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Community Bank, Number of Fiduciary and Related Asset Accounts

2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,956,00092
Number of Managed Accounts$2,483,00084
Personal Trust and Agency Accounts$647,00082
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000178
Employee Benefit-defined Benefit Accounts$2,000115
Number of other employee benefit and retirement-related accounts$788,00088
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$783,00088
Number of foundation and endowment trust and agency accounts, managed assets$258,00029
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$781,00087
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$473,00079
Personal Trust and Agency Accounts$4,000255
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0267
Employee Benefit-defined Benefit Accounts$18,00034
Number non-managed other employee benefit and retirement-related accounts$450,00023
Corporate Trust and Agency Accounts$0126
Number of investment management and advisory agency accounts, non-managed assets$1,000199
Number (#) individual retirement, health savings, and other similar accounts$0156
Other Fiduciary Accounts$0109
Memoranda
Custody and Safekeeping Accounts$217,000103
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$433,00035
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$2,990,00092
Number of Managed Accounts$2,510,00085
Personal Trust and Agency Accounts$664,00082
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000164
Employee Benefit-defined Benefit Accounts$2,000115
Number of other employee benefit and retirement-related accounts$796,00086
Corporate Trust and Agency Accounts$072
Number of managed investment management and investment advisory agency accounts$785,00088
Number of foundation and endowment trust and agency accounts, managed assets$258,00030
Other Fiduciary Accounts$0101
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$789,00085
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$480,00077
Personal Trust and Agency Accounts$4,000225
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0235
Employee Benefit-defined Benefit Accounts$18,00033
Number non-managed other employee benefit and retirement-related accounts$457,00020
Corporate Trust and Agency Accounts$0109
Number of investment management and advisory agency accounts, non-managed assets$1,000164
Number (#) individual retirement, health savings, and other similar accounts$0135
Other Fiduciary Accounts$094
Memoranda
Custody and Safekeeping Accounts$223,000101
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$440,00033
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,027,00091
Number of Managed Accounts$2,532,00083
Personal Trust and Agency Accounts$675,00080
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000193
Employee Benefit-defined Benefit Accounts$2,000125
Number of other employee benefit and retirement-related accounts$803,00085
Corporate Trust and Agency Accounts$0160
Number of managed investment management and investment advisory agency accounts$790,00087
Number of foundation and endowment trust and agency accounts, managed assets$257,00029
Other Fiduciary Accounts$0222
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$796,00084
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$040
Number of Non-Managed Accounts$495,00081
Personal Trust and Agency Accounts$4,000437
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0355
Employee Benefit-defined Benefit Accounts$17,00038
Number non-managed other employee benefit and retirement-related accounts$471,00024
Corporate Trust and Agency Accounts$0213
Number of investment management and advisory agency accounts, non-managed assets$3,000209
Number (#) individual retirement, health savings, and other similar accounts$0188
Other Fiduciary Accounts$0174
Memoranda
Custody and Safekeeping Accounts$224,000123
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$452,00041
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,080,00087
Number of Managed Accounts$2,576,00082
Personal Trust and Agency Accounts$687,00082
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000162
Employee Benefit-defined Benefit Accounts$2,000114
Number of other employee benefit and retirement-related accounts$814,00084
Corporate Trust and Agency Accounts$071
Number of managed investment management and investment advisory agency accounts$806,00086
Number of foundation and endowment trust and agency accounts, managed assets$262,00027
Other Fiduciary Accounts$097
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$807,00083
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$504,00076
Personal Trust and Agency Accounts$6,000201
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0233
Employee Benefit-defined Benefit Accounts$16,00037
Number non-managed other employee benefit and retirement-related accounts$479,00022
Corporate Trust and Agency Accounts$0107
Number of investment management and advisory agency accounts, non-managed assets$3,000129
Number (#) individual retirement, health savings, and other similar accounts$0131
Other Fiduciary Accounts$090
Memoranda
Custody and Safekeeping Accounts$222,00097
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$460,00031
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,116,00086
Number of Managed Accounts$2,607,00082
Personal Trust and Agency Accounts$691,00082
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000177
Employee Benefit-defined Benefit Accounts$2,000118
Number of other employee benefit and retirement-related accounts$823,00086
Corporate Trust and Agency Accounts$076
Number of managed investment management and investment advisory agency accounts$818,00084
Number of foundation and endowment trust and agency accounts, managed assets$268,00028
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$818,00084
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$509,00079
Personal Trust and Agency Accounts$4,000251
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0268
Employee Benefit-defined Benefit Accounts$16,00042
Number non-managed other employee benefit and retirement-related accounts$486,00024
Corporate Trust and Agency Accounts$0129
Number of investment management and advisory agency accounts, non-managed assets$3,000151
Number (#) individual retirement, health savings, and other similar accounts$0146
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$222,000101
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$467,00036
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,136,00082
Number of Managed Accounts$2,616,00082
Personal Trust and Agency Accounts$694,00084
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000165
Employee Benefit-defined Benefit Accounts$1,000141
Number of other employee benefit and retirement-related accounts$821,00081
Corporate Trust and Agency Accounts$070
Number of managed investment management and investment advisory agency accounts$821,00084
Number of foundation and endowment trust and agency accounts, managed assets$274,00026
Other Fiduciary Accounts$098
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$815,00078
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$520,00077
Personal Trust and Agency Accounts$4,000220
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0233
Employee Benefit-defined Benefit Accounts$16,00040
Number non-managed other employee benefit and retirement-related accounts$497,00022
Corporate Trust and Agency Accounts$0111
Number of investment management and advisory agency accounts, non-managed assets$3,000132
Number (#) individual retirement, health savings, and other similar accounts$0129
Other Fiduciary Accounts$088
Memoranda
Custody and Safekeeping Accounts$224,00095
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$478,00034
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,149,00085
Number of Managed Accounts$2,626,00083
Personal Trust and Agency Accounts$689,00084
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000192
Employee Benefit-defined Benefit Accounts$1,000170
Number of other employee benefit and retirement-related accounts$825,00078
Corporate Trust and Agency Accounts$0158
Number of managed investment management and investment advisory agency accounts$826,00085
Number of foundation and endowment trust and agency accounts, managed assets$279,00026
Other Fiduciary Accounts$0217
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$819,00079
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$044
Number of Non-Managed Accounts$523,00084
Personal Trust and Agency Accounts$4,000440
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0366
Employee Benefit-defined Benefit Accounts$16,00044
Number non-managed other employee benefit and retirement-related accounts$500,00026
Corporate Trust and Agency Accounts$0228
Number of investment management and advisory agency accounts, non-managed assets$3,000219
Number (#) individual retirement, health savings, and other similar accounts$0195
Other Fiduciary Accounts$0171
Memoranda
Custody and Safekeeping Accounts$230,000116
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$480,00042
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,170,00083
Number of Managed Accounts$2,642,00080
Personal Trust and Agency Accounts$686,00083
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000161
Employee Benefit-defined Benefit Accounts$1,000141
Number of other employee benefit and retirement-related accounts$830,00076
Corporate Trust and Agency Accounts$074
Number of managed investment management and investment advisory agency accounts$840,00081
Number of foundation and endowment trust and agency accounts, managed assets$279,00027
Other Fiduciary Accounts$0101
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$824,00075
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$528,00076
Personal Trust and Agency Accounts$5,000212
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0234
Employee Benefit-defined Benefit Accounts$16,00041
Number non-managed other employee benefit and retirement-related accounts$504,00022
Corporate Trust and Agency Accounts$0117
Number of investment management and advisory agency accounts, non-managed assets$3,000139
Number (#) individual retirement, health savings, and other similar accounts$0135
Other Fiduciary Accounts$088
Memoranda
Custody and Safekeeping Accounts$229,00092
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$484,00033
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,182,00081
Number of Managed Accounts$2,647,00079
Personal Trust and Agency Accounts$690,00083
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000211
Employee Benefit-defined Benefit Accounts$1,000149
Number of other employee benefit and retirement-related accounts$846,00076
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$827,00083
Number of foundation and endowment trust and agency accounts, managed assets$280,00027
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$840,00072
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$535,00079
Personal Trust and Agency Accounts$5,000234
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0264
Employee Benefit-defined Benefit Accounts$15,00044
Number non-managed other employee benefit and retirement-related accounts$510,00025
Corporate Trust and Agency Accounts$1,000112
Number of investment management and advisory agency accounts, non-managed assets$3,000160
Number (#) individual retirement, health savings, and other similar accounts$0148
Other Fiduciary Accounts$1,00089
Memoranda
Custody and Safekeeping Accounts$228,00096
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$490,00038
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,842,00089
Number of Managed Accounts$2,333,00092
Personal Trust and Agency Accounts$608,00090
