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Compass Bank, Number of Fiduciary and Related Asset Accounts

2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,065,000123
Number of Managed Accounts$1,891,000109
Personal Trust and Agency Accounts$1,082,00055
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000197
Employee Benefit-defined Benefit Accounts$12,00053
Number of other employee benefit and retirement-related accounts$209,000209
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$434,000130
Number of foundation and endowment trust and agency accounts, managed assets$29,000156
Other Fiduciary Accounts$120,0009
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$200,000212
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$174,000154
Personal Trust and Agency Accounts$70,00074
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$12,000165
Employee Benefit-defined Benefit Accounts$20,00039
Number non-managed other employee benefit and retirement-related accounts$20,000182
Corporate Trust and Agency Accounts$41,00056
Number of investment management and advisory agency accounts, non-managed assets$1,000183
Number (#) individual retirement, health savings, and other similar accounts$6,00052
Other Fiduciary Accounts$4,00069
Memoranda
Custody and Safekeeping Accounts$204,000105
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000262
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,058,000124
Number of Managed Accounts$1,887,000109
Personal Trust and Agency Accounts$1,083,00054
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000198
Employee Benefit-defined Benefit Accounts$18,00045
Number of other employee benefit and retirement-related accounts$205,000214
Corporate Trust and Agency Accounts$085
Number of managed investment management and investment advisory agency accounts$430,000131
Number of foundation and endowment trust and agency accounts, managed assets$29,000157
Other Fiduciary Accounts$117,00012
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$198,000208
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$171,000160
Personal Trust and Agency Accounts$69,00078
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$12,000166
Employee Benefit-defined Benefit Accounts$20,00042
Number non-managed other employee benefit and retirement-related accounts$20,000183
Corporate Trust and Agency Accounts$39,00058
Number of investment management and advisory agency accounts, non-managed assets$1,000187
Number (#) individual retirement, health savings, and other similar accounts$6,00054
Other Fiduciary Accounts$4,00068
Memoranda
Custody and Safekeeping Accounts$205,000103
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000266
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,084,000120
Number of Managed Accounts$1,907,000106
Personal Trust and Agency Accounts$1,093,00053
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000197
Employee Benefit-defined Benefit Accounts$18,00048
Number of other employee benefit and retirement-related accounts$210,000223
Corporate Trust and Agency Accounts$0174
Number of managed investment management and investment advisory agency accounts$436,000131
Number of foundation and endowment trust and agency accounts, managed assets$29,000169
Other Fiduciary Accounts$114,00012
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$204,000220
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$047
Number of Non-Managed Accounts$177,000196
Personal Trust and Agency Accounts$66,000103
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$12,000182
Employee Benefit-defined Benefit Accounts$20,00041
Number non-managed other employee benefit and retirement-related accounts$24,000298
Corporate Trust and Agency Accounts$44,00070
Number of investment management and advisory agency accounts, non-managed assets$1,000299
Number (#) individual retirement, health savings, and other similar accounts$6,00056
Other Fiduciary Accounts$4,000103
Memoranda
Custody and Safekeeping Accounts$211,000118
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000472
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,133,000116
Number of Managed Accounts$1,958,000104
Personal Trust and Agency Accounts$1,118,00053
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000182
Employee Benefit-defined Benefit Accounts$18,00046
Number of other employee benefit and retirement-related accounts$216,000205
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$455,000126
Number of foundation and endowment trust and agency accounts, managed assets$31,000154
Other Fiduciary Accounts$113,00012
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$210,000204
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$175,000155
Personal Trust and Agency Accounts$64,00076
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000165
Employee Benefit-defined Benefit Accounts$20,00041
Number non-managed other employee benefit and retirement-related accounts$24,000170
Corporate Trust and Agency Accounts$43,00059
Number of investment management and advisory agency accounts, non-managed assets$1,000184
Number (#) individual retirement, health savings, and other similar accounts$6,00054
Other Fiduciary Accounts$4,00074
Memoranda
Custody and Safekeeping Accounts$219,00099
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000257
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,179,000110
Number of Managed Accounts$2,001,00097
Personal Trust and Agency Accounts$1,138,00053
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000180
Employee Benefit-defined Benefit Accounts$18,00047
Number of other employee benefit and retirement-related accounts$229,000197
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$469,000119
Number of foundation and endowment trust and agency accounts, managed assets$31,000154
Other Fiduciary Accounts$109,00013
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$223,000192
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$178,000155
Personal Trust and Agency Accounts$61,00080
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000167
Employee Benefit-defined Benefit Accounts$20,00041
Number non-managed other employee benefit and retirement-related accounts$23,000176
Corporate Trust and Agency Accounts$49,00057
Number of investment management and advisory agency accounts, non-managed assets$1,000190
Number (#) individual retirement, health savings, and other similar accounts$6,00054
Other Fiduciary Accounts$5,00069
Memoranda
Custody and Safekeeping Accounts$224,00098
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$14,000249
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$2,164,000110
Number of Managed Accounts$1,992,00097
Personal Trust and Agency Accounts$1,134,00055
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000184
Employee Benefit-defined Benefit Accounts$18,00047
Number of other employee benefit and retirement-related accounts$228,000196
Corporate Trust and Agency Accounts$084
Number of managed investment management and investment advisory agency accounts$464,000116
Number of foundation and endowment trust and agency accounts, managed assets$31,000154
Other Fiduciary Accounts$110,00014
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$222,000192
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$172,000154
Personal Trust and Agency Accounts$60,00080
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000164
Employee Benefit-defined Benefit Accounts$20,00042
Number non-managed other employee benefit and retirement-related accounts$23,000174
Corporate Trust and Agency Accounts$44,00059
Number of investment management and advisory agency accounts, non-managed assets$1,000187
Number (#) individual retirement, health savings, and other similar accounts$6,00053
Other Fiduciary Accounts$5,00073
Memoranda
Custody and Safekeeping Accounts$373,00075
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$14,000248
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$2,124,000110
Number of Managed Accounts$1,958,00097
Personal Trust and Agency Accounts$1,108,00055
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000203
Employee Benefit-defined Benefit Accounts$18,00047
Number of other employee benefit and retirement-related accounts$227,000206
Corporate Trust and Agency Accounts$0181
Number of managed investment management and investment advisory agency accounts$458,000116
Number of foundation and endowment trust and agency accounts, managed assets$31,000164
Other Fiduciary Accounts$109,00014
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$221,000199
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$055
Number of Non-Managed Accounts$166,000201
Personal Trust and Agency Accounts$59,000115
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000180
Employee Benefit-defined Benefit Accounts$19,00045
Number non-managed other employee benefit and retirement-related accounts$22,000325
Corporate Trust and Agency Accounts$41,00071
Number of investment management and advisory agency accounts, non-managed assets$1,000298
Number (#) individual retirement, health savings, and other similar accounts$6,00056
Other Fiduciary Accounts$5,000107
Memoranda
Custody and Safekeeping Accounts$376,00084
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$14,000466
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$2,132,000108
Number of Managed Accounts$1,971,00096
Personal Trust and Agency Accounts$1,117,00053
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000183
Employee Benefit-defined Benefit Accounts$18,00045
