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Bessemer Trust Company, Number of Fiduciary and Related Asset Accounts

2024-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,129,000100
Number of Managed Accounts$3,121,00076
Personal Trust and Agency Accounts$2,805,00025
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000186
Employee Benefit-defined Benefit Accounts$3,000140
Number of other employee benefit and retirement-related accounts$0371
Corporate Trust and Agency Accounts$074
Number of managed investment management and investment advisory agency accounts$284,000195
Number of foundation and endowment trust and agency accounts, managed assets$23,000182
Other Fiduciary Accounts$0123
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0322
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$8,000334
Personal Trust and Agency Accounts$7,000229
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0248
Employee Benefit-defined Benefit Accounts$0122
Number non-managed other employee benefit and retirement-related accounts$0312
Corporate Trust and Agency Accounts$0121
Number of investment management and advisory agency accounts, non-managed assets$0249
Number (#) individual retirement, health savings, and other similar accounts$1,000150
Other Fiduciary Accounts$096
Memoranda
Custody and Safekeeping Accounts$7,708,00028
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0357
2024-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0002
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,094,000101
Number of Managed Accounts$3,086,00077
Personal Trust and Agency Accounts$2,783,00026
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000203
Employee Benefit-defined Benefit Accounts$3,000142
Number of other employee benefit and retirement-related accounts$0448
Corporate Trust and Agency Accounts$0118
Number of managed investment management and investment advisory agency accounts$271,000211
Number of foundation and endowment trust and agency accounts, managed assets$23,000200
Other Fiduciary Accounts$0163
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0392
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$8,000391
Personal Trust and Agency Accounts$7,000259
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0286
Employee Benefit-defined Benefit Accounts$0129
Number non-managed other employee benefit and retirement-related accounts$0392
Corporate Trust and Agency Accounts$0173
Number of investment management and advisory agency accounts, non-managed assets$0294
Number (#) individual retirement, health savings, and other similar accounts$1,000163
Other Fiduciary Accounts$0129
Memoranda
Custody and Safekeeping Accounts$7,603,00028
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0419
2024-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0007
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,102,000103
Number of Managed Accounts$3,094,00076
Personal Trust and Agency Accounts$2,790,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000184
Employee Benefit-defined Benefit Accounts$3,00096
Number of other employee benefit and retirement-related accounts$0377
Corporate Trust and Agency Accounts$072
Number of managed investment management and investment advisory agency accounts$269,000203
Number of foundation and endowment trust and agency accounts, managed assets$24,000185
Other Fiduciary Accounts$0119
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0325
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$8,000335
Personal Trust and Agency Accounts$7,000235
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0260
Employee Benefit-defined Benefit Accounts$0170
Number non-managed other employee benefit and retirement-related accounts$0303
Corporate Trust and Agency Accounts$0121
Number of investment management and advisory agency accounts, non-managed assets$0259
Number (#) individual retirement, health savings, and other similar accounts$1,000123
Other Fiduciary Accounts$094
Memoranda
Custody and Safekeeping Accounts$7,394,00027
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0355
2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,104,00099
Number of Managed Accounts$3,096,00073
Personal Trust and Agency Accounts$2,791,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000201
Employee Benefit-defined Benefit Accounts$3,000102
Number of other employee benefit and retirement-related accounts$0628
Corporate Trust and Agency Accounts$0193
Number of managed investment management and investment advisory agency accounts$270,000208
Number of foundation and endowment trust and agency accounts, managed assets$24,000205
Other Fiduciary Accounts$0249
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0548
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$2,159,00018
Number of Non-Managed Accounts$8,000636
Personal Trust and Agency Accounts$7,000398
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0359
Employee Benefit-defined Benefit Accounts$0185
Number non-managed other employee benefit and retirement-related accounts$0608
Corporate Trust and Agency Accounts$0248
Number of investment management and advisory agency accounts, non-managed assets$0396
Number (#) individual retirement, health savings, and other similar accounts$1,000150
Other Fiduciary Accounts$0190
Memoranda
Custody and Safekeeping Accounts$7,170,00029
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0645
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,063,00099
Number of Managed Accounts$3,055,00075
Personal Trust and Agency Accounts$2,753,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000167
Employee Benefit-defined Benefit Accounts$3,00094
Number of other employee benefit and retirement-related accounts$0363
Corporate Trust and Agency Accounts$079
Number of managed investment management and investment advisory agency accounts$267,000195
Number of foundation and endowment trust and agency accounts, managed assets$23,000178
Other Fiduciary Accounts$0112
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0317
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$8,000333
Personal Trust and Agency Accounts$7,000226
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0249
Employee Benefit-defined Benefit Accounts$0158
Number non-managed other employee benefit and retirement-related accounts$0298
Corporate Trust and Agency Accounts$0118
Number of investment management and advisory agency accounts, non-managed assets$0251
Number (#) individual retirement, health savings, and other similar accounts$1,000123
Other Fiduciary Accounts$095
Memoranda
Custody and Safekeeping Accounts$7,109,00028
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0346
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,057,00094
Number of Managed Accounts$3,049,00071
Personal Trust and Agency Accounts$2,735,00030
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000187
Employee Benefit-defined Benefit Accounts$3,00096
Number of other employee benefit and retirement-related accounts$0433
Corporate Trust and Agency Accounts$0125
Number of managed investment management and investment advisory agency accounts$279,000200
Number of foundation and endowment trust and agency accounts, managed assets$23,000193
Other Fiduciary Accounts$0158
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0385
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$8,000392
Personal Trust and Agency Accounts$7,000252
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0284
Employee Benefit-defined Benefit Accounts$0165
Number non-managed other employee benefit and retirement-related accounts$0382
Corporate Trust and Agency Accounts$0169
Number of investment management and advisory agency accounts, non-managed assets$0289
Number (#) individual retirement, health savings, and other similar accounts$1,000134
Other Fiduciary Accounts$0135
Memoranda
Custody and Safekeeping Accounts$6,996,00025
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0412
2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,038,000101
Number of Managed Accounts$3,031,00077
Personal Trust and Agency Accounts$2,720,00024
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000130
Employee Benefit-defined Benefit Accounts$3,000102
Number of other employee benefit and retirement-related accounts$0335
Corporate Trust and Agency Accounts$074
Number of managed investment management and investment advisory agency accounts$277,000200
Number of foundation and endowment trust and agency accounts, managed assets$22,000186
Other Fiduciary Accounts$0108
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0325
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$7,000346
Personal Trust and Agency Accounts$7,000216
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0231
Employee Benefit-defined Benefit Accounts$0122
Number non-managed other employee benefit and retirement-related accounts$0297
Corporate Trust and Agency Accounts$0107
Number of investment management and advisory agency accounts, non-managed assets$0208
Number (#) individual retirement, health savings, and other similar accounts$0147
Other Fiduciary Accounts$092
Memoranda
Custody and Safekeeping Accounts$6,810,00026
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0313
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,052,000103
Number of Managed Accounts$3,045,00079
Personal Trust and Agency Accounts$2,736,00025
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000161
Employee Benefit-defined Benefit Accounts$3,000111
Number of other employee benefit and retirement-related accounts$0617
Corporate Trust and Agency Accounts$0160
Number of managed investment management and investment advisory agency accounts$275,000212
Number of foundation and endowment trust and agency accounts, managed assets$22,000220
Other Fiduciary Accounts$0220
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0573
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$2,186,00019
Number of Non-Managed Accounts$7,000680
Personal Trust and Agency Accounts$7,000388
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0361
Employee Benefit-defined Benefit Accounts$0148
Number non-managed other employee benefit and retirement-related accounts$0590
Corporate Trust and Agency Accounts$0212
Number of investment management and advisory agency accounts, non-managed assets$0360
Number (#) individual retirement, health savings, and other similar accounts$0208
Other Fiduciary Accounts$0175
Memoranda
Custody and Safekeeping Accounts$6,589,00030
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0641
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,030,000102
Number of Managed Accounts$3,023,00078
Personal Trust and Agency Accounts$2,711,00025
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000142
Employee Benefit-defined Benefit Accounts$3,000105
Number of other employee benefit and retirement-related accounts$0351
Corporate Trust and Agency Accounts$076
Number of managed investment management and investment advisory agency accounts$279,000200
Number of foundation and endowment trust and agency accounts, managed assets$21,000196
Other Fiduciary Accounts$0105
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0340
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$7,000352
Personal Trust and Agency Accounts$7,000218
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0247
Employee Benefit-defined Benefit Accounts$0128
Number non-managed other employee benefit and retirement-related accounts$0312
Corporate Trust and Agency Accounts$0115
Number of investment management and advisory agency accounts, non-managed assets$0208
Number (#) individual retirement, health savings, and other similar accounts$0151
Other Fiduciary Accounts$098
Memoranda
Custody and Safekeeping Accounts$6,444,00029
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0327
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,032,00089
Number of Managed Accounts$3,025,00072
Personal Trust and Agency Accounts$2,708,00025
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$11,000133
Employee Benefit-defined Benefit Accounts$3,00098
Number of other employee benefit and retirement-related accounts$0396
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$282,000188
Number of foundation and endowment trust and agency accounts, managed assets$21,000200
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0384
