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Bank of the West, Number of Fiduciary and Related Asset Accounts

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$2,022,000132
Number of Managed Accounts$1,974,000106
Personal Trust and Agency Accounts$920,00063
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$22,00097
Employee Benefit-defined Benefit Accounts$0238
Number of other employee benefit and retirement-related accounts$401,000156
Corporate Trust and Agency Accounts$0160
Number of managed investment management and investment advisory agency accounts$560,000117
Number of foundation and endowment trust and agency accounts, managed assets$71,00094
Other Fiduciary Accounts$0222
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$400,000150
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$040
Number of Non-Managed Accounts$48,000387
Personal Trust and Agency Accounts$28,000195
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000203
Employee Benefit-defined Benefit Accounts$0144
Number non-managed other employee benefit and retirement-related accounts$11,000365
Corporate Trust and Agency Accounts$0213
Number of investment management and advisory agency accounts, non-managed assets$0346
Number (#) individual retirement, health savings, and other similar accounts$3,00071
Other Fiduciary Accounts$0174
Memoranda
Custody and Safekeeping Accounts$47,000278
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$11,000442
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$2,034,000128
Number of Managed Accounts$1,985,000106
Personal Trust and Agency Accounts$943,00064
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$23,00093
Employee Benefit-defined Benefit Accounts$0174
Number of other employee benefit and retirement-related accounts$397,000142
Corporate Trust and Agency Accounts$071
Number of managed investment management and investment advisory agency accounts$555,000115
Number of foundation and endowment trust and agency accounts, managed assets$67,00096
Other Fiduciary Accounts$097
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$396,000138
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$49,000237
Personal Trust and Agency Accounts$28,000118
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000171
Employee Benefit-defined Benefit Accounts$0118
Number non-managed other employee benefit and retirement-related accounts$12,000198
Corporate Trust and Agency Accounts$0107
Number of investment management and advisory agency accounts, non-managed assets$0181
Number (#) individual retirement, health savings, and other similar accounts$3,00061
Other Fiduciary Accounts$090
Memoranda
Custody and Safekeeping Accounts$48,000200
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000226
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$2,015,000131
Number of Managed Accounts$1,966,000108
Personal Trust and Agency Accounts$937,00065
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$23,00097
Employee Benefit-defined Benefit Accounts$0191
Number of other employee benefit and retirement-related accounts$389,000151
Corporate Trust and Agency Accounts$076
Number of managed investment management and investment advisory agency accounts$551,000117
Number of foundation and endowment trust and agency accounts, managed assets$66,000103
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$388,000148
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$49,000263
Personal Trust and Agency Accounts$28,000135
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000197
Employee Benefit-defined Benefit Accounts$0128
Number non-managed other employee benefit and retirement-related accounts$12,000221
Corporate Trust and Agency Accounts$0129
Number of investment management and advisory agency accounts, non-managed assets$0214
Number (#) individual retirement, health savings, and other similar accounts$3,00068
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$61,000194
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000262
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$2,018,000129
Number of Managed Accounts$1,967,000108
Personal Trust and Agency Accounts$955,00061
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$24,00093
Employee Benefit-defined Benefit Accounts$0176
Number of other employee benefit and retirement-related accounts$382,000147
Corporate Trust and Agency Accounts$070
Number of managed investment management and investment advisory agency accounts$539,000117
Number of foundation and endowment trust and agency accounts, managed assets$67,00098
Other Fiduciary Accounts$098
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$381,000143
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$51,000237
Personal Trust and Agency Accounts$29,000120
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000165
Employee Benefit-defined Benefit Accounts$0120
Number non-managed other employee benefit and retirement-related accounts$12,000200
Corporate Trust and Agency Accounts$0111
Number of investment management and advisory agency accounts, non-managed assets$0183
Number (#) individual retirement, health savings, and other similar accounts$3,00063
Other Fiduciary Accounts$088
Memoranda
Custody and Safekeeping Accounts$67,000179
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000232
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$2,017,000132
Number of Managed Accounts$1,966,000108
Personal Trust and Agency Accounts$966,00062
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$22,000100
Employee Benefit-defined Benefit Accounts$0247
Number of other employee benefit and retirement-related accounts$375,000161
Corporate Trust and Agency Accounts$0158
Number of managed investment management and investment advisory agency accounts$537,000115
Number of foundation and endowment trust and agency accounts, managed assets$66,000102
Other Fiduciary Accounts$0217
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$374,000156
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$044
Number of Non-Managed Accounts$51,000381
Personal Trust and Agency Accounts$29,000186
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000205
Employee Benefit-defined Benefit Accounts$0150
Number non-managed other employee benefit and retirement-related accounts$12,000366
Corporate Trust and Agency Accounts$0228
Number of investment management and advisory agency accounts, non-managed assets$0353
Number (#) individual retirement, health savings, and other similar accounts$3,00073
Other Fiduciary Accounts$0171
Memoranda
Custody and Safekeeping Accounts$73,000218
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000450
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$2,005,000130
Number of Managed Accounts$1,954,000106
Personal Trust and Agency Accounts$953,00064
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$23,00098
Employee Benefit-defined Benefit Accounts$0178
Number of other employee benefit and retirement-related accounts$374,000147
Corporate Trust and Agency Accounts$074
Number of managed investment management and investment advisory agency accounts$540,000109
Number of foundation and endowment trust and agency accounts, managed assets$64,000100
Other Fiduciary Accounts$0101
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$373,000142
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$51,000236
Personal Trust and Agency Accounts$29,000119
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000167
Employee Benefit-defined Benefit Accounts$0124
Number non-managed other employee benefit and retirement-related accounts$12,000204
Corporate Trust and Agency Accounts$0117
Number of investment management and advisory agency accounts, non-managed assets$0190
Number (#) individual retirement, health savings, and other similar accounts$3,00065
Other Fiduciary Accounts$088
Memoranda
Custody and Safekeeping Accounts$70,000160
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000236
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$2,034,000127
Number of Managed Accounts$1,982,000107
Personal Trust and Agency Accounts$970,00064
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$21,000104
Employee Benefit-defined Benefit Accounts$0197
Number of other employee benefit and retirement-related accounts$378,000154
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$549,000109
Number of foundation and endowment trust and agency accounts, managed assets$64,000103
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$377,000147
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$52,000255
Personal Trust and Agency Accounts$31,000123
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000188
Employee Benefit-defined Benefit Accounts$0135
Number non-managed other employee benefit and retirement-related accounts$12,000226
Corporate Trust and Agency Accounts$0133
Number of investment management and advisory agency accounts, non-managed assets$0224
Number (#) individual retirement, health savings, and other similar accounts$2,00079
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$72,000171
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000267
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$2,089,000123
Number of Managed Accounts$2,036,000104
Personal Trust and Agency Accounts$1,003,00061
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$25,00096
Employee Benefit-defined Benefit Accounts$0180
Number of other employee benefit and retirement-related accounts$381,000143
Corporate Trust and Agency Accounts$073
Number of managed investment management and investment advisory agency accounts$565,000109
Number of foundation and endowment trust and agency accounts, managed assets$62,000100
Other Fiduciary Accounts$0109
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$380,000138
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$53,000236
Personal Trust and Agency Accounts$32,000112
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000168
Employee Benefit-defined Benefit Accounts$0127
Number non-managed other employee benefit and retirement-related accounts$12,000206
Corporate Trust and Agency Accounts$0116
Number of investment management and advisory agency accounts, non-managed assets$0191
Number (#) individual retirement, health savings, and other similar accounts$2,00076
Other Fiduciary Accounts$094
Memoranda
Custody and Safekeeping Accounts$74,000163
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000241
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$2,082,000128
Number of Managed Accounts$2,026,000108
Personal Trust and Agency Accounts$1,011,00060
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$25,000105
Employee Benefit-defined Benefit Accounts$0257
Number of other employee benefit and retirement-related accounts$383,000154
Corporate Trust and Agency Accounts$0158
Number of managed investment management and investment advisory agency accounts$546,000113
Number of foundation and endowment trust and agency accounts, managed assets$61,000104
Other Fiduciary Accounts$0226
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$382,000149
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$049
Number of Non-Managed Accounts$56,000374
Personal Trust and Agency Accounts$34,000175
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000204
Employee Benefit-defined Benefit Accounts$0156
Number non-managed other employee benefit and retirement-related accounts$13,000361
