and Agency Accounts$2,145,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$848,00027
Employee Benefit-defined Benefit Accounts$724,00010
Number non-managed other employee benefit and retirement-related accounts$585,00028
Corporate Trust and Agency Accounts$65,00065
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0127
Memoranda
Custody and Safekeeping Accounts$6,550,00023
Fiduciary Accounts Held in Foreign Offices$381,0007
# 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$288,711,0005
Number of Managed Accounts$284,280,0001
Personal Trust and Agency Accounts$70,866,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,756,0002
Employee Benefit-defined Benefit Accounts$438,0006
Number of other employee benefit and retirement-related accounts$8,223,0002
Corporate Trust and Agency Accounts$16,00043
Number of managed investment management and investment advisory agency accounts$33,588,0001
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$169,393,0001
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$4,431,00033
Personal Trust and Agency Accounts$2,287,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$895,00025
Employee Benefit-defined Benefit Accounts$581,00011
Number non-managed other employee benefit and retirement-related accounts$600,00028
Corporate Trust and Agency Accounts$68,00065
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0125
Memoranda
Custody and Safekeeping Accounts$6,751,00025
Fiduciary Accounts Held in Foreign Offices$495,0007
# 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$289,871,0006
Number of Managed Accounts$284,576,0002
Personal Trust and Agency Accounts$71,400,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,808,0002
Employee Benefit-defined Benefit Accounts$441,0006
Number of other employee benefit and retirement-related accounts$8,213,0001
Corporate Trust and Agency Accounts$17,00040
Number of managed investment management and investment advisory agency accounts$33,304,0002
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$169,393,0001
Memoranda
Fiduciary Accounts Held in Foreign Offices$248,0005
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$5,295,00032
Personal Trust and Agency Accounts$2,955,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$912,00025
Employee Benefit-defined Benefit Accounts$752,00011
Number non-managed other employee benefit and retirement-related accounts$606,00027
Corporate Trust and Agency Accounts$70,00063
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0121
Memoranda
Custody and Safekeeping Accounts$10,883,00018
Fiduciary Accounts Held in Foreign Offices$5,314,0006
# 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$167,566,0007
Number of Managed Accounts$162,011,0002
Personal Trust and Agency Accounts$71,776,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,850,0002
Employee Benefit-defined Benefit Accounts$426,0006
Number of other employee benefit and retirement-related accounts$8,226,0001
Corporate Trust and Agency Accounts$17,00073
Number of managed investment management and investment advisory agency accounts$77,010,0002
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$2,706,0004
Memoranda
Fiduciary Accounts Held in Foreign Offices$44,294,0002
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$5,555,00032
Personal Trust and Agency Accounts$3,157,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$944,00025
Employee Benefit-defined Benefit Accounts$773,00011
Number non-managed other employee benefit and retirement-related accounts$612,00037
Corporate Trust and Agency Accounts$69,00076
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0263
Memoranda
Custody and Safekeeping Accounts$35,161,00015
Fiduciary Accounts Held in Foreign Offices$29,628,0003
# 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$167,439,0007
Number of Managed Accounts$161,768,0002
Personal Trust and Agency Accounts$72,108,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,802,0002
Employee Benefit-defined Benefit Accounts$433,0006
Number of other employee benefit and retirement-related accounts$8,167,0001
Corporate Trust and Agency Accounts$43,00027
Number of managed investment management and investment advisory agency accounts$76,474,0002
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$2,741,0004
Memoranda
Fiduciary Accounts Held in Foreign Offices$43,813,0002
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$5,671,00033
Personal Trust and Agency Accounts$3,290,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$968,00023
Employee Benefit-defined Benefit Accounts$788,00010
Number non-managed other employee benefit and retirement-related accounts$582,00031
Corporate Trust and Agency Accounts$42,00080
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$1,000106
Memoranda
Custody and Safekeeping Accounts$36,768,00015
Fiduciary Accounts Held in Foreign Offices$31,225,0003
# 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$246,402,0006
Number of Managed Accounts$240,518,0002
Personal Trust and Agency Accounts$72,765,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,864,0002
Employee Benefit-defined Benefit Accounts$441,0003
Number of other employee benefit and retirement-related accounts$8,109,0001
Corporate Trust and Agency Accounts$47,00026
Number of managed investment management and investment advisory agency accounts$154,517,0002
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$2,775,0004
Memoranda
Fiduciary Accounts Held in Foreign Offices$121,778,0002
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$5,884,00032
Personal Trust and Agency Accounts$3,416,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,005,00020
