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Cadence Bank, Number of Fiduciary and Related Asset Accounts

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$5,984,00062
Number of Managed Accounts$5,004,00055
Personal Trust and Agency Accounts$2,273,00031
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$23,000133
Employee Benefit-defined Benefit Accounts$8,000101
Number of other employee benefit and retirement-related accounts$1,420,00059
Corporate Trust and Agency Accounts$8,00079
Number of managed investment management and investment advisory agency accounts$1,197,00060
Number of foundation and endowment trust and agency accounts, managed assets$66,000113
Other Fiduciary Accounts$9,00050
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,417,00046
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$980,00067
Personal Trust and Agency Accounts$63,000109
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$219,00039
Employee Benefit-defined Benefit Accounts$11,00040
Number non-managed other employee benefit and retirement-related accounts$265,00071
Corporate Trust and Agency Accounts$217,00039
Number of investment management and advisory agency accounts, non-managed assets$196,00014
Number (#) individual retirement, health savings, and other similar accounts$6,00094
Other Fiduciary Accounts$3,00084
Memoranda
Custody and Safekeeping Accounts$167,000129
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$202,00098
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$6,120,00059
Number of Managed Accounts$5,107,00052
Personal Trust and Agency Accounts$2,313,00041
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$33,000118
Employee Benefit-defined Benefit Accounts$8,00059
Number of other employee benefit and retirement-related accounts$1,464,00073
Corporate Trust and Agency Accounts$8,00029
Number of managed investment management and investment advisory agency accounts$1,205,00062
Number of foundation and endowment trust and agency accounts, managed assets$67,000103
Other Fiduciary Accounts$9,00051
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,462,00044
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,013,00064
Personal Trust and Agency Accounts$64,000104
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$220,00030
Employee Benefit-defined Benefit Accounts$14,00081
Number non-managed other employee benefit and retirement-related accounts$277,00034
Corporate Trust and Agency Accounts$222,00047
Number of investment management and advisory agency accounts, non-managed assets$207,00015
Number (#) individual retirement, health savings, and other similar accounts$6,00051
Other Fiduciary Accounts$3,00068
Memoranda
Custody and Safekeeping Accounts$176,000119
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$215,00090
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$6,287,00057
Number of Managed Accounts$5,229,00047
Personal Trust and Agency Accounts$2,357,00033
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$34,000117
Employee Benefit-defined Benefit Accounts$8,00059
Number of other employee benefit and retirement-related accounts$1,518,00064
Corporate Trust and Agency Accounts$8,00049
Number of managed investment management and investment advisory agency accounts$1,226,00060
Number of foundation and endowment trust and agency accounts, managed assets$67,000102
Other Fiduciary Accounts$11,00058
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,516,00042
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$050
Number of Non-Managed Accounts$1,058,00066
Personal Trust and Agency Accounts$65,000129
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$235,00027
Employee Benefit-defined Benefit Accounts$17,00079
Number non-managed other employee benefit and retirement-related accounts$296,00071
Corporate Trust and Agency Accounts$222,00075
Number of investment management and advisory agency accounts, non-managed assets$213,00013
Number (#) individual retirement, health savings, and other similar accounts$6,00058
Other Fiduciary Accounts$4,000104
Memoranda
Custody and Safekeeping Accounts$196,000136
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$245,000101
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$6,363,00059
Number of Managed Accounts$5,291,00049
Personal Trust and Agency Accounts$2,387,00033
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$36,000110
Employee Benefit-defined Benefit Accounts$8,00057
Number of other employee benefit and retirement-related accounts$1,538,00060
Corporate Trust and Agency Accounts$8,00031
Number of managed investment management and investment advisory agency accounts$1,236,00061
Number of foundation and endowment trust and agency accounts, managed assets$67,000100
Other Fiduciary Accounts$11,00039
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,536,00040
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,072,00062
Personal Trust and Agency Accounts$67,00097
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$235,00028
Employee Benefit-defined Benefit Accounts$17,00073
Number non-managed other employee benefit and retirement-related accounts$298,00032
Corporate Trust and Agency Accounts$224,00046
Number of investment management and advisory agency accounts, non-managed assets$221,00015
Number (#) individual retirement, health savings, and other similar accounts$6,00051
Other Fiduciary Accounts$4,00064
Memoranda
Custody and Safekeeping Accounts$196,000113
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$249,00080
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$6,436,00056
Number of Managed Accounts$5,278,00048
Personal Trust and Agency Accounts$2,419,00036
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$37,000114
Employee Benefit-defined Benefit Accounts$6,00064
Number of other employee benefit and retirement-related accounts$1,517,00058
Corporate Trust and Agency Accounts$8,00036
Number of managed investment management and investment advisory agency accounts$1,213,00059
Number of foundation and endowment trust and agency accounts, managed assets$67,000102
Other Fiduciary Accounts$11,00043
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,515,00039
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,158,00058
Personal Trust and Agency Accounts$72,00095
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$294,00020
Employee Benefit-defined Benefit Accounts$14,00079
Number non-managed other employee benefit and retirement-related accounts$303,00069
Corporate Trust and Agency Accounts$226,00079
Number of investment management and advisory agency accounts, non-managed assets$240,00014
Number (#) individual retirement, health savings, and other similar accounts$6,00051
Other Fiduciary Accounts$3,00093
Memoranda
Custody and Safekeeping Accounts$222,000112
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$257,00084
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$6,414,00057
Number of Managed Accounts$5,248,00049
Personal Trust and Agency Accounts$2,419,00029
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$39,00069
Employee Benefit-defined Benefit Accounts$6,00070
Number of other employee benefit and retirement-related accounts$1,522,00042
Corporate Trust and Agency Accounts$8,00032
Number of managed investment management and investment advisory agency accounts$1,176,00065
Number of foundation and endowment trust and agency accounts, managed assets$67,000105
Other Fiduciary Accounts$11,00041
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,520,00042
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,166,00060
Personal Trust and Agency Accounts$66,00087
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$302,00023
Employee Benefit-defined Benefit Accounts$14,00040
Number non-managed other employee benefit and retirement-related accounts$308,00029
Corporate Trust and Agency Accounts$226,00039
Number of investment management and advisory agency accounts, non-managed assets$242,00013
Number (#) individual retirement, health savings, and other similar accounts$7,00046
Other Fiduciary Accounts$1,00080
Memoranda
Custody and Safekeeping Accounts$222,000110
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$263,00045
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$6,343,00060
Number of Managed Accounts$5,219,00049
Personal Trust and Agency Accounts$2,415,00030
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$57,00059
Employee Benefit-defined Benefit Accounts$6,00074
Number of other employee benefit and retirement-related accounts$1,502,00043
Corporate Trust and Agency Accounts$8,00053
Number of managed investment management and investment advisory agency accounts$1,156,00067
Number of foundation and endowment trust and agency accounts, managed assets$65,000113
Other Fiduciary Accounts$10,00060
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,499,00043
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$051
Number of Non-Managed Accounts$1,124,00062
Personal Trust and Agency Accounts$66,000115
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$282,00025
Employee Benefit-defined Benefit Accounts$14,00044
Number non-managed other employee benefit and retirement-related accounts$302,00034
Corporate Trust and Agency Accounts$226,00043
Number of investment management and advisory agency accounts, non-managed assets$227,00011
Number (#) individual retirement, health savings, and other similar accounts$6,00058
Other Fiduciary Accounts$1,000139
Memoranda
Custody and Safekeeping Accounts$224,000130
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$259,00063
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$6,213,00060
Number of Managed Accounts$5,186,00050
Personal Trust and Agency Accounts$2,480,00029
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$40,00073
Employee Benefit-defined Benefit Accounts$6,00072
Number of other employee benefit and retirement-related accounts$1,475,00043
Corporate Trust and Agency Accounts$10,00028
Number of managed investment management and investment advisory agency accounts$1,101,00070
Number of foundation and endowment trust and agency accounts, managed assets$64,000111
Other Fiduciary Accounts$10,00042
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,457,00043
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,027,00061
Personal Trust and Agency Accounts$82,00077
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$155,00040
Employee Benefit-defined Benefit Accounts$15,00043
Number non-managed other employee benefit and retirement-related accounts$305,00030
Corporate Trust and Agency Accounts$263,00041
Number of investment management and advisory agency accounts, non-managed assets$200,00014
Number (#) individual retirement, health savings, and other similar accounts$6,00055
Other Fiduciary Accounts$1,00084
Memoranda
Custody and Safekeeping Accounts$137,000138
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$263,00048
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$6,201,00052
Number of Managed Accounts$5,168,00046
Personal Trust and Agency Accounts$2,500,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$40,00065
Employee Benefit-defined Benefit Accounts$6,00070
Number of other employee benefit and retirement-related accounts$1,477,00042
Corporate Trust and Agency Accounts$11,00026
Number of managed investment management and investment advisory agency accounts$1,062,00068
Number of foundation and endowment trust and agency accounts, managed assets$62,000104
Other Fiduciary Accounts$10,00047
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,459,00042
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,033,00052
Personal Trust and Agency Accounts$81,00071
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$152,00040
Employee Benefit-defined Benefit Accounts$15,00038
Number non-managed other employee benefit and retirement-related accounts$322,00029
Corporate Trust and Agency Accounts$268,00035
Number of investment management and advisory agency accounts, non-managed assets$188,00013
Number (#) individual retirement, health savings, and other similar accounts$6,00050
Other Fiduciary Accounts$1,00095
Memoranda
Custody and Safekeeping Accounts$84,000164
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$281,00045
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$6,236,00052
Number of Managed Accounts$5,186,00047
Personal Trust and Agency Accounts$2,511,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$42,00061
Employee Benefit-defined Benefit Accounts$6,00068
Number of other employee benefit and retirement-related accounts$1,477,00041
Corporate Trust and Agency Accounts$11,00021
Number of managed investment management and investment advisory agency accounts$1,064,00066
Number of foundation and endowment trust and agency accounts, managed assets$65,000100
Other Fiduciary Accounts$10,00041
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,460,00041
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,050,00052
Personal Trust and Agency Accounts$90,00060
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$150,00040
Employee Benefit-defined Benefit Accounts$15,00038
Number non-managed other employee benefit and retirement-related accounts$333,00027
Corporate Trust and Agency Accounts$274,00035