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000192
Employee Benefit-defined Benefit Accounts$1,000142
Number of other employee benefit and retirement-related accounts$721,00087
Corporate Trust and Agency Accounts$073
Number of managed investment management and investment advisory agency accounts$738,00093
Number of foundation and endowment trust and agency accounts, managed assets$262,00028
Other Fiduciary Accounts$0109
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$714,00085
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$509,00078
Personal Trust and Agency Accounts$4,000218
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0234
Employee Benefit-defined Benefit Accounts$15,00044
Number non-managed other employee benefit and retirement-related accounts$470,00025
Corporate Trust and Agency Accounts$17,00061
Number of investment management and advisory agency accounts, non-managed assets$3,000138
Number (#) individual retirement, health savings, and other similar accounts$0140
Other Fiduciary Accounts$094
Memoranda
Custody and Safekeeping Accounts$235,00092
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$438,00037
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,865,00093
Number of Managed Accounts$2,351,00095
Personal Trust and Agency Accounts$608,00095
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000246
Employee Benefit-defined Benefit Accounts$1,000179
Number of other employee benefit and retirement-related accounts$734,00085
Corporate Trust and Agency Accounts$0158
Number of managed investment management and investment advisory agency accounts$749,00095
Number of foundation and endowment trust and agency accounts, managed assets$256,00030
Other Fiduciary Accounts$0226
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$727,00085
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$049
Number of Non-Managed Accounts$514,00087
Personal Trust and Agency Accounts$4,000454
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0378
Employee Benefit-defined Benefit Accounts$15,00046
Number non-managed other employee benefit and retirement-related accounts$474,00028
Corporate Trust and Agency Accounts$17,00089
Number of investment management and advisory agency accounts, non-managed assets$4,000201
Number (#) individual retirement, health savings, and other similar accounts$0204
Other Fiduciary Accounts$0181
Memoranda
Custody and Safekeeping Accounts$238,000114
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$442,00043
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,905,00090
Number of Managed Accounts$2,380,00091
Personal Trust and Agency Accounts$612,00093
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000158
Employee Benefit-defined Benefit Accounts$1,000151
Number of other employee benefit and retirement-related accounts$747,00084
Corporate Trust and Agency Accounts$079
Number of managed investment management and investment advisory agency accounts$750,00093
Number of foundation and endowment trust and agency accounts, managed assets$262,00029
Other Fiduciary Accounts$0110
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$740,00082
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$525,00082
Personal Trust and Agency Accounts$4,000219
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0241
Employee Benefit-defined Benefit Accounts$13,00045
Number non-managed other employee benefit and retirement-related accounts$480,00024
Corporate Trust and Agency Accounts$24,00061
Number of investment management and advisory agency accounts, non-managed assets$3,000134
Number (#) individual retirement, health savings, and other similar accounts$1,000103
Other Fiduciary Accounts$095
Memoranda
Custody and Safekeeping Accounts$237,00093
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$448,00036
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,938,00090
Number of Managed Accounts$2,404,00088
Personal Trust and Agency Accounts$616,00093
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000164
Employee Benefit-defined Benefit Accounts$1,000157
Number of other employee benefit and retirement-related accounts$758,00083
Corporate Trust and Agency Accounts$077
Number of managed investment management and investment advisory agency accounts$759,00091
Number of foundation and endowment trust and agency accounts, managed assets$262,00029
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$750,00080
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$534,00084
Personal Trust and Agency Accounts$4,000239
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0263
Employee Benefit-defined Benefit Accounts$13,00050
Number non-managed other employee benefit and retirement-related accounts$489,00026
Corporate Trust and Agency Accounts$24,00062
Number of investment management and advisory agency accounts, non-managed assets$3,000152
Number (#) individual retirement, health savings, and other similar accounts$1,000109
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$206,000103
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$457,00039
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,973,00090
Number of Managed Accounts$2,428,00086
Personal Trust and Agency Accounts$622,00092
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000168
Employee Benefit-defined Benefit Accounts$1,000154
Number of other employee benefit and retirement-related accounts$772,00080
Corporate Trust and Agency Accounts$077
Number of managed investment management and investment advisory agency accounts$763,00089
Number of foundation and endowment trust and agency accounts, managed assets$262,00029
Other Fiduciary Accounts$0133
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$763,00081
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$545,00084
Personal Trust and Agency Accounts$4,000239
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0268
Employee Benefit-defined Benefit Accounts$13,00050
Number non-managed other employee benefit and retirement-related accounts$498,00026
Corporate Trust and Agency Accounts$25,00062
Number of investment management and advisory agency accounts, non-managed assets$3,000150
Number (#) individual retirement, health savings, and other similar accounts$2,00090
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$207,000103
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$466,00038
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,988,00091
Number of Managed Accounts$2,438,00084
Personal Trust and Agency Accounts$620,00091
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000174
Employee Benefit-defined Benefit Accounts$1,000182
Number of other employee benefit and retirement-related accounts$779,00077
Corporate Trust and Agency Accounts$0155
Number of managed investment management and investment advisory agency accounts$771,00084
Number of foundation and endowment trust and agency accounts, managed assets$258,00030
Other Fiduciary Accounts$0229
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$769,00077
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$044
Number of Non-Managed Accounts$550,00093
Personal Trust and Agency Accounts$4,000451
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0398
Employee Benefit-defined Benefit Accounts$13,00053
Number non-managed other employee benefit and retirement-related accounts$502,00029
Corporate Trust and Agency Accounts$25,00079
Number of investment management and advisory agency accounts, non-managed assets$3,000218
Number (#) individual retirement, health savings, and other similar accounts$3,00084
Other Fiduciary Accounts$0180
Memoranda
Custody and Safekeeping Accounts$205,000117
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$470,00043
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,014,00087
Number of Managed Accounts$2,460,00082
Personal Trust and Agency Accounts$628,00088
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000160
Employee Benefit-defined Benefit Accounts$1,000157
Number of other employee benefit and retirement-related accounts$782,00071
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$801,00079
Number of foundation and endowment trust and agency accounts, managed assets$239,00031
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$772,00073
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$554,00085
Personal Trust and Agency Accounts$5,000232
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0268
Employee Benefit-defined Benefit Accounts$13,00052
Number non-managed other employee benefit and retirement-related accounts$507,00026
Corporate Trust and Agency Accounts$24,00063
Number of investment management and advisory agency accounts, non-managed assets$4,000143
Number (#) individual retirement, health savings, and other similar accounts$1,000105
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$210,000102
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$475,00040
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$3,061,00087
Number of Managed Accounts$2,492,00081
Personal Trust and Agency Accounts$631,00089
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$19,000127
Employee Benefit-defined Benefit Accounts$1,000156
Number of other employee benefit and retirement-related accounts$795,00066
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$810,00078
Number of foundation and endowment trust and agency accounts, managed assets$236,00031
Other Fiduciary Accounts$0124
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$785,00067
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$569,00081
Personal Trust and Agency Accounts$5,000236
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0269
Employee Benefit-defined Benefit Accounts$11,00054
Number non-managed other employee benefit and retirement-related accounts$521,00025
Corporate Trust and Agency Accounts$26,00060
Number of investment management and advisory agency accounts, non-managed assets$4,000136
Number (#) individual retirement, health savings, and other similar accounts$2,00089
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$214,000101
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$486,00039
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$3,084,00084
Number of Managed Accounts$2,502,00080
Personal Trust and Agency Accounts$629,00092
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$20,000126
Employee Benefit-defined Benefit Accounts$1,000158
Number of other employee benefit and retirement-related accounts$801,00065
Corporate Trust and Agency Accounts$085
Number of managed investment management and investment advisory agency accounts$815,00079
Number of foundation and endowment trust and agency accounts, managed assets$236,00032
Other Fiduciary Accounts$0126
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$791,00064
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$582,00082
Personal Trust and Agency Accounts$6,000230
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0274
Employee Benefit-defined Benefit Accounts$11,00055
Number non-managed other employee benefit and retirement-related accounts$533,00025
Corporate Trust and Agency Accounts$26,00061
Number of investment management and advisory agency accounts, non-managed assets$5,000131
Number (#) individual retirement, health savings, and other similar accounts$1,000104
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$222,00098
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$500,00038
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$3,155,00086
Number of Managed Accounts$2,562,00079
Personal Trust and Agency Accounts$813,00071
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$24,000121
Employee Benefit-defined Benefit Accounts$2,000150
Number of other employee benefit and retirement-related accounts$829,00065
Corporate Trust and Agency Accounts$7,00053
Number of managed investment management and investment advisory agency accounts$657,00090