Employee Benefit-defined Benefit Accounts$811,0008
Number non-managed other employee benefit and retirement-related accounts$606,00029
Corporate Trust and Agency Accounts$44,00082
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$2,000106
Memoranda
Custody and Safekeeping Accounts$37,881,00015
Fiduciary Accounts Held in Foreign Offices$32,291,0003
# 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$249,295,0006
Number of Managed Accounts$243,297,0002
Personal Trust and Agency Accounts$73,195,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,113,0002
Employee Benefit-defined Benefit Accounts$425,0005
Number of other employee benefit and retirement-related accounts$8,047,0001
Corporate Trust and Agency Accounts$51,00024
Number of managed investment management and investment advisory agency accounts$156,623,0002
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$2,843,0004
Memoranda
Fiduciary Accounts Held in Foreign Offices$125,826,0002
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$5,998,00030
Personal Trust and Agency Accounts$3,461,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,017,00020
Employee Benefit-defined Benefit Accounts$830,0009
Number non-managed other employee benefit and retirement-related accounts$638,00027
Corporate Trust and Agency Accounts$50,00078
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$2,000108
Memoranda
Custody and Safekeeping Accounts$38,850,00015
Fiduciary Accounts Held in Foreign Offices$34,154,0003
# 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$251,914,0006
Number of Managed Accounts$243,907,0002
Personal Trust and Agency Accounts$73,412,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,017,0002
Employee Benefit-defined Benefit Accounts$442,0003
Number of other employee benefit and retirement-related accounts$8,029,0001
Corporate Trust and Agency Accounts$51,00034
Number of managed investment management and investment advisory agency accounts$157,056,0002
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$2,900,0004
Memoranda
Fiduciary Accounts Held in Foreign Offices$125,826,0002
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$8,007,00030
Personal Trust and Agency Accounts$3,541,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$733,00033
Employee Benefit-defined Benefit Accounts$1,216,0007
Number non-managed other employee benefit and retirement-related accounts$2,465,00016
Corporate Trust and Agency Accounts$50,00089
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$38,215,00014
Fiduciary Accounts Held in Foreign Offices$34,154,0003
# 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$248,711,0006
Number of Managed Accounts$240,530,0002
Personal Trust and Agency Accounts$73,866,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$501,00010
Employee Benefit-defined Benefit Accounts$462,0003
Number of other employee benefit and retirement-related accounts$8,009,0001
Corporate Trust and Agency Accounts$52,00023
Number of managed investment management and investment advisory agency accounts$157,640,0002
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0135
Memoranda
Fiduciary Accounts Held in Foreign Offices$125,826,0002
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$8,181,00029
Personal Trust and Agency Accounts$3,607,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$761,00032
Employee Benefit-defined Benefit Accounts$1,252,0007
Number non-managed other employee benefit and retirement-related accounts$2,509,00013
Corporate Trust and Agency Accounts$50,00078
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$40,892,00013
Fiduciary Accounts Held in Foreign Offices$36,798,0003
# 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$397,741,0005
Number of Managed Accounts$196,672,0002
Personal Trust and Agency Accounts$74,327,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$517,00010
Employee Benefit-defined Benefit Accounts$466,0003
Number of other employee benefit and retirement-related accounts$8,121,0001
Corporate Trust and Agency Accounts$52,00023
Number of managed investment management and investment advisory agency accounts$113,189,0002
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0140
Memoranda
Fiduciary Accounts Held in Foreign Offices$81,442,0002
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$201,069,0005
Personal Trust and Agency Accounts$3,770,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,205,00012
Employee Benefit-defined Benefit Accounts$1,245,0007
Number non-managed other employee benefit and retirement-related accounts$192,797,0005
Corporate Trust and Agency Accounts$48,00083
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$4,00096
Memoranda
Custody and Safekeeping Accounts$67,999,00012
Fiduciary Accounts Held in Foreign Offices$63,515,0002
# 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$71,802,00011
Number of Managed Accounts$68,732,0003
Personal Trust and Agency Accounts$44,015,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$62,000103
Employee Benefit-defined Benefit Accounts$74,00031
Number of other employee benefit and retirement-related accounts$4,019,0005
Corporate Trust and Agency Accounts$11,00052
Number of managed investment management and investment advisory agency accounts$20,551,0003
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0144
Memoranda
Fiduciary Accounts Held in Foreign Offices$19,00013
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$3,070,00046
Personal Trust and Agency Accounts$2,518,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$184,00074
Employee Benefit-defined Benefit Accounts$81,00044
Number non-managed other employee benefit and retirement-related accounts$278,00050