Number of investment management and advisory agency accounts, non-managed assets$181,00013
Number (#) individual retirement, health savings, and other similar accounts$6,00049
Other Fiduciary Accounts$1,00084
Memoranda
Custody and Safekeeping Accounts$125,000131
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$292,00043
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$6,274,00049
Number of Managed Accounts$5,167,00046
Personal Trust and Agency Accounts$2,522,00026
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$44,00063
Employee Benefit-defined Benefit Accounts$7,00071
Number of other employee benefit and retirement-related accounts$1,460,00039
Corporate Trust and Agency Accounts$11,00041
Number of managed investment management and investment advisory agency accounts$1,049,00063
Number of foundation and endowment trust and agency accounts, managed assets$64,000103
Other Fiduciary Accounts$10,00059
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,443,00039
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$040
Number of Non-Managed Accounts$1,107,00053
Personal Trust and Agency Accounts$97,00071
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$164,00039
Employee Benefit-defined Benefit Accounts$15,00042
Number non-managed other employee benefit and retirement-related accounts$347,00031
Corporate Trust and Agency Accounts$290,00034
Number of investment management and advisory agency accounts, non-managed assets$184,00013
Number (#) individual retirement, health savings, and other similar accounts$6,00050
Other Fiduciary Accounts$4,00095
Memoranda
Custody and Safekeeping Accounts$132,000158
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$305,00053
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$3,702,00075
Number of Managed Accounts$2,835,00075
Personal Trust and Agency Accounts$826,00071
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$38,00072
Employee Benefit-defined Benefit Accounts$5,00086
Number of other employee benefit and retirement-related accounts$1,092,00056
Corporate Trust and Agency Accounts$8,00023
Number of managed investment management and investment advisory agency accounts$798,00087
Number of foundation and endowment trust and agency accounts, managed assets$57,000107
Other Fiduciary Accounts$11,00040
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,089,00055
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$867,00057
Personal Trust and Agency Accounts$57,00076
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$147,00042
Employee Benefit-defined Benefit Accounts$14,00042
Number non-managed other employee benefit and retirement-related accounts$232,00034
Corporate Trust and Agency Accounts$232,00036
Number of investment management and advisory agency accounts, non-managed assets$177,00014
Number (#) individual retirement, health savings, and other similar accounts$7,00043
Other Fiduciary Accounts$1,00079
Memoranda
Custody and Safekeeping Accounts$84,000150
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$193,00051
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$3,736,00076
Number of Managed Accounts$2,849,00075
Personal Trust and Agency Accounts$840,00071
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$42,00070
Employee Benefit-defined Benefit Accounts$5,00086
Number of other employee benefit and retirement-related accounts$1,098,00057
Corporate Trust and Agency Accounts$8,00028
Number of managed investment management and investment advisory agency accounts$788,00088
Number of foundation and endowment trust and agency accounts, managed assets$57,000113
Other Fiduciary Accounts$11,00041
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,095,00055
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$887,00057
Personal Trust and Agency Accounts$57,00085
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$152,00043
Employee Benefit-defined Benefit Accounts$14,00046
Number non-managed other employee benefit and retirement-related accounts$247,00037
Corporate Trust and Agency Accounts$226,00036
Number of investment management and advisory agency accounts, non-managed assets$183,00013
Number (#) individual retirement, health savings, and other similar accounts$7,00046
Other Fiduciary Accounts$1,00088
Memoranda
Custody and Safekeeping Accounts$92,000154
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$207,00057
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$3,757,00074
Number of Managed Accounts$2,841,00073
Personal Trust and Agency Accounts$853,00070
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$44,00067
Employee Benefit-defined Benefit Accounts$5,00085
Number of other employee benefit and retirement-related accounts$1,085,00055
Corporate Trust and Agency Accounts$9,00024
Number of managed investment management and investment advisory agency accounts$775,00088
Number of foundation and endowment trust and agency accounts, managed assets$58,000109
Other Fiduciary Accounts$12,00039
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,085,00053
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$916,00059
Personal Trust and Agency Accounts$57,00080
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$149,00046
Employee Benefit-defined Benefit Accounts$14,00043
Number non-managed other employee benefit and retirement-related accounts$257,00034
Corporate Trust and Agency Accounts$246,00035
Number of investment management and advisory agency accounts, non-managed assets$185,00014
Number (#) individual retirement, health savings, and other similar accounts$7,00043
Other Fiduciary Accounts$1,00079
Memoranda
Custody and Safekeeping Accounts$107,000139
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$213,00052
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$3,724,00076
Number of Managed Accounts$2,794,00077
Personal Trust and Agency Accounts$845,00073
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$44,00068
Employee Benefit-defined Benefit Accounts$6,00079
Number of other employee benefit and retirement-related accounts$1,047,00058
Corporate Trust and Agency Accounts$9,00045
Number of managed investment management and investment advisory agency accounts$775,00089
Number of foundation and endowment trust and agency accounts, managed assets$56,000117
Other Fiduciary Accounts$12,00055
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,047,00056
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$044
Number of Non-Managed Accounts$930,00062
Personal Trust and Agency Accounts$59,000109
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$151,00047
Employee Benefit-defined Benefit Accounts$14,00048
Number non-managed other employee benefit and retirement-related accounts$262,00045
Corporate Trust and Agency Accounts$250,00036
Number of investment management and advisory agency accounts, non-managed assets$185,00014
Number (#) individual retirement, health savings, and other similar accounts$8,00047
Other Fiduciary Accounts$1,000134
Memoranda
Custody and Safekeeping Accounts$114,000174
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$218,00075
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$3,711,00074
Number of Managed Accounts$2,770,00077
Personal Trust and Agency Accounts$853,00071
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$45,00068
Employee Benefit-defined Benefit Accounts$7,00071
Number of other employee benefit and retirement-related accounts$1,025,00058
Corporate Trust and Agency Accounts$9,00024
Number of managed investment management and investment advisory agency accounts$764,00091
Number of foundation and endowment trust and agency accounts, managed assets$55,000110
Other Fiduciary Accounts$12,00039
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,025,00057
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$941,00058
Personal Trust and Agency Accounts$59,00075
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$154,00047
Employee Benefit-defined Benefit Accounts$14,00044
Number non-managed other employee benefit and retirement-related accounts$263,00035
Corporate Trust and Agency Accounts$254,00035
Number of investment management and advisory agency accounts, non-managed assets$187,00013
Number (#) individual retirement, health savings, and other similar accounts$9,00040
Other Fiduciary Accounts$1,00075
Memoranda
Custody and Safekeeping Accounts$98,000138
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$221,00054
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$3,705,00073
Number of Managed Accounts$2,748,00077
Personal Trust and Agency Accounts$873,00072
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$46,00068
Employee Benefit-defined Benefit Accounts$7,00071
Number of other employee benefit and retirement-related accounts$987,00061
Corporate Trust and Agency Accounts$9,00027
Number of managed investment management and investment advisory agency accounts$759,00092
Number of foundation and endowment trust and agency accounts, managed assets$55,000117
Other Fiduciary Accounts$12,00043
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$987,00057
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$957,00059
Personal Trust and Agency Accounts$59,00080
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$155,00047
Employee Benefit-defined Benefit Accounts$14,00047
Number non-managed other employee benefit and retirement-related accounts$279,00039
Corporate Trust and Agency Accounts$249,00036
Number of investment management and advisory agency accounts, non-managed assets$191,00012
Number (#) individual retirement, health savings, and other similar accounts$9,00043
Other Fiduciary Accounts$1,00089
Memoranda
Custody and Safekeeping Accounts$88,000156
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$237,00059
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$3,741,00071
Number of Managed Accounts$2,729,00078
Personal Trust and Agency Accounts$878,00071
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$50,00070
Employee Benefit-defined Benefit Accounts$7,00071
Number of other employee benefit and retirement-related accounts$966,00061
Corporate Trust and Agency Accounts$9,00024
Number of managed investment management and investment advisory agency accounts$752,00092
Number of foundation and endowment trust and agency accounts, managed assets$55,000109
Other Fiduciary Accounts$12,00043
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$966,00060
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,012,00057
Personal Trust and Agency Accounts$60,00078
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$185,00040
Employee Benefit-defined Benefit Accounts$15,00044
Number non-managed other employee benefit and retirement-related accounts$291,00035
Corporate Trust and Agency Accounts$267,00035
Number of investment management and advisory agency accounts, non-managed assets$185,00012
Number (#) individual retirement, health savings, and other similar accounts$8,00043
Other Fiduciary Accounts$1,00079
Memoranda
Custody and Safekeeping Accounts$84,000151
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$249,00055
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$3,748,00071
Number of Managed Accounts$2,698,00081
Personal Trust and Agency Accounts$897,00072
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$52,00068
Employee Benefit-defined Benefit Accounts$9,00061
Number of other employee benefit and retirement-related accounts$936,00066
Corporate Trust and Agency Accounts$9,00048
Number of managed investment management and investment advisory agency accounts$729,00096
Number of foundation and endowment trust and agency accounts, managed assets$54,000120
Other Fiduciary Accounts$12,00065
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$936,00065
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$049
Number of Non-Managed Accounts$1,050,00061
Personal Trust and Agency Accounts$59,000114
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$184,00040
Employee Benefit-defined Benefit Accounts$15,00046
Number non-managed other employee benefit and retirement-related accounts$327,00040
Corporate Trust and Agency Accounts$272,00037
Number of investment management and advisory agency accounts, non-managed assets$183,00012
Number (#) individual retirement, health savings, and other similar accounts$9,00046
Other Fiduciary Accounts$1,000142
Memoranda
Custody and Safekeeping Accounts$86,000195
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$282,00061
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$3,708,00073
Number of Managed Accounts$2,692,00079
Personal Trust and Agency Accounts$932,00070
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$52,00065
Employee Benefit-defined Benefit Accounts$9,00060
Number of other employee benefit and retirement-related accounts$909,00067
Corporate Trust and Agency Accounts$9,00025
Number of managed investment management and investment advisory agency accounts$733,00095
Number of foundation and endowment trust and agency accounts, managed assets$36,000139
Other Fiduciary Accounts$12,00045
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$909,00066
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,016,00062
Personal Trust and Agency Accounts$57,00080