Corporate Trust and Agency Accounts$0235
Number of investment management and advisory agency accounts, non-managed assets$0362
Number (#) individual retirement, health savings, and other similar accounts$2,00092
Other Fiduciary Accounts$0181
Memoranda
Custody and Safekeeping Accounts$75,000213
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$13,000441
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$2,115,000125
Number of Managed Accounts$2,055,000106
Personal Trust and Agency Accounts$1,033,00060
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$28,00097
Employee Benefit-defined Benefit Accounts$0184
Number of other employee benefit and retirement-related accounts$380,000141
Corporate Trust and Agency Accounts$079
Number of managed investment management and investment advisory agency accounts$553,000113
Number of foundation and endowment trust and agency accounts, managed assets$61,000100
Other Fiduciary Accounts$0110
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$379,000139
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$60,000227
Personal Trust and Agency Accounts$36,000103
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000172
Employee Benefit-defined Benefit Accounts$0127
Number non-managed other employee benefit and retirement-related accounts$13,000204
Corporate Trust and Agency Accounts$0114
Number of investment management and advisory agency accounts, non-managed assets$0191
Number (#) individual retirement, health savings, and other similar accounts$3,00071
Other Fiduciary Accounts$095
Memoranda
Custody and Safekeeping Accounts$76,000159
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$13,000235
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$2,123,000125
Number of Managed Accounts$2,063,000106
Personal Trust and Agency Accounts$1,029,00059
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$30,00099
Employee Benefit-defined Benefit Accounts$0197
Number of other employee benefit and retirement-related accounts$376,000146
Corporate Trust and Agency Accounts$077
Number of managed investment management and investment advisory agency accounts$560,000112
Number of foundation and endowment trust and agency accounts, managed assets$68,00095
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$375,000141
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$60,000240
Personal Trust and Agency Accounts$36,000108
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000179
Employee Benefit-defined Benefit Accounts$0133
Number non-managed other employee benefit and retirement-related accounts$13,000214
Corporate Trust and Agency Accounts$0126
Number of investment management and advisory agency accounts, non-managed assets$0208
Number (#) individual retirement, health savings, and other similar accounts$3,00075
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$74,000173
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$13,000253
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$2,158,000120
Number of Managed Accounts$2,098,000104
Personal Trust and Agency Accounts$1,053,00057
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$30,000100
Employee Benefit-defined Benefit Accounts$0197
Number of other employee benefit and retirement-related accounts$372,000145
Corporate Trust and Agency Accounts$077
Number of managed investment management and investment advisory agency accounts$572,000111
Number of foundation and endowment trust and agency accounts, managed assets$71,00087
Other Fiduciary Accounts$0133
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$371,000142
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$60,000245
Personal Trust and Agency Accounts$36,000111
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000184
Employee Benefit-defined Benefit Accounts$0135
Number non-managed other employee benefit and retirement-related accounts$13,000217
Corporate Trust and Agency Accounts$0129
Number of investment management and advisory agency accounts, non-managed assets$0212
Number (#) individual retirement, health savings, and other similar accounts$3,00075
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$77,000171
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$13,000256
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$2,190,000118
Number of Managed Accounts$2,129,00099
Personal Trust and Agency Accounts$1,065,00056
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$29,000103
Employee Benefit-defined Benefit Accounts$0267
Number of other employee benefit and retirement-related accounts$381,000141
Corporate Trust and Agency Accounts$0155
Number of managed investment management and investment advisory agency accounts$583,000103
Number of foundation and endowment trust and agency accounts, managed assets$71,00086
Other Fiduciary Accounts$0229
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$380,000135
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$044
Number of Non-Managed Accounts$61,000359
Personal Trust and Agency Accounts$37,000168
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000203
Employee Benefit-defined Benefit Accounts$0168
Number non-managed other employee benefit and retirement-related accounts$13,000371
Corporate Trust and Agency Accounts$0243
Number of investment management and advisory agency accounts, non-managed assets$0360
Number (#) individual retirement, health savings, and other similar accounts$3,00084
Other Fiduciary Accounts$0180
Memoranda
Custody and Safekeeping Accounts$74,000218
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$13,000451
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$2,209,000115
Number of Managed Accounts$2,146,00093
Personal Trust and Agency Accounts$1,082,00056
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$31,00095
Employee Benefit-defined Benefit Accounts$0200
Number of other employee benefit and retirement-related accounts$376,000138
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$584,000102
Number of foundation and endowment trust and agency accounts, managed assets$73,00086
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$375,000135
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$63,000237
Personal Trust and Agency Accounts$38,000111
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000186
Employee Benefit-defined Benefit Accounts$0135
Number non-managed other employee benefit and retirement-related accounts$14,000213
Corporate Trust and Agency Accounts$0131
Number of investment management and advisory agency accounts, non-managed assets$0218
Number (#) individual retirement, health savings, and other similar accounts$3,00075
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$75,000178
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$14,000253
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$2,200,000112
Number of Managed Accounts$2,135,00093
Personal Trust and Agency Accounts$1,082,00055
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$31,00095
Employee Benefit-defined Benefit Accounts$0205
Number of other employee benefit and retirement-related accounts$365,000142
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$584,000100
Number of foundation and endowment trust and agency accounts, managed assets$73,00084
Other Fiduciary Accounts$0124
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$364,000138
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$65,000239
Personal Trust and Agency Accounts$39,000104
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000188
Employee Benefit-defined Benefit Accounts$0137
Number non-managed other employee benefit and retirement-related accounts$15,000204
Corporate Trust and Agency Accounts$0131
Number of investment management and advisory agency accounts, non-managed assets$0218
Number (#) individual retirement, health savings, and other similar accounts$3,00075
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$77,000175
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$15,000244
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$2,212,000112
Number of Managed Accounts$2,146,00096
Personal Trust and Agency Accounts$1,102,00052
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$32,00091
Employee Benefit-defined Benefit Accounts$0204
Number of other employee benefit and retirement-related accounts$351,000144
Corporate Trust and Agency Accounts$085
Number of managed investment management and investment advisory agency accounts$586,000100
Number of foundation and endowment trust and agency accounts, managed assets$75,00081
Other Fiduciary Accounts$0126
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$350,000139
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$66,000240
Personal Trust and Agency Accounts$39,000107
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000189
Employee Benefit-defined Benefit Accounts$0137
Number non-managed other employee benefit and retirement-related accounts$16,000202
Corporate Trust and Agency Accounts$0134
Number of investment management and advisory agency accounts, non-managed assets$0218
Number (#) individual retirement, health savings, and other similar accounts$3,00075
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$76,000176
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$16,000244
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$2,217,000115
Number of Managed Accounts$2,152,00096
Personal Trust and Agency Accounts$1,120,00052
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$30,00099
Employee Benefit-defined Benefit Accounts$0275
Number of other employee benefit and retirement-related accounts$353,000144
Corporate Trust and Agency Accounts$0174
Number of managed investment management and investment advisory agency accounts$576,000104
Number of foundation and endowment trust and agency accounts, managed assets$73,00083
Other Fiduciary Accounts$0227
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$352,000140
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$047
Number of Non-Managed Accounts$65,000355
Personal Trust and Agency Accounts$38,000161
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000209
Employee Benefit-defined Benefit Accounts$0165
Number non-managed other employee benefit and retirement-related accounts$16,000359
Corporate Trust and Agency Accounts$0255
Number of investment management and advisory agency accounts, non-managed assets$0374
Number (#) individual retirement, health savings, and other similar accounts$3,00085
Other Fiduciary Accounts$0192
Memoranda
Custody and Safekeeping Accounts$83,000205
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$16,000435
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$2,237,000113
Number of Managed Accounts$2,171,00094
Personal Trust and Agency Accounts$1,139,00052
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$29,00095
Employee Benefit-defined Benefit Accounts$1,000161
Number of other employee benefit and retirement-related accounts$362,000135
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$568,000106
Number of foundation and endowment trust and agency accounts, managed assets$72,00081
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$361,000130
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$66,000235
Personal Trust and Agency Accounts$36,000112
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000181
Employee Benefit-defined Benefit Accounts$0132
