Home > Citibank > Number of Fiduciary and Related Asset Accounts

Citibank, Number of Fiduciary and Related Asset Accounts

2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$21,748,00027
Number of Managed Accounts$9,245,00028
Personal Trust and Agency Accounts$1,392,00039
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0250
Employee Benefit-defined Benefit Accounts$0174
Number of other employee benefit and retirement-related accounts$169,000220
Corporate Trust and Agency Accounts$1,00056
Number of managed investment management and investment advisory agency accounts$7,377,00017
Number of foundation and endowment trust and agency accounts, managed assets$217,00035
Other Fiduciary Accounts$89,00013
Memoranda
Fiduciary Accounts Held in Foreign Offices$4,043,0002
Number of Individual retirement, health savings, and similar accounts,managed assets$169,000217
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$12,503,00018
Personal Trust and Agency Accounts$4,014,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$33,000100
Employee Benefit-defined Benefit Accounts$0119
Number non-managed other employee benefit and retirement-related accounts$6,000234
Corporate Trust and Agency Accounts$1,784,00017
Number of investment management and advisory agency accounts, non-managed assets$6,000102
Number (#) individual retirement, health savings, and other similar accounts$13,00029
Other Fiduciary Accounts$6,647,0001
Memoranda
Custody and Safekeeping Accounts$277,781,00011
Fiduciary Accounts Held in Foreign Offices$262,849,0002
# of Individual retirement,health savings and similar accounts, non-managed asts$365,00038
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$21,363,00026
Number of Managed Accounts$9,598,00025
Personal Trust and Agency Accounts$1,382,00041
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0389
Employee Benefit-defined Benefit Accounts$0238
Number of other employee benefit and retirement-related accounts$169,000268
Corporate Trust and Agency Accounts$1,000112
Number of managed investment management and investment advisory agency accounts$7,768,00017
Number of foundation and endowment trust and agency accounts, managed assets$190,00040
Other Fiduciary Accounts$88,00015
Memoranda
Fiduciary Accounts Held in Foreign Offices$4,006,0002
Number of Individual retirement, health savings, and similar accounts,managed assets$169,000262
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$040
Number of Non-Managed Accounts$11,765,00017
Personal Trust and Agency Accounts$4,143,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$33,000103
Employee Benefit-defined Benefit Accounts$0144
Number non-managed other employee benefit and retirement-related accounts$9,000394
Corporate Trust and Agency Accounts$1,824,00017
Number of investment management and advisory agency accounts, non-managed assets$9,000123
Number (#) individual retirement, health savings, and other similar accounts$0188
Other Fiduciary Accounts$5,747,0001
Memoranda
Custody and Safekeeping Accounts$277,764,00011
Fiduciary Accounts Held in Foreign Offices$262,246,0002
# of Individual retirement,health savings and similar accounts, non-managed asts$369,00047
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$22,166,00026
Number of Managed Accounts$9,732,00025
Personal Trust and Agency Accounts$1,384,00041
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0249
Employee Benefit-defined Benefit Accounts$0174
Number of other employee benefit and retirement-related accounts$156,000223
Corporate Trust and Agency Accounts$1,00057
Number of managed investment management and investment advisory agency accounts$7,917,00015
Number of foundation and endowment trust and agency accounts, managed assets$189,00040
Other Fiduciary Accounts$85,00013
Memoranda
Fiduciary Accounts Held in Foreign Offices$4,187,0002
Number of Individual retirement, health savings, and similar accounts,managed assets$156,000221
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$12,434,00018
Personal Trust and Agency Accounts$4,136,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$33,000100
Employee Benefit-defined Benefit Accounts$0118
Number non-managed other employee benefit and retirement-related accounts$9,000213
Corporate Trust and Agency Accounts$1,808,00017
Number of investment management and advisory agency accounts, non-managed assets$9,00092
Number (#) individual retirement, health savings, and other similar accounts$0131
Other Fiduciary Accounts$6,439,0001
Memoranda
Custody and Safekeeping Accounts$273,244,00010
Fiduciary Accounts Held in Foreign Offices$259,137,0002
# of Individual retirement,health savings and similar accounts, non-managed asts$364,00037
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$23,040,00026
Number of Managed Accounts$9,562,00025
Personal Trust and Agency Accounts$1,366,00043
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0292
Employee Benefit-defined Benefit Accounts$0191
Number of other employee benefit and retirement-related accounts$148,000257
Corporate Trust and Agency Accounts$1,00061
Number of managed investment management and investment advisory agency accounts$7,770,00015
Number of foundation and endowment trust and agency accounts, managed assets$191,00040
Other Fiduciary Accounts$86,00014
Memoranda
Fiduciary Accounts Held in Foreign Offices$4,108,0002
Number of Individual retirement, health savings, and similar accounts,managed assets$148,000253
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$13,478,00019
Personal Trust and Agency Accounts$4,143,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$33,000102
Employee Benefit-defined Benefit Accounts$0128
Number non-managed other employee benefit and retirement-related accounts$9,000247
Corporate Trust and Agency Accounts$1,750,00017
Number of investment management and advisory agency accounts, non-managed assets$7,000114
Number (#) individual retirement, health savings, and other similar accounts$0146
Other Fiduciary Accounts$7,536,0001
Memoranda
Custody and Safekeeping Accounts$269,051,00010
Fiduciary Accounts Held in Foreign Offices$256,471,0002
# of Individual retirement,health savings and similar accounts, non-managed asts$358,00042
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$25,631,00026
Number of Managed Accounts$9,136,00026
Personal Trust and Agency Accounts$1,370,00042
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0257
Employee Benefit-defined Benefit Accounts$0176
Number of other employee benefit and retirement-related accounts$128,000238
Corporate Trust and Agency Accounts$1,00055
Number of managed investment management and investment advisory agency accounts$7,357,00017
Number of foundation and endowment trust and agency accounts, managed assets$193,00039
Other Fiduciary Accounts$87,00013
Memoranda
Fiduciary Accounts Held in Foreign Offices$3,872,0002
Number of Individual retirement, health savings, and similar accounts,managed assets$128,000237
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$16,495,00018
Personal Trust and Agency Accounts$4,232,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$33,000102
Employee Benefit-defined Benefit Accounts$0120
Number non-managed other employee benefit and retirement-related accounts$9,000218
Corporate Trust and Agency Accounts$1,702,00018
Number of investment management and advisory agency accounts, non-managed assets$8,00096
Number (#) individual retirement, health savings, and other similar accounts$0129
Other Fiduciary Accounts$10,511,0001
Memoranda
Custody and Safekeeping Accounts$260,748,00010
Fiduciary Accounts Held in Foreign Offices$251,703,0002
# of Individual retirement,health savings and similar accounts, non-managed asts$354,00041
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$28,572,00025
Number of Managed Accounts$8,437,00028
Personal Trust and Agency Accounts$1,386,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0401
Employee Benefit-defined Benefit Accounts$0247
Number of other employee benefit and retirement-related accounts$108,000318
Corporate Trust and Agency Accounts$1,000111
Number of managed investment management and investment advisory agency accounts$6,658,00019
Number of foundation and endowment trust and agency accounts, managed assets$197,00039
Other Fiduciary Accounts$87,00015
Memoranda
Fiduciary Accounts Held in Foreign Offices$3,380,0002
Number of Individual retirement, health savings, and similar accounts,managed assets$108,000309
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$044
Number of Non-Managed Accounts$20,135,00016
Personal Trust and Agency Accounts$4,249,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$33,000109
Employee Benefit-defined Benefit Accounts$0150
Number non-managed other employee benefit and retirement-related accounts$7,000437
Corporate Trust and Agency Accounts$1,645,00020
Number of investment management and advisory agency accounts, non-managed assets$7,000155
Number (#) individual retirement, health savings, and other similar accounts$1,000125
Other Fiduciary Accounts$14,193,0001
Memoranda
Custody and Safekeeping Accounts$260,442,0009
Fiduciary Accounts Held in Foreign Offices$255,549,0002
# of Individual retirement,health savings and similar accounts, non-managed asts$349,00054
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$32,234,00022
Number of Managed Accounts$8,073,00030
Personal Trust and Agency Accounts$1,398,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0256
Employee Benefit-defined Benefit Accounts$0178
Number of other employee benefit and retirement-related accounts$94,000253
Corporate Trust and Agency Accounts$1,00059
Number of managed investment management and investment advisory agency accounts$6,296,00019
Number of foundation and endowment trust and agency accounts, managed assets$196,00038
Other Fiduciary Accounts$88,00013
Memoranda
Fiduciary Accounts Held in Foreign Offices$3,144,0002
Number of Individual retirement, health savings, and similar accounts,managed assets$94,000249
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$24,161,00014
Personal Trust and Agency Accounts$4,248,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$32,000105
Employee Benefit-defined Benefit Accounts$0124
Number non-managed other employee benefit and retirement-related accounts$8,000230
Corporate Trust and Agency Accounts$1,626,00019
Number of investment management and advisory agency accounts, non-managed assets$9,00091
Number (#) individual retirement, health savings, and other similar accounts$1,00093
Other Fiduciary Accounts$18,237,0001
Memoranda
Custody and Safekeeping Accounts$252,829,0009
Fiduciary Accounts Held in Foreign Offices$252,539,0002
# of Individual retirement,health savings and similar accounts, non-managed asts$349,00041
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$33,291,00022
Number of Managed Accounts$7,868,00030
Personal Trust and Agency Accounts$1,393,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0293
Employee Benefit-defined Benefit Accounts$0197
Number of other employee benefit and retirement-related accounts$92,000289
Corporate Trust and Agency Accounts$1,00061
Number of managed investment management and investment advisory agency accounts$6,101,00019
Number of foundation and endowment trust and agency accounts, managed assets$196,00038
Other Fiduciary Accounts$85,00014
Memoranda
Fiduciary Accounts Held in Foreign Offices$3,062,0002
Number of Individual retirement, health savings, and similar accounts,managed assets$92,000282
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$25,423,00014
Personal Trust and Agency Accounts$4,286,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$32,000109
Employee Benefit-defined Benefit Accounts$0135
Number non-managed other employee benefit and retirement-related accounts$7,000265
Corporate Trust and Agency Accounts$1,580,00021
Number of investment management and advisory agency accounts, non-managed assets$8,000109
Number (#) individual retirement, health savings, and other similar accounts$1,000102
Other Fiduciary Accounts$19,509,0001
Memoranda
Custody and Safekeeping Accounts$248,887,00010
Fiduciary Accounts Held in Foreign Offices$250,117,0002
# of Individual retirement,health savings and similar accounts, non-managed asts$345,00047
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$33,159,00022
Number of Managed Accounts$7,873,00029
Personal Trust and Agency Accounts$1,392,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0257
Employee Benefit-defined Benefit Accounts$0180
Number of other employee benefit and retirement-related accounts$96,000251
Corporate Trust and Agency Accounts$1,00053
Number of managed investment management and investment advisory agency accounts$6,101,00020
Number of foundation and endowment trust and agency accounts, managed assets$196,00037
Other Fiduciary Accounts$87,00012
Memoranda
Fiduciary Accounts Held in Foreign Offices$3,093,0002
Number of Individual retirement, health savings, and similar accounts,managed assets$96,000244
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$25,286,00014
Personal Trust and Agency Accounts$4,376,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$32,000104
Employee Benefit-defined Benefit Accounts$0127
Number non-managed other employee benefit and retirement-related accounts$7,000234
Corporate Trust and Agency Accounts$1,555,00021
Number of investment management and advisory agency accounts, non-managed assets$8,00099
Number (#) individual retirement, health savings, and other similar accounts$1,00095
Other Fiduciary Accounts$19,307,0001
Memoranda