Number of other employee benefit and retirement-related accounts$224,000196
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$466,000115
Number of foundation and endowment trust and agency accounts, managed assets$31,000151
Other Fiduciary Accounts$108,00015
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$218,000189
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$161,000160
Personal Trust and Agency Accounts$59,00080
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000167
Employee Benefit-defined Benefit Accounts$19,00045
Number non-managed other employee benefit and retirement-related accounts$21,000190
Corporate Trust and Agency Accounts$38,00062
Number of investment management and advisory agency accounts, non-managed assets$1,000187
Number (#) individual retirement, health savings, and other similar accounts$6,00054
Other Fiduciary Accounts$4,00073
Memoranda
Custody and Safekeeping Accounts$379,00076
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$14,000255
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$2,128,000109
Number of Managed Accounts$1,967,00097
Personal Trust and Agency Accounts$1,120,00055
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000190
Employee Benefit-defined Benefit Accounts$16,00048
Number of other employee benefit and retirement-related accounts$225,000193
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$464,000115
Number of foundation and endowment trust and agency accounts, managed assets$30,000154
Other Fiduciary Accounts$105,00013
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$218,000190
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$161,000163
Personal Trust and Agency Accounts$59,00081
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000168
Employee Benefit-defined Benefit Accounts$19,00046
Number non-managed other employee benefit and retirement-related accounts$21,000196
Corporate Trust and Agency Accounts$38,00064
Number of investment management and advisory agency accounts, non-managed assets$1,000194
Number (#) individual retirement, health savings, and other similar accounts$6,00052
Other Fiduciary Accounts$4,00071
Memoranda
Custody and Safekeeping Accounts$383,00077
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$15,000258
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$2,128,000109
Number of Managed Accounts$1,974,00097
Personal Trust and Agency Accounts$1,121,00056
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000189
Employee Benefit-defined Benefit Accounts$16,00051
Number of other employee benefit and retirement-related accounts$223,000193
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$476,000114
Number of foundation and endowment trust and agency accounts, managed assets$31,000151
Other Fiduciary Accounts$100,00012
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$216,000185
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$154,000169
Personal Trust and Agency Accounts$53,00089
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000167
Employee Benefit-defined Benefit Accounts$19,00044
Number non-managed other employee benefit and retirement-related accounts$21,000200
Corporate Trust and Agency Accounts$37,00064
Number of investment management and advisory agency accounts, non-managed assets$1,000193
Number (#) individual retirement, health savings, and other similar accounts$6,00054
Other Fiduciary Accounts$4,00072
Memoranda
Custody and Safekeeping Accounts$388,00076
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$15,000257
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$2,127,000112
Number of Managed Accounts$1,978,00094
Personal Trust and Agency Accounts$1,124,00057
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000215
Employee Benefit-defined Benefit Accounts$16,00052
Number of other employee benefit and retirement-related accounts$217,000202
Corporate Trust and Agency Accounts$0191
Number of managed investment management and investment advisory agency accounts$485,000110
Number of foundation and endowment trust and agency accounts, managed assets$31,000155
Other Fiduciary Accounts$98,00013
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$210,000194
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$060
Number of Non-Managed Accounts$149,000230
Personal Trust and Agency Accounts$51,000137
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$15,000181
Employee Benefit-defined Benefit Accounts$19,00043
Number non-managed other employee benefit and retirement-related accounts$20,000361
Corporate Trust and Agency Accounts$32,00076
Number of investment management and advisory agency accounts, non-managed assets$1,000319
Number (#) individual retirement, health savings, and other similar accounts$7,00054
Other Fiduciary Accounts$4,000115
Memoranda
Custody and Safekeeping Accounts$405,00082
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$17,000465
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,169,000107
Number of Managed Accounts$1,996,00093
Personal Trust and Agency Accounts$1,123,00054
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000181
Employee Benefit-defined Benefit Accounts$16,00050
Number of other employee benefit and retirement-related accounts$225,000188
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$491,000108
Number of foundation and endowment trust and agency accounts, managed assets$32,000147
Other Fiduciary Accounts$101,00013
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$217,000180
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$173,000160
Personal Trust and Agency Accounts$53,00088
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$26,000131
Employee Benefit-defined Benefit Accounts$23,00040
Number non-managed other employee benefit and retirement-related accounts$21,000191
Corporate Trust and Agency Accounts$39,00065
Number of investment management and advisory agency accounts, non-managed assets$1,000190
Number (#) individual retirement, health savings, and other similar accounts$7,00054
Other Fiduciary Accounts$3,00078
Memoranda
Custody and Safekeeping Accounts$410,00074
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$18,000242
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,184,000107
Number of Managed Accounts$2,008,00093
Personal Trust and Agency Accounts$1,134,00055
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000184
Employee Benefit-defined Benefit Accounts$16,00051
Number of other employee benefit and retirement-related accounts$237,000185
Corporate Trust and Agency Accounts$090
Number of managed investment management and investment advisory agency accounts$485,000108
Number of foundation and endowment trust and agency accounts, managed assets$34,000145
Other Fiduciary Accounts$94,00016
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$228,000177
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$176,000157
Personal Trust and Agency Accounts$53,00093
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$27,000131
Employee Benefit-defined Benefit Accounts$23,00041
Number non-managed other employee benefit and retirement-related accounts$22,000183
Corporate Trust and Agency Accounts$40,00065
Number of investment management and advisory agency accounts, non-managed assets$1,000187
Number (#) individual retirement, health savings, and other similar accounts$7,00051
Other Fiduciary Accounts$3,00080
Memoranda
Custody and Safekeeping Accounts$421,00074
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$20,000231
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,283,000100
Number of Managed Accounts$2,083,00085
Personal Trust and Agency Accounts$1,161,00054
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$17,000144
Employee Benefit-defined Benefit Accounts$17,00052
Number of other employee benefit and retirement-related accounts$257,000168
Corporate Trust and Agency Accounts$090
Number of managed investment management and investment advisory agency accounts$501,000107
Number of foundation and endowment trust and agency accounts, managed assets$33,000144
Other Fiduciary Accounts$97,00013
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$247,000160
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$200,000150
Personal Trust and Agency Accounts$55,00093
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$50,000101
Employee Benefit-defined Benefit Accounts$23,00042
Number non-managed other employee benefit and retirement-related accounts$26,000176
Corporate Trust and Agency Accounts$35,00063
Number of investment management and advisory agency accounts, non-managed assets$1,000186
Number (#) individual retirement, health savings, and other similar accounts$7,00053
Other Fiduciary Accounts$3,00081
Memoranda
Custody and Safekeeping Accounts$425,00072
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$23,000223
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,357,000103
Number of Managed Accounts$2,152,00083
Personal Trust and Agency Accounts$1,179,00055
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$29,000116
Employee Benefit-defined Benefit Accounts$17,00056
Number of other employee benefit and retirement-related accounts$270,000167
Corporate Trust and Agency Accounts$0193
Number of managed investment management and investment advisory agency accounts$521,000102
Number of foundation and endowment trust and agency accounts, managed assets$32,000148
Other Fiduciary Accounts$104,00013
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$262,000153
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$063