Number non-managed other employee benefit and retirement-related accounts$17,000194
Corporate Trust and Agency Accounts$1,000117
Number of investment management and advisory agency accounts, non-managed assets$0211
Number (#) individual retirement, health savings, and other similar accounts$3,00076
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$96,000151
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$17,000233
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$2,229,000109
Number of Managed Accounts$2,163,00091
Personal Trust and Agency Accounts$1,147,00052
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$28,00099
Employee Benefit-defined Benefit Accounts$0205
Number of other employee benefit and retirement-related accounts$356,000136
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$560,000101
Number of foundation and endowment trust and agency accounts, managed assets$72,00082
Other Fiduciary Accounts$0127
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$355,000131
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$66,000237
Personal Trust and Agency Accounts$36,000116
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000180
Employee Benefit-defined Benefit Accounts$0131
Number non-managed other employee benefit and retirement-related accounts$17,000197
Corporate Trust and Agency Accounts$1,000116
Number of investment management and advisory agency accounts, non-managed assets$0213
Number (#) individual retirement, health savings, and other similar accounts$3,00079
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$98,000151
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$17,000233
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$2,228,000107
Number of Managed Accounts$2,162,00089
Personal Trust and Agency Accounts$1,158,00052
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$24,000113
Employee Benefit-defined Benefit Accounts$0208
Number of other employee benefit and retirement-related accounts$354,000134
Corporate Trust and Agency Accounts$084
Number of managed investment management and investment advisory agency accounts$554,00099
Number of foundation and endowment trust and agency accounts, managed assets$72,00083
Other Fiduciary Accounts$0122
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$353,000130
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$66,000234
Personal Trust and Agency Accounts$35,000116
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,000170
Employee Benefit-defined Benefit Accounts$0131
Number non-managed other employee benefit and retirement-related accounts$17,000199
Corporate Trust and Agency Accounts$1,000116
Number of investment management and advisory agency accounts, non-managed assets$0215
Number (#) individual retirement, health savings, and other similar accounts$3,00080
Other Fiduciary Accounts$0104
Memoranda
Custody and Safekeeping Accounts$99,000150
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$17,000236
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$2,240,000104
Number of Managed Accounts$2,172,00086
Personal Trust and Agency Accounts$1,165,00051
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$23,000123
Employee Benefit-defined Benefit Accounts$0281
Number of other employee benefit and retirement-related accounts$359,000136
Corporate Trust and Agency Accounts$0181
Number of managed investment management and investment advisory agency accounts$553,000101
Number of foundation and endowment trust and agency accounts, managed assets$72,00084
Other Fiduciary Accounts$0216
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$358,000129
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$055
Number of Non-Managed Accounts$68,000357
Personal Trust and Agency Accounts$33,000192
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,000194
Employee Benefit-defined Benefit Accounts$0167
Number non-managed other employee benefit and retirement-related accounts$21,000336
Corporate Trust and Agency Accounts$1,000211
Number of investment management and advisory agency accounts, non-managed assets$0371
Number (#) individual retirement, health savings, and other similar accounts$3,00087
Other Fiduciary Accounts$0194
Memoranda
Custody and Safekeeping Accounts$96,000193
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$21,000402
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$2,271,000101
Number of Managed Accounts$2,199,00082
Personal Trust and Agency Accounts$1,189,00048
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$24,000116
Employee Benefit-defined Benefit Accounts$0214
Number of other employee benefit and retirement-related accounts$359,000130
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$555,00099
Number of foundation and endowment trust and agency accounts, managed assets$72,00080
Other Fiduciary Accounts$0118
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$358,000122
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$72,000231
Personal Trust and Agency Accounts$35,000120
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,000177
Employee Benefit-defined Benefit Accounts$0139
Number non-managed other employee benefit and retirement-related accounts$23,000182
Corporate Trust and Agency Accounts$1,000122
Number of investment management and advisory agency accounts, non-managed assets$0219
Number (#) individual retirement, health savings, and other similar accounts$3,00081
Other Fiduciary Accounts$0102
Memoranda
Custody and Safekeeping Accounts$66,000192
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$23,000215
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$2,285,000102
Number of Managed Accounts$2,213,00084
Personal Trust and Agency Accounts$1,201,00049
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$25,000114
Employee Benefit-defined Benefit Accounts$0220
Number of other employee benefit and retirement-related accounts$353,000132
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$562,000100
Number of foundation and endowment trust and agency accounts, managed assets$72,00081
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$352,000125
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$72,000229
Personal Trust and Agency Accounts$33,000124
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,000178
Employee Benefit-defined Benefit Accounts$0139
Number non-managed other employee benefit and retirement-related accounts$25,000182
Corporate Trust and Agency Accounts$1,000122
Number of investment management and advisory agency accounts, non-managed assets$0223
Number (#) individual retirement, health savings, and other similar accounts$3,00080
Other Fiduciary Accounts$0102
Memoranda
Custody and Safekeeping Accounts$68,000186
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$25,000213
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$2,404,000102
Number of Managed Accounts$2,329,00079
Personal Trust and Agency Accounts$1,293,00045
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$27,000115
Employee Benefit-defined Benefit Accounts$0220
Number of other employee benefit and retirement-related accounts$355,000129
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$578,00095
Number of foundation and endowment trust and agency accounts, managed assets$76,00077
Other Fiduciary Accounts$0126
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$354,000121
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$75,000222
Personal Trust and Agency Accounts$35,000121
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$11,000176
Employee Benefit-defined Benefit Accounts$0138
Number non-managed other employee benefit and retirement-related accounts$25,000183
Corporate Trust and Agency Accounts$1,000123
Number of investment management and advisory agency accounts, non-managed assets$0226
Number (#) individual retirement, health savings, and other similar accounts$3,00081
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$81,000172
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$25,000212
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$2,263,000106
Number of Managed Accounts$2,189,00082
Personal Trust and Agency Accounts$1,218,00051
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$24,000123
Employee Benefit-defined Benefit Accounts$0299
Number of other employee benefit and retirement-related accounts$334,000143
Corporate Trust and Agency Accounts$0191
Number of managed investment management and investment advisory agency accounts$540,000104
Number of foundation and endowment trust and agency accounts, managed assets$73,00082
Other Fiduciary Accounts$0237
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$333,000132
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$060
Number of Non-Managed Accounts$74,000339
Personal Trust and Agency Accounts$33,000196
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$12,000198
Employee Benefit-defined Benefit Accounts$0175
Number non-managed other employee benefit and retirement-related accounts$25,000319
Corporate Trust and Agency Accounts$1,000216
Number of investment management and advisory agency accounts, non-managed assets$0395
Number (#) individual retirement, health savings, and other similar accounts$3,00090
Other Fiduciary Accounts$0200
Memoranda
Custody and Safekeeping Accounts$70,000235
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$25,000384
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$2,229,000104
Number of Managed Accounts$2,155,00083
Personal Trust and Agency Accounts$1,210,00048
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$25,000116
Employee Benefit-defined Benefit Accounts$0218
Number of other employee benefit and retirement-related accounts$322,000140
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$536,000100
Number of foundation and endowment trust and agency accounts, managed assets$62,00093
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$321,000131
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$74,000226
Personal Trust and Agency Accounts$33,000123
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$12,000178
Employee Benefit-defined Benefit Accounts$0142
Number non-managed other employee benefit and retirement-related accounts$26,000170
Corporate Trust and Agency Accounts$1,000125
Number of investment management and advisory agency accounts, non-managed assets$0221
Number (#) individual retirement, health savings, and other similar accounts$2,000102
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$72,000187
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$26,000201
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$2,249,000104
Number of Managed Accounts$2,173,00083
Personal Trust and Agency Accounts$1,242,00048
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$29,000113
Employee Benefit-defined Benefit Accounts$0218
Number of other employee benefit and retirement-related accounts$311,000148
Corporate Trust and Agency Accounts$090
Number of managed investment management and investment advisory agency accounts$529,000102
Number of foundation and endowment trust and agency accounts, managed assets$62,00093
Other Fiduciary Accounts$0133
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$310,000136
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$76,000223
Personal Trust and Agency Accounts$34,000120
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$12,000181
Employee Benefit-defined Benefit Accounts$0141