Custody and Safekeeping Accounts$241,166,00010
Fiduciary Accounts Held in Foreign Offices$242,137,0002
# of Individual retirement,health savings and similar accounts, non-managed asts$347,00046
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$34,357,00022
Number of Managed Accounts$7,845,00031
Personal Trust and Agency Accounts$1,405,00039
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0411
Employee Benefit-defined Benefit Accounts$0257
Number of other employee benefit and retirement-related accounts$94,000336
Corporate Trust and Agency Accounts$1,000113
Number of managed investment management and investment advisory agency accounts$6,059,00019
Number of foundation and endowment trust and agency accounts, managed assets$198,00038
Other Fiduciary Accounts$88,00015
Memoranda
Fiduciary Accounts Held in Foreign Offices$3,014,0002
Number of Individual retirement, health savings, and similar accounts,managed assets$94,000320
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$049
Number of Non-Managed Accounts$26,512,00014
Personal Trust and Agency Accounts$4,406,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$32,000117
Employee Benefit-defined Benefit Accounts$0156
Number non-managed other employee benefit and retirement-related accounts$6,000452
Corporate Trust and Agency Accounts$1,689,00020
Number of investment management and advisory agency accounts, non-managed assets$8,000151
Number (#) individual retirement, health savings, and other similar accounts$1,000125
Other Fiduciary Accounts$20,370,0001
Memoranda
Custody and Safekeeping Accounts$237,678,0009
Fiduciary Accounts Held in Foreign Offices$239,185,0002
# of Individual retirement,health savings and similar accounts, non-managed asts$334,00055
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$34,620,00021
Number of Managed Accounts$7,577,00031
Personal Trust and Agency Accounts$1,437,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0259
Employee Benefit-defined Benefit Accounts$0184
Number of other employee benefit and retirement-related accounts$88,000258
Corporate Trust and Agency Accounts$2,00052
Number of managed investment management and investment advisory agency accounts$5,762,00022
Number of foundation and endowment trust and agency accounts, managed assets$199,00037
Other Fiduciary Accounts$89,00013
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,896,0002
Number of Individual retirement, health savings, and similar accounts,managed assets$88,000253
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$27,043,00013
Personal Trust and Agency Accounts$4,395,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$33,000107
Employee Benefit-defined Benefit Accounts$0127
Number non-managed other employee benefit and retirement-related accounts$6,000248
Corporate Trust and Agency Accounts$1,465,00023
Number of investment management and advisory agency accounts, non-managed assets$57,00039
Number (#) individual retirement, health savings, and other similar accounts$1,000103
Other Fiduciary Accounts$21,086,0001
Memoranda
Custody and Safekeeping Accounts$234,054,0009
Fiduciary Accounts Held in Foreign Offices$237,550,0002
# of Individual retirement,health savings and similar accounts, non-managed asts$336,00043
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$35,961,00020
Number of Managed Accounts$7,534,00031
Personal Trust and Agency Accounts$1,496,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0283
Employee Benefit-defined Benefit Accounts$0197
Number of other employee benefit and retirement-related accounts$59,000307
Corporate Trust and Agency Accounts$2,00055
Number of managed investment management and investment advisory agency accounts$5,694,00022
Number of foundation and endowment trust and agency accounts, managed assets$197,00038
Other Fiduciary Accounts$86,00016
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,846,0002
Number of Individual retirement, health savings, and similar accounts,managed assets$59,000300
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$28,427,00012
Personal Trust and Agency Accounts$4,454,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$33,000112
Employee Benefit-defined Benefit Accounts$0133
Number non-managed other employee benefit and retirement-related accounts$6,000268
Corporate Trust and Agency Accounts$1,463,00023
Number of investment management and advisory agency accounts, non-managed assets$8,000116
Number (#) individual retirement, health savings, and other similar accounts$1,000109
Other Fiduciary Accounts$22,462,0001
Memoranda
Custody and Safekeeping Accounts$231,400,0009
Fiduciary Accounts Held in Foreign Offices$236,825,0002
# of Individual retirement,health savings and similar accounts, non-managed asts$317,00050
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$36,483,00019
Number of Managed Accounts$7,553,00031
Personal Trust and Agency Accounts$1,504,00039
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0282
Employee Benefit-defined Benefit Accounts$0197
Number of other employee benefit and retirement-related accounts$80,000291
Corporate Trust and Agency Accounts$2,00053
Number of managed investment management and investment advisory agency accounts$5,669,00021
Number of foundation and endowment trust and agency accounts, managed assets$199,00039
Other Fiduciary Accounts$99,00014
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,927,0002
Number of Individual retirement, health savings, and similar accounts,managed assets$80,000287
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$28,930,00012
Personal Trust and Agency Accounts$4,583,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$33,000113
Employee Benefit-defined Benefit Accounts$0135
Number non-managed other employee benefit and retirement-related accounts$6,000267
Corporate Trust and Agency Accounts$1,484,00023
Number of investment management and advisory agency accounts, non-managed assets$7,000121
Number (#) individual retirement, health savings, and other similar accounts$1,000111
Other Fiduciary Accounts$22,816,0001
Memoranda
Custody and Safekeeping Accounts$234,247,0008
Fiduciary Accounts Held in Foreign Offices$240,599,0002
# of Individual retirement,health savings and similar accounts, non-managed asts$307,00050
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$34,170,00020
Number of Managed Accounts$7,689,00031
Personal Trust and Agency Accounts$1,497,00039
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0425
Employee Benefit-defined Benefit Accounts$0267
Number of other employee benefit and retirement-related accounts$84,000351
Corporate Trust and Agency Accounts$2,00095
Number of managed investment management and investment advisory agency accounts$5,817,00021
Number of foundation and endowment trust and agency accounts, managed assets$200,00040
Other Fiduciary Accounts$89,00013
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,923,0002
Number of Individual retirement, health savings, and similar accounts,managed assets$84,000337
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$044
Number of Non-Managed Accounts$26,481,00011
Personal Trust and Agency Accounts$4,771,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$34,000115
Employee Benefit-defined Benefit Accounts$0168
Number non-managed other employee benefit and retirement-related accounts$6,000467
Corporate Trust and Agency Accounts$1,499,00024
Number of investment management and advisory agency accounts, non-managed assets$8,000159
Number (#) individual retirement, health savings, and other similar accounts$1,000129
Other Fiduciary Accounts$20,162,0001
Memoranda
Custody and Safekeeping Accounts$227,861,0008
Fiduciary Accounts Held in Foreign Offices$231,983,0002
# of Individual retirement,health savings and similar accounts, non-managed asts$292,00063
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$27,389,00023
Number of Managed Accounts$7,431,00031
Personal Trust and Agency Accounts$1,509,00039
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0287
Employee Benefit-defined Benefit Accounts$0200
Number of other employee benefit and retirement-related accounts$83,000288
Corporate Trust and Agency Accounts$2,00055
Number of managed investment management and investment advisory agency accounts$5,543,00023
Number of foundation and endowment trust and agency accounts, managed assets$201,00039
Other Fiduciary Accounts$93,00013
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,683,0002
Number of Individual retirement, health savings, and similar accounts,managed assets$83,000282
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$19,958,00015
Personal Trust and Agency Accounts$4,304,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$34,000113
Employee Benefit-defined Benefit Accounts$0135
Number non-managed other employee benefit and retirement-related accounts$5,000276
Corporate Trust and Agency Accounts$1,595,00022
Number of investment management and advisory agency accounts, non-managed assets$7,000122
Number (#) individual retirement, health savings, and other similar accounts$1,000105
Other Fiduciary Accounts$14,012,0001
Memoranda
Custody and Safekeeping Accounts$213,759,0007
Fiduciary Accounts Held in Foreign Offices$212,477,0002
# of Individual retirement,health savings and similar accounts, non-managed asts$292,00054
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$29,440,00022
Number of Managed Accounts$7,493,00031
Personal Trust and Agency Accounts$1,517,00039
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0290
Employee Benefit-defined Benefit Accounts$0205
Number of other employee benefit and retirement-related accounts$85,000286
Corporate Trust and Agency Accounts$2,00053
Number of managed investment management and investment advisory agency accounts$5,591,00022
Number of foundation and endowment trust and agency accounts, managed assets$206,00037
Other Fiduciary Accounts$92,00014
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,748,0002
Number of Individual retirement, health savings, and similar accounts,managed assets$85,000282
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$21,947,00013
Personal Trust and Agency Accounts$4,381,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$34,000111
Employee Benefit-defined Benefit Accounts$0137
Number non-managed other employee benefit and retirement-related accounts$6,000270
Corporate Trust and Agency Accounts$3,455,00012
Number of investment management and advisory agency accounts, non-managed assets$6,000124
Number (#) individual retirement, health savings, and other similar accounts$1,000106
Other Fiduciary Accounts$14,064,0001
Memoranda
Custody and Safekeeping Accounts$217,197,0007
Fiduciary Accounts Held in Foreign Offices$218,124,0002
# of Individual retirement,health savings and similar accounts, non-managed asts$285,00055
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$27,734,00023
Number of Managed Accounts$7,553,00031
Personal Trust and Agency Accounts$1,567,00039
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0292
Employee Benefit-defined Benefit Accounts$0204
Number of other employee benefit and retirement-related accounts$90,000282
Corporate Trust and Agency Accounts$2,00056
Number of managed investment management and investment advisory agency accounts$5,600,00021
Number of foundation and endowment trust and agency accounts, managed assets$208,00036
Other Fiduciary Accounts$86,00014
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,722,0002
Number of Individual retirement, health savings, and similar accounts,managed assets$90,000275
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$20,181,00015
Personal Trust and Agency Accounts$4,419,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$34,000111
Employee Benefit-defined Benefit Accounts$0137
Number non-managed other employee benefit and retirement-related accounts$6,000272
Corporate Trust and Agency Accounts$3,417,00013
Number of investment management and advisory agency accounts, non-managed assets$8,000115
Number (#) individual retirement, health savings, and other similar accounts$2,00090
Other Fiduciary Accounts$12,295,0002
Memoranda
Custody and Safekeeping Accounts$211,689,0007
Fiduciary Accounts Held in Foreign Offices$213,687,0002
# of Individual retirement,health savings and similar accounts, non-managed asts$342,00049
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$27,776,00023
Number of Managed Accounts$7,375,00033
Personal Trust and Agency Accounts$1,581,00039
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0440
Employee Benefit-defined Benefit Accounts$0275
Number of other employee benefit and retirement-related accounts$94,000328
Corporate Trust and Agency Accounts$2,000101
Number of managed investment management and investment advisory agency accounts$5,403,00023
Number of foundation and endowment trust and agency accounts, managed assets$209,00036
Other Fiduciary Accounts$86,00014
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,548,0002
Number of Individual retirement, health savings, and similar accounts,managed assets$94,000314
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$047
Number of Non-Managed Accounts$20,401,00015
Personal Trust and Agency Accounts$4,559,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$34,000114
Employee Benefit-defined Benefit Accounts$0165
Number non-managed other employee benefit and retirement-related accounts$6,000487
Corporate Trust and Agency Accounts$3,380,00013
Number of investment management and advisory agency accounts, non-managed assets$12,000126
Number (#) individual retirement, health savings, and other similar accounts$2,000101