Number of foundation and endowment trust and agency accounts, managed assets$230,00033
Other Fiduciary Accounts$0227
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$825,00064
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$047
Number of Non-Managed Accounts$593,00087
Personal Trust and Agency Accounts$10,000353
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000323
Employee Benefit-defined Benefit Accounts$11,00056
Number non-managed other employee benefit and retirement-related accounts$542,00029
Corporate Trust and Agency Accounts$25,00083
Number of investment management and advisory agency accounts, non-managed assets$3,000225
Number (#) individual retirement, health savings, and other similar accounts$1,000129
Other Fiduciary Accounts$0192
Memoranda
Custody and Safekeeping Accounts$231,000110
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$505,00043
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$3,254,00078
Number of Managed Accounts$2,628,00075
Personal Trust and Agency Accounts$828,00070
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$24,000114
Employee Benefit-defined Benefit Accounts$2,000134
Number of other employee benefit and retirement-related accounts$861,00063
Corporate Trust and Agency Accounts$8,00033
Number of managed investment management and investment advisory agency accounts$676,00087
Number of foundation and endowment trust and agency accounts, managed assets$229,00032
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$857,00062
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$626,00076
Personal Trust and Agency Accounts$11,000190
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000245
Employee Benefit-defined Benefit Accounts$11,00052
Number non-managed other employee benefit and retirement-related accounts$571,00025
Corporate Trust and Agency Accounts$28,00063
Number of investment management and advisory agency accounts, non-managed assets$3,000151
Number (#) individual retirement, health savings, and other similar accounts$1,000109
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$251,00094
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$534,00037
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$3,362,00073
Number of Managed Accounts$2,707,00069
Personal Trust and Agency Accounts$856,00067
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$24,000113
Employee Benefit-defined Benefit Accounts$3,000121
Number of other employee benefit and retirement-related accounts$889,00059
Corporate Trust and Agency Accounts$8,00035
Number of managed investment management and investment advisory agency accounts$693,00083
Number of foundation and endowment trust and agency accounts, managed assets$234,00033
Other Fiduciary Accounts$0127
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$885,00057
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$655,00075
Personal Trust and Agency Accounts$12,000180
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000245
Employee Benefit-defined Benefit Accounts$11,00052
Number non-managed other employee benefit and retirement-related accounts$601,00024
Corporate Trust and Agency Accounts$26,00063
Number of investment management and advisory agency accounts, non-managed assets$3,000157
Number (#) individual retirement, health savings, and other similar accounts$1,000113
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$276,00085
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$563,00036
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,040,000114
Number of Managed Accounts$1,430,000131
Personal Trust and Agency Accounts$516,000113
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000206
Employee Benefit-defined Benefit Accounts$1,000158
Number of other employee benefit and retirement-related accounts$319,000148
Corporate Trust and Agency Accounts$084
Number of managed investment management and investment advisory agency accounts$380,000135
Number of foundation and endowment trust and agency accounts, managed assets$210,00036
Other Fiduciary Accounts$0122
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$314,000145
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$610,00075
Personal Trust and Agency Accounts$5,000237
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000232
Employee Benefit-defined Benefit Accounts$11,00053
Number non-managed other employee benefit and retirement-related accounts$566,00023
Corporate Trust and Agency Accounts$25,00063
Number of investment management and advisory agency accounts, non-managed assets$1,000187
Number (#) individual retirement, health savings, and other similar accounts$0152
Other Fiduciary Accounts$0104
Memoranda
Custody and Safekeeping Accounts$226,000101
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$563,00035
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,042,000113
Number of Managed Accounts$1,432,000131
Personal Trust and Agency Accounts$517,000116
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000245
Employee Benefit-defined Benefit Accounts$1,000187
Number of other employee benefit and retirement-related accounts$323,000150
Corporate Trust and Agency Accounts$0181
Number of managed investment management and investment advisory agency accounts$381,000135
Number of foundation and endowment trust and agency accounts, managed assets$206,00038
Other Fiduciary Accounts$0216
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$318,000142
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$055
Number of Non-Managed Accounts$610,00084
Personal Trust and Agency Accounts$5,000446
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000298
Employee Benefit-defined Benefit Accounts$11,00059
Number non-managed other employee benefit and retirement-related accounts$566,00026
Corporate Trust and Agency Accounts$25,00081
Number of investment management and advisory agency accounts, non-managed assets$1,000298
Number (#) individual retirement, health savings, and other similar accounts$0203
Other Fiduciary Accounts$0194
Memoranda
Custody and Safekeeping Accounts$230,000111
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$563,00037
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,026,000112
Number of Managed Accounts$1,420,000127
Personal Trust and Agency Accounts$507,000114
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000207
Employee Benefit-defined Benefit Accounts$1,000160
Number of other employee benefit and retirement-related accounts$322,000146
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$369,000137
Number of foundation and endowment trust and agency accounts, managed assets$217,00033
Other Fiduciary Accounts$0118
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$317,000138
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$606,00077
Personal Trust and Agency Accounts$5,000241
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000223
Employee Benefit-defined Benefit Accounts$5,00062
Number non-managed other employee benefit and retirement-related accounts$567,00023
Corporate Trust and Agency Accounts$25,00067
Number of investment management and advisory agency accounts, non-managed assets$1,000187
Number (#) individual retirement, health savings, and other similar accounts$0155
Other Fiduciary Accounts$0102
Memoranda
Custody and Safekeeping Accounts$243,00098
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$564,00033
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,006,000119
Number of Managed Accounts$1,399,000132
Personal Trust and Agency Accounts$508,000116
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000206
Employee Benefit-defined Benefit Accounts$1,000163
Number of other employee benefit and retirement-related accounts$320,000147
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$373,000137
Number of foundation and endowment trust and agency accounts, managed assets$192,00038
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$315,000141
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$607,00078
Personal Trust and Agency Accounts$5,000246
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000240
Employee Benefit-defined Benefit Accounts$5,00063
Number non-managed other employee benefit and retirement-related accounts$566,00025
Corporate Trust and Agency Accounts$27,00068
Number of investment management and advisory agency accounts, non-managed assets$2,000163
Number (#) individual retirement, health savings, and other similar accounts$0159
Other Fiduciary Accounts$0102
Memoranda
Custody and Safekeeping Accounts$253,00097
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$563,00034
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,006,000117
Number of Managed Accounts$1,395,000131
Personal Trust and Agency Accounts$503,000117
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000207
Employee Benefit-defined Benefit Accounts$1,000162
Number of other employee benefit and retirement-related accounts$314,000147
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$379,000138
Number of foundation and endowment trust and agency accounts, managed assets$193,00038
Other Fiduciary Accounts$0126
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$309,000140
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$611,00080
Personal Trust and Agency Accounts$6,000226
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000243
Employee Benefit-defined Benefit Accounts$5,00062
Number non-managed other employee benefit and retirement-related accounts$566,00025
Corporate Trust and Agency Accounts$29,00068
Number of investment management and advisory agency accounts, non-managed assets$3,000149
Number (#) individual retirement, health savings, and other similar accounts$0158
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$267,00091
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$562,00035
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,000,000119
Number of Managed Accounts$1,381,000131
Personal Trust and Agency Accounts$498,000117
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000249
Employee Benefit-defined Benefit Accounts$1,000193
Number of other employee benefit and retirement-related accounts$305,000152
Corporate Trust and Agency Accounts$0191
Number of managed investment management and investment advisory agency accounts$381,000135
Number of foundation and endowment trust and agency accounts, managed assets$191,00037
Other Fiduciary Accounts$0237
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$300,000144
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$060
Number of Non-Managed Accounts$619,00085
Personal Trust and Agency Accounts$5,000463
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000319
Employee Benefit-defined Benefit Accounts$5,00067
Number non-managed other employee benefit and retirement-related accounts$574,00027
Corporate Trust and Agency Accounts$30,00080
Number of investment management and advisory agency accounts, non-managed assets$3,000233
Number (#) individual retirement, health savings, and other similar accounts$0210
Other Fiduciary Accounts$0200
Memoranda
Custody and Safekeeping Accounts$280,000101
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$569,00037
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$1,701,000135
Number of Managed Accounts$1,265,000140
Personal Trust and Agency Accounts$471,000123
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000227
Employee Benefit-defined Benefit Accounts$1,000160
Number of other employee benefit and retirement-related accounts$278,000160
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$331,000150
Number of foundation and endowment trust and agency accounts, managed assets$181,00036
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$273,000151
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$436,000101
Personal Trust and Agency Accounts$3,000260