Number non-managed other employee benefit and retirement-related accounts$27,000165
Corporate Trust and Agency Accounts$1,000127
Number of investment management and advisory agency accounts, non-managed assets$0219
Number (#) individual retirement, health savings, and other similar accounts$2,000103
Other Fiduciary Accounts$0111
Memoranda
Custody and Safekeeping Accounts$79,000184
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$27,000194
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$2,264,000102
Number of Managed Accounts$2,184,00081
Personal Trust and Agency Accounts$1,269,00047
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$28,000117
Employee Benefit-defined Benefit Accounts$0219
Number of other employee benefit and retirement-related accounts$306,000146
Corporate Trust and Agency Accounts$090
Number of managed investment management and investment advisory agency accounts$519,000103
Number of foundation and endowment trust and agency accounts, managed assets$62,00094
Other Fiduciary Accounts$0128
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$305,000131
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$80,000214
Personal Trust and Agency Accounts$35,000124
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$12,000181
Employee Benefit-defined Benefit Accounts$0139
Number non-managed other employee benefit and retirement-related accounts$30,000165
Corporate Trust and Agency Accounts$1,000131
Number of investment management and advisory agency accounts, non-managed assets$0219
Number (#) individual retirement, health savings, and other similar accounts$2,000103
Other Fiduciary Accounts$0108
Memoranda
Custody and Safekeeping Accounts$81,000179
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$30,000199
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$2,267,000105
Number of Managed Accounts$2,183,00081
Personal Trust and Agency Accounts$1,288,00047
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$27,000121
Employee Benefit-defined Benefit Accounts$0307
Number of other employee benefit and retirement-related accounts$299,000151
Corporate Trust and Agency Accounts$0193
Number of managed investment management and investment advisory agency accounts$507,000107
Number of foundation and endowment trust and agency accounts, managed assets$62,00092
Other Fiduciary Accounts$0236
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$298,000136
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$063
Number of Non-Managed Accounts$84,000324
Personal Trust and Agency Accounts$36,000194
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$12,000207
Employee Benefit-defined Benefit Accounts$0180
Number non-managed other employee benefit and retirement-related accounts$33,000276
Corporate Trust and Agency Accounts$1,000234
Number of investment management and advisory agency accounts, non-managed assets$0382
Number (#) individual retirement, health savings, and other similar accounts$2,000116
Other Fiduciary Accounts$0217
Memoranda
Custody and Safekeeping Accounts$84,000224
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$33,000335
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$2,235,000104
Number of Managed Accounts$2,160,00081
Personal Trust and Agency Accounts$1,298,00045
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$26,000120
Employee Benefit-defined Benefit Accounts$0224
Number of other employee benefit and retirement-related accounts$290,000149
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$484,000113
Number of foundation and endowment trust and agency accounts, managed assets$62,00089
Other Fiduciary Accounts$0128
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$289,000133
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$75,000228
Personal Trust and Agency Accounts$30,000140
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$12,000177
Employee Benefit-defined Benefit Accounts$0143
Number non-managed other employee benefit and retirement-related accounts$30,000163
Corporate Trust and Agency Accounts$1,000127
Number of investment management and advisory agency accounts, non-managed assets$0215
Number (#) individual retirement, health savings, and other similar accounts$2,000103
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$96,000164
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$30,000194
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$2,219,000103
Number of Managed Accounts$2,143,00081
Personal Trust and Agency Accounts$1,304,00045
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$30,000110
Employee Benefit-defined Benefit Accounts$0227
Number of other employee benefit and retirement-related accounts$283,000152
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$465,000115
Number of foundation and endowment trust and agency accounts, managed assets$61,00088
Other Fiduciary Accounts$0124
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$283,000135
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$76,000225
Personal Trust and Agency Accounts$30,000138
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$12,000179
Employee Benefit-defined Benefit Accounts$0143
Number non-managed other employee benefit and retirement-related accounts$31,000159
Corporate Trust and Agency Accounts$1,000127
Number of investment management and advisory agency accounts, non-managed assets$0220
Number (#) individual retirement, health savings, and other similar accounts$2,000102
Other Fiduciary Accounts$0110
Memoranda
Custody and Safekeeping Accounts$96,000169
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$31,000197
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$2,210,000105
Number of Managed Accounts$2,134,00083
Personal Trust and Agency Accounts$1,315,00046
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$31,000109
Employee Benefit-defined Benefit Accounts$0230
Number of other employee benefit and retirement-related accounts$282,000148
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$444,000118
Number of foundation and endowment trust and agency accounts, managed assets$62,00085
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$282,000133
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$76,000231
Personal Trust and Agency Accounts$31,000137
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$12,000189
Employee Benefit-defined Benefit Accounts$0145
Number non-managed other employee benefit and retirement-related accounts$31,000165
Corporate Trust and Agency Accounts$1,000121
Number of investment management and advisory agency accounts, non-managed assets$0214
Number (#) individual retirement, health savings, and other similar accounts$1,000115
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$95,000168
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$31,000201
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$2,218,000109
Number of Managed Accounts$2,136,00083
Personal Trust and Agency Accounts$1,326,00047
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$30,000117
Employee Benefit-defined Benefit Accounts$0320
Number of other employee benefit and retirement-related accounts$278,000155
Corporate Trust and Agency Accounts$0208
Number of managed investment management and investment advisory agency accounts$440,000118
Number of foundation and endowment trust and agency accounts, managed assets$62,00081
Other Fiduciary Accounts$0240
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$278,000135
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$066
Number of Non-Managed Accounts$82,000348
Personal Trust and Agency Accounts$31,000229
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$15,000198
Employee Benefit-defined Benefit Accounts$0188
Number non-managed other employee benefit and retirement-related accounts$33,000282
Corporate Trust and Agency Accounts$1,000237
Number of investment management and advisory agency accounts, non-managed assets$1,000323
Number (#) individual retirement, health savings, and other similar accounts$1,000140
Other Fiduciary Accounts$0215
Memoranda
Custody and Safekeeping Accounts$94,000221
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$32,000354
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$2,230,000104
Number of Managed Accounts$2,147,00081
Personal Trust and Agency Accounts$1,344,00047
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$30,000111
Employee Benefit-defined Benefit Accounts$0220
Number of other employee benefit and retirement-related accounts$271,000146
Corporate Trust and Agency Accounts$092
Number of managed investment management and investment advisory agency accounts$438,000113
Number of foundation and endowment trust and agency accounts, managed assets$64,00076
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$271,000130
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$83,000221
Personal Trust and Agency Accounts$32,000133
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$15,000169
Employee Benefit-defined Benefit Accounts$0142
Number non-managed other employee benefit and retirement-related accounts$33,000160
Corporate Trust and Agency Accounts$1,000120
Number of investment management and advisory agency accounts, non-managed assets$1,000178
Number (#) individual retirement, health savings, and other similar accounts$1,000118
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$99,000164
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$32,000196
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$2,239,000104
Number of Managed Accounts$2,152,00079
Personal Trust and Agency Accounts$1,360,00047
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$28,000116
Employee Benefit-defined Benefit Accounts$0220
Number of other employee benefit and retirement-related accounts$270,000144
Corporate Trust and Agency Accounts$093
Number of managed investment management and investment advisory agency accounts$439,000111
Number of foundation and endowment trust and agency accounts, managed assets$55,00087
Other Fiduciary Accounts$0119
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$270,000129
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$87,000218
Personal Trust and Agency Accounts$35,000124
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$15,000169
Employee Benefit-defined Benefit Accounts$0145
Number non-managed other employee benefit and retirement-related accounts$34,000161
Corporate Trust and Agency Accounts$1,000120
Number of investment management and advisory agency accounts, non-managed assets$1,000176
Number (#) individual retirement, health savings, and other similar accounts$1,000119
Other Fiduciary Accounts$0104
Memoranda
Custody and Safekeeping Accounts$99,000166
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$33,000200
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$2,205,000104
Number of Managed Accounts$2,118,00078
Personal Trust and Agency Accounts$1,373,00046
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$27,000116
Employee Benefit-defined Benefit Accounts$0219
Number of other employee benefit and retirement-related accounts$245,000157
Corporate Trust and Agency Accounts$093
Number of managed investment management and investment advisory agency accounts$418,000115
Number of foundation and endowment trust and agency accounts, managed assets$55,00086
Other Fiduciary Accounts$0118
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$245,000140
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$87,000224