Other Fiduciary Accounts$12,408,0002
Memoranda
Custody and Safekeeping Accounts$213,006,0007
Fiduciary Accounts Held in Foreign Offices$214,884,0002
# of Individual retirement,health savings and similar accounts, non-managed asts$309,00062
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$31,471,00021
Number of Managed Accounts$7,232,00033
Personal Trust and Agency Accounts$1,609,00038
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0290
Employee Benefit-defined Benefit Accounts$0206
Number of other employee benefit and retirement-related accounts$95,000275
Corporate Trust and Agency Accounts$2,00055
Number of managed investment management and investment advisory agency accounts$5,227,00023
Number of foundation and endowment trust and agency accounts, managed assets$212,00035
Other Fiduciary Accounts$87,00014
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,419,0002
Number of Individual retirement, health savings, and similar accounts,managed assets$95,000268
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$24,239,00014
Personal Trust and Agency Accounts$4,727,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$23,000139
Employee Benefit-defined Benefit Accounts$0132
Number non-managed other employee benefit and retirement-related accounts$7,000258
Corporate Trust and Agency Accounts$3,398,00014
Number of investment management and advisory agency accounts, non-managed assets$14,00088
Number (#) individual retirement, health savings, and other similar accounts$2,00092
Other Fiduciary Accounts$16,068,0002
Memoranda
Custody and Safekeeping Accounts$211,682,0007
Fiduciary Accounts Held in Foreign Offices$217,471,0002
# of Individual retirement,health savings and similar accounts, non-managed asts$314,00051
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$36,489,00020
Number of Managed Accounts$8,229,00030
Personal Trust and Agency Accounts$1,623,00038
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0295
Employee Benefit-defined Benefit Accounts$0205
Number of other employee benefit and retirement-related accounts$97,000274
Corporate Trust and Agency Accounts$2,00059
Number of managed investment management and investment advisory agency accounts$6,208,00017
Number of foundation and endowment trust and agency accounts, managed assets$210,00036
Other Fiduciary Accounts$89,00015
Memoranda
Fiduciary Accounts Held in Foreign Offices$3,310,0002
Number of Individual retirement, health savings, and similar accounts,managed assets$97,000265
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$28,260,00012
Personal Trust and Agency Accounts$5,736,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$22,000144
Employee Benefit-defined Benefit Accounts$0131
Number non-managed other employee benefit and retirement-related accounts$7,000257
Corporate Trust and Agency Accounts$3,449,00014
Number of investment management and advisory agency accounts, non-managed assets$14,00085
Number (#) individual retirement, health savings, and other similar accounts$2,00093
Other Fiduciary Accounts$19,030,0002
Memoranda
Custody and Safekeeping Accounts$218,760,0007
Fiduciary Accounts Held in Foreign Offices$228,854,0002
# of Individual retirement,health savings and similar accounts, non-managed asts$312,00051
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$34,973,00020
Number of Managed Accounts$7,033,00033
Personal Trust and Agency Accounts$1,703,00037
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0299
Employee Benefit-defined Benefit Accounts$0208
Number of other employee benefit and retirement-related accounts$99,000272
Corporate Trust and Agency Accounts$13,00028
Number of managed investment management and investment advisory agency accounts$4,913,00021
Number of foundation and endowment trust and agency accounts, managed assets$212,00035
Other Fiduciary Accounts$93,00017
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,082,0002
Number of Individual retirement, health savings, and similar accounts,managed assets$99,000265
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$27,940,00012
Personal Trust and Agency Accounts$3,947,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$22,000141
Employee Benefit-defined Benefit Accounts$0131
Number non-managed other employee benefit and retirement-related accounts$6,000269
Corporate Trust and Agency Accounts$3,402,00014
Number of investment management and advisory agency accounts, non-managed assets$10,00094
Number (#) individual retirement, health savings, and other similar accounts$2,00092
Other Fiduciary Accounts$20,551,0002
Memoranda
Custody and Safekeeping Accounts$217,180,0007
Fiduciary Accounts Held in Foreign Offices$226,956,0002
# of Individual retirement,health savings and similar accounts, non-managed asts$314,00051
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$38,160,00019
Number of Managed Accounts$8,408,00029
Personal Trust and Agency Accounts$1,698,00037
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0456
Employee Benefit-defined Benefit Accounts$0281
Number of other employee benefit and retirement-related accounts$103,000309
Corporate Trust and Agency Accounts$66,00016
Number of managed investment management and investment advisory agency accounts$6,237,00017
Number of foundation and endowment trust and agency accounts, managed assets$213,00035
Other Fiduciary Accounts$91,00016
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,141,0002
Number of Individual retirement, health savings, and similar accounts,managed assets$103,000292
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$055
Number of Non-Managed Accounts$29,752,00012
Personal Trust and Agency Accounts$4,168,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$20,000152
Employee Benefit-defined Benefit Accounts$0167
Number non-managed other employee benefit and retirement-related accounts$6,000507
Corporate Trust and Agency Accounts$3,402,00014
Number of investment management and advisory agency accounts, non-managed assets$17,00091
Number (#) individual retirement, health savings, and other similar accounts$2,00099
Other Fiduciary Accounts$22,137,0002
Memoranda
Custody and Safekeeping Accounts$247,455,0007
Fiduciary Accounts Held in Foreign Offices$260,528,0001
# of Individual retirement,health savings and similar accounts, non-managed asts$271,00065
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$38,242,00019
Number of Managed Accounts$8,528,00029
Personal Trust and Agency Accounts$1,722,00037
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0301
Employee Benefit-defined Benefit Accounts$0214
Number of other employee benefit and retirement-related accounts$108,000258
Corporate Trust and Agency Accounts$108,00011
Number of managed investment management and investment advisory agency accounts$6,284,00017
Number of foundation and endowment trust and agency accounts, managed assets$213,00035
Other Fiduciary Accounts$93,00016
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,218,0002
Number of Individual retirement, health savings, and similar accounts,managed assets$108,000245
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$29,714,00012
Personal Trust and Agency Accounts$5,075,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$20,000145
Employee Benefit-defined Benefit Accounts$0139
Number non-managed other employee benefit and retirement-related accounts$6,000272
Corporate Trust and Agency Accounts$3,375,00014
Number of investment management and advisory agency accounts, non-managed assets$17,00074
Number (#) individual retirement, health savings, and other similar accounts$2,00091
Other Fiduciary Accounts$21,219,0002
Memoranda
Custody and Safekeeping Accounts$237,468,0007
Fiduciary Accounts Held in Foreign Offices$250,528,0002
# of Individual retirement,health savings and similar accounts, non-managed asts$275,00051
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$39,159,00018
Number of Managed Accounts$8,809,00029
Personal Trust and Agency Accounts$1,812,00036
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0306
Employee Benefit-defined Benefit Accounts$0220
Number of other employee benefit and retirement-related accounts$106,000263
Corporate Trust and Agency Accounts$171,0009
Number of managed investment management and investment advisory agency accounts$6,412,00015
Number of foundation and endowment trust and agency accounts, managed assets$216,00033
Other Fiduciary Accounts$92,00015
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,366,0002
Number of Individual retirement, health savings, and similar accounts,managed assets$106,000252
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$30,350,00011
Personal Trust and Agency Accounts$5,107,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$20,000146
Employee Benefit-defined Benefit Accounts$0139
Number non-managed other employee benefit and retirement-related accounts$7,000267
Corporate Trust and Agency Accounts$3,373,00014
Number of investment management and advisory agency accounts, non-managed assets$19,00075
Number (#) individual retirement, health savings, and other similar accounts$2,00092
Other Fiduciary Accounts$21,822,0002
Memoranda
Custody and Safekeeping Accounts$232,753,0007
Fiduciary Accounts Held in Foreign Offices$247,206,0002
# of Individual retirement,health savings and similar accounts, non-managed asts$47,000159
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$38,764,00018
Number of Managed Accounts$9,145,00028
Personal Trust and Agency Accounts$2,000,00033
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0307
Employee Benefit-defined Benefit Accounts$0220
Number of other employee benefit and retirement-related accounts$40,000324
Corporate Trust and Agency Accounts$12,00031
Number of managed investment management and investment advisory agency accounts$6,611,00014
Number of foundation and endowment trust and agency accounts, managed assets$215,00034
Other Fiduciary Accounts$267,0004
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,546,0002
Number of Individual retirement, health savings, and similar accounts,managed assets$40,000311
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$29,619,00012
Personal Trust and Agency Accounts$5,165,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$20,000148
Employee Benefit-defined Benefit Accounts$0138
Number non-managed other employee benefit and retirement-related accounts$7,000263
Corporate Trust and Agency Accounts$3,395,00014
Number of investment management and advisory agency accounts, non-managed assets$25,00059
Number (#) individual retirement, health savings, and other similar accounts$2,00098
Other Fiduciary Accounts$21,005,0002
Memoranda
Custody and Safekeeping Accounts$231,593,0007
Fiduciary Accounts Held in Foreign Offices$245,529,0002
# of Individual retirement,health savings and similar accounts, non-managed asts$48,000154
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$43,064,00016
Number of Managed Accounts$9,352,00027
Personal Trust and Agency Accounts$2,120,00031
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0476
Employee Benefit-defined Benefit Accounts$0299
Number of other employee benefit and retirement-related accounts$39,000443
Corporate Trust and Agency Accounts$12,00046
Number of managed investment management and investment advisory agency accounts$6,775,00014
Number of foundation and endowment trust and agency accounts, managed assets$130,00048
Other Fiduciary Accounts$276,0004
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,650,0002
Number of Individual retirement, health savings, and similar accounts,managed assets$39,000419
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$060
Number of Non-Managed Accounts$33,712,00011
Personal Trust and Agency Accounts$5,254,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0464
Employee Benefit-defined Benefit Accounts$0175
Number non-managed other employee benefit and retirement-related accounts$24,000331
Corporate Trust and Agency Accounts$3,348,00014
Number of investment management and advisory agency accounts, non-managed assets$36,00056
Number (#) individual retirement, health savings, and other similar accounts$0210
Other Fiduciary Accounts$25,050,0002
Memoranda
Custody and Safekeeping Accounts$227,314,0007
Fiduciary Accounts Held in Foreign Offices$245,783,0002
# of Individual retirement,health savings and similar accounts, non-managed asts$70,000194
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$43,333,00016
Number of Managed Accounts$9,599,00027
Personal Trust and Agency Accounts$2,528,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0306
Employee Benefit-defined Benefit Accounts$0218
Number of other employee benefit and retirement-related accounts$39,000323
Corporate Trust and Agency Accounts$12,00032
Number of managed investment management and investment advisory agency accounts$6,599,00014
Number of foundation and endowment trust and agency accounts, managed assets$141,00043
Other Fiduciary Accounts$280,0005
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,671,0002
Number of Individual retirement, health savings, and similar accounts,managed assets$39,000309
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$33,734,00011
Personal Trust and Agency Accounts$5,220,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0286
Employee Benefit-defined Benefit Accounts$0142
Number non-managed other employee benefit and retirement-related accounts$24,000179
Corporate Trust and Agency Accounts$3,255,00014
Number of investment management and advisory agency accounts, non-managed assets$51,00035