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000255
Employee Benefit-defined Benefit Accounts$4,00070
Number non-managed other employee benefit and retirement-related accounts$395,00030
Corporate Trust and Agency Accounts$29,00067
Number of investment management and advisory agency accounts, non-managed assets$4,000131
Number (#) individual retirement, health savings, and other similar accounts$0154
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$136,000142
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$395,00041
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$1,711,000137
Number of Managed Accounts$1,267,000144
Personal Trust and Agency Accounts$468,000127
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000221
Employee Benefit-defined Benefit Accounts$1,000164
Number of other employee benefit and retirement-related accounts$276,000163
Corporate Trust and Agency Accounts$090
Number of managed investment management and investment advisory agency accounts$336,000147
Number of foundation and endowment trust and agency accounts, managed assets$182,00035
Other Fiduciary Accounts$0133
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$271,000152
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$444,000101
Personal Trust and Agency Accounts$2,000280
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000258
Employee Benefit-defined Benefit Accounts$4,00070
Number non-managed other employee benefit and retirement-related accounts$398,00027
Corporate Trust and Agency Accounts$33,00067
Number of investment management and advisory agency accounts, non-managed assets$6,000117
Number (#) individual retirement, health savings, and other similar accounts$0156
Other Fiduciary Accounts$0111
Memoranda
Custody and Safekeeping Accounts$120,000146
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$42,000164
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$1,711,000137
Number of Managed Accounts$1,269,000141
Personal Trust and Agency Accounts$472,000126
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000221
Employee Benefit-defined Benefit Accounts$1,000165
Number of other employee benefit and retirement-related accounts$276,000159
Corporate Trust and Agency Accounts$090
Number of managed investment management and investment advisory agency accounts$335,000149
Number of foundation and endowment trust and agency accounts, managed assets$181,00035
Other Fiduciary Accounts$0128
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$271,000145
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$442,000103
Personal Trust and Agency Accounts$2,000280
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000258
Employee Benefit-defined Benefit Accounts$4,00066
Number non-managed other employee benefit and retirement-related accounts$399,00031
Corporate Trust and Agency Accounts$30,00067
Number of investment management and advisory agency accounts, non-managed assets$6,000118
Number (#) individual retirement, health savings, and other similar accounts$0156
Other Fiduciary Accounts$0108
Memoranda
Custody and Safekeeping Accounts$122,000146
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$299,00052
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$1,711,000136
Number of Managed Accounts$1,266,000138
Personal Trust and Agency Accounts$472,000127
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000271
Employee Benefit-defined Benefit Accounts$2,000170
Number of other employee benefit and retirement-related accounts$271,000166
Corporate Trust and Agency Accounts$0193
Number of managed investment management and investment advisory agency accounts$337,000147
Number of foundation and endowment trust and agency accounts, managed assets$180,00036
Other Fiduciary Accounts$0236
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$266,000151
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$063
Number of Non-Managed Accounts$445,000118
Personal Trust and Agency Accounts$3,000568
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000373
Employee Benefit-defined Benefit Accounts$4,00070
Number non-managed other employee benefit and retirement-related accounts$399,00040
Corporate Trust and Agency Accounts$32,00078
Number of investment management and advisory agency accounts, non-managed assets$6,000179
Number (#) individual retirement, health savings, and other similar accounts$0222
Other Fiduciary Accounts$0217
Memoranda
Custody and Safekeeping Accounts$117,000187
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$399,00052
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$1,718,000129
Number of Managed Accounts$1,277,000137
Personal Trust and Agency Accounts$481,000122
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000221
Employee Benefit-defined Benefit Accounts$2,000149
Number of other employee benefit and retirement-related accounts$268,000161
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$341,000148
Number of foundation and endowment trust and agency accounts, managed assets$181,00034
Other Fiduciary Accounts$0128
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$263,000146
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$441,000101
Personal Trust and Agency Accounts$3,000261
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000262
Employee Benefit-defined Benefit Accounts$4,00068
Number non-managed other employee benefit and retirement-related accounts$398,00033
Corporate Trust and Agency Accounts$31,00062
Number of investment management and advisory agency accounts, non-managed assets$4,000143
Number (#) individual retirement, health savings, and other similar accounts$0160
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$117,000148
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$398,00044
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$1,719,000126
Number of Managed Accounts$1,274,000136
Personal Trust and Agency Accounts$479,000121
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000220
Employee Benefit-defined Benefit Accounts$3,000126
Number of other employee benefit and retirement-related accounts$270,000159
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$340,000146
Number of foundation and endowment trust and agency accounts, managed assets$178,00036
Other Fiduciary Accounts$0124
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$265,000142
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$445,000101
Personal Trust and Agency Accounts$3,000266
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000248
Employee Benefit-defined Benefit Accounts$4,00068
Number non-managed other employee benefit and retirement-related accounts$399,00035
Corporate Trust and Agency Accounts$32,00061
Number of investment management and advisory agency accounts, non-managed assets$5,000134
Number (#) individual retirement, health savings, and other similar accounts$0156
Other Fiduciary Accounts$0110
Memoranda
Custody and Safekeeping Accounts$117,000148
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$399,00045
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$1,718,000128
Number of Managed Accounts$1,269,000137
Personal Trust and Agency Accounts$476,000117
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000225
Employee Benefit-defined Benefit Accounts$2,000153
Number of other employee benefit and retirement-related accounts$264,000156
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$347,000145
Number of foundation and endowment trust and agency accounts, managed assets$176,00035
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$259,000144
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$449,000104
Personal Trust and Agency Accounts$3,000265
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000252
Employee Benefit-defined Benefit Accounts$4,00072
Number non-managed other employee benefit and retirement-related accounts$403,00036
Corporate Trust and Agency Accounts$32,00062
Number of investment management and advisory agency accounts, non-managed assets$5,000131
Number (#) individual retirement, health savings, and other similar accounts$0159
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$118,000145
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$448,00038
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$1,727,000132
Number of Managed Accounts$1,275,000135
Personal Trust and Agency Accounts$481,000120
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000260
Employee Benefit-defined Benefit Accounts$2,000168
Number of other employee benefit and retirement-related accounts$260,000162
Corporate Trust and Agency Accounts$0208
Number of managed investment management and investment advisory agency accounts$352,000144
Number of foundation and endowment trust and agency accounts, managed assets$175,00036
Other Fiduciary Accounts$0240
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$255,000149
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$066
Number of Non-Managed Accounts$452,000115
Personal Trust and Agency Accounts$3,000581
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000346
Employee Benefit-defined Benefit Accounts$5,00071
Number non-managed other employee benefit and retirement-related accounts$409,00043
Corporate Trust and Agency Accounts$31,00079
Number of investment management and advisory agency accounts, non-managed assets$2,000272
Number (#) individual retirement, health savings, and other similar accounts$0221
Other Fiduciary Accounts$0215
Memoranda
Custody and Safekeeping Accounts$117,000189
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$409,00052
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$1,720,000127
Number of Managed Accounts$1,262,000131
Personal Trust and Agency Accounts$473,000116
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000217
Employee Benefit-defined Benefit Accounts$2,000146
Number of other employee benefit and retirement-related accounts$256,000153
Corporate Trust and Agency Accounts$092
Number of managed investment management and investment advisory agency accounts$369,000134
Number of foundation and endowment trust and agency accounts, managed assets$157,00039
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$251,000139
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$458,000100
Personal Trust and Agency Accounts$3,000260
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000225
Employee Benefit-defined Benefit Accounts$5,00067
Number non-managed other employee benefit and retirement-related accounts$416,00033
Corporate Trust and Agency Accounts$28,00063
Number of investment management and advisory agency accounts, non-managed assets$3,000144
Number (#) individual retirement, health savings, and other similar accounts$0154
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$114,000145
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$416,00040
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$1,722,000128
Number of Managed Accounts$1,260,000127
Personal Trust and Agency Accounts$470,000116
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000217
Employee Benefit-defined Benefit Accounts$2,000147
Number of other employee benefit and retirement-related accounts$255,000152
Corporate Trust and Agency Accounts$093
Number of managed investment management and investment advisory agency accounts$371,000131
Number of foundation and endowment trust and agency accounts, managed assets$157,00039
Other Fiduciary Accounts$0119
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0334
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$462,00099
Personal Trust and Agency Accounts$3,000265
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000239
Employee Benefit-defined Benefit Accounts$5,00068
Number non-managed other employee benefit and retirement-related accounts$421,00033
Corporate Trust and Agency Accounts$30,00063