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$7,000376
Personal Trust and Agency Accounts$7,000223
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0267
Employee Benefit-defined Benefit Accounts$0122
Number non-managed other employee benefit and retirement-related accounts$0346
Corporate Trust and Agency Accounts$0126
Number of investment management and advisory agency accounts, non-managed assets$0230
Number (#) individual retirement, health savings, and other similar accounts$0156
Other Fiduciary Accounts$0109
Memoranda
Custody and Safekeeping Accounts$6,266,00026
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0371
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,086,00089
Number of Managed Accounts$3,079,00073
Personal Trust and Agency Accounts$2,725,00025
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$11,000126
Employee Benefit-defined Benefit Accounts$3,00099
Number of other employee benefit and retirement-related accounts$0329
Corporate Trust and Agency Accounts$072
Number of managed investment management and investment advisory agency accounts$319,000172
Number of foundation and endowment trust and agency accounts, managed assets$21,000186
Other Fiduciary Accounts$0101
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0319
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$7,000319
Personal Trust and Agency Accounts$7,000198
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0235
Employee Benefit-defined Benefit Accounts$0119
Number non-managed other employee benefit and retirement-related accounts$0295
Corporate Trust and Agency Accounts$0109
Number of investment management and advisory agency accounts, non-managed assets$0187
Number (#) individual retirement, health savings, and other similar accounts$0135
Other Fiduciary Accounts$094
Memoranda
Custody and Safekeeping Accounts$6,371,00026
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0310
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$3,048,00089
Number of Managed Accounts$3,041,00070
Personal Trust and Agency Accounts$2,696,00025
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$11,000142
Employee Benefit-defined Benefit Accounts$3,000108
Number of other employee benefit and retirement-related accounts$0603
Corporate Trust and Agency Accounts$0160
Number of managed investment management and investment advisory agency accounts$310,000178
Number of foundation and endowment trust and agency accounts, managed assets$21,000214
Other Fiduciary Accounts$0222
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0553
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$2,149,00019
Number of Non-Managed Accounts$7,000663
Personal Trust and Agency Accounts$7,000375
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0355
Employee Benefit-defined Benefit Accounts$0144
Number non-managed other employee benefit and retirement-related accounts$0595
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$0188
Other Fiduciary Accounts$0174
Memoranda
Custody and Safekeeping Accounts$6,220,00026
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0639
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$2,984,00088
Number of Managed Accounts$2,978,00071
Personal Trust and Agency Accounts$2,639,00025
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$11,000127
Employee Benefit-defined Benefit Accounts$3,000102
Number of other employee benefit and retirement-related accounts$0315
Corporate Trust and Agency Accounts$071
Number of managed investment management and investment advisory agency accounts$304,000174
Number of foundation and endowment trust and agency accounts, managed assets$21,000179
Other Fiduciary Accounts$097
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0306
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,000310
Personal Trust and Agency Accounts$6,000201
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0233
Employee Benefit-defined Benefit Accounts$0118
Number non-managed other employee benefit and retirement-related accounts$0284
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$0131
Other Fiduciary Accounts$090
Memoranda
Custody and Safekeeping Accounts$6,020,00024
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0295
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$2,951,00090
Number of Managed Accounts$2,945,00072
Personal Trust and Agency Accounts$2,606,00025
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$11,000137
Employee Benefit-defined Benefit Accounts$3,000104
Number of other employee benefit and retirement-related accounts$0379
Corporate Trust and Agency Accounts$076
Number of managed investment management and investment advisory agency accounts$304,000182
Number of foundation and endowment trust and agency accounts, managed assets$21,000196
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0367
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,000369
Personal Trust and Agency Accounts$6,000227
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0268
Employee Benefit-defined Benefit Accounts$0128
Number non-managed other employee benefit and retirement-related accounts$0334
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$0146
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$5,955,00025
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0352
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$2,946,00091
Number of Managed Accounts$2,942,00072
Personal Trust and Agency Accounts$2,601,00025
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$11,000130
Employee Benefit-defined Benefit Accounts$3,000104
Number of other employee benefit and retirement-related accounts$0319
Corporate Trust and Agency Accounts$070
Number of managed investment management and investment advisory agency accounts$305,000177
Number of foundation and endowment trust and agency accounts, managed assets$22,000178
Other Fiduciary Accounts$098
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0309
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$4,000316
Personal Trust and Agency Accounts$4,000220
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0233
Employee Benefit-defined Benefit Accounts$0120
Number non-managed other employee benefit and retirement-related accounts$0290
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$0129
Other Fiduciary Accounts$088
Memoranda
Custody and Safekeeping Accounts$5,839,00025
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0299
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$2,930,00093
Number of Managed Accounts$2,926,00073
Personal Trust and Agency Accounts$2,583,00026
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$11,000148
Employee Benefit-defined Benefit Accounts$3,000111
Number of other employee benefit and retirement-related accounts$0614
Corporate Trust and Agency Accounts$0158
Number of managed investment management and investment advisory agency accounts$307,000182
Number of foundation and endowment trust and agency accounts, managed assets$22,000205
Other Fiduciary Accounts$0217
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0565
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$2,045,00023
Number of Non-Managed Accounts$4,000725
Personal Trust and Agency Accounts$4,000440
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0366
Employee Benefit-defined Benefit Accounts$0150
Number non-managed other employee benefit and retirement-related accounts$0604
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$0195
Other Fiduciary Accounts$0171
Memoranda
Custody and Safekeeping Accounts$96,000184
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0642
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$2,844,00090
Number of Managed Accounts$2,842,00074
Personal Trust and Agency Accounts$2,505,00026
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000168
Employee Benefit-defined Benefit Accounts$2,000113
Number of other employee benefit and retirement-related accounts$0320
Corporate Trust and Agency Accounts$074
Number of managed investment management and investment advisory agency accounts$308,000175
Number of foundation and endowment trust and agency accounts, managed assets$22,000178
Other Fiduciary Accounts$0101
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0311
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,000325
Personal Trust and Agency Accounts$2,000239
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0234
Employee Benefit-defined Benefit Accounts$0124
Number non-managed other employee benefit and retirement-related accounts$0293
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$0135
Other Fiduciary Accounts$088
Memoranda
Custody and Safekeeping Accounts$95,000141
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0304
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$2,812,00092
Number of Managed Accounts$2,810,00075
Personal Trust and Agency Accounts$2,467,00025
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$12,000139
Employee Benefit-defined Benefit Accounts$3,000105
Number of other employee benefit and retirement-related accounts$0374
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$306,000179
Number of foundation and endowment trust and agency accounts, managed assets$22,000189
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0359
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,000380
Personal Trust and Agency Accounts$2,000268
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0264
Employee Benefit-defined Benefit Accounts$0135
Number non-managed other employee benefit and retirement-related accounts$0335
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$0148
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$101,000147
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0353
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$2,795,00092
Number of Managed Accounts$2,793,00076
Personal Trust and Agency Accounts$2,447,00025
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$12,000132
Employee Benefit-defined Benefit Accounts$3,000104
Number of other employee benefit and retirement-related accounts$0323
Corporate Trust and Agency Accounts$073
Number of managed investment management and investment advisory agency accounts$309,000170
Number of foundation and endowment trust and agency accounts, managed assets$22,000174
Other Fiduciary Accounts$0109
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0310
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,000328
Personal Trust and Agency Accounts$2,000242
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0234
Employee Benefit-defined Benefit Accounts$0127
Number non-managed other employee benefit and retirement-related accounts$0296
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$0140
Other Fiduciary Accounts$094
Memoranda
Custody and Safekeeping Accounts$95,000142
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0309
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$2,753,00098
Number of Managed Accounts$2,751,00080
Personal Trust and Agency Accounts$2,426,00026
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$12,000152
Employee Benefit-defined Benefit Accounts$3,000116
Number of other employee benefit and retirement-related accounts$0629
Corporate Trust and Agency Accounts$0158
Number of managed investment management and investment advisory agency accounts$288,000181
Number of foundation and endowment trust and agency accounts, managed assets$22,000196
Other Fiduciary Accounts$0226
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0570
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$1,958,00025
Number of Non-Managed Accounts$2,000798
Personal Trust and Agency Accounts$2,000534
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0378
Employee Benefit-defined Benefit Accounts$0156
Number non-managed other employee benefit and retirement-related accounts$0616
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$0204
Other Fiduciary Accounts$0181
Memoranda
Custody and Safekeeping Accounts$101,000181
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0659
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$2,707,00097
Number of Managed Accounts$2,707,00078
Personal Trust and Agency Accounts$2,375,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000129
Employee Benefit-defined Benefit Accounts$3,000109