Number (#) individual retirement, health savings, and other similar accounts$17,00031
Other Fiduciary Accounts$25,167,0002
Memoranda
Custody and Safekeeping Accounts$227,377,0008
Fiduciary Accounts Held in Foreign Offices$246,164,0002
# of Individual retirement,health savings and similar accounts, non-managed asts$66,000129
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$45,003,00016
Number of Managed Accounts$9,522,00028
Personal Trust and Agency Accounts$2,519,00029
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0311
Employee Benefit-defined Benefit Accounts$0218
Number of other employee benefit and retirement-related accounts$40,000326
Corporate Trust and Agency Accounts$12,00035
Number of managed investment management and investment advisory agency accounts$6,529,00014
Number of foundation and endowment trust and agency accounts, managed assets$141,00043
Other Fiduciary Accounts$281,0007
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,670,0002
Number of Individual retirement, health savings, and similar accounts,managed assets$40,000305
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$35,481,0009
Personal Trust and Agency Accounts$5,270,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0290
Employee Benefit-defined Benefit Accounts$0141
Number non-managed other employee benefit and retirement-related accounts$24,000178
Corporate Trust and Agency Accounts$3,344,00014
Number of investment management and advisory agency accounts, non-managed assets$55,00034
Number (#) individual retirement, health savings, and other similar accounts$18,00031
Other Fiduciary Accounts$26,770,0001
Memoranda
Custody and Safekeeping Accounts$224,195,0008
Fiduciary Accounts Held in Foreign Offices$245,240,0002
# of Individual retirement,health savings and similar accounts, non-managed asts$68,000125
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$45,199,00015
Number of Managed Accounts$9,698,00027
Personal Trust and Agency Accounts$2,528,00029
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0310
Employee Benefit-defined Benefit Accounts$0219
Number of other employee benefit and retirement-related accounts$34,000328
Corporate Trust and Agency Accounts$13,00032
Number of managed investment management and investment advisory agency accounts$6,704,00014
Number of foundation and endowment trust and agency accounts, managed assets$151,00043
Other Fiduciary Accounts$268,0005
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,630,0002
Number of Individual retirement, health savings, and similar accounts,managed assets$34,000310
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$35,501,00010
Personal Trust and Agency Accounts$5,232,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0288
Employee Benefit-defined Benefit Accounts$0139
Number non-managed other employee benefit and retirement-related accounts$24,000186
Corporate Trust and Agency Accounts$3,177,00015
Number of investment management and advisory agency accounts, non-managed assets$56,00035
Number (#) individual retirement, health savings, and other similar accounts$7,00053
Other Fiduciary Accounts$27,005,0002
Memoranda
Custody and Safekeeping Accounts$223,365,0008
Fiduciary Accounts Held in Foreign Offices$244,364,0002
# of Individual retirement,health savings and similar accounts, non-managed asts$67,000133
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$46,667,00015
Number of Managed Accounts$9,957,00027
Personal Trust and Agency Accounts$2,517,00029
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0488
Employee Benefit-defined Benefit Accounts$0307
Number of other employee benefit and retirement-related accounts$37,000446
Corporate Trust and Agency Accounts$13,00043
Number of managed investment management and investment advisory agency accounts$6,830,00014
Number of foundation and endowment trust and agency accounts, managed assets$154,00042
Other Fiduciary Accounts$406,0004
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,782,0002
Number of Individual retirement, health savings, and similar accounts,managed assets$37,000421
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$14,00052
Number of Non-Managed Accounts$36,710,00010
Personal Trust and Agency Accounts$5,202,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0495
Employee Benefit-defined Benefit Accounts$0180
Number non-managed other employee benefit and retirement-related accounts$24,000338
Corporate Trust and Agency Accounts$3,219,00015
Number of investment management and advisory agency accounts, non-managed assets$57,00036
Number (#) individual retirement, health savings, and other similar accounts$7,00059
Other Fiduciary Accounts$28,201,0002
Memoranda
Custody and Safekeeping Accounts$227,524,0008
Fiduciary Accounts Held in Foreign Offices$249,670,0002
# of Individual retirement,health savings and similar accounts, non-managed asts$101,000165
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$50,088,00013
Number of Managed Accounts$10,157,00026
Personal Trust and Agency Accounts$2,639,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0307
Employee Benefit-defined Benefit Accounts$0224
Number of other employee benefit and retirement-related accounts$35,000328
Corporate Trust and Agency Accounts$13,00031
Number of managed investment management and investment advisory agency accounts$7,016,00015
Number of foundation and endowment trust and agency accounts, managed assets$152,00041
Other Fiduciary Accounts$302,0005
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,813,0002
Number of Individual retirement, health savings, and similar accounts,managed assets$35,000307
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$39,931,00010
Personal Trust and Agency Accounts$5,412,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0293
Employee Benefit-defined Benefit Accounts$0143
Number non-managed other employee benefit and retirement-related accounts$25,000179
Corporate Trust and Agency Accounts$3,323,00014
Number of investment management and advisory agency accounts, non-managed assets$52,00037
Number (#) individual retirement, health savings, and other similar accounts$7,00053
Other Fiduciary Accounts$31,112,0002
Memoranda
Custody and Safekeeping Accounts$211,103,0008
Fiduciary Accounts Held in Foreign Offices$236,455,0002
# of Individual retirement,health savings and similar accounts, non-managed asts$82,000119
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$49,720,00015
Number of Managed Accounts$10,142,00025
Personal Trust and Agency Accounts$2,663,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0311
Employee Benefit-defined Benefit Accounts$0227
Number of other employee benefit and retirement-related accounts$35,000322
Corporate Trust and Agency Accounts$13,00030
Number of managed investment management and investment advisory agency accounts$6,965,00015
Number of foundation and endowment trust and agency accounts, managed assets$152,00040
Other Fiduciary Accounts$314,0005
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,861,0002
Number of Individual retirement, health savings, and similar accounts,managed assets$35,000302
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$39,578,00011
Personal Trust and Agency Accounts$5,329,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0296
Employee Benefit-defined Benefit Accounts$0143
Number non-managed other employee benefit and retirement-related accounts$29,000167
Corporate Trust and Agency Accounts$3,220,00015
Number of investment management and advisory agency accounts, non-managed assets$50,00037
Number (#) individual retirement, health savings, and other similar accounts$7,00052
Other Fiduciary Accounts$30,943,0002
Memoranda
Custody and Safekeeping Accounts$222,152,0008
Fiduciary Accounts Held in Foreign Offices$248,842,0002
# of Individual retirement,health savings and similar accounts, non-managed asts$92,000113
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$48,707,00017
Number of Managed Accounts$9,957,00025
Personal Trust and Agency Accounts$2,660,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0315
Employee Benefit-defined Benefit Accounts$0230
Number of other employee benefit and retirement-related accounts$34,000329
Corporate Trust and Agency Accounts$13,00031
Number of managed investment management and investment advisory agency accounts$6,773,00015
Number of foundation and endowment trust and agency accounts, managed assets$150,00041
Other Fiduciary Accounts$327,0007
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,789,0002
Number of Individual retirement, health savings, and similar accounts,managed assets$34,000308
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$38,750,00012
Personal Trust and Agency Accounts$5,281,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0298
Employee Benefit-defined Benefit Accounts$0145
Number non-managed other employee benefit and retirement-related accounts$30,000167
Corporate Trust and Agency Accounts$3,125,00015
Number of investment management and advisory agency accounts, non-managed assets$52,00037
Number (#) individual retirement, health savings, and other similar accounts$7,00049
Other Fiduciary Accounts$30,255,0002
Memoranda
Custody and Safekeeping Accounts$215,561,0008
Fiduciary Accounts Held in Foreign Offices$240,994,0001
# of Individual retirement,health savings and similar accounts, non-managed asts$78,000125
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$46,198,00018
Number of Managed Accounts$9,985,00024
Personal Trust and Agency Accounts$2,697,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0514
Employee Benefit-defined Benefit Accounts$0320
Number of other employee benefit and retirement-related accounts$32,000455
Corporate Trust and Agency Accounts$13,00044
Number of managed investment management and investment advisory agency accounts$6,760,00014
Number of foundation and endowment trust and agency accounts, managed assets$149,00040
Other Fiduciary Accounts$334,0005
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,738,0002
Number of Individual retirement, health savings, and similar accounts,managed assets$32,000420
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$066
Number of Non-Managed Accounts$36,213,00013
Personal Trust and Agency Accounts$5,448,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0516
Employee Benefit-defined Benefit Accounts$0188
Number non-managed other employee benefit and retirement-related accounts$30,000298
Corporate Trust and Agency Accounts$3,119,00015
Number of investment management and advisory agency accounts, non-managed assets$50,00040
Number (#) individual retirement, health savings, and other similar accounts$7,00056
Other Fiduciary Accounts$27,559,0002
Memoranda
Custody and Safekeeping Accounts$202,783,0008
Fiduciary Accounts Held in Foreign Offices$225,598,0002
# of Individual retirement,health savings and similar accounts, non-managed asts$77,000198
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$42,093,00018
Number of Managed Accounts$10,271,00023
Personal Trust and Agency Accounts$2,948,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0302
Employee Benefit-defined Benefit Accounts$0220
Number of other employee benefit and retirement-related accounts$34,000307
Corporate Trust and Agency Accounts$12,00030
Number of managed investment management and investment advisory agency accounts$6,806,00015
Number of foundation and endowment trust and agency accounts, managed assets$148,00040
Other Fiduciary Accounts$323,0004
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,672,0002
Number of Individual retirement, health savings, and similar accounts,managed assets$34,000289
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$31,822,00013
Personal Trust and Agency Accounts$5,345,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0294
Employee Benefit-defined Benefit Accounts$0142
Number non-managed other employee benefit and retirement-related accounts$29,000170
Corporate Trust and Agency Accounts$3,196,00013
Number of investment management and advisory agency accounts, non-managed assets$16,00077
Number (#) individual retirement, health savings, and other similar accounts$9,00043
Other Fiduciary Accounts$23,227,0002
Memoranda
Custody and Safekeeping Accounts$204,967,0009
Fiduciary Accounts Held in Foreign Offices$223,762,0001
# of Individual retirement,health savings and similar accounts, non-managed asts$76,000126
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$37,390,00019
Number of Managed Accounts$10,178,00023
Personal Trust and Agency Accounts$2,957,00026
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0304
Employee Benefit-defined Benefit Accounts$0220
Number of other employee benefit and retirement-related accounts$32,000310
Corporate Trust and Agency Accounts$12,00033
Number of managed investment management and investment advisory agency accounts$6,684,00015
Number of foundation and endowment trust and agency accounts, managed assets$145,00041
Other Fiduciary Accounts$348,0004
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,642,0002
Number of Individual retirement, health savings, and similar accounts,managed assets$32,000286
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$27,212,00015
Personal Trust and Agency Accounts$5,527,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0294
Employee Benefit-defined Benefit Accounts$0145
Number non-managed other employee benefit and retirement-related accounts$32,000164
Corporate Trust and Agency Accounts$3,133,00013
Number of investment management and advisory agency accounts, non-managed assets$19,00074
Number (#) individual retirement, health savings, and other similar accounts$9,00042
Other Fiduciary Accounts$18,492,0003
Memoranda
Custody and Safekeeping Accounts$206,923,0009
Fiduciary Accounts Held in Foreign Offices$220,160,0001
# of Individual retirement,health savings and similar accounts, non-managed asts$83,000125
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$36,849,00019
Number of Managed Accounts$11,759,00019
Personal Trust and Agency Accounts$5,408,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0304
Employee Benefit-defined Benefit Accounts$0219
Number of other employee benefit and retirement-related accounts$42,000302
Corporate Trust and Agency Accounts$12,00032
Number of managed investment management and investment advisory agency accounts$5,759,00015
Number of foundation and endowment trust and agency accounts, managed assets$173,00035
Other Fiduciary Accounts$365,0005
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,733,0002
Number of Individual retirement, health savings, and similar accounts,managed assets$37,000283
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$25,090,00015
Personal Trust and Agency Accounts$5,923,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0299
Employee Benefit-defined Benefit Accounts$0148
Number non-managed other employee benefit and retirement-related accounts$196,00057
Corporate Trust and Agency Accounts$2,817,00014
Number of investment management and advisory agency accounts, non-managed assets$27,00057
Number (#) individual retirement, health savings, and other similar accounts$5,00063
Other Fiduciary Accounts$16,122,0003
Memoranda
Custody and Safekeeping Accounts$200,987,0009
Fiduciary Accounts Held in Foreign Offices$212,902,0001
# of Individual retirement,health savings and similar accounts, non-managed asts$165,00082
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$36,536,00019
Number of Managed Accounts$11,510,00018
Personal Trust and Agency Accounts$5,666,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0531
Employee Benefit-defined Benefit Accounts$0330
Number of other employee benefit and retirement-related accounts$40,000433
Corporate Trust and Agency Accounts$12,00053
Number of managed investment management and investment advisory agency accounts$5,248,00016
Number of foundation and endowment trust and agency accounts, managed assets$171,00033
Other Fiduciary Accounts$373,0004
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,722,0002
Number of Individual retirement, health savings, and similar accounts,managed assets$36,000411
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$071
Number of Non-Managed Accounts$25,026,00015
Personal Trust and Agency Accounts$6,101,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$24,000172
Employee Benefit-defined Benefit Accounts$35,00039
Number non-managed other employee benefit and retirement-related accounts$57,000222
Corporate Trust and Agency Accounts$2,735,00015
Number of investment management and advisory agency accounts, non-managed assets$27,00069
Number (#) individual retirement, health savings, and other similar accounts$5,00066
Other Fiduciary Accounts$16,042,0003
Memoranda
Custody and Safekeeping Accounts$200,378,0009
Fiduciary Accounts Held in Foreign Offices$213,128,0001
# of Individual retirement,health savings and similar accounts, non-managed asts$2,000732
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$39,435,00018
Number of Managed Accounts$13,475,00017
Personal Trust and Agency Accounts$6,211,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0294
Employee Benefit-defined Benefit Accounts$0212
Number of other employee benefit and retirement-related accounts$51,000288
Corporate Trust and Agency Accounts$13,00028
Number of managed investment management and investment advisory agency accounts$6,656,00014
Number of foundation and endowment trust and agency accounts, managed assets$162,00032
Other Fiduciary Accounts$382,0004
Memoranda
Fiduciary Accounts Held in Foreign Offices$4,011,0002
Number of Individual retirement, health savings, and similar accounts,managed assets$48,000265
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$25,960,00015
Personal Trust and Agency Accounts$6,272,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$50,000105
Employee Benefit-defined Benefit Accounts$119,00022
Number non-managed other employee benefit and retirement-related accounts$89,00096
Corporate Trust and Agency Accounts$2,782,00016
Number of investment management and advisory agency accounts, non-managed assets$17,00074
Number (#) individual retirement, health savings, and other similar accounts$5,00062
Other Fiduciary Accounts$16,626,0003
Memoranda
Custody and Safekeeping Accounts$222,804,0009
Fiduciary Accounts Held in Foreign Offices$235,651,0001
# of Individual retirement,health savings and similar accounts, non-managed asts$2,000308
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$38,782,00018
Number of Managed Accounts$13,097,00016
Personal Trust and Agency Accounts$6,507,00014
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0295
Employee Benefit-defined Benefit Accounts$0214
Number of other employee benefit and retirement-related accounts$58,000278
Corporate Trust and Agency Accounts$13,00028
Number of managed investment management and investment advisory agency accounts$5,959,00013
Number of foundation and endowment trust and agency accounts, managed assets$174,00031
Other Fiduciary Accounts$386,0003
Memoranda
Fiduciary Accounts Held in Foreign Offices$3,549,0002
Number of Individual retirement, health savings, and similar accounts,managed assets$55,000259
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$25,685,00015
Personal Trust and Agency Accounts$6,371,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$81,00082
Employee Benefit-defined Benefit Accounts$182,00020
Number non-managed other employee benefit and retirement-related accounts$135,00074
Corporate Trust and Agency Accounts$2,976,00015
Number of investment management and advisory agency accounts, non-managed assets$46,00034
Number (#) individual retirement, health savings, and other similar accounts$5,00062
Other Fiduciary Accounts$15,889,0003
Memoranda
Custody and Safekeeping Accounts$223,717,0007
Fiduciary Accounts Held in Foreign Offices$236,157,0001
# of Individual retirement,health savings and similar accounts, non-managed asts$2,000312
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$38,071,00019
Number of Managed Accounts$15,821,00017
Personal Trust and Agency Accounts$6,628,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0295
Employee Benefit-defined Benefit Accounts$0213
Number of other employee benefit and retirement-related accounts$57,000277
Corporate Trust and Agency Accounts$13,00028
Number of managed investment management and investment advisory agency accounts$8,563,00010
Number of foundation and endowment trust and agency accounts, managed assets$174,00032
Other Fiduciary Accounts$386,0003
Memoranda
Fiduciary Accounts Held in Foreign Offices$6,329,0001
Number of Individual retirement, health savings, and similar accounts,managed assets$54,000259
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$22,250,00015
Personal Trust and Agency Accounts$6,324,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$80,00085
Employee Benefit-defined Benefit Accounts$222,00017
Number non-managed other employee benefit and retirement-related accounts$110,00090
Corporate Trust and Agency Accounts$2,588,00016
Number of investment management and advisory agency accounts, non-managed assets$42,00036
Number (#) individual retirement, health savings, and other similar accounts$5,00060
Other Fiduciary Accounts$12,879,0003
Memoranda
Custody and Safekeeping Accounts$221,999,0007
Fiduciary Accounts Held in Foreign Offices$230,666,0001
# of Individual retirement,health savings and similar accounts, non-managed asts$2,000311
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$32,170,00018
Number of Managed Accounts$14,699,00017
Personal Trust and Agency Accounts$6,723,00014
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0548
Employee Benefit-defined Benefit Accounts$0330
Number of other employee benefit and retirement-related accounts$56,000371
Corporate Trust and Agency Accounts$13,00053
Number of managed investment management and investment advisory agency accounts$7,360,00010
Number of foundation and endowment trust and agency accounts, managed assets$183,00030
Other Fiduciary Accounts$364,0003
Memoranda
Fiduciary Accounts Held in Foreign Offices$5,972,0001
Number of Individual retirement, health savings, and similar accounts,managed assets$53,000350
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$067
Number of Non-Managed Accounts$17,471,00014
Personal Trust and Agency Accounts$6,657,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$65,000104
Employee Benefit-defined Benefit Accounts$219,00016
Number non-managed other employee benefit and retirement-related accounts$96,000158
Corporate Trust and Agency Accounts$2,426,00017
Number of investment management and advisory agency accounts, non-managed assets$42,00047
Number (#) individual retirement, health savings, and other similar accounts$5,00062
Other Fiduciary Accounts$7,961,0002
Memoranda
Custody and Safekeeping Accounts$223,705,0009
Fiduciary Accounts Held in Foreign Offices$225,408,0001
# of Individual retirement,health savings and similar accounts, non-managed asts$2,000729
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$31,949,00020
Number of Managed Accounts$15,123,00018
Personal Trust and Agency Accounts$6,932,00014
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0293
Employee Benefit-defined Benefit Accounts$0220
Number of other employee benefit and retirement-related accounts$56,000275
Corporate Trust and Agency Accounts$12,00033
Number of managed investment management and investment advisory agency accounts$7,587,00011
Number of foundation and endowment trust and agency accounts, managed assets$163,00035
Other Fiduciary Accounts$373,0003
Memoranda
Fiduciary Accounts Held in Foreign Offices$5,564,0001
Number of Individual retirement, health savings, and similar accounts,managed assets$49,000257
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$16,826,00015
Personal Trust and Agency Accounts$6,714,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$56,000103
Employee Benefit-defined Benefit Accounts$177,00019
Number non-managed other employee benefit and retirement-related accounts$283,00044
Corporate Trust and Agency Accounts$2,768,00015
Number of investment management and advisory agency accounts, non-managed assets$42,00035
Number (#) individual retirement, health savings, and other similar accounts$2,00097
Other Fiduciary Accounts$6,784,0002
Memoranda
Custody and Safekeeping Accounts$224,119,0008
Fiduciary Accounts Held in Foreign Offices$231,420,0001
# of Individual retirement,health savings and similar accounts, non-managed asts$2,000312
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$31,012,00018
Number of Managed Accounts$14,759,00017
Personal Trust and Agency Accounts$6,889,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0299
Employee Benefit-defined Benefit Accounts$0223
Number of other employee benefit and retirement-related accounts$51,000279
Corporate Trust and Agency Accounts$13,00032
Number of managed investment management and investment advisory agency accounts$7,232,00011
Number of foundation and endowment trust and agency accounts, managed assets$157,00034
Other Fiduciary Accounts$417,0003
Memoranda
Fiduciary Accounts Held in Foreign Offices$5,414,0001
Number of Individual retirement, health savings, and similar accounts,managed assets$49,000257
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$16,253,00015
Personal Trust and Agency Accounts$6,484,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$44,000115
Employee Benefit-defined Benefit Accounts$167,00020
Number non-managed other employee benefit and retirement-related accounts$282,00047
Corporate Trust and Agency Accounts$2,715,00016
Number of investment management and advisory agency accounts, non-managed assets$40,00035
Number (#) individual retirement, health savings, and other similar accounts$2,00095
Other Fiduciary Accounts$6,519,0002
Memoranda
Custody and Safekeeping Accounts$222,903,0008
Fiduciary Accounts Held in Foreign Offices$225,120,0001
# of Individual retirement,health savings and similar accounts, non-managed asts$2,000313
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$28,763,00020
Number of Managed Accounts$14,549,00016
Personal Trust and Agency Accounts$6,874,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0306
Employee Benefit-defined Benefit Accounts$0230
Number of other employee benefit and retirement-related accounts$57,000274
Corporate Trust and Agency Accounts$13,00035
Number of managed investment management and investment advisory agency accounts$6,987,00010
Number of foundation and endowment trust and agency accounts, managed assets$149,00037
Other Fiduciary Accounts$469,0002
Memoranda
Fiduciary Accounts Held in Foreign Offices$5,140,0001
Number of Individual retirement, health savings, and similar accounts,managed assets$50,000254
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$14,214,00016
Personal Trust and Agency Accounts$5,920,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$38,000133
Employee Benefit-defined Benefit Accounts$148,00021
Number non-managed other employee benefit and retirement-related accounts$249,00048
Corporate Trust and Agency Accounts$1,496,00023
Number of investment management and advisory agency accounts, non-managed assets$37,00035
Number (#) individual retirement, health savings, and other similar accounts$0137
Other Fiduciary Accounts$6,326,0002
Memoranda
Custody and Safekeeping Accounts$220,449,0008
Fiduciary Accounts Held in Foreign Offices$220,752,0001
# of Individual retirement,health savings and similar accounts, non-managed asts$2,000315
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$34,239,00016
Number of Managed Accounts$14,592,00017
Personal Trust and Agency Accounts$6,905,00014
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0583
Employee Benefit-defined Benefit Accounts$0357
Number of other employee benefit and retirement-related accounts$48,000392
Corporate Trust and Agency Accounts$13,00062
Number of managed investment management and investment advisory agency accounts$7,514,00010
Number of foundation and endowment trust and agency accounts, managed assets$62,00077
Other Fiduciary Accounts$50,00019
Memoranda
Fiduciary Accounts Held in Foreign Offices$4,721,0001
Number of Individual retirement, health savings, and similar accounts,managed assets$44,000357
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$079
Number of Non-Managed Accounts$19,647,00015
Personal Trust and Agency Accounts$11,058,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$22,000188
Employee Benefit-defined Benefit Accounts$120,00023
Number non-managed other employee benefit and retirement-related accounts$234,00075
Corporate Trust and Agency Accounts$2,234,00017
Number of investment management and advisory agency accounts, non-managed assets$11,000120
Number (#) individual retirement, health savings, and other similar accounts$0201
Other Fiduciary Accounts$5,968,0003
Memoranda
Custody and Safekeeping Accounts$193,520,0008
Fiduciary Accounts Held in Foreign Offices$198,965,0001
# of Individual retirement,health savings and similar accounts, non-managed asts$2,000737
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$31,981,00017
Number of Managed Accounts$14,619,00015
Personal Trust and Agency Accounts$7,088,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0296
Employee Benefit-defined Benefit Accounts$0232
Number of other employee benefit and retirement-related accounts$51,000271
Corporate Trust and Agency Accounts$13,00033
Number of managed investment management and investment advisory agency accounts$7,256,00010
Number of foundation and endowment trust and agency accounts, managed assets$146,00036
Other Fiduciary Accounts$65,00018
Memoranda
Fiduciary Accounts Held in Foreign Offices$4,837,0001
Number of Individual retirement, health savings, and similar accounts,managed assets$46,000251
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$17,362,00015
Personal Trust and Agency Accounts$9,926,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000227
Employee Benefit-defined Benefit Accounts$16,00055
Number non-managed other employee benefit and retirement-related accounts$234,00051
Corporate Trust and Agency Accounts$1,463,00021
Number of investment management and advisory agency accounts, non-managed assets$11,00071
Number (#) individual retirement, health savings, and other similar accounts$0137
Other Fiduciary Accounts$5,707,0003
Memoranda
Custody and Safekeeping Accounts$192,803,0008
Fiduciary Accounts Held in Foreign Offices$195,215,0001
# of Individual retirement,health savings and similar accounts, non-managed asts$2,000299
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$31,949,00016
Number of Managed Accounts$14,831,00015
Personal Trust and Agency Accounts$7,337,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0299
Employee Benefit-defined Benefit Accounts$0230
Number of other employee benefit and retirement-related accounts$54,000269
Corporate Trust and Agency Accounts$13,00034
Number of managed investment management and investment advisory agency accounts$7,318,00010
Number of foundation and endowment trust and agency accounts, managed assets$59,00077
Other Fiduciary Accounts$50,00020
Memoranda
Fiduciary Accounts Held in Foreign Offices$4,778,0001
Number of Individual retirement, health savings, and similar accounts,managed assets$51,000236
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$17,118,00015
Personal Trust and Agency Accounts$9,587,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000234
Employee Benefit-defined Benefit Accounts$14,00060
Number non-managed other employee benefit and retirement-related accounts$236,00050
Corporate Trust and Agency Accounts$1,748,00019
Number of investment management and advisory agency accounts, non-managed assets$4,000115
Number (#) individual retirement, health savings, and other similar accounts$0133
Other Fiduciary Accounts$5,525,0003
Memoranda
Custody and Safekeeping Accounts$189,314,0008
Fiduciary Accounts Held in Foreign Offices$191,556,0001
# of Individual retirement,health savings and similar accounts, non-managed asts$2,000294
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$29,415,00019
Number of Managed Accounts$12,192,00016
Personal Trust and Agency Accounts$7,061,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0304
Employee Benefit-defined Benefit Accounts$0230
Number of other employee benefit and retirement-related accounts$56,000265
Corporate Trust and Agency Accounts$15,00033
Number of managed investment management and investment advisory agency accounts$4,952,00014
Number of foundation and endowment trust and agency accounts, managed assets$58,00075
Other Fiduciary Accounts$50,00022
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,107,0002
Number of Individual retirement, health savings, and similar accounts,managed assets$51,000234
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$17,223,00016
Personal Trust and Agency Accounts$10,009,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000244
Employee Benefit-defined Benefit Accounts$5,00074
Number non-managed other employee benefit and retirement-related accounts$238,00049
Corporate Trust and Agency Accounts$1,534,00020
Number of investment management and advisory agency accounts, non-managed assets$4,000104
Number (#) individual retirement, health savings, and other similar accounts$0136
Other Fiduciary Accounts$5,430,0003
Memoranda
Custody and Safekeeping Accounts$125,900,00012
Fiduciary Accounts Held in Foreign Offices$127,838,0002
# of Individual retirement,health savings and similar accounts, non-managed asts$2,000294
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$29,879,00019
Number of Managed Accounts$12,823,00018
Personal Trust and Agency Accounts$7,259,00014
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000413
Employee Benefit-defined Benefit Accounts$0372
Number of other employee benefit and retirement-related accounts$61,000358
Corporate Trust and Agency Accounts$20,00042
Number of managed investment management and investment advisory agency accounts$5,303,00013
Number of foundation and endowment trust and agency accounts, managed assets$58,00073
Other Fiduciary Accounts$120,00012
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,086,0002
Number of Individual retirement, health savings, and similar accounts,managed assets$0655
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$082
Number of Non-Managed Accounts$17,056,00016
Personal Trust and Agency Accounts$9,124,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000455
Employee Benefit-defined Benefit Accounts$3,000103
Number non-managed other employee benefit and retirement-related accounts$221,00080
Corporate Trust and Agency Accounts$3,504,00013
Number of investment management and advisory agency accounts, non-managed assets$4,000192
Number (#) individual retirement, health savings, and other similar accounts$0193
Other Fiduciary Accounts$4,199,0004
Memoranda
Custody and Safekeeping Accounts$124,156,00012
Fiduciary Accounts Held in Foreign Offices$124,385,0002
# of Individual retirement,health savings and similar accounts, non-managed asts$0800
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$30,666,00023
Number of Managed Accounts$13,315,00019
Personal Trust and Agency Accounts$7,357,00016
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000257
Employee Benefit-defined Benefit Accounts$0220
Number of other employee benefit and retirement-related accounts$52,000254
Corporate Trust and Agency Accounts$22,00027
Number of managed investment management and investment advisory agency accounts$5,762,00015
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$120,00021
Memoranda
Fiduciary Accounts Held in Foreign Offices$1,959,0003
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$17,351,00018
Personal Trust and Agency Accounts$9,248,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0288
Employee Benefit-defined Benefit Accounts$0156
Number non-managed other employee benefit and retirement-related accounts$353,00039
Corporate Trust and Agency Accounts$3,577,00012
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$4,173,0005
Memoranda
Custody and Safekeeping Accounts$125,460,00012
Fiduciary Accounts Held in Foreign Offices$124,616,0002
# 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$29,232,00024
Number of Managed Accounts$13,523,00018
Personal Trust and Agency Accounts$7,375,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000270
Employee Benefit-defined Benefit Accounts$0225
Number of other employee benefit and retirement-related accounts$57,000255
Corporate Trust and Agency Accounts$25,00026
Number of managed investment management and investment advisory agency accounts$5,843,00013
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$221,00013
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,058,0003
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$15,709,00018
Personal Trust and Agency Accounts$8,663,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0295
Employee Benefit-defined Benefit Accounts$0155
Number non-managed other employee benefit and retirement-related accounts$353,00041
Corporate Trust and Agency Accounts$3,230,00013
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$3,463,0007
Memoranda
Custody and Safekeeping Accounts$124,740,00012
Fiduciary Accounts Held in Foreign Offices$124,271,0002
# 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$48,963,00016
Number of Managed Accounts$31,566,00011
Personal Trust and Agency Accounts$7,074,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000269
Employee Benefit-defined Benefit Accounts$0227
Number of other employee benefit and retirement-related accounts$67,000252
Corporate Trust and Agency Accounts$25,00029
Number of managed investment management and investment advisory agency accounts$24,269,0003
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$129,00017
Memoranda
Fiduciary Accounts Held in Foreign Offices$27,613,0001
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$17,397,00017
Personal Trust and Agency Accounts$8,899,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0296
Employee Benefit-defined Benefit Accounts$0154
Number non-managed other employee benefit and retirement-related accounts$358,00043
Corporate Trust and Agency Accounts$2,683,00014
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$5,457,0005
Memoranda
Custody and Safekeeping Accounts$128,656,00011
Fiduciary Accounts Held in Foreign Offices$129,658,0002
# 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$56,314,00015
Number of Managed Accounts$32,835,00011
Personal Trust and Agency Accounts$7,142,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000435
Employee Benefit-defined Benefit Accounts$0371
Number of other employee benefit and retirement-related accounts$77,000323
Corporate Trust and Agency Accounts$27,00046
Number of managed investment management and investment advisory agency accounts$25,444,0002
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$143,00017
Memoranda
Fiduciary Accounts Held in Foreign Offices$28,415,0001
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$23,479,00016
Personal Trust and Agency Accounts$9,827,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000427
Employee Benefit-defined Benefit Accounts$73,00036
Number non-managed other employee benefit and retirement-related accounts$397,00057
Corporate Trust and Agency Accounts$7,380,0009
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$5,800,0005
Memoranda
Custody and Safekeeping Accounts$125,494,00013
Fiduciary Accounts Held in Foreign Offices$127,320,0002
# 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$57,534,00013
Number of Managed Accounts$29,997,00011
Personal Trust and Agency Accounts$7,092,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0322
Employee Benefit-defined Benefit Accounts$0235
Number of other employee benefit and retirement-related accounts$72,000261
Corporate Trust and Agency Accounts$28,00028
Number of managed investment management and investment advisory agency accounts$22,651,0003
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$154,00017
Memoranda
Fiduciary Accounts Held in Foreign Offices$25,344,0001
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$27,537,00013
Personal Trust and Agency Accounts$10,240,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$42,000133
Employee Benefit-defined Benefit Accounts$469,00012
Number non-managed other employee benefit and retirement-related accounts$462,00036
Corporate Trust and Agency Accounts$7,846,0009
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$8,478,0004
Memoranda
Custody and Safekeeping Accounts$127,574,00011
Fiduciary Accounts Held in Foreign Offices$133,125,0002
# 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$67,543,00013
Number of Managed Accounts$35,785,0007
Personal Trust and Agency Accounts$7,013,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0324
Employee Benefit-defined Benefit Accounts$0241
Number of other employee benefit and retirement-related accounts$73,000254
Corporate Trust and Agency Accounts$29,00031
Number of managed investment management and investment advisory agency accounts$12,049,0006
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$16,621,0001
Memoranda
Fiduciary Accounts Held in Foreign Offices$26,491,0001
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$31,758,00013
Personal Trust and Agency Accounts$10,151,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$81,00093
Employee Benefit-defined Benefit Accounts$528,00010
Number non-managed other employee benefit and retirement-related accounts$486,00037
Corporate Trust and Agency Accounts$7,443,0009
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$13,069,0005
Memoranda
Custody and Safekeeping Accounts$123,929,00011
Fiduciary Accounts Held in Foreign Offices$131,022,0002
# 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$66,160,00012
Number of Managed Accounts$33,745,0008
Personal Trust and Agency Accounts$6,990,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0327
Employee Benefit-defined Benefit Accounts$0240
Number of other employee benefit and retirement-related accounts$69,000263
Corporate Trust and Agency Accounts$29,00031
Number of managed investment management and investment advisory agency accounts$9,998,0008
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$16,659,0001
Memoranda
Fiduciary Accounts Held in Foreign Offices$25,968,0001
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$32,415,00012
Personal Trust and Agency Accounts$10,665,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$69,000104
Employee Benefit-defined Benefit Accounts$547,00011
Number non-managed other employee benefit and retirement-related accounts$487,00036
Corporate Trust and Agency Accounts$6,716,00010
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$13,931,0005
Memoranda
Custody and Safekeeping Accounts$199,467,0008
Fiduciary Accounts Held in Foreign Offices$205,230,0001
# 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$60,542,00014
Number of Managed Accounts$27,436,00011
Personal Trust and Agency Accounts$7,242,00018
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0667
Employee Benefit-defined Benefit Accounts$0397
Number of other employee benefit and retirement-related accounts$57,000365
Corporate Trust and Agency Accounts$30,00042
Number of managed investment management and investment advisory agency accounts$3,833,00023
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$16,274,0002
Memoranda
Fiduciary Accounts Held in Foreign Offices$17,980,0001
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$33,106,00012
Personal Trust and Agency Accounts$10,192,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$68,000124
Employee Benefit-defined Benefit Accounts$562,00012
Number non-managed other employee benefit and retirement-related accounts$497,00046
Corporate Trust and Agency Accounts$7,827,0009
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$13,960,0005
Memoranda
Custody and Safekeeping Accounts$201,393,0008
Fiduciary Accounts Held in Foreign Offices$207,049,0001
# 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$53,177,00014
Number of Managed Accounts$26,531,00011
Personal Trust and Agency Accounts$7,327,00016
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0317
Employee Benefit-defined Benefit Accounts$0235
Number of other employee benefit and retirement-related accounts$58,000259
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$3,100,00025
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$16,046,0002
Memoranda
Fiduciary Accounts Held in Foreign Offices$17,067,0001
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$26,646,00013
Personal Trust and Agency Accounts$8,146,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$69,000111
Employee Benefit-defined Benefit Accounts$569,00012
Number non-managed other employee benefit and retirement-related accounts$537,00033
Corporate Trust and Agency Accounts$4,345,00011
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$12,980,0005
Memoranda
Custody and Safekeeping Accounts$185,962,0009
Fiduciary Accounts Held in Foreign Offices$189,547,0001
# 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$30,216,00021
Number of Managed Accounts$10,751,00020
Personal Trust and Agency Accounts$7,030,00017
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0323
Employee Benefit-defined Benefit Accounts$0244
Number of other employee benefit and retirement-related accounts$59,000259
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$3,097,00023
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$565,00013
Memoranda
Fiduciary Accounts Held in Foreign Offices$1,612,0003
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$19,465,00017
Personal Trust and Agency Accounts$8,225,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$69,000116
Employee Benefit-defined Benefit Accounts$581,00011
Number non-managed other employee benefit and retirement-related accounts$518,00032
Corporate Trust and Agency Accounts$3,397,00012
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$6,675,0005
Memoranda
Custody and Safekeeping Accounts$163,147,00010
Fiduciary Accounts Held in Foreign Offices$162,063,0001
# 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$1,749,756,0003
Number of Managed Accounts$1,731,592,0001
Personal Trust and Agency Accounts$3,680,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0324
Employee Benefit-defined Benefit Accounts$0246
Number of other employee benefit and retirement-related accounts$9,000343
Corporate Trust and Agency Accounts$415,0002
Number of managed investment management and investment advisory agency accounts$1,727,356,0001
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$132,00019
Memoranda
Fiduciary Accounts Held in Foreign Offices$1,726,202,0001
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$18,164,00017
Personal Trust and Agency Accounts$7,139,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$70,000114
Employee Benefit-defined Benefit Accounts$610,00012
Number non-managed other employee benefit and retirement-related accounts$566,00032
Corporate Trust and Agency Accounts$3,433,00011
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$6,346,0005
Memoranda
Custody and Safekeeping Accounts$450,365,0006
Fiduciary Accounts Held in Foreign Offices$446,924,0001
# 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$1,674,196,0003
Number of Managed Accounts$1,658,297,0001
Personal Trust and Agency Accounts$3,793,00029
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0707
Employee Benefit-defined Benefit Accounts$0426
Number of other employee benefit and retirement-related accounts$9,000598
Corporate Trust and Agency Accounts$375,0003
Number of managed investment management and investment advisory agency accounts$1,653,984,0001
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$136,00019
Memoranda
Fiduciary Accounts Held in Foreign Offices$1,652,845,0001
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$15,899,00018
Personal Trust and Agency Accounts$8,021,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$16,000269
Employee Benefit-defined Benefit Accounts$73,00048
Number non-managed other employee benefit and retirement-related accounts$126,000147
Corporate Trust and Agency Accounts$1,783,00019
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$5,880,0005
Memoranda
Custody and Safekeeping Accounts$398,846,0006
Fiduciary Accounts Held in Foreign Offices$396,287,0001
# 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$1,613,805,0003
Number of Managed Accounts$1,597,248,0001
Personal Trust and Agency Accounts$3,887,00029
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0320
Employee Benefit-defined Benefit Accounts$0242
Number of other employee benefit and retirement-related accounts$9,000328
Corporate Trust and Agency Accounts$330,0004
Number of managed investment management and investment advisory agency accounts$1,592,993,0001
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$29,00039
Memoranda
Fiduciary Accounts Held in Foreign Offices$1,590,673,0001
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$16,557,00017
Personal Trust and Agency Accounts$8,334,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$73,000114
Employee Benefit-defined Benefit Accounts$16,00071
Number non-managed other employee benefit and retirement-related accounts$72,000125
Corporate Trust and Agency Accounts$1,708,00021
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$6,354,0005
Memoranda
Custody and Safekeeping Accounts$397,712,0006
Fiduciary Accounts Held in Foreign Offices$396,980,0001
# 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$1,599,103,0003
Number of Managed Accounts$1,582,790,0001
Personal Trust and Agency Accounts$3,994,00029
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000307
Employee Benefit-defined Benefit Accounts$0248
Number of other employee benefit and retirement-related accounts$9,000333
Corporate Trust and Agency Accounts$333,0004
Number of managed investment management and investment advisory agency accounts$1,578,431,0001
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$22,00051
Memoranda
Fiduciary Accounts Held in Foreign Offices$1,575,438,0001
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$16,313,00018
Personal Trust and Agency Accounts$8,380,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$16,000222
Employee Benefit-defined Benefit Accounts$74,00048
Number non-managed other employee benefit and retirement-related accounts$69,000128
Corporate Trust and Agency Accounts$1,692,00021
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$6,082,0005
Memoranda
Custody and Safekeeping Accounts$397,582,0006
Fiduciary Accounts Held in Foreign Offices$396,547,0001
# 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$1,597,893,0003
Number of Managed Accounts$1,581,278,0001
Personal Trust and Agency Accounts$3,946,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000296
Employee Benefit-defined Benefit Accounts$0249
Number of other employee benefit and retirement-related accounts$9,000342
Corporate Trust and Agency Accounts$376,0003
Number of managed investment management and investment advisory agency accounts$1,576,924,0001
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$21,00054
Memoranda
Fiduciary Accounts Held in Foreign Offices$1,574,541,0001
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$16,615,00017
Personal Trust and Agency Accounts$8,890,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$14,000231
Employee Benefit-defined Benefit Accounts$69,00046
Number non-managed other employee benefit and retirement-related accounts$77,000126
Corporate Trust and Agency Accounts$1,693,00021
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$5,872,0004
Memoranda
Custody and Safekeeping Accounts$395,684,0006
Fiduciary Accounts Held in Foreign Offices$395,611,0001
# 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$1,429,737,0003
Number of Managed Accounts$1,413,409,0001
Personal Trust and Agency Accounts$3,886,00037
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000534
Employee Benefit-defined Benefit Accounts$0446
Number of other employee benefit and retirement-related accounts$10,000597
Corporate Trust and Agency Accounts$376,0004
Number of managed investment management and investment advisory agency accounts$1,409,101,0001
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$34,00050
Memoranda
Fiduciary Accounts Held in Foreign Offices$1,408,059,0001
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$16,328,00017
Personal Trust and Agency Accounts$9,012,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$14,000303
Employee Benefit-defined Benefit Accounts$76,00046
Number non-managed other employee benefit and retirement-related accounts$76,000213
Corporate Trust and Agency Accounts$1,688,00021
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$5,462,0004
Memoranda
Custody and Safekeeping Accounts$393,517,0005
Fiduciary Accounts Held in Foreign Offices$393,167,0001
# 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$1,402,771,0003
Number of Managed Accounts$1,386,470,0001
Personal Trust and Agency Accounts$3,860,00034
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000258
Employee Benefit-defined Benefit Accounts$0246
Number of other employee benefit and retirement-related accounts$10,000323
Corporate Trust and Agency Accounts$391,0004
Number of managed investment management and investment advisory agency accounts$1,381,963,0001
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$240,00019
Memoranda
Fiduciary Accounts Held in Foreign Offices$1,380,890,0001
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$16,301,00017
Personal Trust and Agency Accounts$9,261,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000249
Employee Benefit-defined Benefit Accounts$67,00046
Number non-managed other employee benefit and retirement-related accounts$4,000276
Corporate Trust and Agency Accounts$1,692,00020
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$5,268,0004
Memoranda
Custody and Safekeeping Accounts$387,925,0005
Fiduciary Accounts Held in Foreign Offices$387,899,0001
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,775,532,0003
Number of Managed Accounts$2,758,178,0001
Personal Trust and Agency Accounts$3,922,00033
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000261
Employee Benefit-defined Benefit Accounts$11,00089
Number of other employee benefit and retirement-related accounts$10,000336
Corporate Trust and Agency Accounts$44,00026
Number of managed investment management and investment advisory agency accounts$2,753,941,0001
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$243,00018
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,752,519,0001
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$17,354,00016
Personal Trust and Agency Accounts$9,068,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0346
Employee Benefit-defined Benefit Accounts$1,407,0006
Number non-managed other employee benefit and retirement-related accounts$4,000292
Corporate Trust and Agency Accounts$1,732,00020
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$5,143,0005
Memoranda
Custody and Safekeeping Accounts$384,669,0005
Fiduciary Accounts Held in Foreign Offices$385,936,0001
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,770,517,0003
Number of Managed Accounts$2,752,669,0001
Personal Trust and Agency Accounts$3,900,00034
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000262
Employee Benefit-defined Benefit Accounts$48,00041
Number of other employee benefit and retirement-related accounts$10,000333
Corporate Trust and Agency Accounts$47,00025
Number of managed investment management and investment advisory agency accounts$2,748,408,0001
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$249,00019
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,746,985,0001
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$17,848,00017
Personal Trust and Agency Accounts$9,015,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0342
Employee Benefit-defined Benefit Accounts$1,394,0006
Number non-managed other employee benefit and retirement-related accounts$7,000267
Corporate Trust and Agency Accounts$1,722,00020
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$5,710,0004
Memoranda
Custody and Safekeeping Accounts$385,461,0005
Fiduciary Accounts Held in Foreign Offices$386,783,0001
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,647,864,0003
Number of Managed Accounts$2,629,792,0001
Personal Trust and Agency Accounts$3,866,00037
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000390
Employee Benefit-defined Benefit Accounts$65,00035
Number of other employee benefit and retirement-related accounts$11,000560
Corporate Trust and Agency Accounts$52,00031
Number of managed investment management and investment advisory agency accounts$2,625,536,0001
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$255,00020
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,624,164,0001
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$18,072,00018
Personal Trust and Agency Accounts$9,781,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0701
Employee Benefit-defined Benefit Accounts$1,225,0007
Number non-managed other employee benefit and retirement-related accounts$7,000612
Corporate Trust and Agency Accounts$1,722,00020
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$5,337,0004
Memoranda
Custody and Safekeeping Accounts$380,290,0005
Fiduciary Accounts Held in Foreign Offices$382,186,0001
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,654,393,0003
Number of Managed Accounts$2,606,718,0001
Personal Trust and Agency Accounts$3,949,00035
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000257
Employee Benefit-defined Benefit Accounts$70,00035
Number of other employee benefit and retirement-related accounts$5,000336
Corporate Trust and Agency Accounts$62,00021
Number of managed investment management and investment advisory agency accounts$2,602,372,0001
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$253,00017
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,600,994,0001
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$47,675,00010
Personal Trust and Agency Accounts$40,390,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0334
Employee Benefit-defined Benefit Accounts$1,309,0007
Number non-managed other employee benefit and retirement-related accounts$3,000293
Corporate Trust and Agency Accounts$1,717,00018
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$4,256,0006
Memoranda
Custody and Safekeeping Accounts$375,365,0006
Fiduciary Accounts Held in Foreign Offices$410,067,0001
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,643,456,0003
Number of Managed Accounts$2,595,401,0001
Personal Trust and Agency Accounts$4,010,00035
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000260
Employee Benefit-defined Benefit Accounts$69,00036
Number of other employee benefit and retirement-related accounts$2,000346
Corporate Trust and Agency Accounts$69,00022
Number of managed investment management and investment advisory agency accounts$2,591,000,0001
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$244,00017
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,587,353,0001
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$48,055,00011
Personal Trust and Agency Accounts$40,511,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0343
Employee Benefit-defined Benefit Accounts$1,678,0005
Number non-managed other employee benefit and retirement-related accounts$8,000264
Corporate Trust and Agency Accounts$1,749,00018
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$4,109,0006
Memoranda
Custody and Safekeeping Accounts$380,799,0006
Fiduciary Accounts Held in Foreign Offices$413,452,0001
# 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$3,127,352,0003
Number of Managed Accounts$3,081,834,0001
Personal Trust and Agency Accounts$3,792,00036
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000267
Employee Benefit-defined Benefit Accounts$68,00036
Number of other employee benefit and retirement-related accounts$2,000354
Corporate Trust and Agency Accounts$0110
Number of managed investment management and investment advisory agency accounts$3,077,729,0001
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$236,00018
Memoranda
Fiduciary Accounts Held in Foreign Offices$3,075,676,0001
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$45,518,00011
Personal Trust and Agency Accounts$38,119,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0347
Employee Benefit-defined Benefit Accounts$1,684,0005
Number non-managed other employee benefit and retirement-related accounts$8,000263
Corporate Trust and Agency Accounts$1,448,00023
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$4,259,0005
Memoranda
Custody and Safekeeping Accounts$375,129,0006
Fiduciary Accounts Held in Foreign Offices$405,492,0001
# 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$3,040,728,0003
Number of Managed Accounts$2,995,800,0001
Personal Trust and Agency Accounts$3,766,00038
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000411
Employee Benefit-defined Benefit Accounts$75,00033
Number of other employee benefit and retirement-related accounts$2,000711
Corporate Trust and Agency Accounts$0340
Number of managed investment management and investment advisory agency accounts$2,991,713,0001
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$237,00026
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,990,063,0001
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$44,928,00011
Personal Trust and Agency Accounts$37,159,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0727
Employee Benefit-defined Benefit Accounts$1,696,0005
Number non-managed other employee benefit and retirement-related accounts$8,000609
Corporate Trust and Agency Accounts$1,451,00023
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$4,614,0004
Memoranda
Custody and Safekeeping Accounts$352,533,0006
Fiduciary Accounts Held in Foreign Offices$381,452,0001
# 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$3,023,968,0003
Number of Managed Accounts$2,982,601,0001
Personal Trust and Agency Accounts$3,816,00038
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000283
Employee Benefit-defined Benefit Accounts$71,00037
Number of other employee benefit and retirement-related accounts$1,000356
Corporate Trust and Agency Accounts$0121
Number of managed investment management and investment advisory agency accounts$2,978,454,0001
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$252,00021
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,976,881,0001
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$41,367,00011
Personal Trust and Agency Accounts$34,013,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0351
Employee Benefit-defined Benefit Accounts$1,699,0005
Number non-managed other employee benefit and retirement-related accounts$8,000274
Corporate Trust and Agency Accounts$1,436,00027
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$4,211,0004
Memoranda
Custody and Safekeeping Accounts$343,334,0006
Fiduciary Accounts Held in Foreign Offices$369,304,0001
# 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$3,021,901,0003
Number of Managed Accounts$2,979,415,0001
Personal Trust and Agency Accounts$3,847,00037
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000276
Employee Benefit-defined Benefit Accounts$75,00034
Number of other employee benefit and retirement-related accounts$2,000357
Corporate Trust and Agency Accounts$0129
Number of managed investment management and investment advisory agency accounts$2,975,255,0001
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$227,00020
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,974,000,0001
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$42,486,00012
Personal Trust and Agency Accounts$34,906,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0354
Employee Benefit-defined Benefit Accounts$1,774,0004
Number non-managed other employee benefit and retirement-related accounts$9,000272
Corporate Trust and Agency Accounts$1,458,00027
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$4,339,0005
Memoranda
Custody and Safekeeping Accounts$337,635,0006
Fiduciary Accounts Held in Foreign Offices$364,992,0001
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,990,816,0003
Number of Managed Accounts$2,947,815,0001
Personal Trust and Agency Accounts$3,960,00037
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$11,000274
Employee Benefit-defined Benefit Accounts$75,00034
Number of other employee benefit and retirement-related accounts$2,000359
Corporate Trust and Agency Accounts$0138
Number of managed investment management and investment advisory agency accounts$2,943,536,0001
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$231,00021
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,942,241,0001
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$43,001,00011
Personal Trust and Agency Accounts$35,458,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0359
Employee Benefit-defined Benefit Accounts$1,778,0004
Number non-managed other employee benefit and retirement-related accounts$9,000275
Corporate Trust and Agency Accounts$1,475,00029
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$4,281,0005
Memoranda
Custody and Safekeeping Accounts$333,387,0006
Fiduciary Accounts Held in Foreign Offices$361,052,0001
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,937,320,0003
Number of Managed Accounts$2,890,952,0001
Personal Trust and Agency Accounts$3,950,00038
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,000391
Employee Benefit-defined Benefit Accounts$78,00039
Number of other employee benefit and retirement-related accounts$2,000728
Corporate Trust and Agency Accounts$0378
Number of managed investment management and investment advisory agency accounts$2,886,649,0001
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$263,00019
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,885,277,0001
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$46,368,00010
Personal Trust and Agency Accounts$36,343,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0764
Employee Benefit-defined Benefit Accounts$1,848,0004
Number non-managed other employee benefit and retirement-related accounts$10,000577
Corporate Trust and Agency Accounts$1,482,00029
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$6,685,0004
Memoranda
Custody and Safekeeping Accounts$330,985,0007
Fiduciary Accounts Held in Foreign Offices$360,082,0001
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,843,267,0003
Number of Managed Accounts$2,831,473,0001
Personal Trust and Agency Accounts$3,188,00047
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$56,000177
Employee Benefit-defined Benefit Accounts$82,00038
Number of other employee benefit and retirement-related accounts$19,620,0001
Corporate Trust and Agency Accounts$0351
Number of managed investment management and investment advisory agency accounts$2,808,073,0001
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$454,00013
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,824,913,0001
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$11,794,00019
Personal Trust and Agency Accounts$7,585,0001
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0726
Employee Benefit-defined Benefit Accounts$468,00014
Number non-managed other employee benefit and retirement-related accounts$1,000769
Corporate Trust and Agency Accounts$3,124,00018
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$616,00018
Memoranda
Custody and Safekeeping Accounts$25,624,0006
Fiduciary Accounts Held in Foreign Offices$27,249,0001
# 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