Personal Trust and Agency Accounts$35,000123
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$15,000173
Employee Benefit-defined Benefit Accounts$0148
Number non-managed other employee benefit and retirement-related accounts$34,000163
Corporate Trust and Agency Accounts$1,000119
Number of investment management and advisory agency accounts, non-managed assets$1,000178
Number (#) individual retirement, health savings, and other similar accounts$1,000119
Other Fiduciary Accounts$0110
Memoranda
Custody and Safekeeping Accounts$102,000163
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$33,000198
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$2,233,000104
Number of Managed Accounts$2,140,00076
Personal Trust and Agency Accounts$1,394,00042
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$24,000137
Employee Benefit-defined Benefit Accounts$0330
Number of other employee benefit and retirement-related accounts$243,000164
Corporate Trust and Agency Accounts$0221
Number of managed investment management and investment advisory agency accounts$424,000115
Number of foundation and endowment trust and agency accounts, managed assets$55,00088
Other Fiduciary Accounts$0246
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$243,000144
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$071
Number of Non-Managed Accounts$93,000332
Personal Trust and Agency Accounts$37,000207
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$16,000204
Employee Benefit-defined Benefit Accounts$0200
Number non-managed other employee benefit and retirement-related accounts$37,000284
Corporate Trust and Agency Accounts$1,000241
Number of investment management and advisory agency accounts, non-managed assets$1,000335
Number (#) individual retirement, health savings, and other similar accounts$1,000142
Other Fiduciary Accounts$0221
Memoranda
Custody and Safekeeping Accounts$103,000224
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$36,000346
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$2,250,00099
Number of Managed Accounts$2,156,00077
Personal Trust and Agency Accounts$1,437,00041
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$24,000122
Employee Benefit-defined Benefit Accounts$0212
Number of other employee benefit and retirement-related accounts$231,000157
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$411,000114
Number of foundation and endowment trust and agency accounts, managed assets$53,00089
Other Fiduciary Accounts$0115
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$231,000138
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$94,000208
Personal Trust and Agency Accounts$36,000114
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$16,000167
Employee Benefit-defined Benefit Accounts$0147
Number non-managed other employee benefit and retirement-related accounts$39,000148
Corporate Trust and Agency Accounts$1,000114
Number of investment management and advisory agency accounts, non-managed assets$1,000170
Number (#) individual retirement, health savings, and other similar accounts$1,000108
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$111,000147
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$38,000181
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$2,266,00095
Number of Managed Accounts$2,166,00075
Personal Trust and Agency Accounts$1,457,00043
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$26,000121
Employee Benefit-defined Benefit Accounts$0214
Number of other employee benefit and retirement-related accounts$228,000156
Corporate Trust and Agency Accounts$085
Number of managed investment management and investment advisory agency accounts$391,000120
Number of foundation and endowment trust and agency accounts, managed assets$64,00076
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$228,000139
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$100,000203
Personal Trust and Agency Accounts$38,000110
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$16,000168
Employee Benefit-defined Benefit Accounts$0145
Number non-managed other employee benefit and retirement-related accounts$42,000141
Corporate Trust and Agency Accounts$1,000122
Number of investment management and advisory agency accounts, non-managed assets$2,000149
Number (#) individual retirement, health savings, and other similar accounts$1,000107
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$113,000152
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$41,000169
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$2,255,00094
Number of Managed Accounts$2,156,00078
Personal Trust and Agency Accounts$1,464,00041
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$27,000115
Employee Benefit-defined Benefit Accounts$0213
Number of other employee benefit and retirement-related accounts$225,000159
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$379,000121
Number of foundation and endowment trust and agency accounts, managed assets$61,00078
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$225,000141
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$99,000200
Personal Trust and Agency Accounts$35,000115
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$17,000164
Employee Benefit-defined Benefit Accounts$0149
Number non-managed other employee benefit and retirement-related accounts$43,000138
Corporate Trust and Agency Accounts$1,000122
Number of investment management and advisory agency accounts, non-managed assets$2,000143
Number (#) individual retirement, health savings, and other similar accounts$1,000109
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$118,000150
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$42,000169
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$2,278,00097
Number of Managed Accounts$2,177,00075
Personal Trust and Agency Accounts$1,491,00042
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$27,000131
Employee Benefit-defined Benefit Accounts$0330
Number of other employee benefit and retirement-related accounts$222,000168
Corporate Trust and Agency Accounts$0226
Number of managed investment management and investment advisory agency accounts$374,000121
Number of foundation and endowment trust and agency accounts, managed assets$63,00075
Other Fiduciary Accounts$0233
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$222,000155
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$067
Number of Non-Managed Accounts$101,000318
Personal Trust and Agency Accounts$34,000211
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$18,000193
Employee Benefit-defined Benefit Accounts$0200
Number non-managed other employee benefit and retirement-related accounts$44,000258
Corporate Trust and Agency Accounts$1,000255
Number of investment management and advisory agency accounts, non-managed assets$3,000245
Number (#) individual retirement, health savings, and other similar accounts$1,000136
Other Fiduciary Accounts$0233
Memoranda
Custody and Safekeeping Accounts$124,000196
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$43,000319
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$2,308,00093
Number of Managed Accounts$2,194,00076
Personal Trust and Agency Accounts$1,510,00043
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$28,000119
Employee Benefit-defined Benefit Accounts$0220
Number of other employee benefit and retirement-related accounts$228,000152
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$364,000121
Number of foundation and endowment trust and agency accounts, managed assets$64,00075
Other Fiduciary Accounts$0106
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$228,000135
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$114,000197
Personal Trust and Agency Accounts$35,000118
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$19,000159
Employee Benefit-defined Benefit Accounts$0153
Number non-managed other employee benefit and retirement-related accounts$52,000131
Corporate Trust and Agency Accounts$1,000127
Number of investment management and advisory agency accounts, non-managed assets$2,000144
Number (#) individual retirement, health savings, and other similar accounts$5,00062
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$127,000141
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$51,000153
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$2,340,00094
Number of Managed Accounts$2,222,00075
Personal Trust and Agency Accounts$1,551,00042
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$24,000126
Employee Benefit-defined Benefit Accounts$0223
Number of other employee benefit and retirement-related accounts$229,000154
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$351,000128
Number of foundation and endowment trust and agency accounts, managed assets$67,00073
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$229,000137
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$118,000196
Personal Trust and Agency Accounts$37,000119
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$20,000161
Employee Benefit-defined Benefit Accounts$0154
Number non-managed other employee benefit and retirement-related accounts$53,000136
Corporate Trust and Agency Accounts$1,000129
Number of investment management and advisory agency accounts, non-managed assets$2,000142
Number (#) individual retirement, health savings, and other similar accounts$5,00059
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$136,000133
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$52,000149
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$2,381,00090
Number of Managed Accounts$2,256,00072
Personal Trust and Agency Accounts$1,574,00041
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$23,000129
Employee Benefit-defined Benefit Accounts$0230
Number of other employee benefit and retirement-related accounts$234,000143
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$343,000127
Number of foundation and endowment trust and agency accounts, managed assets$82,00060
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$234,000125
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$125,000193
Personal Trust and Agency Accounts$39,000114
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$24,000157
Employee Benefit-defined Benefit Accounts$0155
Number non-managed other employee benefit and retirement-related accounts$54,000135
Corporate Trust and Agency Accounts$1,000133
Number of investment management and advisory agency accounts, non-managed assets$2,000142
Number (#) individual retirement, health savings, and other similar accounts$5,00062
Other Fiduciary Accounts$0109
Memoranda
Custody and Safekeeping Accounts$140,000131
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$53,000151
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$2,493,00093
Number of Managed Accounts$2,338,00069
Personal Trust and Agency Accounts$1,622,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$24,000150
Employee Benefit-defined Benefit Accounts$0357
Number of other employee benefit and retirement-related accounts$258,000133
Corporate Trust and Agency Accounts$0246
Number of managed investment management and investment advisory agency accounts$351,000126
Number of foundation and endowment trust and agency accounts, managed assets$83,00056
Other Fiduciary Accounts$0259
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$258,000118
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$079