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$179,00042
Employee Benefit-defined Benefit Accounts$15,00042
Number non-managed other employee benefit and retirement-related accounts$309,00033
Corporate Trust and Agency Accounts$264,00039
Number of investment management and advisory agency accounts, non-managed assets$186,00014
Number (#) individual retirement, health savings, and other similar accounts$4,00062
Other Fiduciary Accounts$2,00072
Memoranda
Custody and Safekeeping Accounts$94,000145
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$308,00045
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$3,710,00073
Number of Managed Accounts$2,580,00082
Personal Trust and Agency Accounts$939,00070
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$49,00070
Employee Benefit-defined Benefit Accounts$10,00056
Number of other employee benefit and retirement-related accounts$829,00074
Corporate Trust and Agency Accounts$9,00028
Number of managed investment management and investment advisory agency accounts$700,00095
Number of foundation and endowment trust and agency accounts, managed assets$32,000153
Other Fiduciary Accounts$12,00050
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$828,00072
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,130,00058
Personal Trust and Agency Accounts$58,00082
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$180,00042
Employee Benefit-defined Benefit Accounts$15,00044
Number non-managed other employee benefit and retirement-related accounts$406,00029
Corporate Trust and Agency Accounts$259,00040
Number of investment management and advisory agency accounts, non-managed assets$200,00013
Number (#) individual retirement, health savings, and other similar accounts$10,00041
Other Fiduciary Accounts$2,00082
Memoranda
Custody and Safekeeping Accounts$100,000150
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$405,00041
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$3,711,00074
Number of Managed Accounts$2,335,00090
Personal Trust and Agency Accounts$942,00066
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$51,00070
Employee Benefit-defined Benefit Accounts$10,00058
Number of other employee benefit and retirement-related accounts$595,00099
Corporate Trust and Agency Accounts$9,00027
Number of managed investment management and investment advisory agency accounts$685,00096
Number of foundation and endowment trust and agency accounts, managed assets$31,000156
Other Fiduciary Accounts$12,00047
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$594,00098
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,376,00050
Personal Trust and Agency Accounts$58,00082
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$190,00039
Employee Benefit-defined Benefit Accounts$15,00046
Number non-managed other employee benefit and retirement-related accounts$639,00020
Corporate Trust and Agency Accounts$255,00040
Number of investment management and advisory agency accounts, non-managed assets$207,00012
Number (#) individual retirement, health savings, and other similar accounts$10,00043
Other Fiduciary Accounts$2,00085
Memoranda
Custody and Safekeeping Accounts$100,000149
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$638,00034
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$3,722,00074
Number of Managed Accounts$2,281,00091
Personal Trust and Agency Accounts$962,00062
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$51,00071
Employee Benefit-defined Benefit Accounts$10,00060
Number of other employee benefit and retirement-related accounts$540,000108
Corporate Trust and Agency Accounts$9,00046
Number of managed investment management and investment advisory agency accounts$665,00094
Number of foundation and endowment trust and agency accounts, managed assets$31,000162
Other Fiduciary Accounts$13,00050
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$539,000105
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$044
Number of Non-Managed Accounts$1,441,00052
Personal Trust and Agency Accounts$58,000115
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$198,00038
Employee Benefit-defined Benefit Accounts$16,00046
Number non-managed other employee benefit and retirement-related accounts$689,00022
Corporate Trust and Agency Accounts$252,00041
Number of investment management and advisory agency accounts, non-managed assets$216,00013
Number (#) individual retirement, health savings, and other similar accounts$10,00046
Other Fiduciary Accounts$2,000130
Memoranda
Custody and Safekeeping Accounts$104,000174
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$688,00035
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$3,695,00073
Number of Managed Accounts$2,227,00091
Personal Trust and Agency Accounts$958,00063
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$49,00075
Employee Benefit-defined Benefit Accounts$10,00058
Number of other employee benefit and retirement-related accounts$515,000108
Corporate Trust and Agency Accounts$10,00025
Number of managed investment management and investment advisory agency accounts$642,00095
Number of foundation and endowment trust and agency accounts, managed assets$31,000148
Other Fiduciary Accounts$12,00043
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$514,000106
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,468,00048
Personal Trust and Agency Accounts$61,00084
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$205,00036
Employee Benefit-defined Benefit Accounts$17,00044
Number non-managed other employee benefit and retirement-related accounts$707,00022
Corporate Trust and Agency Accounts$249,00040
Number of investment management and advisory agency accounts, non-managed assets$217,00013
Number (#) individual retirement, health savings, and other similar accounts$10,00042
Other Fiduciary Accounts$2,00083
Memoranda
Custody and Safekeeping Accounts$99,000149
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$706,00034
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$4,467,00064
Number of Managed Accounts$2,180,00090
Personal Trust and Agency Accounts$960,00062
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$47,00076
Employee Benefit-defined Benefit Accounts$10,00061
Number of other employee benefit and retirement-related accounts$479,000113
Corporate Trust and Agency Accounts$10,00027
Number of managed investment management and investment advisory agency accounts$629,00096
Number of foundation and endowment trust and agency accounts, managed assets$33,000147
Other Fiduciary Accounts$12,00044
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$478,000112
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,287,00038
Personal Trust and Agency Accounts$61,00083
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$221,00030
Employee Benefit-defined Benefit Accounts$19,00041
Number non-managed other employee benefit and retirement-related accounts$728,00019
Corporate Trust and Agency Accounts$255,00039
Number of investment management and advisory agency accounts, non-managed assets$992,0008
Number (#) individual retirement, health savings, and other similar accounts$9,00044
Other Fiduciary Accounts$2,00081
Memoranda
Custody and Safekeeping Accounts$107,000146
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$727,00032
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$4,517,00065
Number of Managed Accounts$2,176,00091
Personal Trust and Agency Accounts$969,00062
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$48,00077
Employee Benefit-defined Benefit Accounts$11,00059
Number of other employee benefit and retirement-related accounts$471,000113
Corporate Trust and Agency Accounts$11,00028
Number of managed investment management and investment advisory agency accounts$622,00095
Number of foundation and endowment trust and agency accounts, managed assets$33,000150
Other Fiduciary Accounts$11,00046
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$470,000110
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,341,00039
Personal Trust and Agency Accounts$64,00080
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$228,00031
Employee Benefit-defined Benefit Accounts$19,00043
Number non-managed other employee benefit and retirement-related accounts$751,00019
Corporate Trust and Agency Accounts$275,00040
Number of investment management and advisory agency accounts, non-managed assets$993,0008
Number (#) individual retirement, health savings, and other similar accounts$9,00046
Other Fiduciary Accounts$2,00079
Memoranda
Custody and Safekeeping Accounts$107,000143
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$750,00030
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$4,549,00068
Number of Managed Accounts$2,194,00091
Personal Trust and Agency Accounts$985,00062
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$48,00074
Employee Benefit-defined Benefit Accounts$11,00063
Number of other employee benefit and retirement-related accounts$470,000114
Corporate Trust and Agency Accounts$11,00037
Number of managed investment management and investment advisory agency accounts$623,00096
Number of foundation and endowment trust and agency accounts, managed assets$34,000156
Other Fiduciary Accounts$12,00055
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$469,000112
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$047
Number of Non-Managed Accounts$2,355,00041
Personal Trust and Agency Accounts$63,000111
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$235,00030
Employee Benefit-defined Benefit Accounts$19,00043
Number non-managed other employee benefit and retirement-related accounts$751,00023
Corporate Trust and Agency Accounts$285,00041
Number of investment management and advisory agency accounts, non-managed assets$992,0008
Number (#) individual retirement, health savings, and other similar accounts$9,00049
Other Fiduciary Accounts$1,000146
Memoranda
Custody and Safekeeping Accounts$107,000178
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$750,00034
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,455,00066
Number of Managed Accounts$2,216,00092
Personal Trust and Agency Accounts$1,004,00060
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$48,00073
Employee Benefit-defined Benefit Accounts$10,00062
Number of other employee benefit and retirement-related accounts$466,000107
Corporate Trust and Agency Accounts$18,00024
Number of managed investment management and investment advisory agency accounts$627,00093
Number of foundation and endowment trust and agency accounts, managed assets$36,000142
Other Fiduciary Accounts$7,00057
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$465,000106
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,239,00039
Personal Trust and Agency Accounts$64,00076
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$180,00040
Employee Benefit-defined Benefit Accounts$19,00042
Number non-managed other employee benefit and retirement-related accounts$745,00019
Corporate Trust and Agency Accounts$278,00040
Number of investment management and advisory agency accounts, non-managed assets$943,0009
Number (#) individual retirement, health savings, and other similar accounts$9,00045
Other Fiduciary Accounts$1,00087
Memoranda
Custody and Safekeeping Accounts$111,000140
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$744,00031
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$4,379,00065
Number of Managed Accounts$2,197,00089
Personal Trust and Agency Accounts$1,012,00061
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$44,00074
Employee Benefit-defined Benefit Accounts$15,00051
Number of other employee benefit and retirement-related accounts$462,000108
Corporate Trust and Agency Accounts$16,00025
Number of managed investment management and investment advisory agency accounts$133,000255
Number of foundation and endowment trust and agency accounts, managed assets$506,00017
Other Fiduciary Accounts$9,00053
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$461,000106
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,182,00041
Personal Trust and Agency Accounts$63,00078
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$172,00040
Employee Benefit-defined Benefit Accounts$19,00042
Number non-managed other employee benefit and retirement-related accounts$757,00019
Corporate Trust and Agency Accounts$265,00040
Number of investment management and advisory agency accounts, non-managed assets$896,0008
Number (#) individual retirement, health savings, and other similar accounts$9,00043
Other Fiduciary Accounts$1,00087
Memoranda
Custody and Safekeeping Accounts$114,000138
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$756,00031
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$4,490,00064
Number of Managed Accounts$2,237,00086
Personal Trust and Agency Accounts$1,032,00060
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$62,00059
Employee Benefit-defined Benefit Accounts$15,00050
Number of other employee benefit and retirement-related accounts$461,000103
Corporate Trust and Agency Accounts$16,00024
Number of managed investment management and investment advisory agency accounts$132,000253
Number of foundation and endowment trust and agency accounts, managed assets$508,00016