Number of other employee benefit and retirement-related accounts$0328
Corporate Trust and Agency Accounts$079
Number of managed investment management and investment advisory agency accounts$294,000177
Number of foundation and endowment trust and agency accounts, managed assets$22,000170
Other Fiduciary Accounts$0110
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0315
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0341
Personal Trust and Agency Accounts$0282
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0241
Employee Benefit-defined Benefit Accounts$0127
Number non-managed other employee benefit and retirement-related accounts$0301
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$0143
Other Fiduciary Accounts$095
Memoranda
Custody and Safekeeping Accounts$94,000145
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0314
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$2,719,00096
Number of Managed Accounts$2,719,00077
Personal Trust and Agency Accounts$2,377,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000134
Employee Benefit-defined Benefit Accounts$3,000112
Number of other employee benefit and retirement-related accounts$0365
Corporate Trust and Agency Accounts$077
Number of managed investment management and investment advisory agency accounts$302,000170
Number of foundation and endowment trust and agency accounts, managed assets$24,000172
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0351
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0381
Personal Trust and Agency Accounts$0311
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0263
Employee Benefit-defined Benefit Accounts$0133
Number non-managed other employee benefit and retirement-related accounts$0325
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$0149
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$91,000157
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0346
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$2,715,00096
Number of Managed Accounts$2,715,00077
Personal Trust and Agency Accounts$2,378,00029
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000142
Employee Benefit-defined Benefit Accounts$3,000113
Number of other employee benefit and retirement-related accounts$0369
Corporate Trust and Agency Accounts$077
Number of managed investment management and investment advisory agency accounts$297,000173
Number of foundation and endowment trust and agency accounts, managed assets$24,000173
Other Fiduciary Accounts$0133
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0357
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0384
Personal Trust and Agency Accounts$0309
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0268
Employee Benefit-defined Benefit Accounts$0135
Number non-managed other employee benefit and retirement-related accounts$0328
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$0151
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$92,000155
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0350
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$2,697,00098
Number of Managed Accounts$2,697,00077
Personal Trust and Agency Accounts$2,363,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000150
Employee Benefit-defined Benefit Accounts$3,000121
Number of other employee benefit and retirement-related accounts$0649
Corporate Trust and Agency Accounts$0155
Number of managed investment management and investment advisory agency accounts$294,000172
Number of foundation and endowment trust and agency accounts, managed assets$24,000183
Other Fiduciary Accounts$0229
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0592
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$1,889,00022
Number of Non-Managed Accounts$0932
Personal Trust and Agency Accounts$0688
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0398
Employee Benefit-defined Benefit Accounts$0168
Number non-managed other employee benefit and retirement-related accounts$0634
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$0205
Other Fiduciary Accounts$0180
Memoranda
Custody and Safekeeping Accounts$91,000188
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0671
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$2,656,00096
Number of Managed Accounts$2,656,00076
Personal Trust and Agency Accounts$2,317,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000144
Employee Benefit-defined Benefit Accounts$3,000112
Number of other employee benefit and retirement-related accounts$0373
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$299,000169
Number of foundation and endowment trust and agency accounts, managed assets$24,000168
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0359
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0388
Personal Trust and Agency Accounts$0314
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0268
Employee Benefit-defined Benefit Accounts$0135
Number non-managed other employee benefit and retirement-related accounts$0329
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$0150
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$90,000160
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0350
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$2,589,00096
Number of Managed Accounts$2,589,00077
Personal Trust and Agency Accounts$2,276,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000149
Employee Benefit-defined Benefit Accounts$3,000113
Number of other employee benefit and retirement-related accounts$0374
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$273,000180
Number of foundation and endowment trust and agency accounts, managed assets$24,000170
Other Fiduciary Accounts$0124
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0360
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0391
Personal Trust and Agency Accounts$0318
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0269
Employee Benefit-defined Benefit Accounts$0137
Number non-managed other employee benefit and retirement-related accounts$0329
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$0153
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$85,000165
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0352
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$2,592,00098
Number of Managed Accounts$2,592,00076
Personal Trust and Agency Accounts$2,279,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000149
Employee Benefit-defined Benefit Accounts$3,000117
Number of other employee benefit and retirement-related accounts$0373
Corporate Trust and Agency Accounts$085
Number of managed investment management and investment advisory agency accounts$273,000179
Number of foundation and endowment trust and agency accounts, managed assets$24,000173
Other Fiduciary Accounts$0126
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0358
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0394
Personal Trust and Agency Accounts$0321
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0274
Employee Benefit-defined Benefit Accounts$0137
Number non-managed other employee benefit and retirement-related accounts$0333
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$0150
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$84,000167
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0354
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$2,595,000101
Number of Managed Accounts$2,595,00076
Personal Trust and Agency Accounts$2,281,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000161
Employee Benefit-defined Benefit Accounts$3,000127
Number of other employee benefit and retirement-related accounts$0658
Corporate Trust and Agency Accounts$0174
Number of managed investment management and investment advisory agency accounts$274,000181
Number of foundation and endowment trust and agency accounts, managed assets$24,000183
Other Fiduciary Accounts$0227
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0595
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$1,826,00023
Number of Non-Managed Accounts$0965
Personal Trust and Agency Accounts$0719
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0413
Employee Benefit-defined Benefit Accounts$0165
Number non-managed other employee benefit and retirement-related accounts$0648
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$0206
Other Fiduciary Accounts$0192
Memoranda
Custody and Safekeeping Accounts$80,000211
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0682
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$2,543,000100
Number of Managed Accounts$2,543,00078
Personal Trust and Agency Accounts$2,226,00029
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000148
Employee Benefit-defined Benefit Accounts$3,000119
Number of other employee benefit and retirement-related accounts$0368
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$277,000177
Number of foundation and endowment trust and agency accounts, managed assets$24,000171
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0354
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0384
Personal Trust and Agency Accounts$0316
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0272
Employee Benefit-defined Benefit Accounts$0132
Number non-managed other employee benefit and retirement-related accounts$0325
Corporate Trust and Agency Accounts$0132
Number of investment management and advisory agency accounts, non-managed assets$0211
Number (#) individual retirement, health savings, and other similar accounts$0152
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$82,000168
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0347
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$2,552,00097
Number of Managed Accounts$2,548,00073
Personal Trust and Agency Accounts$2,232,00029
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000150
Employee Benefit-defined Benefit Accounts$3,000121
Number of other employee benefit and retirement-related accounts$0370
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$276,000173
Number of foundation and endowment trust and agency accounts, managed assets$24,000171
Other Fiduciary Accounts$0127
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0355
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$4,000365
Personal Trust and Agency Accounts$4,000250
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0273
Employee Benefit-defined Benefit Accounts$0131
Number non-managed other employee benefit and retirement-related accounts$0327
Corporate Trust and Agency Accounts$0130
Number of investment management and advisory agency accounts, non-managed assets$0213
Number (#) individual retirement, health savings, and other similar accounts$0153
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$84,000164
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0348
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$2,573,00097
Number of Managed Accounts$2,569,00071
Personal Trust and Agency Accounts$2,259,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000154
Employee Benefit-defined Benefit Accounts$3,000122
Number of other employee benefit and retirement-related accounts$0372
Corporate Trust and Agency Accounts$084
Number of managed investment management and investment advisory agency accounts$268,000173
Number of foundation and endowment trust and agency accounts, managed assets$26,000167
Other Fiduciary Accounts$0122
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0358
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$4,000370
Personal Trust and Agency Accounts$4,000251
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0273
Employee Benefit-defined Benefit Accounts$0131
Number non-managed other employee benefit and retirement-related accounts$0331
Corporate Trust and Agency Accounts$0130
Number of investment management and advisory agency accounts, non-managed assets$0215
Number (#) individual retirement, health savings, and other similar accounts$0152
Other Fiduciary Accounts$0104
Memoranda
Custody and Safekeeping Accounts$78,000175
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0351
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$2,543,00099
Number of Managed Accounts$2,539,00071
Personal Trust and Agency Accounts$2,228,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000165
Employee Benefit-defined Benefit Accounts$4,000111
Number of other employee benefit and retirement-related accounts$0674