Number of Non-Managed Accounts$205,000189
Personal Trust and Agency Accounts$55,000139
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$56,000100
Employee Benefit-defined Benefit Accounts$23,00041
Number non-managed other employee benefit and retirement-related accounts$27,000320
Corporate Trust and Agency Accounts$33,00076
Number of investment management and advisory agency accounts, non-managed assets$1,000313
Number (#) individual retirement, health savings, and other similar accounts$7,00059
Other Fiduciary Accounts$3,000133
Memoranda
Custody and Safekeeping Accounts$431,00081
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$24,000403
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,390,00098
Number of Managed Accounts$2,194,00079
Personal Trust and Agency Accounts$1,187,00054
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$31,000108
Employee Benefit-defined Benefit Accounts$17,00052
Number of other employee benefit and retirement-related accounts$281,000155
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$541,00099
Number of foundation and endowment trust and agency accounts, managed assets$31,000143
Other Fiduciary Accounts$106,00011
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$271,000140
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$196,000146
Personal Trust and Agency Accounts$53,00099
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$61,00089
Employee Benefit-defined Benefit Accounts$23,00043
Number non-managed other employee benefit and retirement-related accounts$17,000211
Corporate Trust and Agency Accounts$31,00062
Number of investment management and advisory agency accounts, non-managed assets$1,000189
Number (#) individual retirement, health savings, and other similar accounts$7,00053
Other Fiduciary Accounts$3,00079
Memoranda
Custody and Safekeeping Accounts$420,00067
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$25,000212
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,414,00094
Number of Managed Accounts$2,218,00078
Personal Trust and Agency Accounts$1,205,00051
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$32,000106
Employee Benefit-defined Benefit Accounts$17,00049
Number of other employee benefit and retirement-related accounts$282,000153
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$548,00094
Number of foundation and endowment trust and agency accounts, managed assets$31,000141
Other Fiduciary Accounts$103,00010
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$272,000139
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$196,000147
Personal Trust and Agency Accounts$53,00097
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$63,00083
Employee Benefit-defined Benefit Accounts$23,00044
Number non-managed other employee benefit and retirement-related accounts$17,000211
Corporate Trust and Agency Accounts$29,00064
Number of investment management and advisory agency accounts, non-managed assets$1,000189
Number (#) individual retirement, health savings, and other similar accounts$7,00052
Other Fiduciary Accounts$3,00081
Memoranda
Custody and Safekeeping Accounts$443,00068
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$35,000180
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,449,00095
Number of Managed Accounts$2,242,00079
Personal Trust and Agency Accounts$1,209,00052
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$36,00099
Employee Benefit-defined Benefit Accounts$17,00049
Number of other employee benefit and retirement-related accounts$294,000145
Corporate Trust and Agency Accounts$1,00071
Number of managed investment management and investment advisory agency accounts$549,00093
Number of foundation and endowment trust and agency accounts, managed assets$33,000134
Other Fiduciary Accounts$103,00013
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$284,000132
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$207,000152
Personal Trust and Agency Accounts$54,00094
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$67,00083
Employee Benefit-defined Benefit Accounts$23,00045
Number non-managed other employee benefit and retirement-related accounts$18,000208
Corporate Trust and Agency Accounts$34,00061
Number of investment management and advisory agency accounts, non-managed assets$1,000192
Number (#) individual retirement, health savings, and other similar accounts$7,00049
Other Fiduciary Accounts$3,00085
Memoranda
Custody and Safekeeping Accounts$465,00067
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$36,000182
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,478,00096
Number of Managed Accounts$2,260,00079
Personal Trust and Agency Accounts$1,225,00052
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$37,000104
Employee Benefit-defined Benefit Accounts$17,00051
Number of other employee benefit and retirement-related accounts$290,000148
Corporate Trust and Agency Accounts$1,000142
Number of managed investment management and investment advisory agency accounts$555,00092
Number of foundation and endowment trust and agency accounts, managed assets$34,000135
Other Fiduciary Accounts$101,00012
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$280,000133
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$066
Number of Non-Managed Accounts$218,000186
Personal Trust and Agency Accounts$57,000140
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$69,00090
Employee Benefit-defined Benefit Accounts$22,00044
Number non-managed other employee benefit and retirement-related accounts$18,000396
Corporate Trust and Agency Accounts$40,00073
Number of investment management and advisory agency accounts, non-managed assets$1,000323
Number (#) individual retirement, health savings, and other similar accounts$7,00056
Other Fiduciary Accounts$4,000123
Memoranda
Custody and Safekeeping Accounts$498,00073
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$40,000313
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,603,00092
Number of Managed Accounts$2,308,00077
Personal Trust and Agency Accounts$1,248,00051
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$37,00094
Employee Benefit-defined Benefit Accounts$17,00048
Number of other employee benefit and retirement-related accounts$298,000129
Corporate Trust and Agency Accounts$1,00069
Number of managed investment management and investment advisory agency accounts$567,00088
Number of foundation and endowment trust and agency accounts, managed assets$41,000105
Other Fiduciary Accounts$99,00012
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$287,000124
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$295,000122
Personal Trust and Agency Accounts$56,00095
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$69,00087
Employee Benefit-defined Benefit Accounts$22,00046
Number non-managed other employee benefit and retirement-related accounts$18,000206
Corporate Trust and Agency Accounts$118,00052
Number of investment management and advisory agency accounts, non-managed assets$1,000178
Number (#) individual retirement, health savings, and other similar accounts$7,00052
Other Fiduciary Accounts$4,00073
Memoranda
Custody and Safekeeping Accounts$510,00062
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$41,000170
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,613,00092
Number of Managed Accounts$2,309,00075
Personal Trust and Agency Accounts$1,260,00051
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$39,00089
Employee Benefit-defined Benefit Accounts$17,00048
Number of other employee benefit and retirement-related accounts$295,000129
Corporate Trust and Agency Accounts$1,00074
Number of managed investment management and investment advisory agency accounts$561,00089
Number of foundation and endowment trust and agency accounts, managed assets$38,000112
Other Fiduciary Accounts$98,00011
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$284,000123
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$304,000123
Personal Trust and Agency Accounts$56,00094
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$69,00089
Employee Benefit-defined Benefit Accounts$21,00047
Number non-managed other employee benefit and retirement-related accounts$17,000209
Corporate Trust and Agency Accounts$129,00052
Number of investment management and advisory agency accounts, non-managed assets$1,000176
Number (#) individual retirement, health savings, and other similar accounts$7,00051
Other Fiduciary Accounts$4,00079
Memoranda
Custody and Safekeeping Accounts$512,00062
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$43,000174
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,633,00092
Number of Managed Accounts$2,309,00076
Personal Trust and Agency Accounts$1,261,00049
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$40,00086
Employee Benefit-defined Benefit Accounts$17,00048
Number of other employee benefit and retirement-related accounts$297,000127
Corporate Trust and Agency Accounts$1,00071
Number of managed investment management and investment advisory agency accounts$552,00089
Number of foundation and endowment trust and agency accounts, managed assets$38,000115
Other Fiduciary Accounts$103,00014
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$286,000119
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$324,000120
Personal Trust and Agency Accounts$60,00089
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$69,00090
Employee Benefit-defined Benefit Accounts$21,00046
Number non-managed other employee benefit and retirement-related accounts$17,000209