Other Fiduciary Accounts$11,00048
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$459,000100
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,253,00042
Personal Trust and Agency Accounts$64,00078
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$232,00030
Employee Benefit-defined Benefit Accounts$19,00043
Number non-managed other employee benefit and retirement-related accounts$766,00018
Corporate Trust and Agency Accounts$276,00040
Number of investment management and advisory agency accounts, non-managed assets$886,0007
Number (#) individual retirement, health savings, and other similar accounts$9,00043
Other Fiduciary Accounts$1,00088
Memoranda
Custody and Safekeeping Accounts$113,000140
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$765,00030
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$4,476,00066
Number of Managed Accounts$2,236,00084
Personal Trust and Agency Accounts$1,041,00059
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$68,00058
Employee Benefit-defined Benefit Accounts$15,00054
Number of other employee benefit and retirement-related accounts$453,000106
Corporate Trust and Agency Accounts$16,00035
Number of managed investment management and investment advisory agency accounts$132,000272
Number of foundation and endowment trust and agency accounts, managed assets$500,00016
Other Fiduciary Accounts$11,00061
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$451,000102
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$055
Number of Non-Managed Accounts$2,240,00044
Personal Trust and Agency Accounts$64,000108
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$238,00031
Employee Benefit-defined Benefit Accounts$18,00047
Number non-managed other employee benefit and retirement-related accounts$736,00021
Corporate Trust and Agency Accounts$306,00041
Number of investment management and advisory agency accounts, non-managed assets$868,0007
Number (#) individual retirement, health savings, and other similar accounts$9,00045
Other Fiduciary Accounts$1,000153
Memoranda
Custody and Safekeeping Accounts$116,000175
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$735,00034
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$4,481,00064
Number of Managed Accounts$2,248,00080
Personal Trust and Agency Accounts$1,042,00058
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$66,00058
Employee Benefit-defined Benefit Accounts$15,00052
Number of other employee benefit and retirement-related accounts$454,000104
Corporate Trust and Agency Accounts$16,00028
Number of managed investment management and investment advisory agency accounts$137,000248
Number of foundation and endowment trust and agency accounts, managed assets$506,00016
Other Fiduciary Accounts$12,00042
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$452,00097
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,233,00042
Personal Trust and Agency Accounts$62,00075
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$261,00030
Employee Benefit-defined Benefit Accounts$21,00042
Number non-managed other employee benefit and retirement-related accounts$725,00017
Corporate Trust and Agency Accounts$294,00041
Number of investment management and advisory agency accounts, non-managed assets$860,0006
Number (#) individual retirement, health savings, and other similar accounts$9,00043
Other Fiduciary Accounts$1,00087
Memoranda
Custody and Safekeeping Accounts$117,000142
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$724,00031
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$4,510,00065
Number of Managed Accounts$2,276,00081
Personal Trust and Agency Accounts$1,058,00060
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$69,00059
Employee Benefit-defined Benefit Accounts$15,00053
Number of other employee benefit and retirement-related accounts$455,000102
Corporate Trust and Agency Accounts$16,00028
Number of managed investment management and investment advisory agency accounts$135,000248
Number of foundation and endowment trust and agency accounts, managed assets$516,00016
Other Fiduciary Accounts$12,00048
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$453,00096
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,234,00042
Personal Trust and Agency Accounts$64,00076
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$259,00030
Employee Benefit-defined Benefit Accounts$20,00043
Number non-managed other employee benefit and retirement-related accounts$719,00019
Corporate Trust and Agency Accounts$338,00040
Number of investment management and advisory agency accounts, non-managed assets$825,0006
Number (#) individual retirement, health savings, and other similar accounts$8,00045
Other Fiduciary Accounts$1,00087
Memoranda
Custody and Safekeeping Accounts$122,000141
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$718,00032
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$4,517,00065
Number of Managed Accounts$2,273,00082
Personal Trust and Agency Accounts$1,062,00059
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$62,00062
Employee Benefit-defined Benefit Accounts$15,00054
Number of other employee benefit and retirement-related accounts$461,000101
Corporate Trust and Agency Accounts$16,00027
Number of managed investment management and investment advisory agency accounts$130,000254
Number of foundation and endowment trust and agency accounts, managed assets$516,00016
Other Fiduciary Accounts$11,00053
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$459,00096
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,244,00042
Personal Trust and Agency Accounts$64,00076
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$266,00030
Employee Benefit-defined Benefit Accounts$20,00042
Number non-managed other employee benefit and retirement-related accounts$709,00019
Corporate Trust and Agency Accounts$349,00040
Number of investment management and advisory agency accounts, non-managed assets$827,0006
Number (#) individual retirement, health savings, and other similar accounts$8,00045
Other Fiduciary Accounts$1,00086
Memoranda
Custody and Safekeeping Accounts$133,000139
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$708,00032
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$4,521,00064
Number of Managed Accounts$2,275,00078
Personal Trust and Agency Accounts$1,072,00060
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$70,00059
Employee Benefit-defined Benefit Accounts$15,00058
Number of other employee benefit and retirement-related accounts$450,000104
Corporate Trust and Agency Accounts$16,00039
Number of managed investment management and investment advisory agency accounts$131,000277
Number of foundation and endowment trust and agency accounts, managed assets$511,00016
Other Fiduciary Accounts$10,00074
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$448,00098
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$060
Number of Non-Managed Accounts$2,246,00043
Personal Trust and Agency Accounts$64,000114
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$265,00031
Employee Benefit-defined Benefit Accounts$19,00043
Number non-managed other employee benefit and retirement-related accounts$711,00021
Corporate Trust and Agency Accounts$352,00039
Number of investment management and advisory agency accounts, non-managed assets$826,0006
Number (#) individual retirement, health savings, and other similar accounts$8,00049
Other Fiduciary Accounts$1,000156
Memoranda
Custody and Safekeeping Accounts$127,000175
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$710,00033
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$4,604,00057
Number of Managed Accounts$2,344,00076
Personal Trust and Agency Accounts$1,099,00056
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$76,00054
Employee Benefit-defined Benefit Accounts$15,00056
Number of other employee benefit and retirement-related accounts$457,000101
Corporate Trust and Agency Accounts$18,00026
Number of managed investment management and investment advisory agency accounts$140,000250
Number of foundation and endowment trust and agency accounts, managed assets$529,00015
Other Fiduciary Accounts$10,00055
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$455,00095
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,260,00041
Personal Trust and Agency Accounts$66,00079
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$274,00030
Employee Benefit-defined Benefit Accounts$19,00044
Number non-managed other employee benefit and retirement-related accounts$712,00018
Corporate Trust and Agency Accounts$358,00039
Number of investment management and advisory agency accounts, non-managed assets$822,0006
Number (#) individual retirement, health savings, and other similar accounts$8,00050
Other Fiduciary Accounts$1,00090
Memoranda
Custody and Safekeeping Accounts$125,000144
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$711,00031
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$4,565,00058
Number of Managed Accounts$2,312,00077
Personal Trust and Agency Accounts$1,086,00057
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$76,00055
Employee Benefit-defined Benefit Accounts$15,00056
Number of other employee benefit and retirement-related accounts$441,000104
Corporate Trust and Agency Accounts$18,00026
Number of managed investment management and investment advisory agency accounts$141,000247
Number of foundation and endowment trust and agency accounts, managed assets$527,00015
Other Fiduciary Accounts$8,00060
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$439,00096
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,253,00041
Personal Trust and Agency Accounts$66,00080
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$280,00030
Employee Benefit-defined Benefit Accounts$19,00045
Number non-managed other employee benefit and retirement-related accounts$706,00017
Corporate Trust and Agency Accounts$379,00039
Number of investment management and advisory agency accounts, non-managed assets$794,0006
Number (#) individual retirement, health savings, and other similar accounts$8,00049
Other Fiduciary Accounts$1,00095
Memoranda
Custody and Safekeeping Accounts$141,000137
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$705,00030
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$4,613,00059
Number of Managed Accounts$2,297,00079
Personal Trust and Agency Accounts$1,086,00057
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$77,00053
Employee Benefit-defined Benefit Accounts$14,00060
Number of other employee benefit and retirement-related accounts$422,000104
Corporate Trust and Agency Accounts$13,00032
Number of managed investment management and investment advisory agency accounts$143,000247
Number of foundation and endowment trust and agency accounts, managed assets$538,00015
Other Fiduciary Accounts$4,00084
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$420,00095
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,316,00042
Personal Trust and Agency Accounts$74,00079
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$331,00029
Employee Benefit-defined Benefit Accounts$18,00045
Number non-managed other employee benefit and retirement-related accounts$720,00020
Corporate Trust and Agency Accounts$376,00039
Number of investment management and advisory agency accounts, non-managed assets$788,0006
Number (#) individual retirement, health savings, and other similar accounts$8,00051
Other Fiduciary Accounts$1,00094
Memoranda
Custody and Safekeeping Accounts$159,000128
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$719,00031
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$4,666,00059
Number of Managed Accounts$2,320,00077
Personal Trust and Agency Accounts$1,099,00058
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$79,00055
Employee Benefit-defined Benefit Accounts$13,00065
Number of other employee benefit and retirement-related accounts$413,000107
Corporate Trust and Agency Accounts$13,00043
Number of managed investment management and investment advisory agency accounts$139,000274
Number of foundation and endowment trust and agency accounts, managed assets$554,00015
Other Fiduciary Accounts$10,00070
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$411,00099
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$063
Number of Non-Managed Accounts$2,346,00042
Personal Trust and Agency Accounts$76,000111
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$334,00028
Employee Benefit-defined Benefit Accounts$18,00045
Number non-managed other employee benefit and retirement-related accounts$751,00022
Corporate Trust and Agency Accounts$378,00040
Number of investment management and advisory agency accounts, non-managed assets$780,0006
Number (#) individual retirement, health savings, and other similar accounts$8,00055
Other Fiduciary Accounts$1,000171
Memoranda
Custody and Safekeeping Accounts$150,000162
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$750,00034
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$4,659,00056
Number of Managed Accounts$2,300,00076
Personal Trust and Agency Accounts$1,101,00058
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$82,00052
Employee Benefit-defined Benefit Accounts$13,00060
Number of other employee benefit and retirement-related accounts$398,000108