Number of Non-Managed Accounts$155,000259
Personal Trust and Agency Accounts$58,000145
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$24,000184
Employee Benefit-defined Benefit Accounts$0217
Number non-managed other employee benefit and retirement-related accounts$65,000212
Corporate Trust and Agency Accounts$1,000273
Number of investment management and advisory agency accounts, non-managed assets$2,000276
Number (#) individual retirement, health savings, and other similar accounts$5,00068
Other Fiduciary Accounts$0239
Memoranda
Custody and Safekeeping Accounts$147,000177
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$64,000251
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$2,520,00088
Number of Managed Accounts$2,364,00066
Personal Trust and Agency Accounts$1,653,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$25,000125
Employee Benefit-defined Benefit Accounts$0232
Number of other employee benefit and retirement-related accounts$265,000121
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$337,000123
Number of foundation and endowment trust and agency accounts, managed assets$84,00055
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign Offices$08
Number of Individual retirement, health savings, and similar accounts,managed assets$265,000107
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$156,000179
Personal Trust and Agency Accounts$59,00094
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$25,000153
Employee Benefit-defined Benefit Accounts$0151
Number non-managed other employee benefit and retirement-related accounts$64,000121
Corporate Trust and Agency Accounts$1,000143
Number of investment management and advisory agency accounts, non-managed assets$2,000135
Number (#) individual retirement, health savings, and other similar accounts$5,00060
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$157,000126
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$64,000130
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$2,592,00089
Number of Managed Accounts$2,429,00065
Personal Trust and Agency Accounts$1,703,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$24,000126
Employee Benefit-defined Benefit Accounts$0230
Number of other employee benefit and retirement-related accounts$282,000113
Corporate Trust and Agency Accounts$095
Number of managed investment management and investment advisory agency accounts$339,000125
Number of foundation and endowment trust and agency accounts, managed assets$81,00057
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assets$282,00096
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$163,000173
Personal Trust and Agency Accounts$65,00089
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$25,000155
Employee Benefit-defined Benefit Accounts$0156
Number non-managed other employee benefit and retirement-related accounts$68,000114
Corporate Trust and Agency Accounts$1,000148
Number of investment management and advisory agency accounts, non-managed assets$4,000115
Number (#) individual retirement, health savings, and other similar accounts$0133
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$164,000124
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$68,000122
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$2,624,00089
Number of Managed Accounts$2,449,00065
Personal Trust and Agency Accounts$1,730,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$32,000111
Employee Benefit-defined Benefit Accounts$1,000188
Number of other employee benefit and retirement-related accounts$284,000110
Corporate Trust and Agency Accounts$091
Number of managed investment management and investment advisory agency accounts$322,000129
Number of foundation and endowment trust and agency accounts, managed assets$80,00059
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assets$284,00093
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$175,000171
Personal Trust and Agency Accounts$66,00090
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$25,000156
Employee Benefit-defined Benefit Accounts$0155
Number non-managed other employee benefit and retirement-related accounts$75,000105
Corporate Trust and Agency Accounts$1,000150
Number of investment management and advisory agency accounts, non-managed assets$8,00074
Number (#) individual retirement, health savings, and other similar accounts$0136
Other Fiduciary Accounts$0116
Memoranda
Custody and Safekeeping Accounts$167,000125
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$75,000113
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$2,704,00092
Number of Managed Accounts$2,495,00068
Personal Trust and Agency Accounts$1,773,00041
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$32,000136
Employee Benefit-defined Benefit Accounts$1,000248
Number of other employee benefit and retirement-related accounts$285,000116
Corporate Trust and Agency Accounts$0253
Number of managed investment management and investment advisory agency accounts$322,000136
Number of foundation and endowment trust and agency accounts, managed assets$82,00054
Other Fiduciary Accounts$0261
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assets$285,00097
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$082
Number of Non-Managed Accounts$209,000214
Personal Trust and Agency Accounts$70,000136
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$29,000174
Employee Benefit-defined Benefit Accounts$0225
Number non-managed other employee benefit and retirement-related accounts$88,000167
Corporate Trust and Agency Accounts$1,000310
Number of investment management and advisory agency accounts, non-managed assets$21,00067
Number (#) individual retirement, health savings, and other similar accounts$0193
Other Fiduciary Accounts$0229
Memoranda
Custody and Safekeeping Accounts$180,000151
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$88,000196
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$2,740,00091
Number of Managed Accounts$2,545,00067
Personal Trust and Agency Accounts$1,835,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$33,000112
Employee Benefit-defined Benefit Accounts$0220
Number of other employee benefit and retirement-related accounts$296,000107
Corporate Trust and Agency Accounts$098
Number of managed investment management and investment advisory agency accounts$381,000125
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$195,000160
Personal Trust and Agency Accounts$70,00097
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$30,000143
Employee Benefit-defined Benefit Accounts$1,000121
Number non-managed other employee benefit and retirement-related accounts$93,00097
Corporate Trust and Agency Accounts$1,000153
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0117
Memoranda
Custody and Safekeeping Accounts$245,00097
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,803,00092
Number of Managed Accounts$2,607,00068
Personal Trust and Agency Accounts$1,834,00044
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$33,000115
Employee Benefit-defined Benefit Accounts$0225
Number of other employee benefit and retirement-related accounts$312,00099
Corporate Trust and Agency Accounts$0100
Number of managed investment management and investment advisory agency accounts$428,000115
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0115
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$196,000162
Personal Trust and Agency Accounts$64,000105
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$28,000153
Employee Benefit-defined Benefit Accounts$2,000107
Number non-managed other employee benefit and retirement-related accounts$100,000102
Corporate Trust and Agency Accounts$2,000141
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0117
Memoranda
Custody and Safekeeping Accounts$293,00095
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,903,00087
Number of Managed Accounts$2,685,00065
Personal Trust and Agency Accounts$1,816,00044
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$33,000117
Employee Benefit-defined Benefit Accounts$1,000188
Number of other employee benefit and retirement-related accounts$345,00089
Corporate Trust and Agency Accounts$099
Number of managed investment management and investment advisory agency accounts$490,000103
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0119
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$218,000157
Personal Trust and Agency Accounts$66,000103
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$33,000144
Employee Benefit-defined Benefit Accounts$1,000122
Number non-managed other employee benefit and retirement-related accounts$115,00090
Corporate Trust and Agency Accounts$3,000135
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0120
Memoranda
Custody and Safekeeping Accounts$308,00093
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,971,00094
Number of Managed Accounts$2,724,00065
Personal Trust and Agency Accounts$1,808,00045
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$31,000140
Employee Benefit-defined Benefit Accounts$2,000195
Number of other employee benefit and retirement-related accounts$352,00091
Corporate Trust and Agency Accounts$0267
Number of managed investment management and investment advisory agency accounts$531,00089
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0285
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$247,000204
Personal Trust and Agency Accounts$69,000162
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$36,000167
Employee Benefit-defined Benefit Accounts$1,000169
Number non-managed other employee benefit and retirement-related accounts$137,000134
Corporate Trust and Agency Accounts$4,000231
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$340,00099
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,062,00087
Number of Managed Accounts$2,786,00064
Personal Trust and Agency Accounts$1,832,00044
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$37,000115
Employee Benefit-defined Benefit Accounts$2,000165
Number of other employee benefit and retirement-related accounts$352,00086
Corporate Trust and Agency Accounts$0108
Number of managed investment management and investment advisory agency accounts$563,00084
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$276,000144
Personal Trust and Agency Accounts$77,000103
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$44,000131
Employee Benefit-defined Benefit Accounts$0163
Number non-managed other employee benefit and retirement-related accounts$149,00076
Corporate Trust and Agency Accounts$6,000127
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$379,00082
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,094,00088
Number of Managed Accounts$2,803,00065
Personal Trust and Agency Accounts$1,865,00045
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$48,000100
Employee Benefit-defined Benefit Accounts$2,000162
Number of other employee benefit and retirement-related accounts$334,00090
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$554,00086
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$291,000144
Personal Trust and Agency Accounts$78,000101
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$56,000118
Employee Benefit-defined Benefit Accounts$0167
Number non-managed other employee benefit and retirement-related accounts$150,00075
Corporate Trust and Agency Accounts$7,000122
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$395,00082