Corporate Trust and Agency Accounts$145,00051
Number of investment management and advisory agency accounts, non-managed assets$1,000178
Number (#) individual retirement, health savings, and other similar accounts$7,00050
Other Fiduciary Accounts$4,00080
Memoranda
Custody and Safekeeping Accounts$540,00059
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$46,000170
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,670,00090
Number of Managed Accounts$2,324,00072
Personal Trust and Agency Accounts$1,270,00049
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$42,00091
Employee Benefit-defined Benefit Accounts$17,00051
Number of other employee benefit and retirement-related accounts$302,000125
Corporate Trust and Agency Accounts$1,000151
Number of managed investment management and investment advisory agency accounts$554,00086
Number of foundation and endowment trust and agency accounts, managed assets$37,000122
Other Fiduciary Accounts$101,00011
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$290,000116
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$071
Number of Non-Managed Accounts$346,000142
Personal Trust and Agency Accounts$60,000140
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$70,00096
Employee Benefit-defined Benefit Accounts$21,00048
Number non-managed other employee benefit and retirement-related accounts$17,000415
Corporate Trust and Agency Accounts$167,00051
Number of investment management and advisory agency accounts, non-managed assets$1,000335
Number (#) individual retirement, health savings, and other similar accounts$7,00052
Other Fiduciary Accounts$3,000140
Memoranda
Custody and Safekeeping Accounts$652,00070
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$48,000298
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,685,00086
Number of Managed Accounts$2,330,00072
Personal Trust and Agency Accounts$1,286,00048
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$42,00089
Employee Benefit-defined Benefit Accounts$18,00048
Number of other employee benefit and retirement-related accounts$294,000124
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$553,00085
Number of foundation and endowment trust and agency accounts, managed assets$36,000115
Other Fiduciary Accounts$101,00012
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$282,000113
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$355,000112
Personal Trust and Agency Accounts$56,00089
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$72,00085
Employee Benefit-defined Benefit Accounts$20,00048
Number non-managed other employee benefit and retirement-related accounts$18,000197
Corporate Trust and Agency Accounts$178,00046
Number of investment management and advisory agency accounts, non-managed assets$1,000170
Number (#) individual retirement, health savings, and other similar accounts$7,00048
Other Fiduciary Accounts$3,00078
Memoranda
Custody and Safekeeping Accounts$660,00055
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$52,000158
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,723,00084
Number of Managed Accounts$2,334,00069
Personal Trust and Agency Accounts$1,299,00049
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$42,00092
Employee Benefit-defined Benefit Accounts$18,00050
Number of other employee benefit and retirement-related accounts$291,000124
Corporate Trust and Agency Accounts$085
Number of managed investment management and investment advisory agency accounts$547,00084
Number of foundation and endowment trust and agency accounts, managed assets$32,000124
Other Fiduciary Accounts$105,00010
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$279,000114
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$389,000108
Personal Trust and Agency Accounts$56,00087
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$106,00070
Employee Benefit-defined Benefit Accounts$20,00049
Number non-managed other employee benefit and retirement-related accounts$18,000200
Corporate Trust and Agency Accounts$178,00046
Number of investment management and advisory agency accounts, non-managed assets$1,000170
Number (#) individual retirement, health savings, and other similar accounts$7,00048
Other Fiduciary Accounts$3,00082
Memoranda
Custody and Safekeeping Accounts$650,00057
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$60,000147
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,770,00083
Number of Managed Accounts$2,391,00068
Personal Trust and Agency Accounts$1,327,00046
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$49,00084
Employee Benefit-defined Benefit Accounts$18,00049
Number of other employee benefit and retirement-related accounts$300,000117
Corporate Trust and Agency Accounts$1,00070
Number of managed investment management and investment advisory agency accounts$557,00080
Number of foundation and endowment trust and agency accounts, managed assets$34,000122
Other Fiduciary Accounts$105,00010
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$288,000109
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$379,000109
Personal Trust and Agency Accounts$41,000108
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$108,00069
Employee Benefit-defined Benefit Accounts$21,00050
Number non-managed other employee benefit and retirement-related accounts$17,000208
Corporate Trust and Agency Accounts$180,00049
Number of investment management and advisory agency accounts, non-managed assets$2,000143
Number (#) individual retirement, health savings, and other similar accounts$7,00047
Other Fiduciary Accounts$3,00083
Memoranda
Custody and Safekeeping Accounts$654,00056
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$60,000146
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,786,00086
Number of Managed Accounts$2,400,00067
Personal Trust and Agency Accounts$1,351,00047
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$51,00089
Employee Benefit-defined Benefit Accounts$18,00051
Number of other employee benefit and retirement-related accounts$296,000121
Corporate Trust and Agency Accounts$1,000168
Number of managed investment management and investment advisory agency accounts$545,00084
Number of foundation and endowment trust and agency accounts, managed assets$33,000129
Other Fiduciary Accounts$105,00010
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$284,000113
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$067
Number of Non-Managed Accounts$386,000132
Personal Trust and Agency Accounts$47,000169
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$109,00076
Employee Benefit-defined Benefit Accounts$21,00049
Number non-managed other employee benefit and retirement-related accounts$17,000422
Corporate Trust and Agency Accounts$180,00051
Number of investment management and advisory agency accounts, non-managed assets$2,000286
Number (#) individual retirement, health savings, and other similar accounts$7,00050
Other Fiduciary Accounts$3,000152
Memoranda
Custody and Safekeeping Accounts$666,00063
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$64,000252
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,865,00083
Number of Managed Accounts$2,463,00067
Personal Trust and Agency Accounts$1,396,00045
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$53,00077
Employee Benefit-defined Benefit Accounts$20,00043
Number of other employee benefit and retirement-related accounts$296,000115
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$561,00079
Number of foundation and endowment trust and agency accounts, managed assets$32,000121
Other Fiduciary Accounts$105,00012
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$285,000105
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$402,000106
Personal Trust and Agency Accounts$57,00086
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$109,00070
Employee Benefit-defined Benefit Accounts$20,00050
Number non-managed other employee benefit and retirement-related accounts$16,000215
Corporate Trust and Agency Accounts$187,00049
Number of investment management and advisory agency accounts, non-managed assets$2,000144
Number (#) individual retirement, health savings, and other similar accounts$8,00045
Other Fiduciary Accounts$3,00080
Memoranda
Custody and Safekeeping Accounts$691,00056
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$72,000128
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,909,00084
Number of Managed Accounts$2,497,00067
Personal Trust and Agency Accounts$1,406,00045
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$56,00075
Employee Benefit-defined Benefit Accounts$17,00053
Number of other employee benefit and retirement-related accounts$300,000112
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$580,00079
Number of foundation and endowment trust and agency accounts, managed assets$32,000119
Other Fiduciary Accounts$106,00010
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$287,000106
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$412,000109
Personal Trust and Agency Accounts$66,00087
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$109,00070
Employee Benefit-defined Benefit Accounts$20,00051
Number non-managed other employee benefit and retirement-related accounts$16,000218
Corporate Trust and Agency Accounts$194,00049
Number of investment management and advisory agency accounts, non-managed assets$3,000128
Number (#) individual retirement, health savings, and other similar accounts$1,000107
Other Fiduciary Accounts$3,00082
Memoranda
Custody and Safekeeping Accounts$713,00057
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$74,000124