Corporate Trust and Agency Accounts$0181
Number of managed investment management and investment advisory agency accounts$267,000177
Number of foundation and endowment trust and agency accounts, managed assets$27,000173
Other Fiduciary Accounts$0216
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0609
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$1,807,00023
Number of Non-Managed Accounts$4,000837
Personal Trust and Agency Accounts$4,000474
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0435
Employee Benefit-defined Benefit Accounts$0167
Number non-managed other employee benefit and retirement-related accounts$0685
Corporate Trust and Agency Accounts$0256
Number of investment management and advisory agency accounts, non-managed assets$0371
Number (#) individual retirement, health savings, and other similar accounts$0203
Other Fiduciary Accounts$0194
Memoranda
Custody and Safekeeping Accounts$77,000221
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0706
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$2,508,00094
Number of Managed Accounts$2,504,00071
Personal Trust and Agency Accounts$2,192,00029
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000153
Employee Benefit-defined Benefit Accounts$4,000109
Number of other employee benefit and retirement-related accounts$0374
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$269,000174
Number of foundation and endowment trust and agency accounts, managed assets$26,000163
Other Fiduciary Accounts$0118
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0357
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$4,000377
Personal Trust and Agency Accounts$4,000252
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0279
Employee Benefit-defined Benefit Accounts$0139
Number non-managed other employee benefit and retirement-related accounts$0334
Corporate Trust and Agency Accounts$0140
Number of investment management and advisory agency accounts, non-managed assets$0219
Number (#) individual retirement, health savings, and other similar accounts$0155
Other Fiduciary Accounts$0102
Memoranda
Custody and Safekeeping Accounts$78,000174
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0348
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$2,550,00096
Number of Managed Accounts$2,544,00071
Personal Trust and Agency Accounts$2,229,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000153
Employee Benefit-defined Benefit Accounts$4,000106
Number of other employee benefit and retirement-related accounts$0378
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$272,000172
Number of foundation and endowment trust and agency accounts, managed assets$26,000164
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0361
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,000369
Personal Trust and Agency Accounts$4,000254
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0281
Employee Benefit-defined Benefit Accounts$0139
Number non-managed other employee benefit and retirement-related accounts$0338
Corporate Trust and Agency Accounts$0143
Number of investment management and advisory agency accounts, non-managed assets$0223
Number (#) individual retirement, health savings, and other similar accounts$2,00092
Other Fiduciary Accounts$0102
Memoranda
Custody and Safekeeping Accounts$81,000172
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0353
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$2,533,00098
Number of Managed Accounts$2,526,00073
Personal Trust and Agency Accounts$2,218,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000155
Employee Benefit-defined Benefit Accounts$4,000109
Number of other employee benefit and retirement-related accounts$0380
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$266,000176
Number of foundation and endowment trust and agency accounts, managed assets$25,000166
Other Fiduciary Accounts$0126
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0361
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$7,000363
Personal Trust and Agency Accounts$4,000249
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0284
Employee Benefit-defined Benefit Accounts$0138
Number non-managed other employee benefit and retirement-related accounts$0337
Corporate Trust and Agency Accounts$0148
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$80,000173
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0349
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$2,512,000100
Number of Managed Accounts$2,505,00071
Personal Trust and Agency Accounts$2,202,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000167
Employee Benefit-defined Benefit Accounts$4,000117
Number of other employee benefit and retirement-related accounts$0685
Corporate Trust and Agency Accounts$0191
Number of managed investment management and investment advisory agency accounts$263,000180
Number of foundation and endowment trust and agency accounts, managed assets$23,000183
Other Fiduciary Accounts$0237
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0619
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$1,740,00025
Number of Non-Managed Accounts$7,000809
Personal Trust and Agency Accounts$4,000499
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0464
Employee Benefit-defined Benefit Accounts$0175
Number non-managed other employee benefit and retirement-related accounts$0702
Corporate Trust and Agency Accounts$0270
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$77,000224
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0731
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$2,495,00099
Number of Managed Accounts$2,488,00070
Personal Trust and Agency Accounts$2,180,00031
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$14,000151
Employee Benefit-defined Benefit Accounts$4,000112
Number of other employee benefit and retirement-related accounts$0374
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$267,000176
Number of foundation and endowment trust and agency accounts, managed assets$23,000171
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0355
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$7,000365
Personal Trust and Agency Accounts$4,000246
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0286
Employee Benefit-defined Benefit Accounts$0142
Number non-managed other employee benefit and retirement-related accounts$0331
Corporate Trust and Agency Accounts$0146
Number of investment management and advisory agency accounts, non-managed assets$0221
Number (#) individual retirement, health savings, and other similar accounts$3,00088
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$77,000182
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0348
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$2,465,00099
Number of Managed Accounts$2,458,00073
Personal Trust and Agency Accounts$2,154,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$14,000153
Employee Benefit-defined Benefit Accounts$4,000111
Number of other employee benefit and retirement-related accounts$0378
Corporate Trust and Agency Accounts$090
Number of managed investment management and investment advisory agency accounts$263,000180
Number of foundation and endowment trust and agency accounts, managed assets$23,000174
Other Fiduciary Accounts$0133
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0351
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$7,000368
Personal Trust and Agency Accounts$4,000243
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0290
Employee Benefit-defined Benefit Accounts$0141
Number non-managed other employee benefit and retirement-related accounts$0333
Corporate Trust and Agency Accounts$0146
Number of investment management and advisory agency accounts, non-managed assets$0219
Number (#) individual retirement, health savings, and other similar accounts$3,00087
Other Fiduciary Accounts$0111
Memoranda
Custody and Safekeeping Accounts$81,000183
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0346
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$2,474,00098
Number of Managed Accounts$2,468,00070
Personal Trust and Agency Accounts$2,156,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$14,000159
Employee Benefit-defined Benefit Accounts$4,000111
Number of other employee benefit and retirement-related accounts$0374
Corporate Trust and Agency Accounts$090
Number of managed investment management and investment advisory agency accounts$271,000176
Number of foundation and endowment trust and agency accounts, managed assets$23,000170
Other Fiduciary Accounts$0128
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0349
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,000374
Personal Trust and Agency Accounts$4,000250
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0288
Employee Benefit-defined Benefit Accounts$0139
Number non-managed other employee benefit and retirement-related accounts$0338
Corporate Trust and Agency Accounts$0152
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$83,000176
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0349
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$2,481,000100
Number of Managed Accounts$2,475,00069
Personal Trust and Agency Accounts$2,042,00035
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$14,000176
Employee Benefit-defined Benefit Accounts$4,000120
Number of other employee benefit and retirement-related accounts$0701
Corporate Trust and Agency Accounts$0193
Number of managed investment management and investment advisory agency accounts$268,000179
Number of foundation and endowment trust and agency accounts, managed assets$147,00043
Other Fiduciary Accounts$0236
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0629
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$1,767,00025
Number of Non-Managed Accounts$6,000865
Personal Trust and Agency Accounts$4,000515
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0495
Employee Benefit-defined Benefit Accounts$0180
Number non-managed other employee benefit and retirement-related accounts$0734
Corporate Trust and Agency Accounts$0275
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$80,000235
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0753
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$2,498,00094
Number of Managed Accounts$2,493,00069
Personal Trust and Agency Accounts$2,048,00035
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$37,00097
Employee Benefit-defined Benefit Accounts$4,000112
Number of other employee benefit and retirement-related accounts$0376
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$271,000176
Number of foundation and endowment trust and agency accounts, managed assets$133,00045
Other Fiduciary Accounts$0128
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0350
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$5,000376
Personal Trust and Agency Accounts$3,000261
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0293
Employee Benefit-defined Benefit Accounts$0143
Number non-managed other employee benefit and retirement-related accounts$0336
Corporate Trust and Agency Accounts$0144
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$84,000181
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0343
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$2,515,00090
Number of Managed Accounts$2,509,00068
Personal Trust and Agency Accounts$2,072,00034
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$35,00099
Employee Benefit-defined Benefit Accounts$4,000109
Number of other employee benefit and retirement-related accounts$0377
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$266,000176
Number of foundation and endowment trust and agency accounts, managed assets$132,00045
Other Fiduciary Accounts$0124
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0350
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,000376
Personal Trust and Agency Accounts$4,000248
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0296
Employee Benefit-defined Benefit Accounts$0143
Number non-managed other employee benefit and retirement-related accounts$0338
Corporate Trust and Agency Accounts$0147
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$83,000182
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0344
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$2,503,00092
Number of Managed Accounts$2,499,00071