Number of investment management and advisory agency accounts, non-managed assets$1,000176
Number (#) individual retirement, health savings, and other similar accounts$0155
Other Fiduciary Accounts$0104
Memoranda
Custody and Safekeeping Accounts$111,000152
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0332
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,705,000133
Number of Managed Accounts$1,245,000126
Personal Trust and Agency Accounts$460,000119
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000219
Employee Benefit-defined Benefit Accounts$2,000149
Number of other employee benefit and retirement-related accounts$252,000150
Corporate Trust and Agency Accounts$093
Number of managed investment management and investment advisory agency accounts$369,000132
Number of foundation and endowment trust and agency accounts, managed assets$157,00039
Other Fiduciary Accounts$0118
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$247,000138
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$460,000100
Personal Trust and Agency Accounts$3,000272
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000244
Employee Benefit-defined Benefit Accounts$5,00068
Number non-managed other employee benefit and retirement-related accounts$419,00035
Corporate Trust and Agency Accounts$29,00066
Number of investment management and advisory agency accounts, non-managed assets$1,000178
Number (#) individual retirement, health savings, and other similar accounts$1,000119
Other Fiduciary Accounts$0110
Memoranda
Custody and Safekeeping Accounts$2,000360
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$419,00041
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$1,685,000141
Number of Managed Accounts$1,231,000131
Personal Trust and Agency Accounts$457,000119
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000242
Employee Benefit-defined Benefit Accounts$2,000173
Number of other employee benefit and retirement-related accounts$248,000160
Corporate Trust and Agency Accounts$1,000151
Number of managed investment management and investment advisory agency accounts$357,000137
Number of foundation and endowment trust and agency accounts, managed assets$159,00036
Other Fiduciary Accounts$0246
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$243,000144
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$071
Number of Non-Managed Accounts$454,000117
Personal Trust and Agency Accounts$2,000652
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000367
Employee Benefit-defined Benefit Accounts$5,00072
Number non-managed other employee benefit and retirement-related accounts$412,00044
Corporate Trust and Agency Accounts$28,00082
Number of investment management and advisory agency accounts, non-managed assets$5,000207
Number (#) individual retirement, health savings, and other similar accounts$0220
Other Fiduciary Accounts$0221
Memoranda
Custody and Safekeeping Accounts$118,000202
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$412,00054
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$1,658,000131
Number of Managed Accounts$1,219,000130
Personal Trust and Agency Accounts$450,000121
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000190
Employee Benefit-defined Benefit Accounts$2,000151
Number of other employee benefit and retirement-related accounts$247,000148
Corporate Trust and Agency Accounts$1,00068
Number of managed investment management and investment advisory agency accounts$349,000133
Number of foundation and endowment trust and agency accounts, managed assets$162,00032
Other Fiduciary Accounts$0115
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$242,000134
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$439,00099
Personal Trust and Agency Accounts$3,000256
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000244
Employee Benefit-defined Benefit Accounts$5,00068
Number non-managed other employee benefit and retirement-related accounts$400,00036
Corporate Trust and Agency Accounts$25,00065
Number of investment management and advisory agency accounts, non-managed assets$4,000131
Number (#) individual retirement, health savings, and other similar accounts$0149
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$132,000131
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$410,00043
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$1,645,000133
Number of Managed Accounts$1,220,000127
Personal Trust and Agency Accounts$446,000123
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000194
Employee Benefit-defined Benefit Accounts$2,000150
Number of other employee benefit and retirement-related accounts$247,000149
Corporate Trust and Agency Accounts$1,00068
Number of managed investment management and investment advisory agency accounts$354,000130
Number of foundation and endowment trust and agency accounts, managed assets$162,00033
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$242,000134
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$425,000103
Personal Trust and Agency Accounts$3,000266
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000238
Employee Benefit-defined Benefit Accounts$5,00069
Number non-managed other employee benefit and retirement-related accounts$385,00039
Corporate Trust and Agency Accounts$25,00068
Number of investment management and advisory agency accounts, non-managed assets$4,000131
Number (#) individual retirement, health savings, and other similar accounts$0147
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$127,000139
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$395,00045
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$1,643,000136
Number of Managed Accounts$1,216,000128
Personal Trust and Agency Accounts$449,000121
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000194
Employee Benefit-defined Benefit Accounts$2,000153
Number of other employee benefit and retirement-related accounts$244,000147
Corporate Trust and Agency Accounts$1,00070
Number of managed investment management and investment advisory agency accounts$349,000131
Number of foundation and endowment trust and agency accounts, managed assets$163,00034
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$240,000133
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$427,000103
Personal Trust and Agency Accounts$2,000277
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000240
Employee Benefit-defined Benefit Accounts$5,00069
Number non-managed other employee benefit and retirement-related accounts$385,00037
Corporate Trust and Agency Accounts$28,00066
Number of investment management and advisory agency accounts, non-managed assets$4,000127
Number (#) individual retirement, health savings, and other similar accounts$0148
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$128,000140
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$395,00041
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$1,650,000140
Number of Managed Accounts$1,220,000128
Personal Trust and Agency Accounts$454,000124
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000239
Employee Benefit-defined Benefit Accounts$2,000177
Number of other employee benefit and retirement-related accounts$242,000155
Corporate Trust and Agency Accounts$5,00090
Number of managed investment management and investment advisory agency accounts$344,000131
Number of foundation and endowment trust and agency accounts, managed assets$165,00033
Other Fiduciary Accounts$0233
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$239,000143
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$067
Number of Non-Managed Accounts$430,000122
Personal Trust and Agency Accounts$2,000662
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000323
Employee Benefit-defined Benefit Accounts$5,00072
Number non-managed other employee benefit and retirement-related accounts$384,00045
Corporate Trust and Agency Accounts$31,00078
Number of investment management and advisory agency accounts, non-managed assets$4,000227
Number (#) individual retirement, health savings, and other similar accounts$0211
Other Fiduciary Accounts$0233
Memoranda
Custody and Safekeeping Accounts$130,000187
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$395,00050
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$1,658,000135
Number of Managed Accounts$1,230,000128
Personal Trust and Agency Accounts$460,000121
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000191
Employee Benefit-defined Benefit Accounts$2,000155
Number of other employee benefit and retirement-related accounts$242,000143
Corporate Trust and Agency Accounts$5,00047
Number of managed investment management and investment advisory agency accounts$347,000129
Number of foundation and endowment trust and agency accounts, managed assets$165,00034
Other Fiduciary Accounts$0106
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$239,000128
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$428,000103
Personal Trust and Agency Accounts$2,000288
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000234
Employee Benefit-defined Benefit Accounts$3,00083
Number non-managed other employee benefit and retirement-related accounts$384,00033
Corporate Trust and Agency Accounts$30,00066
Number of investment management and advisory agency accounts, non-managed assets$5,000110
Number (#) individual retirement, health savings, and other similar accounts$0143
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$126,000142
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$392,00042
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$1,636,000135
Number of Managed Accounts$1,215,000131
Personal Trust and Agency Accounts$457,000125
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000191
Employee Benefit-defined Benefit Accounts$2,000160
Number of other employee benefit and retirement-related accounts$230,000153
Corporate Trust and Agency Accounts$5,00047
Number of managed investment management and investment advisory agency accounts$347,000129
Number of foundation and endowment trust and agency accounts, managed assets$165,00032
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$227,000138
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$421,000106
Personal Trust and Agency Accounts$2,000283
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000236
Employee Benefit-defined Benefit Accounts$4,00077
Number non-managed other employee benefit and retirement-related accounts$380,00037
Corporate Trust and Agency Accounts$26,00067
Number of investment management and advisory agency accounts, non-managed assets$5,000107
Number (#) individual retirement, health savings, and other similar accounts$0139
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$141,000127
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$386,00041
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$1,056,000194
Number of Managed Accounts$630,000219
Personal Trust and Agency Accounts$249,000201
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$11,000178
Employee Benefit-defined Benefit Accounts$3,000139
Number of other employee benefit and retirement-related accounts$122,000215
Corporate Trust and Agency Accounts$5,00052
Number of managed investment management and investment advisory agency accounts$190,000201
Number of foundation and endowment trust and agency accounts, managed assets$50,00086
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$119,000190
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$426,000106
Personal Trust and Agency Accounts$2,000289
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000222
Employee Benefit-defined Benefit Accounts$4,00079
Number non-managed other employee benefit and retirement-related accounts$378,00037
Corporate Trust and Agency Accounts$35,00066
Number of investment management and advisory agency accounts, non-managed assets$1,000155