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,986,00082
Number of Managed Accounts$2,570,00064
Personal Trust and Agency Accounts$1,435,00045
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$60,00073
Employee Benefit-defined Benefit Accounts$25,00038
Number of other employee benefit and retirement-related accounts$311,000105
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$595,00078
Number of foundation and endowment trust and agency accounts, managed assets$32,000118
Other Fiduciary Accounts$112,0009
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$299,00095
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$416,000108
Personal Trust and Agency Accounts$61,00090
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$111,00072
Employee Benefit-defined Benefit Accounts$17,00052
Number non-managed other employee benefit and retirement-related accounts$16,000215
Corporate Trust and Agency Accounts$203,00047
Number of investment management and advisory agency accounts, non-managed assets$4,000116
Number (#) individual retirement, health savings, and other similar accounts$1,000106
Other Fiduciary Accounts$3,00087
Memoranda
Custody and Safekeeping Accounts$726,00056
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$83,000114
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$3,049,00083
Number of Managed Accounts$2,602,00063
Personal Trust and Agency Accounts$1,459,00044
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$63,00081
Employee Benefit-defined Benefit Accounts$26,00040
Number of other employee benefit and retirement-related accounts$306,000113
Corporate Trust and Agency Accounts$0246
Number of managed investment management and investment advisory agency accounts$603,00080
Number of foundation and endowment trust and agency accounts, managed assets$32,000128
Other Fiduciary Accounts$113,00010
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$294,000103
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$079
Number of Non-Managed Accounts$447,000122
Personal Trust and Agency Accounts$55,000158
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$146,00060
Employee Benefit-defined Benefit Accounts$16,00054
Number non-managed other employee benefit and retirement-related accounts$17,000438
Corporate Trust and Agency Accounts$203,00049
Number of investment management and advisory agency accounts, non-managed assets$4,000214
Number (#) individual retirement, health savings, and other similar accounts$1,000138
Other Fiduciary Accounts$5,000137
Memoranda
Custody and Safekeeping Accounts$735,00057
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$94,000188
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$3,334,00077
Number of Managed Accounts$2,835,00057
Personal Trust and Agency Accounts$1,593,00041
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$66,00070
Employee Benefit-defined Benefit Accounts$27,00037
Number of other employee benefit and retirement-related accounts$344,00096
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$650,00068
Number of foundation and endowment trust and agency accounts, managed assets$35,000107
Other Fiduciary Accounts$120,00012
Memoranda
Fiduciary Accounts Held in Foreign Offices$08
Number of Individual retirement, health savings, and similar accounts,managed assets$332,00089
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$499,000101
Personal Trust and Agency Accounts$60,00093
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$154,00056
Employee Benefit-defined Benefit Accounts$15,00056
Number non-managed other employee benefit and retirement-related accounts$18,000195
Corporate Trust and Agency Accounts$241,00044
Number of investment management and advisory agency accounts, non-managed assets$4,000113
Number (#) individual retirement, health savings, and other similar accounts$1,000103
Other Fiduciary Accounts$6,00078
Memoranda
Custody and Safekeeping Accounts$726,00054
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$109,00094
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$3,351,00078
Number of Managed Accounts$2,841,00056
Personal Trust and Agency Accounts$1,597,00041
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$68,00065
Employee Benefit-defined Benefit Accounts$27,00039
Number of other employee benefit and retirement-related accounts$340,00092
Corporate Trust and Agency Accounts$095
Number of managed investment management and investment advisory agency accounts$650,00066
Number of foundation and endowment trust and agency accounts, managed assets$36,000103
Other Fiduciary Accounts$123,00011
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assets$329,00083
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$510,000100
Personal Trust and Agency Accounts$61,00094
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$157,00055
Employee Benefit-defined Benefit Accounts$13,00061
Number non-managed other employee benefit and retirement-related accounts$18,000197
Corporate Trust and Agency Accounts$250,00043
Number of investment management and advisory agency accounts, non-managed assets$4,000115
Number (#) individual retirement, health savings, and other similar accounts$1,000102
Other Fiduciary Accounts$6,00080
Memoranda
Custody and Safekeeping Accounts$744,00053
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$113,00086
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$3,397,00076
Number of Managed Accounts$2,853,00053
Personal Trust and Agency Accounts$1,615,00041
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$68,00065
Employee Benefit-defined Benefit Accounts$27,00040
Number of other employee benefit and retirement-related accounts$336,00092
Corporate Trust and Agency Accounts$091
Number of managed investment management and investment advisory agency accounts$651,00065
Number of foundation and endowment trust and agency accounts, managed assets$35,000104
Other Fiduciary Accounts$121,00013
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assets$326,00081
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$544,000100
Personal Trust and Agency Accounts$73,00082
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$160,00054
Employee Benefit-defined Benefit Accounts$16,00055
Number non-managed other employee benefit and retirement-related accounts$18,000195
Corporate Trust and Agency Accounts$265,00045
Number of investment management and advisory agency accounts, non-managed assets$5,00093
Number (#) individual retirement, health savings, and other similar accounts$1,000105
Other Fiduciary Accounts$6,00083
Memoranda
Custody and Safekeeping Accounts$779,00051
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$119,00082
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$3,477,00080
Number of Managed Accounts$2,892,00057
Personal Trust and Agency Accounts$1,610,00043
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$70,00074
Employee Benefit-defined Benefit Accounts$27,00044
Number of other employee benefit and retirement-related accounts$340,00094
Corporate Trust and Agency Accounts$0253
Number of managed investment management and investment advisory agency accounts$686,00062
Number of foundation and endowment trust and agency accounts, managed assets$34,000113
Other Fiduciary Accounts$125,00011
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assets$328,00082
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$082
Number of Non-Managed Accounts$585,000115
Personal Trust and Agency Accounts$80,000125
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$184,00054
Employee Benefit-defined Benefit Accounts$16,00055
Number non-managed other employee benefit and retirement-related accounts$18,000430
Corporate Trust and Agency Accounts$273,00046
Number of investment management and advisory agency accounts, non-managed assets$6,000156
Number (#) individual retirement, health savings, and other similar accounts$1,000139
Other Fiduciary Accounts$7,000127
Memoranda
Custody and Safekeeping Accounts$813,00054
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$140,000137
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$3,591,00075
Number of Managed Accounts$2,996,00056
Personal Trust and Agency Accounts$1,679,00042
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$74,00064
Employee Benefit-defined Benefit Accounts$27,00039
Number of other employee benefit and retirement-related accounts$354,00084
Corporate Trust and Agency Accounts$098
Number of managed investment management and investment advisory agency accounts$706,00070
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$156,00015
Memoranda
Fiduciary Accounts Held in Foreign Offices$010
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$595,00094
Personal Trust and Agency Accounts$72,00093
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$187,00055
Employee Benefit-defined Benefit Accounts$15,00057
Number non-managed other employee benefit and retirement-related accounts$18,000202
Corporate Trust and Agency Accounts$290,00044
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$13,00071
Memoranda
Custody and Safekeeping Accounts$843,00054
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,798,00077
Number of Managed Accounts$3,182,00057
Personal Trust and Agency Accounts$2,424,00036
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$84,00061
Employee Benefit-defined Benefit Accounts$27,00040
Number of other employee benefit and retirement-related accounts$363,00085
Corporate Trust and Agency Accounts$2,00071