Corporate Trust and Agency Accounts$13,00031
Number of managed investment management and investment advisory agency accounts$142,000247
Number of foundation and endowment trust and agency accounts, managed assets$539,00016
Other Fiduciary Accounts$12,00045
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$396,000100
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,359,00040
Personal Trust and Agency Accounts$75,00081
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$351,00027
Employee Benefit-defined Benefit Accounts$18,00047
Number non-managed other employee benefit and retirement-related accounts$748,00019
Corporate Trust and Agency Accounts$363,00038
Number of investment management and advisory agency accounts, non-managed assets$797,0006
Number (#) individual retirement, health savings, and other similar accounts$6,00058
Other Fiduciary Accounts$1,00092
Memoranda
Custody and Safekeeping Accounts$143,000133
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$747,00032
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$4,623,00054
Number of Managed Accounts$2,292,00075
Personal Trust and Agency Accounts$1,113,00057
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$79,00052
Employee Benefit-defined Benefit Accounts$13,00059
Number of other employee benefit and retirement-related accounts$387,000107
Corporate Trust and Agency Accounts$13,00030
Number of managed investment management and investment advisory agency accounts$143,000247
Number of foundation and endowment trust and agency accounts, managed assets$534,00016
Other Fiduciary Accounts$10,00048
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$385,00099
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,331,00039
Personal Trust and Agency Accounts$26,000144
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$364,00027
Employee Benefit-defined Benefit Accounts$18,00045
Number non-managed other employee benefit and retirement-related accounts$753,00020
Corporate Trust and Agency Accounts$374,00036
Number of investment management and advisory agency accounts, non-managed assets$789,0006
Number (#) individual retirement, health savings, and other similar accounts$6,00058
Other Fiduciary Accounts$1,00091
Memoranda
Custody and Safekeeping Accounts$174,000116
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$752,00031
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$4,817,00055
Number of Managed Accounts$2,327,00077
Personal Trust and Agency Accounts$1,107,00057
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$81,00055
Employee Benefit-defined Benefit Accounts$12,00062
Number of other employee benefit and retirement-related accounts$384,000108
Corporate Trust and Agency Accounts$13,00031
Number of managed investment management and investment advisory agency accounts$152,000241
Number of foundation and endowment trust and agency accounts, managed assets$565,00016
Other Fiduciary Accounts$13,00042
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$381,00099
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,490,00041
Personal Trust and Agency Accounts$25,000146
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$507,00025
Employee Benefit-defined Benefit Accounts$17,00049
Number non-managed other employee benefit and retirement-related accounts$775,00022
Corporate Trust and Agency Accounts$380,00035
Number of investment management and advisory agency accounts, non-managed assets$779,0006
Number (#) individual retirement, health savings, and other similar accounts$6,00055
Other Fiduciary Accounts$1,00099
Memoranda
Custody and Safekeeping Accounts$172,000117
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$774,00032
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$4,802,00055
Number of Managed Accounts$2,274,00078
Personal Trust and Agency Accounts$1,083,00059
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$83,00056
Employee Benefit-defined Benefit Accounts$12,00066
Number of other employee benefit and retirement-related accounts$378,000109
Corporate Trust and Agency Accounts$13,00044
Number of managed investment management and investment advisory agency accounts$143,000260
Number of foundation and endowment trust and agency accounts, managed assets$551,00016
Other Fiduciary Accounts$11,00066
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$375,00099
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$066
Number of Non-Managed Accounts$2,528,00042
Personal Trust and Agency Accounts$25,000258
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$574,00024
Employee Benefit-defined Benefit Accounts$17,00047
Number non-managed other employee benefit and retirement-related accounts$746,00027
Corporate Trust and Agency Accounts$401,00035
Number of investment management and advisory agency accounts, non-managed assets$758,0006
Number (#) individual retirement, health savings, and other similar accounts$6,00063
Other Fiduciary Accounts$1,000175
Memoranda
Custody and Safekeeping Accounts$155,000161
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$745,00035
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$4,772,00055
Number of Managed Accounts$2,260,00080
Personal Trust and Agency Accounts$1,084,00057
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$91,00048
Employee Benefit-defined Benefit Accounts$11,00068
Number of other employee benefit and retirement-related accounts$370,000101
Corporate Trust and Agency Accounts$14,00025
Number of managed investment management and investment advisory agency accounts$137,000240
Number of foundation and endowment trust and agency accounts, managed assets$542,00015
Other Fiduciary Accounts$11,00046
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$367,00092
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,512,00044
Personal Trust and Agency Accounts$26,000141
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$562,00025
Employee Benefit-defined Benefit Accounts$17,00049
Number non-managed other employee benefit and retirement-related accounts$742,00022
Corporate Trust and Agency Accounts$405,00034
Number of investment management and advisory agency accounts, non-managed assets$753,0005
Number (#) individual retirement, health savings, and other similar accounts$6,00055
Other Fiduciary Accounts$1,00089
Memoranda
Custody and Safekeeping Accounts$150,000129
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$741,00031
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$4,791,00054
Number of Managed Accounts$2,276,00078
Personal Trust and Agency Accounts$1,120,00057
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$90,00049
Employee Benefit-defined Benefit Accounts$11,00068
Number of other employee benefit and retirement-related accounts$362,000100
Corporate Trust and Agency Accounts$14,00031
Number of managed investment management and investment advisory agency accounts$126,000250
Number of foundation and endowment trust and agency accounts, managed assets$543,00015
Other Fiduciary Accounts$10,00050
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$359,00092
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,515,00044
Personal Trust and Agency Accounts$27,000139
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$564,00025
Employee Benefit-defined Benefit Accounts$17,00049
Number non-managed other employee benefit and retirement-related accounts$745,00022
Corporate Trust and Agency Accounts$411,00034
Number of investment management and advisory agency accounts, non-managed assets$744,0005
Number (#) individual retirement, health savings, and other similar accounts$6,00056
Other Fiduciary Accounts$1,00093
Memoranda
Custody and Safekeeping Accounts$150,000129
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$744,00032
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$4,748,00053
Number of Managed Accounts$2,256,00077
Personal Trust and Agency Accounts$1,123,00055
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$89,00047
Employee Benefit-defined Benefit Accounts$11,00069
Number of other employee benefit and retirement-related accounts$348,000103
Corporate Trust and Agency Accounts$16,00030
Number of managed investment management and investment advisory agency accounts$125,000249
Number of foundation and endowment trust and agency accounts, managed assets$535,00015
Other Fiduciary Accounts$9,00052
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$345,00093
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,492,00044
Personal Trust and Agency Accounts$26,000140
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$574,00023
Employee Benefit-defined Benefit Accounts$17,00048
Number non-managed other employee benefit and retirement-related accounts$725,00024
Corporate Trust and Agency Accounts$421,00034
Number of investment management and advisory agency accounts, non-managed assets$721,0005
Number (#) individual retirement, health savings, and other similar accounts$7,00050
Other Fiduciary Accounts$1,00099
Memoranda
Custody and Safekeeping Accounts$154,000121
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$724,00033
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$4,727,00055
Number of Managed Accounts$2,211,00075
Personal Trust and Agency Accounts$1,106,00057
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$92,00045
Employee Benefit-defined Benefit Accounts$11,00074
Number of other employee benefit and retirement-related accounts$336,000111
Corporate Trust and Agency Accounts$13,00051
Number of managed investment management and investment advisory agency accounts$128,000276
Number of foundation and endowment trust and agency accounts, managed assets$513,00014
Other Fiduciary Accounts$12,00060
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$333,00097
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$071
Number of Non-Managed Accounts$2,516,00046
Personal Trust and Agency Accounts$25,000258
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$584,00023
Employee Benefit-defined Benefit Accounts$19,00051
Number non-managed other employee benefit and retirement-related accounts$731,00029
Corporate Trust and Agency Accounts$426,00035
Number of investment management and advisory agency accounts, non-managed assets$723,0004
Number (#) individual retirement, health savings, and other similar accounts$7,00052
Other Fiduciary Accounts$1,000176
Memoranda
Custody and Safekeeping Accounts$161,000157
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$730,00040
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$4,710,00053
Number of Managed Accounts$2,191,00076
Personal Trust and Agency Accounts$1,099,00058
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$100,00043
Employee Benefit-defined Benefit Accounts$11,00070
Number of other employee benefit and retirement-related accounts$332,000107
Corporate Trust and Agency Accounts$13,00028
Number of managed investment management and investment advisory agency accounts$121,000245
Number of foundation and endowment trust and agency accounts, managed assets$505,00014
Other Fiduciary Accounts$10,00045
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$329,00096
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,519,00040
Personal Trust and Agency Accounts$23,000137
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$600,00023
Employee Benefit-defined Benefit Accounts$19,00050
Number non-managed other employee benefit and retirement-related accounts$739,00023
Corporate Trust and Agency Accounts$415,00033
Number of investment management and advisory agency accounts, non-managed assets$715,0004
Number (#) individual retirement, health savings, and other similar accounts$7,00048
Other Fiduciary Accounts$1,00087
Memoranda
Custody and Safekeeping Accounts$165,000120
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$738,00032
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$4,758,00054
Number of Managed Accounts$2,191,00073
Personal Trust and Agency Accounts$1,114,00058
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$102,00040
Employee Benefit-defined Benefit Accounts$12,00065
Number of other employee benefit and retirement-related accounts$332,000103
Corporate Trust and Agency Accounts$13,00028
Number of managed investment management and investment advisory agency accounts$116,000246
Number of foundation and endowment trust and agency accounts, managed assets$495,00013
Other Fiduciary Accounts$7,00052
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$329,00093
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,567,00040
Personal Trust and Agency Accounts$21,000145
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$605,00023
Employee Benefit-defined Benefit Accounts$19,00052
Number non-managed other employee benefit and retirement-related accounts$756,00023
Corporate Trust and Agency Accounts$444,00033
Number of investment management and advisory agency accounts, non-managed assets$715,0004
Number (#) individual retirement, health savings, and other similar accounts$6,00059
Other Fiduciary Accounts$1,00092
Memoranda
Custody and Safekeeping Accounts$174,000124
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$755,00031
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$4,701,00056