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,185,00086
Number of Managed Accounts$2,879,00065
Personal Trust and Agency Accounts$1,914,00045
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$48,00098
Employee Benefit-defined Benefit Accounts$2,000162
Number of other employee benefit and retirement-related accounts$331,00089
Corporate Trust and Agency Accounts$0103
Number of managed investment management and investment advisory agency accounts$584,00084
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0128
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$306,000139
Personal Trust and Agency Accounts$77,00097
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$66,000109
Employee Benefit-defined Benefit Accounts$0174
Number non-managed other employee benefit and retirement-related accounts$156,00073
Corporate Trust and Agency Accounts$7,000122
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0134
Memoranda
Custody and Safekeeping Accounts$408,00084
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,261,00087
Number of Managed Accounts$2,940,00063
Personal Trust and Agency Accounts$1,977,00045
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$49,000117
Employee Benefit-defined Benefit Accounts$1,000249
Number of other employee benefit and retirement-related accounts$332,00088
Corporate Trust and Agency Accounts$0273
Number of managed investment management and investment advisory agency accounts$581,00083
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0300
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$321,000178
Personal Trust and Agency Accounts$82,000144
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$70,000122
Employee Benefit-defined Benefit Accounts$0244
Number non-managed other employee benefit and retirement-related accounts$162,000118
Corporate Trust and Agency Accounts$7,000194
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$430,00088
Fiduciary Accounts Held in Foreign Offices$012
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,280,00081
Number of Managed Accounts$2,947,00061
Personal Trust and Agency Accounts$1,988,00044
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$52,00098
Employee Benefit-defined Benefit Accounts$1,000193
Number of other employee benefit and retirement-related accounts$325,00085
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$581,00077
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0121
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$333,000130
Personal Trust and Agency Accounts$89,00090
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$71,000105
Employee Benefit-defined Benefit Accounts$2,000119
Number non-managed other employee benefit and retirement-related accounts$164,00069
Corporate Trust and Agency Accounts$7,000125
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$456,00076
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,311,00080
Number of Managed Accounts$2,964,00060
Personal Trust and Agency Accounts$2,000,00046
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$50,000104
Employee Benefit-defined Benefit Accounts$1,000195
Number of other employee benefit and retirement-related accounts$323,00080
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$590,00076
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0124
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$347,000130
Personal Trust and Agency Accounts$96,00091
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$74,000108
Employee Benefit-defined Benefit Accounts$2,000124
Number non-managed other employee benefit and retirement-related accounts$169,00066
Corporate Trust and Agency Accounts$6,000131
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$465,00080
Fiduciary Accounts Held in Foreign Offices$013
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,395,00077
Number of Managed Accounts$3,038,00059
Personal Trust and Agency Accounts$2,050,00044
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$51,000106
Employee Benefit-defined Benefit Accounts$1,000198
Number of other employee benefit and retirement-related accounts$342,00076
Corporate Trust and Agency Accounts$0102
Number of managed investment management and investment advisory agency accounts$594,00074
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0119
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$357,000124
Personal Trust and Agency Accounts$99,00084
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$75,000105
Employee Benefit-defined Benefit Accounts$2,000124
Number non-managed other employee benefit and retirement-related accounts$174,00062
Corporate Trust and Agency Accounts$7,000128
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$475,00076
Fiduciary Accounts Held in Foreign Offices$012
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,463,00081
Number of Managed Accounts$3,085,00054
Personal Trust and Agency Accounts$2,055,00045
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$52,000117
Employee Benefit-defined Benefit Accounts$1,000267
Number of other employee benefit and retirement-related accounts$350,00077
Corporate Trust and Agency Accounts$0281
Number of managed investment management and investment advisory agency accounts$627,00073
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0293
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$378,000155
Personal Trust and Agency Accounts$102,000115
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$79,000119
Employee Benefit-defined Benefit Accounts$2,000156
Number non-managed other employee benefit and retirement-related accounts$188,00099
Corporate Trust and Agency Accounts$7,000196
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$490,00087
Fiduciary Accounts Held in Foreign Offices$014
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,540,00084
Number of Managed Accounts$3,140,00058
Personal Trust and Agency Accounts$2,089,00048
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$51,000104
Employee Benefit-defined Benefit Accounts$2,000172
Number of other employee benefit and retirement-related accounts$356,00078
Corporate Trust and Agency Accounts$0101
Number of managed investment management and investment advisory agency accounts$642,00075
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0122
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$400,000124
Personal Trust and Agency Accounts$114,00075
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$79,000107
Employee Benefit-defined Benefit Accounts$3,000113
Number non-managed other employee benefit and retirement-related accounts$198,00062
Corporate Trust and Agency Accounts$6,000134
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$504,00075
Fiduciary Accounts Held in Foreign Offices$013
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,639,00084
Number of Managed Accounts$3,207,00062
Personal Trust and Agency Accounts$2,109,00052
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$53,000103
Employee Benefit-defined Benefit Accounts$3,000158
Number of other employee benefit and retirement-related accounts$370,00077
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$672,00074
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0130
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$432,000123
Personal Trust and Agency Accounts$128,00069
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$80,000110
Employee Benefit-defined Benefit Accounts$3,000123
Number non-managed other employee benefit and retirement-related accounts$215,00061
Corporate Trust and Agency Accounts$6,000134
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0129
Memoranda
Custody and Safekeeping Accounts$505,00075
Fiduciary Accounts Held in Foreign Offices$013
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,768,00078
Number of Managed Accounts$3,303,00059
Personal Trust and Agency Accounts$2,169,00052
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$57,000101
Employee Benefit-defined Benefit Accounts$3,000160
Number of other employee benefit and retirement-related accounts$383,00075
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$691,00069
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0139
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$465,000113
Personal Trust and Agency Accounts$133,00070
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$87,000107
Employee Benefit-defined Benefit Accounts$3,000121
Number non-managed other employee benefit and retirement-related accounts$236,00053
Corporate Trust and Agency Accounts$6,000138
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0129
Memoranda
Custody and Safekeeping Accounts$524,00074
Fiduciary Accounts Held in Foreign Offices$014
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,866,00085
Number of Managed Accounts$3,353,00063
Personal Trust and Agency Accounts$2,197,00054
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$64,000103
Employee Benefit-defined Benefit Accounts$9,000109
Number of other employee benefit and retirement-related accounts$381,00073
Corporate Trust and Agency Accounts$0303
Number of managed investment management and investment advisory agency accounts$702,00066
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0320
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$513,000130
Personal Trust and Agency Accounts$144,00080
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$107,000110
Employee Benefit-defined Benefit Accounts$3,000155
Number non-managed other employee benefit and retirement-related accounts$253,00079
Corporate Trust and Agency Accounts$6,000221
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0282
Memoranda
Custody and Safekeeping Accounts$544,00078
Fiduciary Accounts Held in Foreign Offices$014
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,909,00078
Number of Managed Accounts$3,372,00063
Personal Trust and Agency Accounts$2,224,00053
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$69,00088
Employee Benefit-defined Benefit Accounts$9,000100
Number of other employee benefit and retirement-related accounts$383,00067
Corporate Trust and Agency Accounts$0110
Number of managed investment management and investment advisory agency accounts$687,00065
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0135
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$537,000107
Personal Trust and Agency Accounts$154,00058
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$111,00097
Employee Benefit-defined Benefit Accounts$4,000109
Number non-managed other employee benefit and retirement-related accounts$261,00051
Corporate Trust and Agency Accounts$7,000141
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0134
Memoranda
Custody and Safekeeping Accounts$558,00070
Fiduciary Accounts Held in Foreign Offices$013
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,015,00074
Number of Managed Accounts$3,468,00054
Personal Trust and Agency Accounts$2,275,00051
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$72,00089
Employee Benefit-defined Benefit Accounts$9,000100
Number of other employee benefit and retirement-related accounts$386,00066
Corporate Trust and Agency Accounts$0114
Number of managed investment management and investment advisory agency accounts$726,00062
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0140
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$547,000105
Personal Trust and Agency Accounts$140,00064
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$121,00088