Number of managed investment management and investment advisory agency accounts$107,000258
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$175,00016
Memoranda
Fiduciary Accounts Held in Foreign Offices$010
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$616,00093
Personal Trust and Agency Accounts$87,00089
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$188,00057
Employee Benefit-defined Benefit Accounts$15,00061
Number non-managed other employee benefit and retirement-related accounts$14,000224
Corporate Trust and Agency Accounts$297,00041
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$15,00066
Memoranda
Custody and Safekeeping Accounts$916,00056
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,915,00073
Number of Managed Accounts$3,272,00055
Personal Trust and Agency Accounts$2,491,00035
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$84,00063
Employee Benefit-defined Benefit Accounts$27,00041
Number of other employee benefit and retirement-related accounts$375,00082
Corporate Trust and Agency Accounts$2,00071
Number of managed investment management and investment advisory agency accounts$114,000257
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$179,00014
Memoranda
Fiduciary Accounts Held in Foreign Offices$010
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$643,00090
Personal Trust and Agency Accounts$107,00083
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$190,00055
Employee Benefit-defined Benefit Accounts$15,00060
Number non-managed other employee benefit and retirement-related accounts$14,000225
Corporate Trust and Agency Accounts$304,00040
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$13,00070
Memoranda
Custody and Safekeeping Accounts$1,010,00055
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,028,00079
Number of Managed Accounts$3,370,00055
Personal Trust and Agency Accounts$2,551,00035
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$91,00063
Employee Benefit-defined Benefit Accounts$26,00045
Number of other employee benefit and retirement-related accounts$389,00087
Corporate Trust and Agency Accounts$2,000168
Number of managed investment management and investment advisory agency accounts$115,000317
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$196,00015
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$658,000109
Personal Trust and Agency Accounts$111,000100
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$191,00060
Employee Benefit-defined Benefit Accounts$15,00071
Number non-managed other employee benefit and retirement-related accounts$15,000493
Corporate Trust and Agency Accounts$312,00044
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$14,000112
Memoranda
Custody and Safekeeping Accounts$1,116,00057
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,085,00073
Number of Managed Accounts$3,415,00055
Personal Trust and Agency Accounts$2,597,00035
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$92,00057
Employee Benefit-defined Benefit Accounts$27,00042
Number of other employee benefit and retirement-related accounts$389,00078
Corporate Trust and Agency Accounts$2,00078
Number of managed investment management and investment advisory agency accounts$119,000263
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$189,00015
Memoranda
Fiduciary Accounts Held in Foreign Offices$010
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$670,00095
Personal Trust and Agency Accounts$115,00079
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$195,00056
Employee Benefit-defined Benefit Accounts$14,00060
Number non-managed other employee benefit and retirement-related accounts$15,000234
Corporate Trust and Agency Accounts$318,00043
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$13,00076
Memoranda
Custody and Safekeeping Accounts$1,177,00053
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,124,00074
Number of Managed Accounts$3,493,00054
Personal Trust and Agency Accounts$2,259,00036
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$100,00054
Employee Benefit-defined Benefit Accounts$27,00042
Number of other employee benefit and retirement-related accounts$401,00074
Corporate Trust and Agency Accounts$2,00077
Number of managed investment management and investment advisory agency accounts$590,00084
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$114,00022
Memoranda
Fiduciary Accounts Held in Foreign Offices$011
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$631,00098
Personal Trust and Agency Accounts$116,00079
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$204,00057
Employee Benefit-defined Benefit Accounts$15,00063
Number non-managed other employee benefit and retirement-related accounts$11,000252
Corporate Trust and Agency Accounts$271,00047
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$14,00075
Memoranda
Custody and Safekeeping Accounts$1,253,00057
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,215,00072
Number of Managed Accounts$3,575,00055
Personal Trust and Agency Accounts$2,307,00037
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$108,00052
Employee Benefit-defined Benefit Accounts$27,00043
Number of other employee benefit and retirement-related accounts$409,00073
Corporate Trust and Agency Accounts$2,00075
Number of managed investment management and investment advisory agency accounts$596,00082
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$126,00023
Memoranda
Fiduciary Accounts Held in Foreign Offices$012
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$640,00095
Personal Trust and Agency Accounts$124,00071
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$204,00055
Employee Benefit-defined Benefit Accounts$17,00061
Number non-managed other employee benefit and retirement-related accounts$11,000256
Corporate Trust and Agency Accounts$270,00046
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$14,00080
Memoranda
Custody and Safekeeping Accounts$1,262,00054
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,243,000107
Number of Managed Accounts$1,952,00087
Personal Trust and Agency Accounts$1,458,00054
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$35,000144
Employee Benefit-defined Benefit Accounts$26,00047
Number of other employee benefit and retirement-related accounts$187,000166
Corporate Trust and Agency Accounts$1,000205
Number of managed investment management and investment advisory agency accounts$130,000291
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$115,00028
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$291,000192
Personal Trust and Agency Accounts$97,000119
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$143,00076
Employee Benefit-defined Benefit Accounts$14,00075
Number non-managed other employee benefit and retirement-related accounts$6,000621
Corporate Trust and Agency Accounts$20,000120
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$11,000124
Memoranda
Custody and Safekeeping Accounts$470,00084
Fiduciary Accounts Held in Foreign Offices$012
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,279,00098
Number of Managed Accounts$1,986,00082
Personal Trust and Agency Accounts$1,482,00052
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$33,000132
Employee Benefit-defined Benefit Accounts$25,00046
Number of other employee benefit and retirement-related accounts$188,000149
Corporate Trust and Agency Accounts$1,00087
Number of managed investment management and investment advisory agency accounts$133,000247
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$124,00022
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$293,000138
Personal Trust and Agency Accounts$100,00080
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$143,00068
Employee Benefit-defined Benefit Accounts$13,00070
Number non-managed other employee benefit and retirement-related accounts$5,000274
Corporate Trust and Agency Accounts$21,00089
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$11,00072
Memoranda
Custody and Safekeeping Accounts$479,00073
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,316,00099
Number of Managed Accounts$2,022,00082
Personal Trust and Agency Accounts$1,507,00051
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$33,000137
Employee Benefit-defined Benefit Accounts$25,00049
Number of other employee benefit and retirement-related accounts$182,000150
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$150,000232
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$125,00022
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$294,000141
Personal Trust and Agency Accounts$100,00083
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$145,00071
Employee Benefit-defined Benefit Accounts$13,00074
Number non-managed other employee benefit and retirement-related accounts$4,000288
Corporate Trust and Agency Accounts$21,00090
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$11,00071
Memoranda
Custody and Safekeeping Accounts$480,00078
Fiduciary Accounts Held in Foreign Offices$013
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,342,00096
Number of Managed Accounts$2,039,00081
Personal Trust and Agency Accounts$1,523,00050
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$33,000138
Employee Benefit-defined Benefit Accounts$25,00048
Number of other employee benefit and retirement-related accounts$182,000143
Corporate Trust and Agency Accounts$0102
Number of managed investment management and investment advisory agency accounts$151,000228
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$125,00020
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$303,000137