Number of Managed Accounts$2,184,00073
Personal Trust and Agency Accounts$1,109,00057
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$104,00040
Employee Benefit-defined Benefit Accounts$12,00067
Number of other employee benefit and retirement-related accounts$327,000102
Corporate Trust and Agency Accounts$21,00023
Number of managed investment management and investment advisory agency accounts$118,000243
Number of foundation and endowment trust and agency accounts, managed assets$486,00014
Other Fiduciary Accounts$7,00051
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$324,00093
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,517,00042
Personal Trust and Agency Accounts$23,000135
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$612,00024
Employee Benefit-defined Benefit Accounts$19,00051
Number non-managed other employee benefit and retirement-related accounts$747,00022
Corporate Trust and Agency Accounts$417,00035
Number of investment management and advisory agency accounts, non-managed assets$692,0004
Number (#) individual retirement, health savings, and other similar accounts$6,00056
Other Fiduciary Accounts$1,00096
Memoranda
Custody and Safekeeping Accounts$169,000122
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$746,00029
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$4,797,00055
Number of Managed Accounts$2,204,00073
Personal Trust and Agency Accounts$1,133,00056
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$105,00043
Employee Benefit-defined Benefit Accounts$11,00074
Number of other employee benefit and retirement-related accounts$325,000106
Corporate Trust and Agency Accounts$14,00050
Number of managed investment management and investment advisory agency accounts$118,000284
Number of foundation and endowment trust and agency accounts, managed assets$486,00013
Other Fiduciary Accounts$12,00056
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$322,00095
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$067
Number of Non-Managed Accounts$2,593,00042
Personal Trust and Agency Accounts$20,000278
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$617,00025
Employee Benefit-defined Benefit Accounts$33,00040
Number non-managed other employee benefit and retirement-related accounts$761,00025
Corporate Trust and Agency Accounts$443,00034
Number of investment management and advisory agency accounts, non-managed assets$713,0004
Number (#) individual retirement, health savings, and other similar accounts$5,00062
Other Fiduciary Accounts$1,000191
Memoranda
Custody and Safekeeping Accounts$171,000153
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$760,00034
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$4,833,00057
Number of Managed Accounts$2,211,00075
Personal Trust and Agency Accounts$1,141,00058
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$104,00039
Employee Benefit-defined Benefit Accounts$12,00064
Number of other employee benefit and retirement-related accounts$331,000104
Corporate Trust and Agency Accounts$13,00030
Number of managed investment management and investment advisory agency accounts$119,000246
Number of foundation and endowment trust and agency accounts, managed assets$482,00012
Other Fiduciary Accounts$9,00051
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$328,00090
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,622,00040
Personal Trust and Agency Accounts$19,000148
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$631,00025
Employee Benefit-defined Benefit Accounts$29,00043
Number non-managed other employee benefit and retirement-related accounts$764,00021
Corporate Trust and Agency Accounts$452,00032
Number of investment management and advisory agency accounts, non-managed assets$721,0002
Number (#) individual retirement, health savings, and other similar accounts$5,00062
Other Fiduciary Accounts$1,00091
Memoranda
Custody and Safekeeping Accounts$172,000121
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$763,00029
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$4,818,00058
Number of Managed Accounts$2,189,00078
Personal Trust and Agency Accounts$1,151,00059
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$93,00046
Employee Benefit-defined Benefit Accounts$11,00068
Number of other employee benefit and retirement-related accounts$328,000106
Corporate Trust and Agency Accounts$10,00037
Number of managed investment management and investment advisory agency accounts$118,000249
Number of foundation and endowment trust and agency accounts, managed assets$469,00012
Other Fiduciary Accounts$9,00049
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$325,00093
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,629,00041
Personal Trust and Agency Accounts$20,000149
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$643,00025
Employee Benefit-defined Benefit Accounts$29,00044
Number non-managed other employee benefit and retirement-related accounts$759,00021
Corporate Trust and Agency Accounts$454,00033
Number of investment management and advisory agency accounts, non-managed assets$717,0002
Number (#) individual retirement, health savings, and other similar accounts$6,00053
Other Fiduciary Accounts$1,00094
Memoranda
Custody and Safekeeping Accounts$178,000119
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$758,00027
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$4,831,00058
Number of Managed Accounts$2,236,00074
Personal Trust and Agency Accounts$1,161,00058
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$132,00028
Employee Benefit-defined Benefit Accounts$12,00065
Number of other employee benefit and retirement-related accounts$334,00099
Corporate Trust and Agency Accounts$10,00040
Number of managed investment management and investment advisory agency accounts$119,000250
Number of foundation and endowment trust and agency accounts, managed assets$458,00012
Other Fiduciary Accounts$10,00044
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$330,00088
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,595,00045
Personal Trust and Agency Accounts$19,000151
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$636,00025
Employee Benefit-defined Benefit Accounts$30,00044
Number non-managed other employee benefit and retirement-related accounts$763,00021
Corporate Trust and Agency Accounts$448,00033
Number of investment management and advisory agency accounts, non-managed assets$692,0002
Number (#) individual retirement, health savings, and other similar accounts$6,00054
Other Fiduciary Accounts$1,00098
Memoranda
Custody and Safekeeping Accounts$183,000117
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$763,00027
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$4,797,00059
Number of Managed Accounts$2,249,00073
Personal Trust and Agency Accounts$1,158,00059
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$123,00039
Employee Benefit-defined Benefit Accounts$15,00062
Number of other employee benefit and retirement-related accounts$335,000105
Corporate Trust and Agency Accounts$11,00067
Number of managed investment management and investment advisory agency accounts$528,00088
Number of foundation and endowment trust and agency accounts, managed assets$76,00065
Other Fiduciary Accounts$3,000140
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$331,00093
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$079
Number of Non-Managed Accounts$2,548,00047
Personal Trust and Agency Accounts$21,000297
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$620,00027
Employee Benefit-defined Benefit Accounts$28,00046
Number non-managed other employee benefit and retirement-related accounts$733,00027
Corporate Trust and Agency Accounts$473,00036
Number of investment management and advisory agency accounts, non-managed assets$666,0004
Number (#) individual retirement, health savings, and other similar accounts$6,00060
Other Fiduciary Accounts$1,000203
Memoranda
Custody and Safekeeping Accounts$189,000146
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$733,00033
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$4,936,00056
Number of Managed Accounts$2,281,00070
Personal Trust and Agency Accounts$1,178,00058
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$127,00035
Employee Benefit-defined Benefit Accounts$16,00055
Number of other employee benefit and retirement-related accounts$330,00099
Corporate Trust and Agency Accounts$12,00034
Number of managed investment management and investment advisory agency accounts$539,00082
Number of foundation and endowment trust and agency accounts, managed assets$76,00064
Other Fiduciary Accounts$3,00071
Memoranda
Fiduciary Accounts Held in Foreign Offices$08
Number of Individual retirement, health savings, and similar accounts,managed assets$326,00091
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,655,00043
Personal Trust and Agency Accounts$21,000146
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$718,00028
Employee Benefit-defined Benefit Accounts$47,00036
Number non-managed other employee benefit and retirement-related accounts$765,00022
Corporate Trust and Agency Accounts$432,00032
Number of investment management and advisory agency accounts, non-managed assets$665,0003
Number (#) individual retirement, health savings, and other similar accounts$6,00054
Other Fiduciary Accounts$1,000104
Memoranda
Custody and Safekeeping Accounts$193,000113
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$765,00028
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$4,942,00055
Number of Managed Accounts$2,269,00070
Personal Trust and Agency Accounts$1,173,00056
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$128,00034
Employee Benefit-defined Benefit Accounts$19,00047
Number of other employee benefit and retirement-related accounts$322,00098
Corporate Trust and Agency Accounts$13,00034
Number of managed investment management and investment advisory agency accounts$538,00081
Number of foundation and endowment trust and agency accounts, managed assets$73,00067
Other Fiduciary Accounts$3,00075
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assets$318,00088
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,673,00044
Personal Trust and Agency Accounts$24,000137
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$718,00028
Employee Benefit-defined Benefit Accounts$46,00036
Number non-managed other employee benefit and retirement-related accounts$764,00025
Corporate Trust and Agency Accounts$461,00031
Number of investment management and advisory agency accounts, non-managed assets$653,0003
Number (#) individual retirement, health savings, and other similar accounts$6,00058
Other Fiduciary Accounts$1,000103
Memoranda
Custody and Safekeeping Accounts$188,000115
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$764,00027
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$4,868,00055
Number of Managed Accounts$2,235,00069
Personal Trust and Agency Accounts$1,167,00056
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$127,00034
Employee Benefit-defined Benefit Accounts$19,00051
Number of other employee benefit and retirement-related accounts$314,000100
Corporate Trust and Agency Accounts$16,00030
Number of managed investment management and investment advisory agency accounts$517,00084
Number of foundation and endowment trust and agency accounts, managed assets$72,00065
Other Fiduciary Accounts$3,00075
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assets$310,00088
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,633,00044
Personal Trust and Agency Accounts$26,000134
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$712,00029
Employee Benefit-defined Benefit Accounts$45,00039
Number non-managed other employee benefit and retirement-related accounts$756,00025
Corporate Trust and Agency Accounts$456,00034
Number of investment management and advisory agency accounts, non-managed assets$631,0004
Number (#) individual retirement, health savings, and other similar accounts$6,00059
Other Fiduciary Accounts$1,000106
Memoranda
Custody and Safekeeping Accounts$185,000117
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$756,00026
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$4,229,00073
Number of Managed Accounts$2,093,00078
Personal Trust and Agency Accounts$1,110,00061
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$116,00046
Employee Benefit-defined Benefit Accounts$11,00074
Number of other employee benefit and retirement-related accounts$307,000111
Corporate Trust and Agency Accounts$14,00062
Number of managed investment management and investment advisory agency accounts$535,00081
Number of foundation and endowment trust and agency accounts, managed assets$0459
Other Fiduciary Accounts$0261
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assets$294,00094
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$082
Number of Non-Managed Accounts$2,136,00050
Personal Trust and Agency Accounts$26,000269
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$526,00032
Employee Benefit-defined Benefit Accounts$14,00062
Number non-managed other employee benefit and retirement-related accounts$770,00029
Corporate Trust and Agency Accounts$243,00049
Number of investment management and advisory agency accounts, non-managed assets$557,0005