Personal Trust and Agency Accounts$2,073,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$33,000104
Employee Benefit-defined Benefit Accounts$5,00099
Number of other employee benefit and retirement-related accounts$0381
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$263,000174
Number of foundation and endowment trust and agency accounts, managed assets$125,00047
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0356
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$4,000384
Personal Trust and Agency Accounts$2,000285
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0298
Employee Benefit-defined Benefit Accounts$0145
Number non-managed other employee benefit and retirement-related accounts$0342
Corporate Trust and Agency Accounts$0143
Number of investment management and advisory agency accounts, non-managed assets$0214
Number (#) individual retirement, health savings, and other similar accounts$2,00097
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$79,000181
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0348
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$2,504,00095
Number of Managed Accounts$2,501,00072
Personal Trust and Agency Accounts$2,076,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$33,000111
Employee Benefit-defined Benefit Accounts$5,000105
Number of other employee benefit and retirement-related accounts$0717
Corporate Trust and Agency Accounts$0208
Number of managed investment management and investment advisory agency accounts$270,000175
Number of foundation and endowment trust and agency accounts, managed assets$117,00052
Other Fiduciary Accounts$0240
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0636
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$1,751,00027
Number of Non-Managed Accounts$3,000969
Personal Trust and Agency Accounts$2,000641
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0516
Employee Benefit-defined Benefit Accounts$0188
Number non-managed other employee benefit and retirement-related accounts$0762
Corporate Trust and Agency Accounts$0294
Number of investment management and advisory agency accounts, non-managed assets$0395
Number (#) individual retirement, health savings, and other similar accounts$1,000140
Other Fiduciary Accounts$0215
Memoranda
Custody and Safekeeping Accounts$79,000247
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0774
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$2,472,00094
Number of Managed Accounts$2,470,00072
Personal Trust and Agency Accounts$2,063,00033
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$31,000107
Employee Benefit-defined Benefit Accounts$5,000101
Number of other employee benefit and retirement-related accounts$0360
Corporate Trust and Agency Accounts$092
Number of managed investment management and investment advisory agency accounts$267,000167
Number of foundation and endowment trust and agency accounts, managed assets$104,00053
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0336
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,000376
Personal Trust and Agency Accounts$2,000282
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0294
Employee Benefit-defined Benefit Accounts$0142
Number non-managed other employee benefit and retirement-related accounts$0325
Corporate Trust and Agency Accounts$0145
Number of investment management and advisory agency accounts, non-managed assets$0205
Number (#) individual retirement, health savings, and other similar accounts$0154
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$80,000182
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0332
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$2,497,00094
Number of Managed Accounts$2,494,00070
Personal Trust and Agency Accounts$2,079,00033
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$36,00095
Employee Benefit-defined Benefit Accounts$5,000101
Number of other employee benefit and retirement-related accounts$0365
Corporate Trust and Agency Accounts$093
Number of managed investment management and investment advisory agency accounts$269,000163
Number of foundation and endowment trust and agency accounts, managed assets$105,00053
Other Fiduciary Accounts$0119
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0334
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,000375
Personal Trust and Agency Accounts$2,000286
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0294
Employee Benefit-defined Benefit Accounts$0145
Number non-managed other employee benefit and retirement-related accounts$0326
Corporate Trust and Agency Accounts$0143
Number of investment management and advisory agency accounts, non-managed assets$0204
Number (#) individual retirement, health savings, and other similar accounts$1,000119
Other Fiduciary Accounts$0104
Memoranda
Custody and Safekeeping Accounts$84,000181
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0332
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$2,484,00094
Number of Managed Accounts$2,480,00069
Personal Trust and Agency Accounts$2,071,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$37,00093
Employee Benefit-defined Benefit Accounts$5,000100
Number of other employee benefit and retirement-related accounts$0367
Corporate Trust and Agency Accounts$093
Number of managed investment management and investment advisory agency accounts$263,000166
Number of foundation and endowment trust and agency accounts, managed assets$104,00054
Other Fiduciary Accounts$0118
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0334
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$4,000374
Personal Trust and Agency Accounts$3,000272
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0299
Employee Benefit-defined Benefit Accounts$0148
Number non-managed other employee benefit and retirement-related accounts$0324
Corporate Trust and Agency Accounts$0140
Number of investment management and advisory agency accounts, non-managed assets$0206
Number (#) individual retirement, health savings, and other similar accounts$1,000119
Other Fiduciary Accounts$0110
Memoranda
Custody and Safekeeping Accounts$86,000180
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0335
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$2,492,00096
Number of Managed Accounts$2,489,00068
Personal Trust and Agency Accounts$2,080,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$34,000107
Employee Benefit-defined Benefit Accounts$5,000110
Number of other employee benefit and retirement-related accounts$0725
Corporate Trust and Agency Accounts$0221
Number of managed investment management and investment advisory agency accounts$267,000166
Number of foundation and endowment trust and agency accounts, managed assets$103,00056
Other Fiduciary Accounts$0246
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0635
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$1,712,00033
Number of Non-Managed Accounts$3,000996
Personal Trust and Agency Accounts$2,000652
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0550
Employee Benefit-defined Benefit Accounts$0200
Number non-managed other employee benefit and retirement-related accounts$0765
Corporate Trust and Agency Accounts$0295
Number of investment management and advisory agency accounts, non-managed assets$0418
Number (#) individual retirement, health savings, and other similar accounts$1,000142
Other Fiduciary Accounts$0221
Memoranda
Custody and Safekeeping Accounts$86,000253
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0778
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$2,471,00090
Number of Managed Accounts$2,468,00066
Personal Trust and Agency Accounts$2,070,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$32,000102
Employee Benefit-defined Benefit Accounts$5,000104
Number of other employee benefit and retirement-related accounts$0349
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$271,000164
Number of foundation and endowment trust and agency accounts, managed assets$90,00056
Other Fiduciary Accounts$0115
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0318
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,000360
Personal Trust and Agency Accounts$3,000256
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0290
Employee Benefit-defined Benefit Accounts$0147
Number non-managed other employee benefit and retirement-related accounts$0314
Corporate Trust and Agency Accounts$0131
Number of investment management and advisory agency accounts, non-managed assets$0210
Number (#) individual retirement, health savings, and other similar accounts$0149
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$87,000171
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0320
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$2,487,00089
Number of Managed Accounts$2,483,00064
Personal Trust and Agency Accounts$2,076,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$34,000104
Employee Benefit-defined Benefit Accounts$5,000103
Number of other employee benefit and retirement-related accounts$0352
Corporate Trust and Agency Accounts$085
Number of managed investment management and investment advisory agency accounts$276,000160
Number of foundation and endowment trust and agency accounts, managed assets$92,00057
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0319
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$4,000359
Personal Trust and Agency Accounts$3,000266
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0289
Employee Benefit-defined Benefit Accounts$0145
Number non-managed other employee benefit and retirement-related accounts$0322
Corporate Trust and Agency Accounts$0137
Number of investment management and advisory agency accounts, non-managed assets$0204
Number (#) individual retirement, health savings, and other similar accounts$1,000107
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$85,000177
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0323
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$2,500,00089
Number of Managed Accounts$2,495,00066
Personal Trust and Agency Accounts$2,144,00031
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$35,000102
Employee Benefit-defined Benefit Accounts$5,000106
Number of other employee benefit and retirement-related accounts$0351
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$273,000157
Number of foundation and endowment trust and agency accounts, managed assets$38,000114
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0318
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$5,000354
Personal Trust and Agency Accounts$3,000261
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0286
Employee Benefit-defined Benefit Accounts$0149
Number non-managed other employee benefit and retirement-related accounts$0319
Corporate Trust and Agency Accounts$0139
Number of investment management and advisory agency accounts, non-managed assets$0202
Number (#) individual retirement, health savings, and other similar accounts$2,00092
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$86,000177
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0322
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$2,473,00091
Number of Managed Accounts$2,470,00065
Personal Trust and Agency Accounts$2,113,00033
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$36,000113
Employee Benefit-defined Benefit Accounts$6,00099
Number of other employee benefit and retirement-related accounts$0749
Corporate Trust and Agency Accounts$0226
Number of managed investment management and investment advisory agency accounts$277,000158
Number of foundation and endowment trust and agency accounts, managed assets$38,000115
Other Fiduciary Accounts$0233
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0656
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$1,701,00031
Number of Non-Managed Accounts$3,0001,011
Personal Trust and Agency Accounts$3,000599
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0562
Employee Benefit-defined Benefit Accounts$0200
Number non-managed other employee benefit and retirement-related accounts$0779
Corporate Trust and Agency Accounts$0326
Number of investment management and advisory agency accounts, non-managed assets$0414
Number (#) individual retirement, health savings, and other similar accounts$0211
Other Fiduciary Accounts$0233
Memoranda
Custody and Safekeeping Accounts$85,000255