Personal Trust and Agency Accounts$104,00077
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$148,00070
Employee Benefit-defined Benefit Accounts$13,00073
Number non-managed other employee benefit and retirement-related accounts$5,000279
Corporate Trust and Agency Accounts$22,00088
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$11,00066
Memoranda
Custody and Safekeeping Accounts$493,00075
Fiduciary Accounts Held in Foreign Offices$012
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,382,00098
Number of Managed Accounts$2,077,00079
Personal Trust and Agency Accounts$1,549,00052
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$33,000162
Employee Benefit-defined Benefit Accounts$25,00055
Number of other employee benefit and retirement-related accounts$186,000155
Corporate Trust and Agency Accounts$0281
Number of managed investment management and investment advisory agency accounts$158,000245
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$126,00021
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$305,000181
Personal Trust and Agency Accounts$94,000128
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$159,00072
Employee Benefit-defined Benefit Accounts$13,00086
Number non-managed other employee benefit and retirement-related accounts$5,000638
Corporate Trust and Agency Accounts$23,000113
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$11,000119
Memoranda
Custody and Safekeeping Accounts$527,00083
Fiduciary Accounts Held in Foreign Offices$014
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,522,00096
Number of Managed Accounts$2,191,00077
Personal Trust and Agency Accounts$1,636,00054
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$33,000140
Employee Benefit-defined Benefit Accounts$25,00052
Number of other employee benefit and retirement-related accounts$198,000134
Corporate Trust and Agency Accounts$0101
Number of managed investment management and investment advisory agency accounts$168,000219
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$131,00020
Memoranda
Fiduciary Accounts Held in Foreign Offices$012
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$331,000137
Personal Trust and Agency Accounts$107,00081
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$169,00069
Employee Benefit-defined Benefit Accounts$15,00074
Number non-managed other employee benefit and retirement-related accounts$6,000264
Corporate Trust and Agency Accounts$23,00092
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$11,00070
Memoranda
Custody and Safekeeping Accounts$525,00073
Fiduciary Accounts Held in Foreign Offices$013
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,515,00099
Number of Managed Accounts$2,175,00083
Personal Trust and Agency Accounts$1,640,00060
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$33,000146
Employee Benefit-defined Benefit Accounts$24,00057
Number of other employee benefit and retirement-related accounts$186,000146
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$166,000223
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$126,00024
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$340,000139
Personal Trust and Agency Accounts$111,00081
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$171,00072
Employee Benefit-defined Benefit Accounts$15,00079
Number non-managed other employee benefit and retirement-related accounts$6,000272
Corporate Trust and Agency Accounts$26,00093
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$11,00073
Memoranda
Custody and Safekeeping Accounts$531,00071
Fiduciary Accounts Held in Foreign Offices$013
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,537,00098
Number of Managed Accounts$2,211,00079
Personal Trust and Agency Accounts$1,625,00060
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$126,00050
Employee Benefit-defined Benefit Accounts$27,00055
Number of other employee benefit and retirement-related accounts$192,000137
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$119,000255
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$122,00026
Memoranda
Fiduciary Accounts Held in Foreign Offices$014
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$326,000146
Personal Trust and Agency Accounts$107,00087
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$165,00074
Employee Benefit-defined Benefit Accounts$15,00078
Number non-managed other employee benefit and retirement-related accounts$5,000279
Corporate Trust and Agency Accounts$17,000109
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$17,00070
Memoranda
Custody and Safekeeping Accounts$542,00071
Fiduciary Accounts Held in Foreign Offices$014
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,321,00077
Number of Managed Accounts$3,416,00058
Personal Trust and Agency Accounts$1,805,00060
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$85,00083
Employee Benefit-defined Benefit Accounts$32,00050
Number of other employee benefit and retirement-related accounts$989,00027
Corporate Trust and Agency Accounts$17,00078
Number of managed investment management and investment advisory agency accounts$127,000284
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$361,00015
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$905,00090
Personal Trust and Agency Accounts$182,00064
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$171,00075
Employee Benefit-defined Benefit Accounts$18,00081
Number non-managed other employee benefit and retirement-related accounts$109,000174
Corporate Trust and Agency Accounts$34,000104
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$391,00023
Memoranda
Custody and Safekeeping Accounts$474,00086
Fiduciary Accounts Held in Foreign Offices$014
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,363,00071
Number of Managed Accounts$3,466,00056
Personal Trust and Agency Accounts$1,819,00058
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$78,00082
Employee Benefit-defined Benefit Accounts$31,00047
Number of other employee benefit and retirement-related accounts$1,047,00023
Corporate Trust and Agency Accounts$8,00062
Number of managed investment management and investment advisory agency accounts$133,000231
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$350,00016
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$897,00077
Personal Trust and Agency Accounts$193,00051
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$170,00075
Employee Benefit-defined Benefit Accounts$17,00071
Number non-managed other employee benefit and retirement-related accounts$128,00090
Corporate Trust and Agency Accounts$35,00086
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$354,00019
Memoranda
Custody and Safekeeping Accounts$487,00078
Fiduciary Accounts Held in Foreign Offices$013
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,196,00071
Number of Managed Accounts$3,427,00056
Personal Trust and Agency Accounts$1,796,00058
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$84,00076
Employee Benefit-defined Benefit Accounts$23,00059
Number of other employee benefit and retirement-related accounts$1,035,00022
Corporate Trust and Agency Accounts$9,00060
Number of managed investment management and investment advisory agency accounts$131,000236
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$349,00012
Memoranda
Fiduciary Accounts Held in Foreign Offices$014
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$769,00089
Personal Trust and Agency Accounts$189,00049
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$190,00069
Employee Benefit-defined Benefit Accounts$16,00073
Number non-managed other employee benefit and retirement-related accounts$140,00082
Corporate Trust and Agency Accounts$37,00088
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$197,00026
Memoranda
Custody and Safekeeping Accounts$547,00068
Fiduciary Accounts Held in Foreign Offices$014
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,297,00072
Number of Managed Accounts$3,362,00060
Personal Trust and Agency Accounts$1,785,00061
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$86,00080
Employee Benefit-defined Benefit Accounts$25,00060
Number of other employee benefit and retirement-related accounts$1,003,00024
Corporate Trust and Agency Accounts$10,00056
Number of managed investment management and investment advisory agency accounts$130,000239
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$323,00015
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$935,00083
Personal Trust and Agency Accounts$193,00050
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$208,00069
Employee Benefit-defined Benefit Accounts$18,00071
Number non-managed other employee benefit and retirement-related accounts$152,00080
Corporate Trust and Agency Accounts$36,00088
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$328,00023
Memoranda
Custody and Safekeeping Accounts$559,00072
Fiduciary Accounts Held in Foreign Offices$015
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,126,00099
Number of Managed Accounts$2,674,00074
Personal Trust and Agency Accounts$1,693,00066
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$83,00086
Employee Benefit-defined Benefit Accounts$20,00070
Number of other employee benefit and retirement-related accounts$626,00046
Corporate Trust and Agency Accounts$9,000105
Number of managed investment management and investment advisory agency accounts$130,000279
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$113,00037
Memoranda
Fiduciary Accounts Held in Foreign Offices$016