Employee Benefit-defined Benefit Accounts$4,000105
Number non-managed other employee benefit and retirement-related accounts$270,00050
Corporate Trust and Agency Accounts$12,000125
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$593,00063
Fiduciary Accounts Held in Foreign Offices$014
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,092,00076
Number of Managed Accounts$3,522,00055
Personal Trust and Agency Accounts$2,302,00054
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$72,00090
Employee Benefit-defined Benefit Accounts$9,00099
Number of other employee benefit and retirement-related accounts$397,00066
Corporate Trust and Agency Accounts$0116
Number of managed investment management and investment advisory agency accounts$742,00062
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0144
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$570,000108
Personal Trust and Agency Accounts$147,00066
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$119,00096
Employee Benefit-defined Benefit Accounts$5,000102
Number non-managed other employee benefit and retirement-related accounts$287,00048
Corporate Trust and Agency Accounts$12,000124
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$613,00067
Fiduciary Accounts Held in Foreign Offices$015
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,631,00090
Number of Managed Accounts$3,129,00066
Personal Trust and Agency Accounts$2,050,00059
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$97,00071
Employee Benefit-defined Benefit Accounts$12,00094
Number of other employee benefit and retirement-related accounts$368,00072
Corporate Trust and Agency Accounts$0312
Number of managed investment management and investment advisory agency accounts$602,00070
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0337
Memoranda
Fiduciary Accounts Held in Foreign Offices$016
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$502,000141
Personal Trust and Agency Accounts$141,00085
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$92,000119
Employee Benefit-defined Benefit Accounts$5,000132
Number non-managed other employee benefit and retirement-related accounts$252,00082
Corporate Trust and Agency Accounts$12,000170
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0286
Memoranda
Custody and Safekeeping Accounts$609,00072
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,657,000135
Number of Managed Accounts$1,494,000110
Personal Trust and Agency Accounts$1,199,00075
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$12,000230
Employee Benefit-defined Benefit Accounts$0243
Number of other employee benefit and retirement-related accounts$48,000248
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$235,000166
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$163,000210
Personal Trust and Agency Accounts$70,000117
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$42,000168
Employee Benefit-defined Benefit Accounts$3,000122
Number non-managed other employee benefit and retirement-related accounts$48,000150
Corporate Trust and Agency Accounts$0201
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0126
Memoranda
Custody and Safekeeping Accounts$332,000106
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,673,000132
Number of Managed Accounts$1,504,000110
Personal Trust and Agency Accounts$1,209,00075
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$12,000236
Employee Benefit-defined Benefit Accounts$0247
Number of other employee benefit and retirement-related accounts$49,000246
Corporate Trust and Agency Accounts$0113
Number of managed investment management and investment advisory agency accounts$234,000162
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$169,000210
Personal Trust and Agency Accounts$76,000115
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$42,000172
Employee Benefit-defined Benefit Accounts$3,000126
Number non-managed other employee benefit and retirement-related accounts$48,000159
Corporate Trust and Agency Accounts$0206
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0128
Memoranda
Custody and Safekeeping Accounts$336,00096
Fiduciary Accounts Held in Foreign Offices$017
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,712,000131
Number of Managed Accounts$1,536,000110
Personal Trust and Agency Accounts$1,237,00076
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$12,000243
Employee Benefit-defined Benefit Accounts$0247
Number of other employee benefit and retirement-related accounts$48,000248
Corporate Trust and Agency Accounts$0110
Number of managed investment management and investment advisory agency accounts$239,000161
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$176,000207
Personal Trust and Agency Accounts$78,000117
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$43,000173
Employee Benefit-defined Benefit Accounts$3,000132
Number non-managed other employee benefit and retirement-related accounts$52,000150
Corporate Trust and Agency Accounts$0205
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0134
Memoranda
Custody and Safekeeping Accounts$345,00095
Fiduciary Accounts Held in Foreign Offices$017
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,739,000143
Number of Managed Accounts$1,561,000116
Personal Trust and Agency Accounts$1,253,00080
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000332
Employee Benefit-defined Benefit Accounts$0450
Number of other employee benefit and retirement-related accounts$52,000326
Corporate Trust and Agency Accounts$0340
Number of managed investment management and investment advisory agency accounts$243,000163
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0331
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$178,000294
Personal Trust and Agency Accounts$77,000177
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$42,000212
Employee Benefit-defined Benefit Accounts$3,000158
Number non-managed other employee benefit and retirement-related accounts$56,000272
Corporate Trust and Agency Accounts$0460
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0293
Memoranda
Custody and Safekeeping Accounts$358,000108
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,770,000137
Number of Managed Accounts$1,591,000115
Personal Trust and Agency Accounts$1,282,00079
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$15,000250
Employee Benefit-defined Benefit Accounts$0256
Number of other employee benefit and retirement-related accounts$52,000244
Corporate Trust and Agency Accounts$0121
Number of managed investment management and investment advisory agency accounts$242,000157
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0143
Memoranda
Fiduciary Accounts Held in Foreign Offices$016
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$179,000217
Personal Trust and Agency Accounts$76,000124
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$41,000193
Employee Benefit-defined Benefit Accounts$3,000143
Number non-managed other employee benefit and retirement-related accounts$59,000150
Corporate Trust and Agency Accounts$0209
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0152
Memoranda
Custody and Safekeeping Accounts$400,00088
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,790,000138
Number of Managed Accounts$1,602,000117
Personal Trust and Agency Accounts$1,294,00079
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$15,000250
Employee Benefit-defined Benefit Accounts$0257
Number of other employee benefit and retirement-related accounts$51,000251
Corporate Trust and Agency Accounts$0129
Number of managed investment management and investment advisory agency accounts$242,000155
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0151
Memoranda
Fiduciary Accounts Held in Foreign Offices$016
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$188,000223
Personal Trust and Agency Accounts$78,000123
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$44,000191
Employee Benefit-defined Benefit Accounts$3,000141
Number non-managed other employee benefit and retirement-related accounts$63,000151
Corporate Trust and Agency Accounts$0211
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0161
Memoranda
Custody and Safekeeping Accounts$416,00087
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,812,000145
Number of Managed Accounts$1,619,000121
Personal Trust and Agency Accounts$1,308,00082
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$16,000252
Employee Benefit-defined Benefit Accounts$0261
Number of other employee benefit and retirement-related accounts$52,000251
Corporate Trust and Agency Accounts$0138
Number of managed investment management and investment advisory agency accounts$243,000154
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0156
Memoranda
Fiduciary Accounts Held in Foreign Offices$016
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$193,000227
Personal Trust and Agency Accounts$81,000119
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$48,000188
Employee Benefit-defined Benefit Accounts$3,000143
Number non-managed other employee benefit and retirement-related accounts$61,000154
Corporate Trust and Agency Accounts$0216
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0158
Memoranda
Custody and Safekeeping Accounts$439,00088
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,867,000149
Number of Managed Accounts$1,669,000120
Personal Trust and Agency Accounts$1,338,00083
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$16,000327
Employee Benefit-defined Benefit Accounts$1,000329
Number of other employee benefit and retirement-related accounts$59,000328
Corporate Trust and Agency Accounts$0378
Number of managed investment management and investment advisory agency accounts$255,000154
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0352
Memoranda
Fiduciary Accounts Held in Foreign Offices$017
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$198,000297
Personal Trust and Agency Accounts$86,000166
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$45,000221
Employee Benefit-defined Benefit Accounts$3,000168
Number non-managed other employee benefit and retirement-related accounts$64,000248
Corporate Trust and Agency Accounts$0452
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0305
Memoranda
Custody and Safekeeping Accounts$456,000101
Fiduciary Accounts Held in Foreign Offices$017
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$605,000339
Number of Managed Accounts$312,000400
Personal Trust and Agency Accounts$276,000253
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000519
Employee Benefit-defined Benefit Accounts$5,000166
Number of other employee benefit and retirement-related accounts$27,000404
Corporate Trust and Agency Accounts$0351
Number of managed investment management and investment advisory agency accounts$0858
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0365
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 Accounts$293,000226
Personal Trust and Agency Accounts$228,00055
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$18,000303
Employee Benefit-defined Benefit Accounts$6,000138
Number non-managed other employee benefit and retirement-related accounts$41,000325
Corporate Trust and Agency Accounts$0450
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$39,000502
Fiduciary Accounts Held in Foreign OfficesNANA
# 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