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0788
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$2,409,00090
Number of Managed Accounts$2,406,00069
Personal Trust and Agency Accounts$2,069,00033
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$34,000108
Employee Benefit-defined Benefit Accounts$6,00093
Number of other employee benefit and retirement-related accounts$0352
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$263,000158
Number of foundation and endowment trust and agency accounts, managed assets$34,000117
Other Fiduciary Accounts$0106
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0320
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,000379
Personal Trust and Agency Accounts$3,000266
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0296
Employee Benefit-defined Benefit Accounts$0153
Number non-managed other employee benefit and retirement-related accounts$0325
Corporate Trust and Agency Accounts$0146
Number of investment management and advisory agency accounts, non-managed assets$0189
Number (#) individual retirement, health savings, and other similar accounts$0143
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$85,000177
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0320
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$2,380,00092
Number of Managed Accounts$2,377,00069
Personal Trust and Agency Accounts$2,048,00035
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$34,000107
Employee Benefit-defined Benefit Accounts$6,00091
Number of other employee benefit and retirement-related accounts$0358
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$257,000164
Number of foundation and endowment trust and agency accounts, managed assets$32,000119
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0322
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,000382
Personal Trust and Agency Accounts$3,000267
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0295
Employee Benefit-defined Benefit Accounts$0154
Number non-managed other employee benefit and retirement-related accounts$0326
Corporate Trust and Agency Accounts$0146
Number of investment management and advisory agency accounts, non-managed assets$0185
Number (#) individual retirement, health savings, and other similar accounts$0139
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$85,000176
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0322
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$2,373,00091
Number of Managed Accounts$2,370,00067
Personal Trust and Agency Accounts$2,042,00035
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$36,000104
Employee Benefit-defined Benefit Accounts$6,00092
Number of other employee benefit and retirement-related accounts$0363
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$256,000163
Number of foundation and endowment trust and agency accounts, managed assets$30,000127
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0325
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,000388
Personal Trust and Agency Accounts$3,000272
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0294
Employee Benefit-defined Benefit Accounts$0155
Number non-managed other employee benefit and retirement-related accounts$0333
Corporate Trust and Agency Accounts$0150
Number of investment management and advisory agency accounts, non-managed assets$0182
Number (#) individual retirement, health savings, and other similar accounts$0137
Other Fiduciary Accounts$0109
Memoranda
Custody and Safekeeping Accounts$83,000180
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0324
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$2,357,00095
Number of Managed Accounts$2,354,00068
Personal Trust and Agency Accounts$2,031,00035
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$33,000124
Employee Benefit-defined Benefit Accounts$6,000103
Number of other employee benefit and retirement-related accounts$0767
Corporate Trust and Agency Accounts$0246
Number of managed investment management and investment advisory agency accounts$256,000166
Number of foundation and endowment trust and agency accounts, managed assets$28,000145
Other Fiduciary Accounts$0259
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0656
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$1,652,00033
Number of Non-Managed Accounts$3,0001,051
Personal Trust and Agency Accounts$3,000633
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0579
Employee Benefit-defined Benefit Accounts$0217
Number non-managed other employee benefit and retirement-related accounts$0797
Corporate Trust and Agency Accounts$0347
Number of investment management and advisory agency accounts, non-managed assets$0407
Number (#) individual retirement, health savings, and other similar accounts$0201
Other Fiduciary Accounts$0239
Memoranda
Custody and Safekeeping Accounts$79,000273
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0798
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$2,298,00092
Number of Managed Accounts$2,295,00068
Personal Trust and Agency Accounts$2,002,00034
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$15,000154
Employee Benefit-defined Benefit Accounts$6,00098
Number of other employee benefit and retirement-related accounts$0349
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$218,000174
Number of foundation and endowment trust and agency accounts, managed assets$54,00080
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0312
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,000380
Personal Trust and Agency Accounts$3,000271
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0296
Employee Benefit-defined Benefit Accounts$0151
Number non-managed other employee benefit and retirement-related accounts$0311
Corporate Trust and Agency Accounts$0159
Number of investment management and advisory agency accounts, non-managed assets$0167
Number (#) individual retirement, health savings, and other similar accounts$0137
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$77,000185
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0306
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$2,304,00093
Number of Managed Accounts$2,301,00069
Personal Trust and Agency Accounts$2,048,00034
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$14,000157
Employee Benefit-defined Benefit Accounts$6,000100
Number of other employee benefit and retirement-related accounts$0350
Corporate Trust and Agency Accounts$095
Number of managed investment management and investment advisory agency accounts$218,000175
Number of foundation and endowment trust and agency accounts, managed assets$15,000158
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0307
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,000383
Personal Trust and Agency Accounts$3,000270
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0296
Employee Benefit-defined Benefit Accounts$0156
Number non-managed other employee benefit and retirement-related accounts$0312
Corporate Trust and Agency Accounts$0164
Number of investment management and advisory agency accounts, non-managed assets$0170
Number (#) individual retirement, health savings, and other similar accounts$0133
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$74,000192
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0303
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$2,296,00093
Number of Managed Accounts$2,293,00068
Personal Trust and Agency Accounts$2,042,00034
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$14,000157
Employee Benefit-defined Benefit Accounts$6,000103
Number of other employee benefit and retirement-related accounts$0356
Corporate Trust and Agency Accounts$091
Number of managed investment management and investment advisory agency accounts$217,000178
Number of foundation and endowment trust and agency accounts, managed assets$14,000160
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0310
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,000388
Personal Trust and Agency Accounts$3,000278
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0299
Employee Benefit-defined Benefit Accounts$0155
Number non-managed other employee benefit and retirement-related accounts$0313
Corporate Trust and Agency Accounts$0163
Number of investment management and advisory agency accounts, non-managed assets$0165
Number (#) individual retirement, health savings, and other similar accounts$0136
Other Fiduciary Accounts$0116
Memoranda
Custody and Safekeeping Accounts$77,000196
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0303
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$2,335,00099
Number of Managed Accounts$2,332,00072
Personal Trust and Agency Accounts$2,051,00036
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$32,000136
Employee Benefit-defined Benefit Accounts$7,000101
Number of other employee benefit and retirement-related accounts$0788
Corporate Trust and Agency Accounts$0253
Number of managed investment management and investment advisory agency accounts$227,000184
Number of foundation and endowment trust and agency accounts, managed assets$15,000189
Other Fiduciary Accounts$0261
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0655
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$1,677,00032
Number of Non-Managed Accounts$3,0001,089
Personal Trust and Agency Accounts$3,000674
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0596
Employee Benefit-defined Benefit Accounts$0225
Number non-managed other employee benefit and retirement-related accounts$0808
Corporate Trust and Agency Accounts$0372
Number of investment management and advisory agency accounts, non-managed assets$0358
Number (#) individual retirement, health savings, and other similar accounts$0193
Other Fiduciary Accounts$0229
Memoranda
Custody and Safekeeping Accounts$79,000282
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0800
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$2,405,00094
Number of Managed Accounts$2,402,00071
Personal Trust and Agency Accounts$2,114,00037
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$34,000109
Employee Benefit-defined Benefit Accounts$7,00091
Number of other employee benefit and retirement-related accounts$0342
Corporate Trust and Agency Accounts$098
Number of managed investment management and investment advisory agency accounts$247,000177
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0117
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$3,000372
Personal Trust and Agency Accounts$3,000281
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0288
Employee Benefit-defined Benefit Accounts$0156
Number non-managed other employee benefit and retirement-related accounts$0306
Corporate Trust and Agency Accounts$0163
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$83,000187
Fiduciary Accounts Held in Foreign OfficesNANA
# 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$2,312,00098
Number of Managed Accounts$2,309,00074
Personal Trust and Agency Accounts$2,021,00041
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$34,000111
Employee Benefit-defined Benefit Accounts$7,00093
Number of other employee benefit and retirement-related accounts$0346
Corporate Trust and Agency Accounts$0100
Number of managed investment management and investment advisory agency accounts$247,000174
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0115
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$3,000378
Personal Trust and Agency Accounts$3,000287
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0295
Employee Benefit-defined Benefit Accounts$0155
Number non-managed other employee benefit and retirement-related accounts$0311
Corporate Trust and Agency Accounts$0164
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$80,000200
Fiduciary Accounts Held in Foreign OfficesNANA
# 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$2,336,00096
Number of Managed Accounts$2,333,00072
Personal Trust and Agency Accounts$2,042,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$35,000112
Employee Benefit-defined Benefit Accounts$8,00088
Number of other employee benefit and retirement-related accounts$0348
Corporate Trust and Agency Accounts$099
Number of managed investment management and investment advisory agency accounts$248,000173
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0119