Number (#) individual retirement, health savings, and other similar accounts$0193
Other Fiduciary Accounts$0229
Memoranda
Custody and Safekeeping Accounts$183,000147
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$715,00032
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$4,260,00071
Number of Managed Accounts$2,661,00064
Personal Trust and Agency Accounts$1,106,00059
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$128,00038
Employee Benefit-defined Benefit Accounts$11,00067
Number of other employee benefit and retirement-related accounts$309,000102
Corporate Trust and Agency Accounts$16,00034
Number of managed investment management and investment advisory agency accounts$1,091,00056
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign Offices$010
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,599,00055
Personal Trust and Agency Accounts$26,000138
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$531,00034
Employee Benefit-defined Benefit Accounts$14,00061
Number non-managed other employee benefit and retirement-related accounts$777,00022
Corporate Trust and Agency Accounts$251,00046
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$189,000115
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,190,00073
Number of Managed Accounts$2,592,00069
Personal Trust and Agency Accounts$1,107,00064
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$132,00035
Employee Benefit-defined Benefit Accounts$11,00071
Number of other employee benefit and retirement-related accounts$298,000103
Corporate Trust and Agency Accounts$19,00034
Number of managed investment management and investment advisory agency accounts$1,025,00059
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0115
Memoranda
Fiduciary Accounts Held in Foreign Offices$010
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,598,00054
Personal Trust and Agency Accounts$23,000152
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$534,00033
Employee Benefit-defined Benefit Accounts$13,00064
Number non-managed other employee benefit and retirement-related accounts$778,00022
Corporate Trust and Agency Accounts$250,00047
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$227,000112
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,920,00072
Number of Managed Accounts$2,301,00074
Personal Trust and Agency Accounts$1,122,00063
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$131,00036
Employee Benefit-defined Benefit Accounts$11,00075
Number of other employee benefit and retirement-related accounts$293,000101
Corporate Trust and Agency Accounts$26,00028
Number of managed investment management and investment advisory agency accounts$718,00069
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$1,619,00052
Personal Trust and Agency Accounts$23,000153
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$540,00032
Employee Benefit-defined Benefit Accounts$13,00062
Number non-managed other employee benefit and retirement-related accounts$783,00021
Corporate Trust and Agency Accounts$260,00045
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$225,000113
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$3,852,00081
Number of Managed Accounts$2,307,00076
Personal Trust and Agency Accounts$1,120,00065
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$167,00027
Employee Benefit-defined Benefit Accounts$11,00079
Number of other employee benefit and retirement-related accounts$307,000106
Corporate Trust and Agency Accounts$25,00048
Number of managed investment management and investment advisory agency accounts$677,00074
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$1,545,00063
Personal Trust and Agency Accounts$23,000317
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$491,00034
Employee Benefit-defined Benefit Accounts$12,00074
Number non-managed other employee benefit and retirement-related accounts$751,00030
Corporate Trust and Agency Accounts$268,00052
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$226,000137
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$3,809,00077
Number of Managed Accounts$2,276,00077
Personal Trust and Agency Accounts$1,118,00064
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$167,00029
Employee Benefit-defined Benefit Accounts$11,00075
Number of other employee benefit and retirement-related accounts$293,000100
Corporate Trust and Agency Accounts$26,00032
Number of managed investment management and investment advisory agency accounts$661,00076
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$1,533,00058
Personal Trust and Agency Accounts$22,000162
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$485,00034
Employee Benefit-defined Benefit Accounts$11,00065
Number non-managed other employee benefit and retirement-related accounts$750,00024
Corporate Trust and Agency Accounts$265,00047
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$259,000101
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$3,756,00080
Number of Managed Accounts$2,253,00079
Personal Trust and Agency Accounts$1,128,00064
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$170,00030
Employee Benefit-defined Benefit Accounts$11,00074
Number of other employee benefit and retirement-related accounts$285,000102
Corporate Trust and Agency Accounts$26,00034
Number of managed investment management and investment advisory agency accounts$633,00078
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$1,503,00060
Personal Trust and Agency Accounts$22,000163
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$475,00036
Employee Benefit-defined Benefit Accounts$9,00076
Number non-managed other employee benefit and retirement-related accounts$745,00026
Corporate Trust and Agency Accounts$252,00048
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$260,000104
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$3,774,00079
Number of Managed Accounts$2,254,00079
Personal Trust and Agency Accounts$1,145,00063
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$168,00028
Employee Benefit-defined Benefit Accounts$12,00068
Number of other employee benefit and retirement-related accounts$285,000101
Corporate Trust and Agency Accounts$26,00033
Number of managed investment management and investment advisory agency accounts$618,00079
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$1,520,00059
Personal Trust and Agency Accounts$18,000175
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$491,00035
Employee Benefit-defined Benefit Accounts$9,00078
Number non-managed other employee benefit and retirement-related accounts$738,00025
Corporate Trust and Agency Accounts$264,00048
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$269,000103
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$3,726,00081
Number of Managed Accounts$2,236,00078
Personal Trust and Agency Accounts$1,138,00064
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$166,00027
Employee Benefit-defined Benefit Accounts$12,00074
Number of other employee benefit and retirement-related accounts$282,000104
Corporate Trust and Agency Accounts$26,00048
Number of managed investment management and investment advisory agency accounts$612,00079
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$1,490,00065
Personal Trust and Agency Accounts$16,000398
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$494,00035
Employee Benefit-defined Benefit Accounts$8,00095
Number non-managed other employee benefit and retirement-related accounts$714,00033
Corporate Trust and Agency Accounts$258,00049
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$264,000124
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$3,776,00074
Number of Managed Accounts$2,213,00073
Personal Trust and Agency Accounts$1,123,00061
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$169,00030
Employee Benefit-defined Benefit Accounts$15,00058
Number of other employee benefit and retirement-related accounts$271,000101
Corporate Trust and Agency Accounts$26,00032
Number of managed investment management and investment advisory agency accounts$609,00076
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$1,563,00057
Personal Trust and Agency Accounts$17,000175
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$563,00036
Employee Benefit-defined Benefit Accounts$7,00086
Number non-managed other employee benefit and retirement-related accounts$718,00024
Corporate Trust and Agency Accounts$258,00046
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$247,000105
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$3,793,00074
Number of Managed Accounts$2,197,00075
Personal Trust and Agency Accounts$1,121,00062
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$175,00029
Employee Benefit-defined Benefit Accounts$19,00054
Number of other employee benefit and retirement-related accounts$271,00099
Corporate Trust and Agency Accounts$26,00035
Number of managed investment management and investment advisory agency accounts$585,00077
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$1,596,00054
Personal Trust and Agency Accounts$16,000187
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$565,00036
Employee Benefit-defined Benefit Accounts$7,00091
Number non-managed other employee benefit and retirement-related accounts$735,00022
Corporate Trust and Agency Accounts$273,00046
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$255,000108
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$3,756,00072
Number of Managed Accounts$2,182,00074
Personal Trust and Agency Accounts$1,134,00061
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$173,00032
Employee Benefit-defined Benefit Accounts$17,00055
Number of other employee benefit and retirement-related accounts$265,00097
Corporate Trust and Agency Accounts$26,00035
Number of managed investment management and investment advisory agency accounts$567,00078
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$1,574,00054
Personal Trust and Agency Accounts$19,000173
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$552,00038
Employee Benefit-defined Benefit Accounts$6,00087
Number non-managed other employee benefit and retirement-related accounts$734,00023
Corporate Trust and Agency Accounts$263,00045
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$257,000106
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$3,780,00076
Number of Managed Accounts$2,190,00073
Personal Trust and Agency Accounts$1,161,00062
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$165,00034
Employee Benefit-defined Benefit Accounts$17,00064
Number of other employee benefit and retirement-related accounts$271,000101
Corporate Trust and Agency Accounts$26,00059
Number of managed investment management and investment advisory agency accounts$550,00078
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$1,590,00060
Personal Trust and Agency Accounts$24,000315
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$578,00038
Employee Benefit-defined Benefit Accounts$6,000104
Number non-managed other employee benefit and retirement-related accounts$720,00034
Corporate Trust and Agency Accounts$262,00047
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$250,000131
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$3,789,00078
Number of Managed Accounts$2,170,00078
Personal Trust and Agency Accounts$1,132,00067
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$168,00034
Employee Benefit-defined Benefit Accounts$16,00068
Number of other employee benefit and retirement-related accounts$273,00097
Corporate Trust and Agency Accounts$29,00035
Number of managed investment management and investment advisory agency accounts$552,00081
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$1,619,00059
Personal Trust and Agency Accounts$28,000154
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$583,00038
Employee Benefit-defined Benefit Accounts$7,00090
Number non-managed other employee benefit and retirement-related accounts$738,00022
Corporate Trust and Agency Accounts$263,00049
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$267,000105
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$3,803,00080
Number of Managed Accounts$2,178,00081
Personal Trust and Agency Accounts$1,136,00071
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$173,00033
Employee Benefit-defined Benefit Accounts$16,00070
Number of other employee benefit and retirement-related accounts$273,00097
Corporate Trust and Agency Accounts$30,00036
Number of managed investment management and investment advisory agency accounts$550,00083
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$1,625,00058
Personal Trust and Agency Accounts$30,000155
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$553,00037
Employee Benefit-defined Benefit Accounts$5,000109
Number non-managed other employee benefit and retirement-related accounts$756,00021
Corporate Trust and Agency Accounts$281,00049
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$276,000105
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$3,818,00077
Number of Managed Accounts$2,188,00081
Personal Trust and Agency Accounts$1,163,00071
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$162,00037
Employee Benefit-defined Benefit Accounts$15,00075