Corporate Trust and Agency Accounts$7,000142
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$2,000106
Memoranda
Custody and Safekeeping Accounts$3,602,00032
Fiduciary Accounts Held in Foreign Offices$869,0008
# 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$71,039,00011
Number of Managed Accounts$68,018,0003
Personal Trust and Agency Accounts$43,776,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$65,000109
Employee Benefit-defined Benefit Accounts$80,00031
Number of other employee benefit and retirement-related accounts$3,875,0005
Corporate Trust and Agency Accounts$5,000139
Number of managed investment management and investment advisory agency accounts$20,217,0003
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0337
Memoranda
Fiduciary Accounts Held in Foreign Offices$8,00014
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$3,021,00051
Personal Trust and Agency Accounts$2,470,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$189,00079
Employee Benefit-defined Benefit Accounts$70,00050
Number non-managed other employee benefit and retirement-related accounts$286,00074
Corporate Trust and Agency Accounts$4,000257
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$2,000220
Memoranda
Custody and Safekeeping Accounts$3,632,00033
Fiduciary Accounts Held in Foreign Offices$850,0008
# 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$70,174,00011
Number of Managed Accounts$67,190,0003
Personal Trust and Agency Accounts$43,507,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$68,00092
Employee Benefit-defined Benefit Accounts$69,00037
Number of other employee benefit and retirement-related accounts$3,833,0005
Corporate Trust and Agency Accounts$22,00040
Number of managed investment management and investment advisory agency accounts$19,691,0003
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign Offices$7,00014
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$2,984,00047
Personal Trust and Agency Accounts$2,448,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$189,00075
Employee Benefit-defined Benefit Accounts$55,00048
Number non-managed other employee benefit and retirement-related accounts$286,00051
Corporate Trust and Agency Accounts$4,000153
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$2,000103
Memoranda
Custody and Safekeeping Accounts$3,729,00033
Fiduciary Accounts Held in Foreign Offices$844,0008
# 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$70,089,00012
Number of Managed Accounts$67,057,0003
Personal Trust and Agency Accounts$43,573,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$69,00096
Employee Benefit-defined Benefit Accounts$70,00034
Number of other employee benefit and retirement-related accounts$3,769,0005
Corporate Trust and Agency Accounts$28,00037
Number of managed investment management and investment advisory agency accounts$19,548,0003
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$3,032,00047
Personal Trust and Agency Accounts$2,482,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$192,00076
Employee Benefit-defined Benefit Accounts$59,00050
Number non-managed other employee benefit and retirement-related accounts$295,00053
Corporate Trust and Agency Accounts$2,000175
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$2,000105
Memoranda
Custody and Safekeeping Accounts$3,835,00033
Fiduciary Accounts Held in Foreign Offices$842,0008
# 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$69,599,00011
Number of Managed Accounts$66,737,0003
Personal Trust and Agency Accounts$42,974,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$71,000101
Employee Benefit-defined Benefit Accounts$70,00035
Number of other employee benefit and retirement-related accounts$3,692,0005
Corporate Trust and Agency Accounts$31,00035
Number of managed investment management and investment advisory agency accounts$19,899,0003
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign Offices$417,0005
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$2,862,00047
Personal Trust and Agency Accounts$2,304,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$195,00076
Employee Benefit-defined Benefit Accounts$59,00051
Number non-managed other employee benefit and retirement-related accounts$299,00052
Corporate Trust and Agency Accounts$2,000180
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$3,000102
Memoranda
Custody and Safekeeping Accounts$4,078,00032
Fiduciary Accounts Held in Foreign Offices$838,0008
# 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$68,777,00011
Number of Managed Accounts$66,751,0003
Personal Trust and Agency Accounts$44,214,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$73,000107
Employee Benefit-defined Benefit Accounts$70,00037
Number of other employee benefit and retirement-related accounts$3,558,0004
Corporate Trust and Agency Accounts$31,00053
Number of managed investment management and investment advisory agency accounts$18,641,0003
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$164,00031
Memoranda
Fiduciary Accounts Held in Foreign Offices$1,044,0005
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$2,026,00060
Personal Trust and Agency Accounts$1,444,00014
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$208,00085
Employee Benefit-defined Benefit Accounts$59,00054
Number non-managed other employee benefit and retirement-related accounts$310,00071
Corporate Trust and Agency Accounts$2,000329
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$3,000208
Memoranda
Custody and Safekeeping Accounts$4,135,00032
Fiduciary Accounts Held in Foreign Offices$3,00014