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$3,000380
Personal Trust and Agency Accounts$3,000283
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0296
Employee Benefit-defined Benefit Accounts$0154
Number non-managed other employee benefit and retirement-related accounts$0312
Corporate Trust and Agency Accounts$0163
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$82,000197
Fiduciary Accounts Held in Foreign OfficesNANA
# 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$2,327,000105
Number of Managed Accounts$2,324,00073
Personal Trust and Agency Accounts$2,039,00041
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$30,000147
Employee Benefit-defined Benefit Accounts$9,00085
Number of other employee benefit and retirement-related accounts$0777
Corporate Trust and Agency Accounts$0267
Number of managed investment management and investment advisory agency accounts$246,000189
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0285
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$3,0001,088
Personal Trust and Agency Accounts$3,000702
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0603
Employee Benefit-defined Benefit Accounts$0235
Number non-managed other employee benefit and retirement-related accounts$0812
Corporate Trust and Agency Accounts$0375
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$84,000271
Fiduciary Accounts Held in Foreign OfficesNANA
# 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$2,291,000100
Number of Managed Accounts$2,288,00076
Personal Trust and Agency Accounts$2,009,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$31,000124
Employee Benefit-defined Benefit Accounts$9,00078
Number of other employee benefit and retirement-related accounts$0375
Corporate Trust and Agency Accounts$0108
Number of managed investment management and investment advisory agency accounts$239,000184
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0120
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$3,000403
Personal Trust and Agency Accounts$3,000303
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0313
Employee Benefit-defined Benefit Accounts$0163
Number non-managed other employee benefit and retirement-related accounts$0330
Corporate Trust and Agency Accounts$0174
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$79,000207
Fiduciary Accounts Held in Foreign OfficesNANA
# 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$2,330,000100
Number of Managed Accounts$2,330,00076
Personal Trust and Agency Accounts$2,030,00041
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$33,000124
Employee Benefit-defined Benefit Accounts$7,000101
Number of other employee benefit and retirement-related accounts$0382
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$260,000174
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0123
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$0427
Personal Trust and Agency Accounts$0362
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0320
Employee Benefit-defined Benefit Accounts$0167
Number non-managed other employee benefit and retirement-related accounts$0336
Corporate Trust and Agency Accounts$0177
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$78,000212
Fiduciary Accounts Held in Foreign OfficesNANA
# 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$2,332,000102
Number of Managed Accounts$2,332,00078
Personal Trust and Agency Accounts$2,031,00043
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$33,000122
Employee Benefit-defined Benefit Accounts$7,00097
Number of other employee benefit and retirement-related accounts$0388
Corporate Trust and Agency Accounts$0103
Number of managed investment management and investment advisory agency accounts$261,000177
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0128
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$0433
Personal Trust and Agency Accounts$0363
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0327
Employee Benefit-defined Benefit Accounts$0174
Number non-managed other employee benefit and retirement-related accounts$0342
Corporate Trust and Agency Accounts$0179
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$80,000207
Fiduciary Accounts Held in Foreign OfficesNANA
# 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$2,309,000102
Number of Managed Accounts$2,309,00075
Personal Trust and Agency Accounts$2,018,00044
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$32,000153
Employee Benefit-defined Benefit Accounts$7,000106
Number of other employee benefit and retirement-related accounts$0791
Corporate Trust and Agency Accounts$0273
Number of managed investment management and investment advisory agency accounts$252,000189
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0300
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$01,300
Personal Trust and Agency Accounts$0976
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0633
Employee Benefit-defined Benefit Accounts$0244
Number non-managed other employee benefit and retirement-related accounts$0860
Corporate Trust and Agency Accounts$0389
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$82,000283
Fiduciary Accounts Held in Foreign OfficesNANA
# 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$2,316,00097
Number of Managed Accounts$2,316,00070
Personal Trust and Agency Accounts$2,017,00043
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$32,000136
Employee Benefit-defined Benefit Accounts$7,00097
Number of other employee benefit and retirement-related accounts$0369
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$260,000176
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0121
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$0417
Personal Trust and Agency Accounts$0346
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0322
Employee Benefit-defined Benefit Accounts$0170
Number non-managed other employee benefit and retirement-related accounts$0332
Corporate Trust and Agency Accounts$0189
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$79,000208
Fiduciary Accounts Held in Foreign OfficesNANA
# 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$2,345,00098
Number of Managed Accounts$2,345,00070
Personal Trust and Agency Accounts$2,037,00045
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$32,000140
Employee Benefit-defined Benefit Accounts$7,00099
Number of other employee benefit and retirement-related accounts$0373
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$269,000168
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0124
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$0422
Personal Trust and Agency Accounts$0355
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0332
Employee Benefit-defined Benefit Accounts$0174
Number non-managed other employee benefit and retirement-related accounts$0340
Corporate Trust and Agency Accounts$0192
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$93,000195
Fiduciary Accounts Held in Foreign OfficesNANA
# 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$2,352,00094
Number of Managed Accounts$2,352,00070
Personal Trust and Agency Accounts$2,045,00045
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$34,000135
Employee Benefit-defined Benefit Accounts$7,00099
Number of other employee benefit and retirement-related accounts$0374
Corporate Trust and Agency Accounts$0102
Number of managed investment management and investment advisory agency accounts$266,000167
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0119
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$0425
Personal Trust and Agency Accounts$0351
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0333
Employee Benefit-defined Benefit Accounts$0175
Number non-managed other employee benefit and retirement-related accounts$0340
Corporate Trust and Agency Accounts$0190
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$99,000189
Fiduciary Accounts Held in Foreign OfficesNANA
# 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$2,359,000101
Number of Managed Accounts$2,359,00071
Personal Trust and Agency Accounts$2,049,00046
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$34,000161
Employee Benefit-defined Benefit Accounts$7,000119
Number of other employee benefit and retirement-related accounts$0788
Corporate Trust and Agency Accounts$0281
Number of managed investment management and investment advisory agency accounts$269,000170
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0293
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$01,332
Personal Trust and Agency Accounts$0991
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0653
Employee Benefit-defined Benefit Accounts$0260
Number non-managed other employee benefit and retirement-related accounts$0854
Corporate Trust and Agency Accounts$0403
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$103,000250
Fiduciary Accounts Held in Foreign OfficesNANA
# 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$2,349,000100
Number of Managed Accounts$2,349,00075
Personal Trust and Agency Accounts$2,033,00049
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$34,000135
Employee Benefit-defined Benefit Accounts$7,000104
Number of other employee benefit and retirement-related accounts$0356
Corporate Trust and Agency Accounts$0101
Number of managed investment management and investment advisory agency accounts$275,000161
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0122
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$0409
Personal Trust and Agency Accounts$0336
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0322
Employee Benefit-defined Benefit Accounts$0176
Number non-managed other employee benefit and retirement-related accounts$0326
Corporate Trust and Agency Accounts$0192
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$108,000177
Fiduciary Accounts Held in Foreign OfficesNANA
# 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$2,359,000102
Number of Managed Accounts$2,359,00078
Personal Trust and Agency Accounts$2,041,00053
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$34,000141
Employee Benefit-defined Benefit Accounts$7,000113
Number of other employee benefit and retirement-related accounts$0358
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$277,000162
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0130
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$0412
Personal Trust and Agency Accounts$0342
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0326
Employee Benefit-defined Benefit Accounts$0185
Number non-managed other employee benefit and retirement-related accounts$0331
Corporate Trust and Agency Accounts$0194
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$111,000178
Fiduciary Accounts Held in Foreign OfficesNANA
# 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$2,350,000103
Number of Managed Accounts$2,350,00074
Personal Trust and Agency Accounts$2,032,00053
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$35,000139
Employee Benefit-defined Benefit Accounts$7,000112
Number of other employee benefit and retirement-related accounts$0369
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$276,000166
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0139
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$0423
Personal Trust and Agency Accounts$0351
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0329
Employee Benefit-defined Benefit Accounts$0185
Number non-managed other employee benefit and retirement-related accounts$0333
Corporate Trust and Agency Accounts$0196
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$110,000176
Fiduciary Accounts Held in Foreign OfficesNANA
# 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$2,337,000109
Number of Managed Accounts$2,337,00077
Personal Trust and Agency Accounts$2,013,00056
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$35,000167
Employee Benefit-defined Benefit Accounts$7,000123
Number of other employee benefit and retirement-related accounts$0819
Corporate Trust and Agency Accounts$0303
Number of managed investment management and investment advisory agency accounts$282,000155
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0320
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$01,373
Personal Trust and Agency Accounts$01,023
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0690