Number of other employee benefit and retirement-related accounts$272,00096
Corporate Trust and Agency Accounts$30,00035
Number of managed investment management and investment advisory agency accounts$546,00083
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$1,630,00057
Personal Trust and Agency Accounts$34,000153
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$548,00038
Employee Benefit-defined Benefit Accounts$5,000105
Number non-managed other employee benefit and retirement-related accounts$763,00022
Corporate Trust and Agency Accounts$280,00049
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$270,000106
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$3,783,00087
Number of Managed Accounts$2,155,00083
Personal Trust and Agency Accounts$1,164,00075
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$160,00042
Employee Benefit-defined Benefit Accounts$14,00084
Number of other employee benefit and retirement-related accounts$270,00097
Corporate Trust and Agency Accounts$30,00055
Number of managed investment management and investment advisory agency accounts$517,00084
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$1,628,00063
Personal Trust and Agency Accounts$34,000270
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$570,00038
Employee Benefit-defined Benefit Accounts$5,000126
Number non-managed other employee benefit and retirement-related accounts$737,00031
Corporate Trust and Agency Accounts$282,00046
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$265,000131
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$3,784,00082
Number of Managed Accounts$2,170,00081
Personal Trust and Agency Accounts$1,180,00071
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$164,00041
Employee Benefit-defined Benefit Accounts$13,00080
Number of other employee benefit and retirement-related accounts$275,00086
Corporate Trust and Agency Accounts$29,00035
Number of managed investment management and investment advisory agency accounts$509,00085
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$1,614,00054
Personal Trust and Agency Accounts$34,000148
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$592,00037
Employee Benefit-defined Benefit Accounts$5,000103
Number non-managed other employee benefit and retirement-related accounts$704,00023
Corporate Trust and Agency Accounts$279,00046
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$273,000105
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$3,741,00080
Number of Managed Accounts$2,136,00079
Personal Trust and Agency Accounts$1,174,00071
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$146,00043
Employee Benefit-defined Benefit Accounts$13,00081
Number of other employee benefit and retirement-related accounts$267,00087
Corporate Trust and Agency Accounts$30,00033
Number of managed investment management and investment advisory agency accounts$506,00083
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$1,605,00053
Personal Trust and Agency Accounts$31,000149
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$587,00037
Employee Benefit-defined Benefit Accounts$5,000101
Number non-managed other employee benefit and retirement-related accounts$701,00025
Corporate Trust and Agency Accounts$281,00048
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$283,000102
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$3,781,00082
Number of Managed Accounts$2,149,00082
Personal Trust and Agency Accounts$1,185,00073
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$151,00048
Employee Benefit-defined Benefit Accounts$14,00079
Number of other employee benefit and retirement-related accounts$269,00089
Corporate Trust and Agency Accounts$31,00032
Number of managed investment management and investment advisory agency accounts$499,00083
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$1,632,00058
Personal Trust and Agency Accounts$31,000150
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$592,00038
Employee Benefit-defined Benefit Accounts$5,000102
Number non-managed other employee benefit and retirement-related accounts$718,00023
Corporate Trust and Agency Accounts$286,00049
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$289,000106
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$3,750,00089
Number of Managed Accounts$2,115,00086
Personal Trust and Agency Accounts$1,195,00079
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$139,00051
Employee Benefit-defined Benefit Accounts$8,000117
Number of other employee benefit and retirement-related accounts$261,00095
Corporate Trust and Agency Accounts$31,00044
Number of managed investment management and investment advisory agency accounts$481,00086
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$1,635,00066
Personal Trust and Agency Accounts$27,000314
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$585,00040
Employee Benefit-defined Benefit Accounts$10,000108
Number non-managed other employee benefit and retirement-related accounts$721,00034
Corporate Trust and Agency Accounts$292,00050
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$296,000122
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$3,778,00083
Number of Managed Accounts$2,111,00082
Personal Trust and Agency Accounts$1,202,00074
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$146,00049
Employee Benefit-defined Benefit Accounts$8,000104
Number of other employee benefit and retirement-related accounts$247,00094
Corporate Trust and Agency Accounts$31,00032
Number of managed investment management and investment advisory agency accounts$477,00082
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$1,667,00059
Personal Trust and Agency Accounts$28,000163
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$574,00041
Employee Benefit-defined Benefit Accounts$10,00089
Number non-managed other employee benefit and retirement-related accounts$748,00026
Corporate Trust and Agency Accounts$307,00046
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$302,000110
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$3,816,00080
Number of Managed Accounts$2,098,00084
Personal Trust and Agency Accounts$1,192,00078
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$148,00047
Employee Benefit-defined Benefit Accounts$8,000103
Number of other employee benefit and retirement-related accounts$243,00094
Corporate Trust and Agency Accounts$33,00032
Number of managed investment management and investment advisory agency accounts$474,00082
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$1,718,00062
Personal Trust and Agency Accounts$28,000170
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$587,00041
Employee Benefit-defined Benefit Accounts$10,00091
Number non-managed other employee benefit and retirement-related accounts$765,00027
Corporate Trust and Agency Accounts$328,00048
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$319,000102
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$3,709,00082
Number of Managed Accounts$2,084,00083
Personal Trust and Agency Accounts$1,200,00077
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$149,00050
Employee Benefit-defined Benefit Accounts$9,00098
Number of other employee benefit and retirement-related accounts$234,00098
Corporate Trust and Agency Accounts$33,00033
Number of managed investment management and investment advisory agency accounts$459,00084
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$1,625,00063
Personal Trust and Agency Accounts$29,000167
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$470,00050
Employee Benefit-defined Benefit Accounts$10,00092
Number non-managed other employee benefit and retirement-related accounts$767,00027
Corporate Trust and Agency Accounts$349,00049
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$323,00098
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$3,840,00087
Number of Managed Accounts$2,064,00093
Personal Trust and Agency Accounts$1,197,00084
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$164,00047
Employee Benefit-defined Benefit Accounts$8,000120
Number of other employee benefit and retirement-related accounts$226,000102
Corporate Trust and Agency Accounts$33,00050
Number of managed investment management and investment advisory agency accounts$436,00090
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$1,776,00065
Personal Trust and Agency Accounts$29,000323
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$600,00047
Employee Benefit-defined Benefit Accounts$10,000110
Number non-managed other employee benefit and retirement-related accounts$776,00039
Corporate Trust and Agency Accounts$361,00052
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$339,000116
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$3,759,00086
Number of Managed Accounts$2,072,00090
Personal Trust and Agency Accounts$1,199,00083
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$170,00048
Employee Benefit-defined Benefit Accounts$8,000110
Number of other employee benefit and retirement-related accounts$225,00094
Corporate Trust and Agency Accounts$34,00031
Number of managed investment management and investment advisory agency accounts$436,00088
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$1,687,00069
Personal Trust and Agency Accounts$23,000196
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$520,00057
Employee Benefit-defined Benefit Accounts$9,000109
Number non-managed other employee benefit and retirement-related accounts$781,00030
Corporate Trust and Agency Accounts$354,00056
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$349,000105
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$3,766,00086
Number of Managed Accounts$2,081,00090
Personal Trust and Agency Accounts$1,202,00085
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$168,00052
Employee Benefit-defined Benefit Accounts$7,000123
Number of other employee benefit and retirement-related accounts$226,00093
Corporate Trust and Agency Accounts$34,00033
Number of managed investment management and investment advisory agency accounts$444,00087
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$1,685,00071
Personal Trust and Agency Accounts$23,000200
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$526,00055
Employee Benefit-defined Benefit Accounts$5,000126
Number non-managed other employee benefit and retirement-related accounts$768,00032
Corporate Trust and Agency Accounts$363,00057
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$358,00098
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$3,793,00087
Number of Managed Accounts$2,095,00093
Personal Trust and Agency Accounts$1,211,00086
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$166,00061
Employee Benefit-defined Benefit Accounts$7,000127
Number of other employee benefit and retirement-related accounts$229,00093
Corporate Trust and Agency Accounts$34,00034
Number of managed investment management and investment advisory agency accounts$448,00087
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$1,698,00071
Personal Trust and Agency Accounts$23,000203
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$520,00056
Employee Benefit-defined Benefit Accounts$6,000123
Number non-managed other employee benefit and retirement-related accounts$774,00035
Corporate Trust and Agency Accounts$375,00061
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$365,00099
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$3,798,00090
Number of Managed Accounts$2,091,00097
Personal Trust and Agency Accounts$1,207,00089
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$168,00065
Employee Benefit-defined Benefit Accounts$7,000140
Number of other employee benefit and retirement-related accounts$224,000107
Corporate Trust and Agency Accounts$39,00053
Number of managed investment management and investment advisory agency accounts$446,00091
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$1,707,00074
Personal Trust and Agency Accounts$24,000373
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$503,00060
Employee Benefit-defined Benefit Accounts$6,000143
Number non-managed other employee benefit and retirement-related accounts$800,00039
Corporate Trust and Agency Accounts$374,00059
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$363,000120
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$3,862,00083
Number of Managed Accounts$2,294,00082
Personal Trust and Agency Accounts$1,365,00077
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$177,00077
Employee Benefit-defined Benefit Accounts$7,000135
Number of other employee benefit and retirement-related accounts$247,00095
Corporate Trust and Agency Accounts$47,00048
Number of managed investment management and investment advisory agency accounts$451,00081
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$1,568,00072
Personal Trust and Agency Accounts$35,000269
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$500,00047
Employee Benefit-defined Benefit Accounts$7,000130
Number non-managed other employee benefit and retirement-related accounts$634,00046
Corporate Trust and Agency Accounts$392,00060
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$678,00064
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