# 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$68,422,00011
Number of Managed Accounts$66,355,0003
Personal Trust and Agency Accounts$44,758,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$75,000107
Employee Benefit-defined Benefit Accounts$69,00038
Number of other employee benefit and retirement-related accounts$3,473,0004
Corporate Trust and Agency Accounts$2,00092
Number of managed investment management and investment advisory agency accounts$17,807,0003
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$171,00030
Memoranda
Fiduciary Accounts Held in Foreign Offices$1,084,0005
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$2,067,00062
Personal Trust and Agency Accounts$1,462,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$203,00087
Employee Benefit-defined Benefit Accounts$61,00050
Number non-managed other employee benefit and retirement-related accounts$336,00048
Corporate Trust and Agency Accounts$2,000187
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$3,000119
Memoranda
Custody and Safekeeping Accounts$4,205,00030
Fiduciary Accounts Held in Foreign Offices$3,00015
# 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$68,456,00012
Number of Managed Accounts$66,351,0004
Personal Trust and Agency Accounts$45,357,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$81,000104
Employee Benefit-defined Benefit Accounts$70,00036
Number of other employee benefit and retirement-related accounts$3,466,0004
Corporate Trust and Agency Accounts$2,00099
Number of managed investment management and investment advisory agency accounts$17,199,0003
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$176,00025
Memoranda
Fiduciary Accounts Held in Foreign Offices$1,112,0005
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$2,105,00064
Personal Trust and Agency Accounts$1,474,00014
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$205,00090
Employee Benefit-defined Benefit Accounts$64,00049
Number non-managed other employee benefit and retirement-related accounts$355,00049
Corporate Trust and Agency Accounts$3,000178
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$4,000125
Memoranda
Custody and Safekeeping Accounts$4,273,00031
Fiduciary Accounts Held in Foreign Offices$3,00015
# 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$68,826,00011
Number of Managed Accounts$66,696,0004
Personal Trust and Agency Accounts$46,030,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$82,000109
Employee Benefit-defined Benefit Accounts$72,00035
Number of other employee benefit and retirement-related accounts$3,476,0004
Corporate Trust and Agency Accounts$2,000107
Number of managed investment management and investment advisory agency accounts$16,851,0003
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$183,00025
Memoranda
Fiduciary Accounts Held in Foreign Offices$1,110,0005
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$2,130,00064
Personal Trust and Agency Accounts$1,484,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$206,00092
Employee Benefit-defined Benefit Accounts$62,00053
Number non-managed other employee benefit and retirement-related accounts$371,00049
Corporate Trust and Agency Accounts$3,000185
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$4,000120
Memoranda
Custody and Safekeeping Accounts$4,323,00030
Fiduciary Accounts Held in Foreign Offices$3,00014
# 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$69,447,00010
Number of Managed Accounts$67,218,0004
Personal Trust and Agency Accounts$46,749,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$78,000130
Employee Benefit-defined Benefit Accounts$80,00037
Number of other employee benefit and retirement-related accounts$3,521,0006
Corporate Trust and Agency Accounts$2,000251
Number of managed investment management and investment advisory agency accounts$16,580,0003
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$208,00024
Memoranda
Fiduciary Accounts Held in Foreign Offices$1,153,0005
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$2,229,00062
Personal Trust and Agency Accounts$1,560,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$216,000100
Employee Benefit-defined Benefit Accounts$66,00062
Number non-managed other employee benefit and retirement-related accounts$380,00056
Corporate Trust and Agency Accounts$3,000315
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$4,000198
Memoranda
Custody and Safekeeping Accounts$4,354,00029
Fiduciary Accounts Held in Foreign Offices$4,00015
# 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$73,689,0009
Number of Managed Accounts$71,309,0003
Personal Trust and Agency Accounts$50,551,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$186,00074
Employee Benefit-defined Benefit Accounts$137,00026
Number of other employee benefit and retirement-related accounts$3,576,0005
Corporate Trust and Agency Accounts$0351
Number of managed investment management and investment advisory agency accounts$16,663,0003
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$196,00025
Memoranda
Fiduciary Accounts Held in Foreign Offices$1,146,0004
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$2,380,00056
Personal Trust and Agency Accounts$1,729,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$152,000108
Employee Benefit-defined Benefit Accounts$42,00073
Number non-managed other employee benefit and retirement-related accounts$451,00054
Corporate Trust and Agency Accounts$6,000238
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0297
Memoranda
Custody and Safekeeping Accounts$4,410,00022
Fiduciary Accounts Held in Foreign Offices$9,00013
# 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