Employee Benefit-defined Benefit Accounts$0282
Number non-managed other employee benefit and retirement-related accounts$0867
Corporate Trust and Agency Accounts$0423
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$103,000251
Fiduciary Accounts Held in Foreign OfficesNANA
# 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$2,341,000103
Number of Managed Accounts$2,341,00076
Personal Trust and Agency Accounts$2,013,00054
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$38,000137
Employee Benefit-defined Benefit Accounts$7,000111
Number of other employee benefit and retirement-related accounts$0357
Corporate Trust and Agency Accounts$0110
Number of managed investment management and investment advisory agency accounts$283,000148
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0135
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$0414
Personal Trust and Agency Accounts$0339
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0332
Employee Benefit-defined Benefit Accounts$0188
Number non-managed other employee benefit and retirement-related accounts$0324
Corporate Trust and Agency Accounts$0200
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$106,000175
Fiduciary Accounts Held in Foreign OfficesNANA
# 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$2,364,000102
Number of Managed Accounts$2,364,00074
Personal Trust and Agency Accounts$2,038,00052
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$36,000144
Employee Benefit-defined Benefit Accounts$7,000115
Number of other employee benefit and retirement-related accounts$0373
Corporate Trust and Agency Accounts$0114
Number of managed investment management and investment advisory agency accounts$283,000150
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0140
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$0431
Personal Trust and Agency Accounts$0351
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0346
Employee Benefit-defined Benefit Accounts$0181
Number non-managed other employee benefit and retirement-related accounts$0335
Corporate Trust and Agency Accounts$0207
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$110,000172
Fiduciary Accounts Held in Foreign OfficesNANA
# 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$2,383,000107
Number of Managed Accounts$2,383,00078
Personal Trust and Agency Accounts$2,057,00055
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$36,000147
Employee Benefit-defined Benefit Accounts$7,000119
Number of other employee benefit and retirement-related accounts$0372
Corporate Trust and Agency Accounts$0116
Number of managed investment management and investment advisory agency accounts$283,000152
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0144
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$0433
Personal Trust and Agency Accounts$0353
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0342
Employee Benefit-defined Benefit Accounts$0184
Number non-managed other employee benefit and retirement-related accounts$0336
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$0132
Memoranda
Custody and Safekeeping Accounts$111,000175
Fiduciary Accounts Held in Foreign OfficesNANA
# 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$2,379,000115
Number of Managed Accounts$2,379,00081
Personal Trust and Agency Accounts$2,054,00057
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$38,000166
Employee Benefit-defined Benefit Accounts$7,000127
Number of other employee benefit and retirement-related accounts$0797
Corporate Trust and Agency Accounts$0312
Number of managed investment management and investment advisory agency accounts$280,000149
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0337
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$01,368
Personal Trust and Agency Accounts$01,017
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0701
Employee Benefit-defined Benefit Accounts$0292
Number non-managed other employee benefit and retirement-related accounts$0864
Corporate Trust and Agency Accounts$0423
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$113,000241
Fiduciary Accounts Held in Foreign OfficesNANA
# 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$2,380,000104
Number of Managed Accounts$2,380,00075
Personal Trust and Agency Accounts$2,055,00056
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$37,000151
Employee Benefit-defined Benefit Accounts$7,000114
Number of other employee benefit and retirement-related accounts$0357
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$281,000145
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0125
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$0423
Personal Trust and Agency Accounts$0346
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0334
Employee Benefit-defined Benefit Accounts$0189
Number non-managed other employee benefit and retirement-related accounts$0327
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$106,000197
Fiduciary Accounts Held in Foreign OfficesNANA
# 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$2,385,000106
Number of Managed Accounts$2,384,00075
Personal Trust and Agency Accounts$2,047,00056
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$39,000148
Employee Benefit-defined Benefit Accounts$7,000113
Number of other employee benefit and retirement-related accounts$0357
Corporate Trust and Agency Accounts$0113
Number of managed investment management and investment advisory agency accounts$291,000137
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0127
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$1,000424
Personal Trust and Agency Accounts$0352
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000324
Employee Benefit-defined Benefit Accounts$0195
Number non-managed other employee benefit and retirement-related accounts$0338
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$102,000205
Fiduciary Accounts Held in Foreign OfficesNANA
# 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$2,399,000106
Number of Managed Accounts$2,398,00076
Personal Trust and Agency Accounts$2,064,00057
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$35,000160
Employee Benefit-defined Benefit Accounts$7,000114
Number of other employee benefit and retirement-related accounts$0364
Corporate Trust and Agency Accounts$0110
Number of managed investment management and investment advisory agency accounts$292,000131
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0130
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$1,000431
Personal Trust and Agency Accounts$0364
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000325
Employee Benefit-defined Benefit Accounts$0195
Number non-managed other employee benefit and retirement-related accounts$0340
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$103,000208
Fiduciary Accounts Held in Foreign OfficesNANA
# 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$2,411,000118
Number of Managed Accounts$2,410,00083
Personal Trust and Agency Accounts$2,063,00061
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$39,000184
Employee Benefit-defined Benefit Accounts$7,000129
Number of other employee benefit and retirement-related accounts$0809
Corporate Trust and Agency Accounts$0340
Number of managed investment management and investment advisory agency accounts$301,000133
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0331
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$1,0001,306
Personal Trust and Agency Accounts$01,047
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000596
Employee Benefit-defined Benefit Accounts$0304
Number non-managed other employee benefit and retirement-related accounts$0880
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$110,000263
Fiduciary Accounts Held in Foreign OfficesNANA
# 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$2,426,000118
Number of Managed Accounts$2,425,00078
Personal Trust and Agency Accounts$2,073,00058
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$35,000174
Employee Benefit-defined Benefit Accounts$8,000110
Number of other employee benefit and retirement-related accounts$0364
Corporate Trust and Agency Accounts$0121
Number of managed investment management and investment advisory agency accounts$309,000123
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0143
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$1,000434
Personal Trust and Agency Accounts$0370
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000333
Employee Benefit-defined Benefit Accounts$0213
Number non-managed other employee benefit and retirement-related accounts$0350
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$107,000213
Fiduciary Accounts Held in Foreign OfficesNANA
# 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$2,442,000117
Number of Managed Accounts$2,441,00079
Personal Trust and Agency Accounts$2,089,00056
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$37,000175
Employee Benefit-defined Benefit Accounts$8,000112
Number of other employee benefit and retirement-related accounts$0369
Corporate Trust and Agency Accounts$0129
Number of managed investment management and investment advisory agency accounts$307,000122
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0151
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$1,000440
Personal Trust and Agency Accounts$0377
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000333
Employee Benefit-defined Benefit Accounts$0214
Number non-managed other employee benefit and retirement-related accounts$0350
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$107,000218
Fiduciary Accounts Held in Foreign OfficesNANA
# 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$2,457,000119
Number of Managed Accounts$2,456,00082
Personal Trust and Agency Accounts$2,101,00060
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$37,000184
Employee Benefit-defined Benefit Accounts$8,000114
Number of other employee benefit and retirement-related accounts$0377
Corporate Trust and Agency Accounts$0138
Number of managed investment management and investment advisory agency accounts$310,000119
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0156
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$1,000449
Personal Trust and Agency Accounts$0390
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000340
Employee Benefit-defined Benefit Accounts$0215
Number non-managed other employee benefit and retirement-related accounts$0355
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$107,000223
Fiduciary Accounts Held in Foreign OfficesNANA
# 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$2,454,000124
Number of Managed Accounts$2,452,00088
Personal Trust and Agency Accounts$2,099,00062
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$40,000210
Employee Benefit-defined Benefit Accounts$8,000129
Number of other employee benefit and retirement-related accounts$0820
Corporate Trust and Agency Accounts$0378
Number of managed investment management and investment advisory agency accounts$305,000127
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0352
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$2,0001,271
Personal Trust and Agency Accounts$01,072
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000575
Employee Benefit-defined Benefit Accounts$0309
Number non-managed other employee benefit and retirement-related accounts$0883
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$110,000296
Fiduciary Accounts Held in Foreign OfficesNANA
# 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$2,282,000113
Number of Managed Accounts$2,282,00084
Personal Trust and Agency Accounts$1,988,00060
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$43,000210
Employee Benefit-defined Benefit Accounts$7,000135
Number of other employee benefit and retirement-related accounts$0769
Corporate Trust and Agency Accounts$0351
Number of managed investment management and investment advisory agency accounts$244,000140
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$01,385
Personal Trust and Agency Accounts$0999
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0726
Employee Benefit-defined Benefit Accounts$0284
Number non-managed other employee benefit and retirement-related accounts$0833
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$89,000328
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