Number (#) individual retirement, health savings, and other similar accounts$0137
Other Fiduciary Accounts$0109
Memoranda
Custody and Safekeeping Accounts$74,000192
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$386,00040
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$1,053,000209
Number of Managed Accounts$621,000236
Personal Trust and Agency Accounts$238,000236
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$11,000225
Employee Benefit-defined Benefit Accounts$2,000186
Number of other employee benefit and retirement-related accounts$122,000251
Corporate Trust and Agency Accounts$5,00096
Number of managed investment management and investment advisory agency accounts$194,000209
Number of foundation and endowment trust and agency accounts, managed assets$49,00093
Other Fiduciary Accounts$0259
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$119,000223
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$079
Number of Non-Managed Accounts$432,000124
Personal Trust and Agency Accounts$2,000702
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000293
Employee Benefit-defined Benefit Accounts$5,00080
Number non-managed other employee benefit and retirement-related accounts$386,00049
Corporate Trust and Agency Accounts$31,00088
Number of investment management and advisory agency accounts, non-managed assets$1,000324
Number (#) individual retirement, health savings, and other similar accounts$0201
Other Fiduciary Accounts$0239
Memoranda
Custody and Safekeeping Accounts$72,000297
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$386,00054
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$1,088,000189
Number of Managed Accounts$640,000216
Personal Trust and Agency Accounts$249,000205
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$14,000159
Employee Benefit-defined Benefit Accounts$2,000160
Number of other employee benefit and retirement-related accounts$124,000200
Corporate Trust and Agency Accounts$5,00049
Number of managed investment management and investment advisory agency accounts$195,000191
Number of foundation and endowment trust and agency accounts, managed assets$51,00085
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$123,000177
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$448,000108
Personal Trust and Agency Accounts$2,000290
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,000192
Employee Benefit-defined Benefit Accounts$13,00061
Number non-managed other employee benefit and retirement-related accounts$386,00037
Corporate Trust and Agency Accounts$31,00068
Number of investment management and advisory agency accounts, non-managed assets$6,000100
Number (#) individual retirement, health savings, and other similar accounts$0137
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$65,000208
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$386,00042
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$1,088,000187
Number of Managed Accounts$641,000216
Personal Trust and Agency Accounts$249,000208
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$16,000147
Employee Benefit-defined Benefit Accounts$2,000162
Number of other employee benefit and retirement-related accounts$124,000201
Corporate Trust and Agency Accounts$5,00050
Number of managed investment management and investment advisory agency accounts$194,000193
Number of foundation and endowment trust and agency accounts, managed assets$51,00084
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$120,000173
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$447,000109
Personal Trust and Agency Accounts$1,000312
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000200
Employee Benefit-defined Benefit Accounts$12,00063
Number non-managed other employee benefit and retirement-related accounts$382,00038
Corporate Trust and Agency Accounts$34,00068
Number of investment management and advisory agency accounts, non-managed assets$9,00077
Number (#) individual retirement, health savings, and other similar accounts$0133
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$63,000213
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$381,00042
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$1,077,000189
Number of Managed Accounts$657,000208
Personal Trust and Agency Accounts$247,000208
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$19,000140
Employee Benefit-defined Benefit Accounts$2,000164
Number of other employee benefit and retirement-related accounts$124,000199
Corporate Trust and Agency Accounts$5,00050
Number of managed investment management and investment advisory agency accounts$208,000184
Number of foundation and endowment trust and agency accounts, managed assets$52,00082
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$124,000172
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$420,000118
Personal Trust and Agency Accounts$1,000321
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000208
Employee Benefit-defined Benefit Accounts$12,00062
Number non-managed other employee benefit and retirement-related accounts$359,00038
Corporate Trust and Agency Accounts$37,00069
Number of investment management and advisory agency accounts, non-managed assets$3,000111
Number (#) individual retirement, health savings, and other similar accounts$0136
Other Fiduciary Accounts$0116
Memoranda
Custody and Safekeeping Accounts$57,000233
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$359,00041
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$1,077,000205
Number of Managed Accounts$659,000226
Personal Trust and Agency Accounts$234,000243
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$21,000167
Employee Benefit-defined Benefit Accounts$2,000197
Number of other employee benefit and retirement-related accounts$122,000243
Corporate Trust and Agency Accounts$6,00092
Number of managed investment management and investment advisory agency accounts$241,000177
Number of foundation and endowment trust and agency accounts, managed assets$33,000116
Other Fiduciary Accounts$0261
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$119,000209
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$082
Number of Non-Managed Accounts$418,000146
Personal Trust and Agency Accounts$1,000821
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000281
Employee Benefit-defined Benefit Accounts$13,00064
Number non-managed other employee benefit and retirement-related accounts$360,00053
Corporate Trust and Agency Accounts$32,00095
Number of investment management and advisory agency accounts, non-managed assets$3,000212
Number (#) individual retirement, health savings, and other similar accounts$0193
Other Fiduciary Accounts$0229
Memoranda
Custody and Safekeeping Accounts$45,000386
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$370,00058
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$1,120,000183
Number of Managed Accounts$686,000208
Personal Trust and Agency Accounts$273,000197
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$22,000140
Employee Benefit-defined Benefit Accounts$5,000108
Number of other employee benefit and retirement-related accounts$121,000196
Corporate Trust and Agency Accounts$6,00050
Number of managed investment management and investment advisory agency accounts$259,000171
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$434,000116
Personal Trust and Agency Accounts$1,000314
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$15,000178
Employee Benefit-defined Benefit Accounts$10,00066
Number non-managed other employee benefit and retirement-related accounts$371,00038
Corporate Trust and Agency Accounts$37,00071
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0117
Memoranda
Custody and Safekeeping Accounts$60,000223
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,142,000181
Number of Managed Accounts$705,000203
Personal Trust and Agency Accounts$274,000200
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$29,000125
Employee Benefit-defined Benefit Accounts$6,00099
Number of other employee benefit and retirement-related accounts$123,000199
Corporate Trust and Agency Accounts$7,00053
Number of managed investment management and investment advisory agency accounts$266,000168
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0115
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$437,000113
Personal Trust and Agency Accounts$1,000323
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$19,000171
Employee Benefit-defined Benefit Accounts$9,00073
Number non-managed other employee benefit and retirement-related accounts$371,00039
Corporate Trust and Agency Accounts$37,00071
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0117
Memoranda
Custody and Safekeeping Accounts$105,000171
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,529,000136
Number of Managed Accounts$726,000198
Personal Trust and Agency Accounts$270,000200
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$33,000117
Employee Benefit-defined Benefit Accounts$9,00080
Number of other employee benefit and retirement-related accounts$143,000186
Corporate Trust and Agency Accounts$7,00053
Number of managed investment management and investment advisory agency accounts$264,000168
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0119
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$803,00078
Personal Trust and Agency Accounts$1,000323
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$301,00045
Employee Benefit-defined Benefit Accounts$9,00071
Number non-managed other employee benefit and retirement-related accounts$455,00033
Corporate Trust and Agency Accounts$37,00071
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0120
Memoranda
Custody and Safekeeping Accounts$16,603,00019
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,573,000147
Number of Managed Accounts$750,000209
Personal Trust and Agency Accounts$282,000210
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$33,000135
Employee Benefit-defined Benefit Accounts$8,00095
Number of other employee benefit and retirement-related accounts$143,000221
Corporate Trust and Agency Accounts$7,000104
Number of managed investment management and investment advisory agency accounts$277,000172
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0285
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$823,00095
Personal Trust and Agency Accounts$1,000853
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$323,00045
Employee Benefit-defined Benefit Accounts$9,00085
Number non-managed other employee benefit and retirement-related accounts$458,00045
Corporate Trust and Agency Accounts$32,00094
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0263
Memoranda
Custody and Safekeeping Accounts$15,907,00021
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,221,000171
Number of Managed Accounts$772,000190
Personal Trust and Agency Accounts$286,000196
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$43,000106
Employee Benefit-defined Benefit Accounts$12,00069
Number of other employee benefit and retirement-related accounts$143,000190
Corporate Trust and Agency Accounts$4,00062
Number of managed investment management and investment advisory agency accounts$284,000160
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0120
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$449,000119
Personal Trust and Agency Accounts$1,000340
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$314,00044
Employee Benefit-defined Benefit Accounts$9,00073
Number non-managed other employee benefit and retirement-related accounts$94,000108
Corporate Trust and Agency Accounts$31,00077
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0132
Memoranda
Custody and Safekeeping Accounts$15,024,00018
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,218,000173
Number of Managed Accounts$771,000195
Personal Trust and Agency Accounts$290,000196
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$43,000106