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$452,000154
Personal Trust and Agency Accounts$161,00078
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$202,00077
Employee Benefit-defined Benefit Accounts$12,000101
Number non-managed other employee benefit and retirement-related accounts$31,000372
Corporate Trust and Agency Accounts$36,000109
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$10,000135
Memoranda
Custody and Safekeeping Accounts$674,00067
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,226,00092
Number of Managed Accounts$2,617,00072
Personal Trust and Agency Accounts$1,693,00062
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$81,00080
Employee Benefit-defined Benefit Accounts$17,00073
Number of other employee benefit and retirement-related accounts$597,00047
Corporate Trust and Agency Accounts$9,00054
Number of managed investment management and investment advisory agency accounts$119,000240
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$101,00030
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$609,000106
Personal Trust and Agency Accounts$173,00063
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$200,00073
Employee Benefit-defined Benefit Accounts$10,00089
Number non-managed other employee benefit and retirement-related accounts$54,000144
Corporate Trust and Agency Accounts$35,00093
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$137,00030
Memoranda
Custody and Safekeeping Accounts$599,00074
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,215,00091
Number of Managed Accounts$2,597,00073
Personal Trust and Agency Accounts$1,687,00063
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$83,00084
Employee Benefit-defined Benefit Accounts$12,00086
Number of other employee benefit and retirement-related accounts$591,00046
Corporate Trust and Agency Accounts$9,00055
Number of managed investment management and investment advisory agency accounts$116,000242
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$99,00031
Memoranda
Fiduciary Accounts Held in Foreign Offices$014
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$618,000107
Personal Trust and Agency Accounts$179,00062
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$203,00072
Employee Benefit-defined Benefit Accounts$10,00091
Number non-managed other employee benefit and retirement-related accounts$50,000155
Corporate Trust and Agency Accounts$38,00095
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$138,00031
Memoranda
Custody and Safekeeping Accounts$629,00068
Fiduciary Accounts Held in Foreign Offices$017
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,195,00091
Number of Managed Accounts$2,575,00073
Personal Trust and Agency Accounts$1,677,00065
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$87,00082
Employee Benefit-defined Benefit Accounts$10,00092
Number of other employee benefit and retirement-related accounts$572,00045
Corporate Trust and Agency Accounts$8,00055
Number of managed investment management and investment advisory agency accounts$127,000233
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$94,00031
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$620,000107
Personal Trust and Agency Accounts$176,00062
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$207,00072
Employee Benefit-defined Benefit Accounts$10,00092
Number non-managed other employee benefit and retirement-related accounts$51,000151
Corporate Trust and Agency Accounts$38,00099
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$138,00032
Memoranda
Custody and Safekeeping Accounts$650,00069
Fiduciary Accounts Held in Foreign Offices$017
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,242,00096
Number of Managed Accounts$2,606,00079
Personal Trust and Agency Accounts$1,689,00070
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$90,00081
Employee Benefit-defined Benefit Accounts$12,00095
Number of other employee benefit and retirement-related accounts$583,00044
Corporate Trust and Agency Accounts$7,000127
Number of managed investment management and investment advisory agency accounts$130,000268
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$95,00045
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$636,000126
Personal Trust and Agency Accounts$176,00071
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$230,00081
Employee Benefit-defined Benefit Accounts$10,000110
Number non-managed other employee benefit and retirement-related accounts$44,000318
Corporate Trust and Agency Accounts$38,000131
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$138,00043
Memoranda
Custody and Safekeeping Accounts$667,00076
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,260,00093
Number of Managed Accounts$2,582,00076
Personal Trust and Agency Accounts$1,705,00068
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$98,00079
Employee Benefit-defined Benefit Accounts$12,00093
Number of other employee benefit and retirement-related accounts$526,00046
Corporate Trust and Agency Accounts$9,00058
Number of managed investment management and investment advisory agency accounts$133,000228
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$99,00041
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$678,000110
Personal Trust and Agency Accounts$189,00058
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$226,00083
Employee Benefit-defined Benefit Accounts$11,00098
Number non-managed other employee benefit and retirement-related accounts$46,000174
Corporate Trust and Agency Accounts$67,00091
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$139,00036
Memoranda
Custody and Safekeeping Accounts$712,00070
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,328,00093
Number of Managed Accounts$2,616,00076
Personal Trust and Agency Accounts$1,735,00069
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$103,00078
Employee Benefit-defined Benefit Accounts$12,00096
Number of other employee benefit and retirement-related accounts$512,00047
Corporate Trust and Agency Accounts$9,00063
Number of managed investment management and investment advisory agency accounts$143,000216
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$102,00036
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$712,000111
Personal Trust and Agency Accounts$197,00055
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$227,00086
Employee Benefit-defined Benefit Accounts$10,000104
Number non-managed other employee benefit and retirement-related accounts$72,000140
Corporate Trust and Agency Accounts$66,00097
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$140,00032
Memoranda
Custody and Safekeeping Accounts$742,00070
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,526,00094
Number of Managed Accounts$2,731,00076
Personal Trust and Agency Accounts$1,825,00068
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$117,00080
Employee Benefit-defined Benefit Accounts$13,00094
Number of other employee benefit and retirement-related accounts$654,00037
Corporate Trust and Agency Accounts$12,00064
Number of managed investment management and investment advisory agency accounts$109,000249
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,000140
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$795,000102
Personal Trust and Agency Accounts$367,00033
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$250,00081
Employee Benefit-defined Benefit Accounts$40,00061
Number non-managed other employee benefit and retirement-related accounts$71,000141
Corporate Trust and Agency Accounts$67,00096
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$563,00075
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,534,00096
Number of Managed Accounts$2,730,00079
Personal Trust and Agency Accounts$1,857,00068
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$134,00080
Employee Benefit-defined Benefit Accounts$15,00096
Number of other employee benefit and retirement-related accounts$604,00039
Corporate Trust and Agency Accounts$13,000117
Number of managed investment management and investment advisory agency accounts$106,000303
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,000284
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$804,000115
Personal Trust and Agency Accounts$373,00036
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$274,00088
Employee Benefit-defined Benefit Accounts$32,00075
Number non-managed other employee benefit and retirement-related accounts$58,000263
Corporate Trust and Agency Accounts$67,000103
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$656,00076
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,671,000104
Number of Managed Accounts$1,941,00099
Personal Trust and Agency Accounts$1,533,00073
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$125,000103
Employee Benefit-defined Benefit Accounts$12,000105
Number of other employee benefit and retirement-related accounts$161,000141
Corporate Trust and Agency Accounts$1,000275
Number of managed investment management and investment advisory agency accounts$108,000264
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,000298
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$730,000114
Personal Trust and Agency Accounts$307,00039
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$289,00071
Employee Benefit-defined Benefit Accounts$21,00090
Number non-managed other employee benefit and retirement-related accounts$46,000306
Corporate Trust and Agency Accounts$67,000112
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$425,00091
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