Employee Benefit-defined Benefit Accounts$12,00071
Number of other employee benefit and retirement-related accounts$135,000199
Corporate Trust and Agency Accounts$4,00063
Number of managed investment management and investment advisory agency accounts$287,000157
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0123
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$447,000124
Personal Trust and Agency Accounts$1,000339
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$309,00048
Employee Benefit-defined Benefit Accounts$8,00080
Number non-managed other employee benefit and retirement-related accounts$94,000108
Corporate Trust and Agency Accounts$35,00075
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0136
Memoranda
Custody and Safekeeping Accounts$14,538,00018
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,200,000181
Number of Managed Accounts$772,000195
Personal Trust and Agency Accounts$289,000198
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$45,000104
Employee Benefit-defined Benefit Accounts$11,00073
Number of other employee benefit and retirement-related accounts$132,000199
Corporate Trust and Agency Accounts$4,00064
Number of managed investment management and investment advisory agency accounts$291,000159
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0128
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$428,000128
Personal Trust and Agency Accounts$1,000346
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$300,00047
Employee Benefit-defined Benefit Accounts$8,00084
Number non-managed other employee benefit and retirement-related accounts$95,000106
Corporate Trust and Agency Accounts$24,00082
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0134
Memoranda
Custody and Safekeeping Accounts$14,316,00018
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,191,000192
Number of Managed Accounts$771,000199
Personal Trust and Agency Accounts$286,000214
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$46,000122
Employee Benefit-defined Benefit Accounts$11,00081
Number of other employee benefit and retirement-related accounts$129,000230
Corporate Trust and Agency Accounts$4,000134
Number of managed investment management and investment advisory agency accounts$295,000159
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0300
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$420,000151
Personal Trust and Agency Accounts$2,000777
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$291,00049
Employee Benefit-defined Benefit Accounts$10,00083
Number non-managed other employee benefit and retirement-related accounts$92,000176
Corporate Trust and Agency Accounts$25,000106
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0264
Memoranda
Custody and Safekeeping Accounts$14,040,00017
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,510,00091
Number of Managed Accounts$1,312,000122
Personal Trust and Agency Accounts$497,000124
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$42,000114
Employee Benefit-defined Benefit Accounts$11,00075
Number of other employee benefit and retirement-related accounts$330,00082
Corporate Trust and Agency Accounts$28,00030
Number of managed investment management and investment advisory agency accounts$298,000152
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$106,00024
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,198,00064
Personal Trust and Agency Accounts$1,000331
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$908,00025
Employee Benefit-defined Benefit Accounts$15,00065
Number non-managed other employee benefit and retirement-related accounts$243,00051
Corporate Trust and Agency Accounts$31,00082
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0127
Memoranda
Custody and Safekeeping Accounts$82,000203
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,394,00095
Number of Managed Accounts$1,283,000126
Personal Trust and Agency Accounts$472,000140
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$46,000110
Employee Benefit-defined Benefit Accounts$10,00080
Number of other employee benefit and retirement-related accounts$326,00078
Corporate Trust and Agency Accounts$29,00032
Number of managed investment management and investment advisory agency accounts$299,000154
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$101,00025
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,111,00065
Personal Trust and Agency Accounts$1,000342
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$848,00027
Employee Benefit-defined Benefit Accounts$14,00071
Number non-managed other employee benefit and retirement-related accounts$224,00054
Corporate Trust and Agency Accounts$24,00087
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0125
Memoranda
Custody and Safekeeping Accounts$81,000213
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,407,00092
Number of Managed Accounts$1,322,000120
Personal Trust and Agency Accounts$515,000127
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$46,000115
Employee Benefit-defined Benefit Accounts$9,00089
Number of other employee benefit and retirement-related accounts$335,00077
Corporate Trust and Agency Accounts$31,00030
Number of managed investment management and investment advisory agency accounts$286,000158
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$100,00024
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,085,00066
Personal Trust and Agency Accounts$0351
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$820,00029
Employee Benefit-defined Benefit Accounts$15,00067
Number non-managed other employee benefit and retirement-related accounts$220,00054
Corporate Trust and Agency Accounts$30,00083
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0121
Memoranda
Custody and Safekeeping Accounts$82,000215
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,365,000100
Number of Managed Accounts$1,336,000121
Personal Trust and Agency Accounts$523,000129
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$48,000127
Employee Benefit-defined Benefit Accounts$10,00094
Number of other employee benefit and retirement-related accounts$338,00081
Corporate Trust and Agency Accounts$31,00050
Number of managed investment management and investment advisory agency accounts$286,000160
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$100,00026
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,029,00077
Personal Trust and Agency Accounts$0991
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$784,00031
Employee Benefit-defined Benefit Accounts$14,00084
Number non-managed other employee benefit and retirement-related accounts$205,00095
Corporate Trust and Agency Accounts$26,000107
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0263
Memoranda
Custody and Safekeeping Accounts$82,000283
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,306,000101
Number of Managed Accounts$1,322,000125
Personal Trust and Agency Accounts$514,000134
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$47,000114
Employee Benefit-defined Benefit Accounts$10,00090
Number of other employee benefit and retirement-related accounts$330,00082
Corporate Trust and Agency Accounts$31,00033
Number of managed investment management and investment advisory agency accounts$281,000159
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$109,00023
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$984,00072
Personal Trust and Agency Accounts$0336
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$756,00032
Employee Benefit-defined Benefit Accounts$14,00075
Number non-managed other employee benefit and retirement-related accounts$190,00063
Corporate Trust and Agency Accounts$24,00091
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0121
Memoranda
Custody and Safekeeping Accounts$83,000201
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,279,000107
Number of Managed Accounts$1,330,000130
Personal Trust and Agency Accounts$520,000138
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$52,000106
Employee Benefit-defined Benefit Accounts$11,00093
Number of other employee benefit and retirement-related accounts$321,00086
Corporate Trust and Agency Accounts$31,00035
Number of managed investment management and investment advisory agency accounts$282,000158
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$113,00028
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$949,00074
Personal Trust and Agency Accounts$0342
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$753,00032
Employee Benefit-defined Benefit Accounts$13,00085
Number non-managed other employee benefit and retirement-related accounts$160,00074
Corporate Trust and Agency Accounts$23,00094
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0129
Memoranda
Custody and Safekeeping Accounts$85,000204
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,209,000109
Number of Managed Accounts$1,281,000134
Personal Trust and Agency Accounts$489,000148
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$53,000107
Employee Benefit-defined Benefit Accounts$11,00094
Number of other employee benefit and retirement-related accounts$291,00088
Corporate Trust and Agency Accounts$17,00044
Number of managed investment management and investment advisory agency accounts$282,000158
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$138,00024
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$928,00076
Personal Trust and Agency Accounts$0351
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$745,00033
Employee Benefit-defined Benefit Accounts$13,00083
Number non-managed other employee benefit and retirement-related accounts$157,00080
Corporate Trust and Agency Accounts$13,000119
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0129
Memoranda
Custody and Safekeeping Accounts$82,000208
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,220,000114
Number of Managed Accounts$1,332,000125
Personal Trust and Agency Accounts$516,000141
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$57,000118
Employee Benefit-defined Benefit Accounts$12,00094
Number of other employee benefit and retirement-related accounts$308,00087
Corporate Trust and Agency Accounts$19,00072
Number of managed investment management and investment advisory agency accounts$280,000157
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$140,00025
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$888,00091
Personal Trust and Agency Accounts$01,023
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$707,00034
Employee Benefit-defined Benefit Accounts$12,000100
Number non-managed other employee benefit and retirement-related accounts$147,000133
Corporate Trust and Agency Accounts$22,000128
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0282
Memoranda
Custody and Safekeeping Accounts$83,000289
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,286,000104
Number of Managed Accounts$1,438,000113
Personal Trust and Agency Accounts$558,000130
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$57,000101
Employee Benefit-defined Benefit Accounts$13,00080
Number of other employee benefit and retirement-related accounts$329,00075
Corporate Trust and Agency Accounts$21,00041
Number of managed investment management and investment advisory agency accounts$283,000148
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$177,00021
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$848,00083
Personal Trust and Agency Accounts$0339
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$681,00035
Employee Benefit-defined Benefit Accounts$12,00087
Number non-managed other employee benefit and retirement-related accounts$133,00088
Corporate Trust and Agency Accounts$22,00097
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0134
Memoranda
Custody and Safekeeping Accounts$87,000199
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,281,000103
Number of Managed Accounts$1,483,000106
Personal Trust and Agency Accounts$577,000125
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$59,000101
Employee Benefit-defined Benefit Accounts$13,00081
Number of other employee benefit and retirement-related accounts$341,00074
Corporate Trust and Agency Accounts$22,00038
Number of managed investment management and investment advisory agency accounts$291,000148
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$180,00022
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$798,00086
Personal Trust and Agency Accounts$0351
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$649,00035
Employee Benefit-defined Benefit Accounts$12,00085
Number non-managed other employee benefit and retirement-related accounts$126,00093
Corporate Trust and Agency Accounts$11,000133
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0136
Memoranda
Custody and Safekeeping Accounts$89,000198
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,300,000109
Number of Managed Accounts$1,538,000107
Personal Trust and Agency Accounts$595,000127
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$62,000103
Employee Benefit-defined Benefit Accounts$14,00079
Number of other employee benefit and retirement-related accounts$356,00073
Corporate Trust and Agency Accounts$26,00036
Number of managed investment management and investment advisory agency accounts$296,000145
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$189,00023
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$762,00095
Personal Trust and Agency Accounts$0353
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$623,00037
Employee Benefit-defined Benefit Accounts$9,00090
Number non-managed other employee benefit and retirement-related accounts$114,00098
Corporate Trust and Agency Accounts$16,000114
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0132
Memoranda
Custody and Safekeeping Accounts$92,000199
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,295,000116
Number of Managed Accounts$1,570,000111
Personal Trust and Agency Accounts$607,000126
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$63,000113
Employee Benefit-defined Benefit Accounts$14,00085
Number of other employee benefit and retirement-related accounts$371,00071
Corporate Trust and Agency Accounts$26,00051
Number of managed investment management and investment advisory agency accounts$297,000140
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$192,00028
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$725,000110
Personal Trust and Agency Accounts$01,017
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$600,00037
Employee Benefit-defined Benefit Accounts$9,000113
Number non-managed other employee benefit and retirement-related accounts$107,000171
Corporate Trust and Agency Accounts$9,000191
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0286
Memoranda
Custody and Safekeeping Accounts$90,000292
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,319,000107
Number of Managed Accounts$1,625,000106
Personal Trust and Agency Accounts$621,000125
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$66,00096
Employee Benefit-defined Benefit Accounts$14,00078
Number of other employee benefit and retirement-related accounts$391,00067
Corporate Trust and Agency Accounts$28,00035
Number of managed investment management and investment advisory agency accounts$299,000133
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$206,00021
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$694,00096
Personal Trust and Agency Accounts$0346
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$579,00040
Employee Benefit-defined Benefit Accounts$9,00094
Number non-managed other employee benefit and retirement-related accounts$96,000109
Corporate Trust and Agency Accounts$10,000129
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0126
Memoranda
Custody and Safekeeping Accounts$79,000224
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,334,000107
Number of Managed Accounts$1,667,000103
Personal Trust and Agency Accounts$634,000123
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$62,000108
Employee Benefit-defined Benefit Accounts$14,00078
Number of other employee benefit and retirement-related accounts$408,00061
Corporate Trust and Agency Accounts$29,00036
Number of managed investment management and investment advisory agency accounts$299,000132
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$221,00019
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$667,000102
Personal Trust and Agency Accounts$0352
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$552,00043
Employee Benefit-defined Benefit Accounts$9,00097
Number non-managed other employee benefit and retirement-related accounts$89,000119
Corporate Trust and Agency Accounts$17,000118
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0128
Memoranda
Custody and Safekeeping Accounts$79,000229
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,080,000114
Number of Managed Accounts$1,438,000115
Personal Trust and Agency Accounts$645,000124
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$112,00063
Employee Benefit-defined Benefit Accounts$28,00055
Number of other employee benefit and retirement-related accounts$336,00070
Corporate Trust and Agency Accounts$27,00038
Number of managed investment management and investment advisory agency accounts$290,000132
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$642,000103
Personal Trust and Agency Accounts$0364
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$530,00046
Employee Benefit-defined Benefit Accounts$11,00089
Number non-managed other employee benefit and retirement-related accounts$7,000274
Corporate Trust and Agency Accounts$94,00074
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0134
Memoranda
Custody and Safekeeping Accounts$77,000237
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,349,000176
Number of Managed Accounts$758,000206
Personal Trust and Agency Accounts$290,000245
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$68,000117
Employee Benefit-defined Benefit Accounts$14,00088
Number of other employee benefit and retirement-related accounts$95,000227
Corporate Trust and Agency Accounts$6,000139
Number of managed investment management and investment advisory agency accounts$285,000138
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0331
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$591,000133
Personal Trust and Agency Accounts$01,047
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$568,00049
Employee Benefit-defined Benefit Accounts$6,000126
Number non-managed other employee benefit and retirement-related accounts$5,000674
Corporate Trust and Agency Accounts$12,000188
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0293
Memoranda
Custody and Safekeeping Accounts$77,000344
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,303,000177
Number of Managed Accounts$744,000204
Personal Trust and Agency Accounts$281,000232
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$72,000112
Employee Benefit-defined Benefit Accounts$11,00097
Number of other employee benefit and retirement-related accounts$98,000182
Corporate Trust and Agency Accounts$6,00069
Number of managed investment management and investment advisory agency accounts$276,000135
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0143
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$559,000126
Personal Trust and Agency Accounts$0370
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$537,00055
Employee Benefit-defined Benefit Accounts$9,000109
Number non-managed other employee benefit and retirement-related accounts$2,000316
Corporate Trust and Agency Accounts$11,000132
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0152
Memoranda
Custody and Safekeeping Accounts$77,000252
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,280,000180
Number of Managed Accounts$734,000207
Personal Trust and Agency Accounts$282,000241
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$72,000120
Employee Benefit-defined Benefit Accounts$12,00096
Number of other employee benefit and retirement-related accounts$93,000190
Corporate Trust and Agency Accounts$6,00075
Number of managed investment management and investment advisory agency accounts$269,000139
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0151
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$546,000127
Personal Trust and Agency Accounts$0377
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$522,00056
Employee Benefit-defined Benefit Accounts$9,000109
Number non-managed other employee benefit and retirement-related accounts$2,000320
Corporate Trust and Agency Accounts$13,000132
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0161
Memoranda
Custody and Safekeeping Accounts$75,000255
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,248,000192
Number of Managed Accounts$743,000215
Personal Trust and Agency Accounts$284,000248
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$77,000115
Employee Benefit-defined Benefit Accounts$12,00099
Number of other employee benefit and retirement-related accounts$95,000186
Corporate Trust and Agency Accounts$6,00083
Number of managed investment management and investment advisory agency accounts$269,000138
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0156
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$505,000136
Personal Trust and Agency Accounts$0390
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$479,00059
Employee Benefit-defined Benefit Accounts$9,000106
Number non-managed other employee benefit and retirement-related accounts$2,000325
Corporate Trust and Agency Accounts$15,000132
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0158
Memoranda
Custody and Safekeeping Accounts$69,000270
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,141,000222
Number of Managed Accounts$741,000232
Personal Trust and Agency Accounts$286,000259
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$79,000129
Employee Benefit-defined Benefit Accounts$12,000106
Number of other employee benefit and retirement-related accounts$95,000239
Corporate Trust and Agency Accounts$6,000173
Number of managed investment management and investment advisory agency accounts$263,000147
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0352
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$400,000189
Personal Trust and Agency Accounts$01,072
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$376,00070
Employee Benefit-defined Benefit Accounts$9,000121
Number non-managed other employee benefit and retirement-related accounts$2,000771
Corporate Trust and Agency Accounts$13,000184
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0305
Memoranda
Custody and Safekeeping Accounts$74,000390
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,049,000218
Number of Managed Accounts$770,000202
Personal Trust and Agency Accounts$314,000226
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$82,000139
Employee Benefit-defined Benefit Accounts$12,000105
Number of other employee benefit and retirement-related accounts$105,000204
Corporate Trust and Agency Accounts$0351
Number of managed investment management and investment advisory agency accounts$257,000133
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0365
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$279,000233
Personal Trust and Agency Accounts$0999
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$245,00081
Employee Benefit-defined Benefit Accounts$8,000124
Number non-managed other employee benefit and retirement-related accounts$1,000769
Corporate Trust and Agency Accounts$25,000154
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0297
Memoranda
Custody and Safekeeping Accounts$76,000354
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA