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Fifth Third Bank, Number of Fiduciary and Related Asset Accounts

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$22,596,00025
Number of Managed Accounts$21,439,00015
Personal Trust and Agency Accounts$5,498,00014
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$164,00025
Employee Benefit-defined Benefit Accounts$82,00015
Number of other employee benefit and retirement-related accounts$6,099,00014
Corporate Trust and Agency Accounts$085
Number of managed investment management and investment advisory agency accounts$7,556,00016
Number of foundation and endowment trust and agency accounts, managed assets$594,00015
Other Fiduciary Accounts$1,446,0001
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$6,051,00014
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,157,00060
Personal Trust and Agency Accounts$299,00025
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$480,00018
Employee Benefit-defined Benefit Accounts$40,00028
Number non-managed other employee benefit and retirement-related accounts$282,00043
Corporate Trust and Agency Accounts$0134
Number of investment management and advisory agency accounts, non-managed assets$0218
Number (#) individual retirement, health savings, and other similar accounts$1,000104
Other Fiduciary Accounts$55,00029
Memoranda
Custody and Safekeeping Accounts$3,088,00030
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$230,00059
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$27,385,00024
Number of Managed Accounts$25,947,00013
Personal Trust and Agency Accounts$6,061,00014
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$237,00017
Employee Benefit-defined Benefit Accounts$164,0008
Number of other employee benefit and retirement-related accounts$6,855,00013
Corporate Trust and Agency Accounts$0174
Number of managed investment management and investment advisory agency accounts$9,594,00012
Number of foundation and endowment trust and agency accounts, managed assets$1,562,0009
Other Fiduciary Accounts$1,474,0001
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$6,855,00013
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$10,00043
Number of Non-Managed Accounts$1,438,00055
Personal Trust and Agency Accounts$327,00022
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$591,00016
Employee Benefit-defined Benefit Accounts$105,00022
Number non-managed other employee benefit and retirement-related accounts$252,00056
Corporate Trust and Agency Accounts$0255
Number of investment management and advisory agency accounts, non-managed assets$0374
Number (#) individual retirement, health savings, and other similar accounts$21,00031
Other Fiduciary Accounts$142,00024
Memoranda
Custody and Safekeeping Accounts$4,085,00028
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$236,00077
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$27,353,00024
Number of Managed Accounts$25,775,00013
Personal Trust and Agency Accounts$6,208,00014
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$244,00016
Employee Benefit-defined Benefit Accounts$168,0008
Number of other employee benefit and retirement-related accounts$6,760,00013
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$9,481,00012
Number of foundation and endowment trust and agency accounts, managed assets$1,578,0009
Other Fiduciary Accounts$1,336,0001
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$6,760,00013
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,578,00051
Personal Trust and Agency Accounts$341,00021
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$586,00016
Employee Benefit-defined Benefit Accounts$109,00023
Number non-managed other employee benefit and retirement-related accounts$262,00042
Corporate Trust and Agency Accounts$0132
Number of investment management and advisory agency accounts, non-managed assets$0211
Number (#) individual retirement, health savings, and other similar accounts$24,00026
Other Fiduciary Accounts$256,00016
Memoranda
Custody and Safekeeping Accounts$4,046,00028
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$245,00059
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$27,445,00024
Number of Managed Accounts$25,283,00013
Personal Trust and Agency Accounts$6,326,00014
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$255,00014
Employee Benefit-defined Benefit Accounts$175,0008
Number of other employee benefit and retirement-related accounts$6,719,00013
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$9,444,00011
Number of foundation and endowment trust and agency accounts, managed assets$1,610,0009
Other Fiduciary Accounts$754,0001
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$6,719,00013
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,162,00042
Personal Trust and Agency Accounts$353,00021
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$595,00016
Employee Benefit-defined Benefit Accounts$104,00023
Number non-managed other employee benefit and retirement-related accounts$251,00042
Corporate Trust and Agency Accounts$0130
Number of investment management and advisory agency accounts, non-managed assets$0213
Number (#) individual retirement, health savings, and other similar accounts$25,00024
Other Fiduciary Accounts$834,0009
Memoranda
Custody and Safekeeping Accounts$4,006,00027
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$249,00059
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$27,767,00023
Number of Managed Accounts$25,416,00013
Personal Trust and Agency Accounts$6,606,00014
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$272,00013
Employee Benefit-defined Benefit Accounts$180,0008
Number of other employee benefit and retirement-related accounts$6,613,00013
Corporate Trust and Agency Accounts$084
Number of managed investment management and investment advisory agency accounts$9,526,00011
Number of foundation and endowment trust and agency accounts, managed assets$1,660,0009
Other Fiduciary Accounts$559,0001
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$6,613,00013
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,351,00039
Personal Trust and Agency Accounts$359,00021
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$600,00017
Employee Benefit-defined Benefit Accounts$101,00024
Number non-managed other employee benefit and retirement-related accounts$256,00042
Corporate Trust and Agency Accounts$0130
Number of investment management and advisory agency accounts, non-managed assets$0215
Number (#) individual retirement, health savings, and other similar accounts$27,00023
Other Fiduciary Accounts$1,008,00010
Memoranda
Custody and Safekeeping Accounts$3,980,00029
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$254,00058
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$27,808,00023
Number of Managed Accounts$25,075,00013
Personal Trust and Agency Accounts$6,664,00014
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$273,00015
Employee Benefit-defined Benefit Accounts$187,0008
Number of other employee benefit and retirement-related accounts$6,538,00013
Corporate Trust and Agency Accounts$0181
Number of managed investment management and investment advisory agency accounts$9,495,00011
Number of foundation and endowment trust and agency accounts, managed assets$1,695,0009
Other Fiduciary Accounts$223,0005
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$6,538,00013
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$16,00045
Number of Non-Managed Accounts$2,733,00038
Personal Trust and Agency Accounts$358,00022
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$609,00017
Employee Benefit-defined Benefit Accounts$96,00023
Number non-managed other employee benefit and retirement-related accounts$259,00052
Corporate Trust and Agency Accounts$0256
Number of investment management and advisory agency accounts, non-managed assets$0371
Number (#) individual retirement, health savings, and other similar accounts$29,00021
Other Fiduciary Accounts$1,382,00010
Memoranda
Custody and Safekeeping Accounts$4,053,00028
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$257,00071
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$27,760,00023
Number of Managed Accounts$24,951,00013
Personal Trust and Agency Accounts$6,745,00014
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$278,00013
Employee Benefit-defined Benefit Accounts$193,0008
Number of other employee benefit and retirement-related accounts$6,413,00013
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$9,425,00011
Number of foundation and endowment trust and agency accounts, managed assets$1,743,0009
Other Fiduciary Accounts$154,0009
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$6,413,00013
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,809,00036
Personal Trust and Agency Accounts$360,00023
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$613,00016
Employee Benefit-defined Benefit Accounts$97,00022
Number non-managed other employee benefit and retirement-related accounts$261,00041
Corporate Trust and Agency Accounts$0140
Number of investment management and advisory agency accounts, non-managed assets$0219
Number (#) individual retirement, health savings, and other similar accounts$28,00022
Other Fiduciary Accounts$1,450,0008
Memoranda
Custody and Safekeeping Accounts$4,017,00028
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$261,00054
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$27,807,00024
Number of Managed Accounts$24,817,00013
Personal Trust and Agency Accounts$16,531,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$240,00017
Employee Benefit-defined Benefit Accounts$188,0008
Number of other employee benefit and retirement-related accounts$6,372,00013
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$183,000217
Number of foundation and endowment trust and agency accounts, managed assets$1,250,00012
Other Fiduciary Accounts$53,00023
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$6,310,00013
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,990,00033
Personal Trust and Agency Accounts$497,00021
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$611,00015
Employee Benefit-defined Benefit Accounts$86,00023
Number non-managed other employee benefit and retirement-related accounts$379,00032
Corporate Trust and Agency Accounts$2,000114
Number of investment management and advisory agency accounts, non-managed assets$0223
Number (#) individual retirement, health savings, and other similar accounts$0159
Other Fiduciary Accounts$1,415,0008
Memoranda
Custody and Safekeeping Accounts$3,942,00029
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$259,00053
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$27,929,00024
Number of Managed Accounts$24,923,00012
Personal Trust and Agency Accounts$16,700,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$245,00013
Employee Benefit-defined Benefit Accounts$193,0008
Number of other employee benefit and retirement-related accounts$6,284,00013
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$195,000210
Number of foundation and endowment trust and agency accounts, managed assets$1,258,00012
Other Fiduciary Accounts$48,00022
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$6,223,00013
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,006,00034
Personal Trust and Agency Accounts$497,00021
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$610,00015
Employee Benefit-defined Benefit Accounts$92,00021
Number non-managed other employee benefit and retirement-related accounts$382,00031
Corporate Trust and Agency Accounts$2,000113
Number of investment management and advisory agency accounts, non-managed assets$0226
Number (#) individual retirement, health savings, and other similar accounts$0158
Other Fiduciary Accounts$1,423,0008
Memoranda
Custody and Safekeeping Accounts$3,947,00029
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$261,00053
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$27,837,00022
Number of Managed Accounts$24,843,00012
Personal Trust and Agency Accounts$16,679,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$245,00014
Employee Benefit-defined Benefit Accounts$195,0009
Number of other employee benefit and retirement-related accounts$6,186,00013
Corporate Trust and Agency Accounts$0191
Number of managed investment management and investment advisory agency accounts$206,000210
Number of foundation and endowment trust and agency accounts, managed assets$1,285,00012
Other Fiduciary Accounts$47,00025
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$6,118,00013
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$17,00045
Number of Non-Managed Accounts$2,994,00035
Personal Trust and Agency Accounts$549,00022
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$609,00016
Employee Benefit-defined Benefit Accounts$101,00022
Number non-managed other employee benefit and retirement-related accounts$348,00042
Corporate Trust and Agency Accounts$2,000196
Number of investment management and advisory agency accounts, non-managed assets$1,000319
Number (#) individual retirement, health savings, and other similar accounts$0210
Other Fiduciary Accounts$1,384,00010
Memoranda
Custody and Safekeeping Accounts$3,970,00028
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$277,00062
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$27,592,00022
Number of Managed Accounts$24,597,00013
Personal Trust and Agency Accounts$16,587,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$246,00012
Employee Benefit-defined Benefit Accounts$202,0008
Number of other employee benefit and retirement-related accounts$6,017,00012
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$208,000206
Number of foundation and endowment trust and agency accounts, managed assets$1,286,00010
Other Fiduciary Accounts$51,00024
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$5,947,00013
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,995,00033
Personal Trust and Agency Accounts$565,00021
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$609,00016
Employee Benefit-defined Benefit Accounts$103,00022
Number non-managed other employee benefit and retirement-related accounts$354,00033
Corporate Trust and Agency Accounts$2,000116
Number of investment management and advisory agency accounts, non-managed assets$1,000190
Number (#) individual retirement, health savings, and other similar accounts$0154
Other Fiduciary Accounts$1,361,0008
Memoranda
Custody and Safekeeping Accounts$3,633,00029
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$283,00050
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$26,821,00023
Number of Managed Accounts$23,821,00014
Personal Trust and Agency Accounts$16,200,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$404,0008
Employee Benefit-defined Benefit Accounts$203,0008
Number of other employee benefit and retirement-related accounts$5,476,00014
Corporate Trust and Agency Accounts$090
Number of managed investment management and investment advisory agency accounts$225,000197
Number of foundation and endowment trust and agency accounts, managed assets$1,263,00011
Other Fiduciary Accounts$50,00025
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$5,396,00013
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,000,00032
Personal Trust and Agency Accounts$575,00021
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$659,00015
Employee Benefit-defined Benefit Accounts$98,00023
Number non-managed other employee benefit and retirement-related accounts$352,00032
Corporate Trust and Agency Accounts$2,000118
Number of investment management and advisory agency accounts, non-managed assets$1,000187
Number (#) individual retirement, health savings, and other similar accounts$1,000121
Other Fiduciary Accounts$1,312,0007
Memoranda
Custody and Safekeeping Accounts$3,595,00032
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$284,00050
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$26,816,00023
Number of Managed Accounts$23,836,00013
Personal Trust and Agency Accounts$16,356,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$267,00012
Employee Benefit-defined Benefit Accounts$203,0008
Number of other employee benefit and retirement-related accounts$5,475,00012
Corporate Trust and Agency Accounts$090
Number of managed investment management and investment advisory agency accounts$217,000202
Number of foundation and endowment trust and agency accounts, managed assets$1,268,00011
Other Fiduciary Accounts$50,00026
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$5,395,00012
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,980,00035
Personal Trust and Agency Accounts$587,00021
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$627,00017
Employee Benefit-defined Benefit Accounts$98,00022
Number non-managed other employee benefit and retirement-related accounts$352,00037
Corporate Trust and Agency Accounts$2,000120
Number of investment management and advisory agency accounts, non-managed assets$1,000186
Number (#) individual retirement, health savings, and other similar accounts$1,000119
Other Fiduciary Accounts$1,312,0009
Memoranda
Custody and Safekeeping Accounts$3,603,00032
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$284,00055
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$26,447,00024
Number of Managed Accounts$23,497,00013
Personal Trust and Agency Accounts$16,177,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$263,00014
Employee Benefit-defined Benefit Accounts$203,0008
Number of other employee benefit and retirement-related accounts$5,319,00012
Corporate Trust and Agency Accounts$0193
Number of managed investment management and investment advisory agency accounts$222,000201
Number of foundation and endowment trust and agency accounts, managed assets$1,264,00011
Other Fiduciary Accounts$49,00028
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$5,238,00012
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$16,00050
Number of Non-Managed Accounts$2,950,00039
Personal Trust and Agency Accounts$607,00022
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$633,00019
Employee Benefit-defined Benefit Accounts$99,00022
Number non-managed other employee benefit and retirement-related accounts$350,00049
Corporate Trust and Agency Accounts$2,000203
Number of investment management and advisory agency accounts, non-managed assets$1,000313
Number (#) individual retirement, health savings, and other similar accounts$1,000144
Other Fiduciary Accounts$1,257,0009
Memoranda
Custody and Safekeeping Accounts$3,604,00035
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$286,00072
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$29,724,00022
Number of Managed Accounts$23,403,00013
Personal Trust and Agency Accounts$7,887,00014
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$255,00013
Employee Benefit-defined Benefit Accounts$261,0007
Number of other employee benefit and retirement-related accounts$5,208,00012
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$8,601,00012
Number of foundation and endowment trust and agency accounts, managed assets$1,102,00011
Other Fiduciary Accounts$89,00018
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$5,113,00012
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,321,00023
Personal Trust and Agency Accounts$4,679,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$659,00017
Employee Benefit-defined Benefit Accounts$395,0009
Number non-managed other employee benefit and retirement-related accounts$538,00026
Corporate Trust and Agency Accounts$2,000112
Number of investment management and advisory agency accounts, non-managed assets$6,000128
Number (#) individual retirement, health savings, and other similar accounts$8,00051
Other Fiduciary Accounts$34,00031
Memoranda
Custody and Safekeeping Accounts$4,295,00027
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$289,00054
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$29,492,00023
Number of Managed Accounts$23,088,00013
Personal Trust and Agency Accounts$7,970,00014
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$244,00012
Employee Benefit-defined Benefit Accounts$277,0007
Number of other employee benefit and retirement-related accounts$4,993,00012
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$8,449,00012
Number of foundation and endowment trust and agency accounts, managed assets$1,065,00011
Other Fiduciary Accounts$90,00015
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$4,899,00012
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,404,00023
Personal Trust and Agency Accounts$4,704,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$673,00019
Employee Benefit-defined Benefit Accounts$408,00010
Number non-managed other employee benefit and retirement-related accounts$555,00027
Corporate Trust and Agency Accounts$2,000115
Number of investment management and advisory agency accounts, non-managed assets$16,00082
Number (#) individual retirement, health savings, and other similar accounts$7,00052
Other Fiduciary Accounts$39,00031
Memoranda
Custody and Safekeeping Accounts$4,310,00028
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$306,00052
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$29,496,00023
Number of Managed Accounts$23,017,00013
Personal Trust and Agency Accounts$8,086,00014
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$238,00013
Employee Benefit-defined Benefit Accounts$278,0007
Number of other employee benefit and retirement-related accounts$4,868,00012
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$8,386,00012
Number of foundation and endowment trust and agency accounts, managed assets$1,068,00011
Other Fiduciary Accounts$93,00016
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$4,774,00012
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,479,00024
Personal Trust and Agency Accounts$4,758,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$683,00021
Employee Benefit-defined Benefit Accounts$407,00010
Number non-managed other employee benefit and retirement-related accounts$566,00029
Corporate Trust and Agency Accounts$2,000113
Number of investment management and advisory agency accounts, non-managed assets$19,00075
Number (#) individual retirement, health savings, and other similar accounts$6,00055
Other Fiduciary Accounts$38,00033
Memoranda
Custody and Safekeeping Accounts$4,323,00028
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$311,00054
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$29,414,00021
Number of Managed Accounts$22,880,00012
Personal Trust and Agency Accounts$8,179,00014
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$236,00014
Employee Benefit-defined Benefit Accounts$276,0007
Number of other employee benefit and retirement-related accounts$4,736,00012
Corporate Trust and Agency Accounts$0208
Number of managed investment management and investment advisory agency accounts$8,289,00011
Number of foundation and endowment trust and agency accounts, managed assets$1,079,00011
Other Fiduciary Accounts$85,00017
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$4,647,00012
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$34,00048
Number of Non-Managed Accounts$6,534,00024
Personal Trust and Agency Accounts$4,790,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$677,00022
Employee Benefit-defined Benefit Accounts$415,0009
Number non-managed other employee benefit and retirement-related accounts$581,00034
Corporate Trust and Agency Accounts$2,000214
Number of investment management and advisory agency accounts, non-managed assets$21,00091
Number (#) individual retirement, health savings, and other similar accounts$9,00047
Other Fiduciary Accounts$39,00044
Memoranda
Custody and Safekeeping Accounts$4,323,00030
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$329,00065
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$29,397,00022
Number of Managed Accounts$22,806,00013
Personal Trust and Agency Accounts$8,245,00014
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$245,00013
Employee Benefit-defined Benefit Accounts$308,0007
Number of other employee benefit and retirement-related accounts$4,587,00012
Corporate Trust and Agency Accounts$092
Number of managed investment management and investment advisory agency accounts$8,259,00012
Number of foundation and endowment trust and agency accounts, managed assets$1,076,0009
Other Fiduciary Accounts$86,00014
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$4,501,00012
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,591,00024
Personal Trust and Agency Accounts$4,835,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$691,00022
Employee Benefit-defined Benefit Accounts$415,0008
Number non-managed other employee benefit and retirement-related accounts$569,00028
Corporate Trust and Agency Accounts$2,000114
Number of investment management and advisory agency accounts, non-managed assets$21,00065
Number (#) individual retirement, health savings, and other similar accounts$12,00034
Other Fiduciary Accounts$46,00032
Memoranda
Custody and Safekeeping Accounts$4,338,00028
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$328,00048
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$29,122,00022
Number of Managed Accounts$22,409,00014
Personal Trust and Agency Accounts$8,277,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$236,00013
Employee Benefit-defined Benefit Accounts$306,0007
Number of other employee benefit and retirement-related accounts$4,416,00011
Corporate Trust and Agency Accounts$093
Number of managed investment management and investment advisory agency accounts$8,024,00012
Number of foundation and endowment trust and agency accounts, managed assets$1,066,0009
Other Fiduciary Accounts$84,00015
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$4,331,00011
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,713,00025
Personal Trust and Agency Accounts$4,925,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$701,00022
Employee Benefit-defined Benefit Accounts$411,0009
Number non-managed other employee benefit and retirement-related accounts$593,00027
Corporate Trust and Agency Accounts$2,000113
Number of investment management and advisory agency accounts, non-managed assets$23,00063
Number (#) individual retirement, health savings, and other similar accounts$14,00030
Other Fiduciary Accounts$44,00032
Memoranda
Custody and Safekeeping Accounts$4,359,00028
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$346,00046
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$28,705,00022
Number of Managed Accounts$21,891,00014
Personal Trust and Agency Accounts$8,300,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$229,00014
Employee Benefit-defined Benefit Accounts$288,0007
Number of other employee benefit and retirement-related accounts$4,237,00012
Corporate Trust and Agency Accounts$093
Number of managed investment management and investment advisory agency accounts$7,718,00012
Number of foundation and endowment trust and agency accounts, managed assets$1,037,0009
Other Fiduciary Accounts$82,00019
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$4,159,00012
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,814,00024
Personal Trust and Agency Accounts$4,959,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$734,00022
Employee Benefit-defined Benefit Accounts$419,00010
Number non-managed other employee benefit and retirement-related accounts$619,00027
Corporate Trust and Agency Accounts$2,000112
Number of investment management and advisory agency accounts, non-managed assets$33,00050
Number (#) individual retirement, health savings, and other similar accounts$14,00032
Other Fiduciary Accounts$34,00036
Memoranda
Custody and Safekeeping Accounts$4,256,00028
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$363,00049
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$28,465,00023
Number of Managed Accounts$21,539,00013
Personal Trust and Agency Accounts$8,344,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$164,00024
Employee Benefit-defined Benefit Accounts$274,0007
Number of other employee benefit and retirement-related accounts$4,104,00012
Corporate Trust and Agency Accounts$0221
Number of managed investment management and investment advisory agency accounts$7,548,00011
Number of foundation and endowment trust and agency accounts, managed assets$1,027,0009
Other Fiduciary Accounts$78,00017
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$4,022,00012
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$41,00052
Number of Non-Managed Accounts$6,926,00025
Personal Trust and Agency Accounts$5,021,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$741,00022
Employee Benefit-defined Benefit Accounts$417,00011
Number non-managed other employee benefit and retirement-related accounts$638,00032
Corporate Trust and Agency Accounts$2,000216
Number of investment management and advisory agency accounts, non-managed assets$36,00058
Number (#) individual retirement, health savings, and other similar accounts$21,00025
Other Fiduciary Accounts$50,00043
Memoranda
Custody and Safekeeping Accounts$4,293,00032
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$374,00060
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$28,165,00023
Number of Managed Accounts$21,267,00013
Personal Trust and Agency Accounts$8,343,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$168,00019
Employee Benefit-defined Benefit Accounts$282,0007
Number of other employee benefit and retirement-related accounts$4,011,00012
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$7,378,00011
Number of foundation and endowment trust and agency accounts, managed assets$1,012,0009
Other Fiduciary Accounts$73,00018
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$3,933,00012
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,898,00025
Personal Trust and Agency Accounts$5,066,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$760,00021
Employee Benefit-defined Benefit Accounts$404,00011
Number non-managed other employee benefit and retirement-related accounts$571,00026
Corporate Trust and Agency Accounts$2,000108
Number of investment management and advisory agency accounts, non-managed assets$36,00045
Number (#) individual retirement, health savings, and other similar accounts$14,00031
Other Fiduciary Accounts$45,00032
Memoranda
Custody and Safekeeping Accounts$4,376,00029
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$369,00047
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$28,083,00023
Number of Managed Accounts$21,144,00012
Personal Trust and Agency Accounts$8,429,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$175,00019
Employee Benefit-defined Benefit Accounts$285,0007
Number of other employee benefit and retirement-related accounts$3,896,00011
Corporate Trust and Agency Accounts$085
Number of managed investment management and investment advisory agency accounts$7,261,00010
Number of foundation and endowment trust and agency accounts, managed assets$1,027,0009
Other Fiduciary Accounts$71,00015
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$3,819,00011
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,939,00026
Personal Trust and Agency Accounts$5,100,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$768,00021
Employee Benefit-defined Benefit Accounts$393,00011
Number non-managed other employee benefit and retirement-related accounts$594,00027
Corporate Trust and Agency Accounts$2,000115
Number of investment management and advisory agency accounts, non-managed assets$30,00048
Number (#) individual retirement, health savings, and other similar accounts$13,00031
Other Fiduciary Accounts$39,00032
Memoranda
Custody and Safekeeping Accounts$4,322,00030
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$383,00046
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$27,740,00023
Number of Managed Accounts$20,779,00013
Personal Trust and Agency Accounts$8,370,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$176,00019
Employee Benefit-defined Benefit Accounts$277,0007
Number of other employee benefit and retirement-related accounts$3,775,00011
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$7,097,00011
Number of foundation and endowment trust and agency accounts, managed assets$1,017,00010
Other Fiduciary Accounts$67,00013
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$3,694,00011
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,961,00026
Personal Trust and Agency Accounts$5,122,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$770,00022
Employee Benefit-defined Benefit Accounts$391,00011
Number non-managed other employee benefit and retirement-related accounts$596,00026
Corporate Trust and Agency Accounts$2,000114
Number of investment management and advisory agency accounts, non-managed assets$29,00050
Number (#) individual retirement, health savings, and other similar accounts$14,00030
Other Fiduciary Accounts$37,00033
Memoranda
Custody and Safekeeping Accounts$4,364,00030
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$384,00043
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$27,626,00022
Number of Managed Accounts$20,609,00012
Personal Trust and Agency Accounts$8,431,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$159,00026
Employee Benefit-defined Benefit Accounts$276,0007
Number of other employee benefit and retirement-related accounts$3,722,00011
Corporate Trust and Agency Accounts$0226
Number of managed investment management and investment advisory agency accounts$6,932,00012
Number of foundation and endowment trust and agency accounts, managed assets$1,017,0009
Other Fiduciary Accounts$72,00013
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$3,632,00011
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$5,390,00017
Number of Non-Managed Accounts$7,017,00025
Personal Trust and Agency Accounts$5,162,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$772,00023
Employee Benefit-defined Benefit Accounts$383,00010
Number non-managed other employee benefit and retirement-related accounts$608,00030
Corporate Trust and Agency Accounts$2,000235
Number of investment management and advisory agency accounts, non-managed assets$31,00059
Number (#) individual retirement, health savings, and other similar accounts$15,00031
Other Fiduciary Accounts$44,00047
Memoranda
Custody and Safekeeping Accounts$4,425,00030
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$392,00053
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$27,687,00023
Number of Managed Accounts$20,581,00014
Personal Trust and Agency Accounts$8,521,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$162,00021
Employee Benefit-defined Benefit Accounts$275,0007
Number of other employee benefit and retirement-related accounts$3,690,00013
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$6,817,00013
Number of foundation and endowment trust and agency accounts, managed assets$1,039,0009
Other Fiduciary Accounts$77,00015
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$3,593,00012
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$7,106,00024
Personal Trust and Agency Accounts$5,190,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$843,00022
Employee Benefit-defined Benefit Accounts$379,00010
Number non-managed other employee benefit and retirement-related accounts$600,00025
Corporate Trust and Agency Accounts$2,000121
Number of investment management and advisory agency accounts, non-managed assets$39,00036
Number (#) individual retirement, health savings, and other similar accounts$15,00031
Other Fiduciary Accounts$38,00032
Memoranda
Custody and Safekeeping Accounts$4,395,00029
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$398,00041
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$27,758,00023
Number of Managed Accounts$20,563,00013
Personal Trust and Agency Accounts$8,625,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$163,00022
Employee Benefit-defined Benefit Accounts$272,0007
Number of other employee benefit and retirement-related accounts$3,631,00013
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$6,752,00012
Number of foundation and endowment trust and agency accounts, managed assets$1,041,0008
Other Fiduciary Accounts$79,00014
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$3,537,00012
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$7,195,00024
Personal Trust and Agency Accounts$5,219,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$870,00022
Employee Benefit-defined Benefit Accounts$374,00010
Number non-managed other employee benefit and retirement-related accounts$595,00026
Corporate Trust and Agency Accounts$2,000121
Number of investment management and advisory agency accounts, non-managed assets$86,00018
Number (#) individual retirement, health savings, and other similar accounts$14,00032
Other Fiduciary Accounts$35,00035
Memoranda
Custody and Safekeeping Accounts$4,308,00029
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$408,00035
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$27,757,00022
Number of Managed Accounts$20,473,00012
Personal Trust and Agency Accounts$8,717,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$163,00022
Employee Benefit-defined Benefit Accounts$272,0007
Number of other employee benefit and retirement-related accounts$3,574,00011
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$6,599,00012
Number of foundation and endowment trust and agency accounts, managed assets$1,072,0008
Other Fiduciary Accounts$76,00013
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$3,482,00010
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$7,284,00023
Personal Trust and Agency Accounts$5,271,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$878,00023
Employee Benefit-defined Benefit Accounts$381,00010
Number non-managed other employee benefit and retirement-related accounts$624,00025
Corporate Trust and Agency Accounts$2,000124
Number of investment management and advisory agency accounts, non-managed assets$76,00019
Number (#) individual retirement, health savings, and other similar accounts$15,00033
Other Fiduciary Accounts$37,00034
Memoranda
Custody and Safekeeping Accounts$4,292,00029
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$420,00037
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$27,683,00022
Number of Managed Accounts$20,355,00013
Personal Trust and Agency Accounts$8,846,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$150,00031
Employee Benefit-defined Benefit Accounts$279,0008
Number of other employee benefit and retirement-related accounts$3,522,00010
Corporate Trust and Agency Accounts$0246
Number of managed investment management and investment advisory agency accounts$6,401,00012
Number of foundation and endowment trust and agency accounts, managed assets$1,083,0008
Other Fiduciary Accounts$74,00015
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$3,426,00010
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$7,308,00015
Number of Non-Managed Accounts$7,328,00024
Personal Trust and Agency Accounts$5,316,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$883,00023
Employee Benefit-defined Benefit Accounts$385,00010
Number non-managed other employee benefit and retirement-related accounts$619,00032
Corporate Trust and Agency Accounts$2,000242
Number of investment management and advisory agency accounts, non-managed assets$70,00024
Number (#) individual retirement, health savings, and other similar accounts$14,00037
Other Fiduciary Accounts$39,00058
Memoranda
Custody and Safekeeping Accounts$4,255,00030
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$425,00047
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$27,666,00021
Number of Managed Accounts$20,403,00012
Personal Trust and Agency Accounts$8,990,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$161,00027
Employee Benefit-defined Benefit Accounts$285,0008
Number of other employee benefit and retirement-related accounts$3,520,00010
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$6,275,00011
Number of foundation and endowment trust and agency accounts, managed assets$1,102,0008
Other Fiduciary Accounts$70,00017
Memoranda
Fiduciary Accounts Held in Foreign Offices$08
Number of Individual retirement, health savings, and similar accounts,managed assets$3,411,00010
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$7,263,00024
Personal Trust and Agency Accounts$5,240,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$896,00024
Employee Benefit-defined Benefit Accounts$380,00010
Number non-managed other employee benefit and retirement-related accounts$620,00027
Corporate Trust and Agency Accounts$2,000134
Number of investment management and advisory agency accounts, non-managed assets$74,00020
Number (#) individual retirement, health savings, and other similar accounts$14,00033
Other Fiduciary Accounts$37,00038
Memoranda
Custody and Safekeeping Accounts$3,645,00031
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$422,00038
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$28,084,00020
Number of Managed Accounts$20,580,00012
Personal Trust and Agency Accounts$9,162,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$168,00026
Employee Benefit-defined Benefit Accounts$294,0008
Number of other employee benefit and retirement-related accounts$3,536,00010
Corporate Trust and Agency Accounts$095
Number of managed investment management and investment advisory agency accounts$6,231,00011
Number of foundation and endowment trust and agency accounts, managed assets$1,116,0008
Other Fiduciary Accounts$73,00016
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assets$3,417,00010
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$7,504,00024
Personal Trust and Agency Accounts$5,436,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$914,00025
Employee Benefit-defined Benefit Accounts$381,00011
Number non-managed other employee benefit and retirement-related accounts$690,00027
Corporate Trust and Agency Accounts$2,000136
Number of investment management and advisory agency accounts, non-managed assets$26,00041
Number (#) individual retirement, health savings, and other similar accounts$14,00033
Other Fiduciary Accounts$41,00037
Memoranda
Custody and Safekeeping Accounts$3,607,00030
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$451,00037
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$28,288,00021
Number of Managed Accounts$20,636,00012
Personal Trust and Agency Accounts$9,287,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$176,00023
Employee Benefit-defined Benefit Accounts$296,0008
Number of other employee benefit and retirement-related accounts$3,520,00010
Corporate Trust and Agency Accounts$091
Number of managed investment management and investment advisory agency accounts$6,147,00010
Number of foundation and endowment trust and agency accounts, managed assets$1,133,0008
Other Fiduciary Accounts$77,00018
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assets$3,386,0009
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$7,652,00025
Personal Trust and Agency Accounts$5,506,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$985,00024
Employee Benefit-defined Benefit Accounts$377,00012
Number non-managed other employee benefit and retirement-related accounts$710,00026
Corporate Trust and Agency Accounts$2,000136
Number of investment management and advisory agency accounts, non-managed assets$21,00043
Number (#) individual retirement, health savings, and other similar accounts$14,00034
Other Fiduciary Accounts$37,00040
Memoranda
Custody and Safekeeping Accounts$3,608,00031
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$478,00034
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$28,262,00022
Number of Managed Accounts$20,574,00013
Personal Trust and Agency Accounts$9,325,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$174,00028
Employee Benefit-defined Benefit Accounts$283,0008
Number of other employee benefit and retirement-related accounts$3,493,00011
Corporate Trust and Agency Accounts$0253
Number of managed investment management and investment advisory agency accounts$6,054,00011
Number of foundation and endowment trust and agency accounts, managed assets$1,163,0009
Other Fiduciary Accounts$82,00016
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assets$3,352,00011
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$7,820,00015
Number of Non-Managed Accounts$7,688,00027
Personal Trust and Agency Accounts$5,553,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,003,00026
Employee Benefit-defined Benefit Accounts$342,00014
Number non-managed other employee benefit and retirement-related accounts$718,00032
Corporate Trust and Agency Accounts$2,000270
Number of investment management and advisory agency accounts, non-managed assets$18,00077
Number (#) individual retirement, health savings, and other similar accounts$16,00035
Other Fiduciary Accounts$36,00057
Memoranda
Custody and Safekeeping Accounts$3,773,00033
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$486,00046
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$28,261,00025
Number of Managed Accounts$20,798,00017
Personal Trust and Agency Accounts$9,570,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$169,00022
Employee Benefit-defined Benefit Accounts$279,0009
Number of other employee benefit and retirement-related accounts$3,564,00011
Corporate Trust and Agency Accounts$098
Number of managed investment management and investment advisory agency accounts$7,182,00011
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$34,00030
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$7,463,00029
Personal Trust and Agency Accounts$5,629,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$755,00031
Employee Benefit-defined Benefit Accounts$324,00015
Number non-managed other employee benefit and retirement-related accounts$752,00025
Corporate Trust and Agency Accounts$2,000140
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$1,000109
Memoranda
Custody and Safekeeping Accounts$3,699,00033
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$15,131,00033
Number of Managed Accounts$9,126,00025
Personal Trust and Agency Accounts$4,690,00024
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$63,00077
Employee Benefit-defined Benefit Accounts$107,00019
Number of other employee benefit and retirement-related accounts$1,379,00026
Corporate Trust and Agency Accounts$0100
Number of managed investment management and investment advisory agency accounts$2,876,00028
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$11,00052
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$6,005,00032
Personal Trust and Agency Accounts$5,027,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$387,00038
Employee Benefit-defined Benefit Accounts$167,00021
Number non-managed other employee benefit and retirement-related accounts$424,00034
Corporate Trust and Agency Accounts$0164
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0117
Memoranda
Custody and Safekeeping Accounts$1,337,00051
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$15,243,00032
Number of Managed Accounts$9,192,00024
Personal Trust and Agency Accounts$4,728,00024
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$62,00081
Employee Benefit-defined Benefit Accounts$109,00020
Number of other employee benefit and retirement-related accounts$1,368,00025
Corporate Trust and Agency Accounts$099
Number of managed investment management and investment advisory agency accounts$2,914,00027
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$11,00052
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$6,051,00031
Personal Trust and Agency Accounts$5,043,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$380,00037
Employee Benefit-defined Benefit Accounts$171,00021
Number non-managed other employee benefit and retirement-related accounts$457,00032
Corporate Trust and Agency Accounts$0163
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0120
Memoranda
Custody and Safekeeping Accounts$1,349,00050
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$15,522,00033
Number of Managed Accounts$9,415,00025
Personal Trust and Agency Accounts$4,785,00025
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$64,00086
Employee Benefit-defined Benefit Accounts$128,00015
Number of other employee benefit and retirement-related accounts$1,418,00024
Corporate Trust and Agency Accounts$0267
Number of managed investment management and investment advisory agency accounts$3,008,00027
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$12,00076
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$6,107,00030
Personal Trust and Agency Accounts$5,056,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$406,00036
Employee Benefit-defined Benefit Accounts$176,00021
Number non-managed other employee benefit and retirement-related accounts$469,00044
Corporate Trust and Agency Accounts$0375
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0263
Memoranda
Custody and Safekeeping Accounts$1,373,00053
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$15,695,00032
Number of Managed Accounts$9,578,00024
Personal Trust and Agency Accounts$4,885,00024
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$86,00062
Employee Benefit-defined Benefit Accounts$142,00014
Number of other employee benefit and retirement-related accounts$1,441,00024
Corporate Trust and Agency Accounts$0108
Number of managed investment management and investment advisory agency accounts$3,011,00027
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$13,00054
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$6,117,00028
Personal Trust and Agency Accounts$5,042,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$421,00035
Employee Benefit-defined Benefit Accounts$176,00021
Number non-managed other employee benefit and retirement-related accounts$478,00035
Corporate Trust and Agency Accounts$0174
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0132
Memoranda
Custody and Safekeeping Accounts$1,348,00052
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$15,756,00033
Number of Managed Accounts$9,581,00025
Personal Trust and Agency Accounts$4,660,00024
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$90,00060
Employee Benefit-defined Benefit Accounts$145,00016
Number of other employee benefit and retirement-related accounts$1,455,00024
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$3,219,00028
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$12,00056
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$6,175,00029
Personal Trust and Agency Accounts$5,072,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$423,00037
Employee Benefit-defined Benefit Accounts$168,00023
Number non-managed other employee benefit and retirement-related accounts$512,00035
Corporate Trust and Agency Accounts$0177
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0136
Memoranda
Custody and Safekeeping Accounts$1,358,00056
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$15,633,00033
Number of Managed Accounts$9,378,00025
Personal Trust and Agency Accounts$4,590,00024
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$87,00065
Employee Benefit-defined Benefit Accounts$138,00015
Number of other employee benefit and retirement-related accounts$1,426,00024
Corporate Trust and Agency Accounts$0103
Number of managed investment management and investment advisory agency accounts$3,125,00026
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$12,00059
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$6,255,00028
Personal Trust and Agency Accounts$5,134,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$426,00036
Employee Benefit-defined Benefit Accounts$173,00023
Number non-managed other employee benefit and retirement-related accounts$522,00034
Corporate Trust and Agency Accounts$0179
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0134
Memoranda
Custody and Safekeeping Accounts$1,401,00051
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$15,603,00034
Number of Managed Accounts$9,266,00027
Personal Trust and Agency Accounts$4,594,00026
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$91,00062
Employee Benefit-defined Benefit Accounts$144,00016
Number of other employee benefit and retirement-related accounts$1,422,00025
Corporate Trust and Agency Accounts$0273
Number of managed investment management and investment advisory agency accounts$3,004,00026
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$11,00098
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$6,337,00028
Personal Trust and Agency Accounts$5,145,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$441,00037
Employee Benefit-defined Benefit Accounts$171,00023
Number non-managed other employee benefit and retirement-related accounts$580,00040
Corporate Trust and Agency Accounts$0389
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0264
Memoranda
Custody and Safekeeping Accounts$1,431,00053
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$15,764,00035
Number of Managed Accounts$9,640,00026
Personal Trust and Agency Accounts$4,951,00025
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$89,00064
Employee Benefit-defined Benefit Accounts$145,00016
Number of other employee benefit and retirement-related accounts$1,416,00024
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$3,028,00027
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$11,00066
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$6,124,00028
Personal Trust and Agency Accounts$4,869,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$485,00037
Employee Benefit-defined Benefit Accounts$179,00023
Number non-managed other employee benefit and retirement-related accounts$591,00027
Corporate Trust and Agency Accounts$0189
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0127
Memoranda
Custody and Safekeeping Accounts$1,421,00048
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$15,900,00033
Number of Managed Accounts$9,723,00025
Personal Trust and Agency Accounts$5,019,00024
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$91,00059
Employee Benefit-defined Benefit Accounts$142,00018
Number of other employee benefit and retirement-related accounts$1,406,00022
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$3,054,00026
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$11,00063
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$6,177,00028
Personal Trust and Agency Accounts$4,894,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$523,00038
Employee Benefit-defined Benefit Accounts$175,00023
Number non-managed other employee benefit and retirement-related accounts$585,00029
Corporate Trust and Agency Accounts$0192
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0125
Memoranda
Custody and Safekeeping Accounts$1,454,00052
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$16,138,00032
Number of Managed Accounts$9,746,00024
Personal Trust and Agency Accounts$5,075,00023
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$109,00054
Employee Benefit-defined Benefit Accounts$147,00020
Number of other employee benefit and retirement-related accounts$1,398,00020
Corporate Trust and Agency Accounts$0102
Number of managed investment management and investment advisory agency accounts$3,006,00024
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$11,00061
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$6,392,00028
Personal Trust and Agency Accounts$4,899,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$721,00033
Employee Benefit-defined Benefit Accounts$180,00023
Number non-managed other employee benefit and retirement-related accounts$592,00029
Corporate Trust and Agency Accounts$0190
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0121
Memoranda
Custody and Safekeeping Accounts$1,562,00049
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$16,261,00033
Number of Managed Accounts$9,731,00025
Personal Trust and Agency Accounts$5,113,00024
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$114,00056
Employee Benefit-defined Benefit Accounts$148,00023
Number of other employee benefit and retirement-related accounts$1,373,00020
Corporate Trust and Agency Accounts$0281
Number of managed investment management and investment advisory agency accounts$2,969,00025
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$14,00078
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$6,530,00029
Personal Trust and Agency Accounts$4,912,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$795,00030
Employee Benefit-defined Benefit Accounts$234,00022
Number non-managed other employee benefit and retirement-related accounts$589,00040
Corporate Trust and Agency Accounts$0403
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0263
Memoranda
Custody and Safekeeping Accounts$1,568,00050
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$16,197,00034
Number of Managed Accounts$9,644,00025
Personal Trust and Agency Accounts$5,135,00025
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$84,00075
Employee Benefit-defined Benefit Accounts$104,00024
Number of other employee benefit and retirement-related accounts$1,366,00018
Corporate Trust and Agency Accounts$0101
Number of managed investment management and investment advisory agency accounts$2,943,00025
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$12,00062
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$6,553,00030
Personal Trust and Agency Accounts$4,901,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$780,00028
Employee Benefit-defined Benefit Accounts$265,00021
Number non-managed other employee benefit and retirement-related accounts$607,00029
Corporate Trust and Agency Accounts$0192
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0121
Memoranda
Custody and Safekeeping Accounts$1,541,00047
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$16,375,00032
Number of Managed Accounts$9,781,00024
Personal Trust and Agency Accounts$5,140,00024
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$88,00072
Employee Benefit-defined Benefit Accounts$112,00023
Number of other employee benefit and retirement-related accounts$1,387,00017
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$3,039,00023
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$15,00064
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$6,594,00029
Personal Trust and Agency Accounts$4,929,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$774,00031
Employee Benefit-defined Benefit Accounts$268,00020
Number non-managed other employee benefit and retirement-related accounts$623,00028
Corporate Trust and Agency Accounts$0194
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0129
Memoranda
Custody and Safekeeping Accounts$1,560,00047
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$16,523,00032
Number of Managed Accounts$9,908,00024
Personal Trust and Agency Accounts$5,183,00023
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$108,00056
Employee Benefit-defined Benefit Accounts$143,00019
Number of other employee benefit and retirement-related accounts$1,380,00016
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$3,079,00021
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$15,00066
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$6,615,00029
Personal Trust and Agency Accounts$4,932,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$761,00032
Employee Benefit-defined Benefit Accounts$287,00020
Number non-managed other employee benefit and retirement-related accounts$630,00028
Corporate Trust and Agency Accounts$5,000144
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0129
Memoranda
Custody and Safekeeping Accounts$1,573,00047
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$23,028,00027
Number of Managed Accounts$13,205,00023
Personal Trust and Agency Accounts$7,328,00022
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$314,00018
Employee Benefit-defined Benefit Accounts$169,00018
Number of other employee benefit and retirement-related accounts$1,436,00016
Corporate Trust and Agency Accounts$0303
Number of managed investment management and investment advisory agency accounts$3,937,00020
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$21,00072
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$9,823,00027
Personal Trust and Agency Accounts$7,841,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$898,00027
Employee Benefit-defined Benefit Accounts$361,00020
Number non-managed other employee benefit and retirement-related accounts$707,00033
Corporate Trust and Agency Accounts$15,000157
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$1,000233
Memoranda
Custody and Safekeeping Accounts$1,832,00046
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$22,644,00025
Number of Managed Accounts$12,848,00020
Personal Trust and Agency Accounts$7,329,00019
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$334,00017
Employee Benefit-defined Benefit Accounts$172,00016
Number of other employee benefit and retirement-related accounts$1,307,00016
Corporate Trust and Agency Accounts$0110
Number of managed investment management and investment advisory agency accounts$3,687,00020
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$19,00055
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$9,796,00027
Personal Trust and Agency Accounts$7,835,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$899,00028
Employee Benefit-defined Benefit Accounts$342,00020
Number non-managed other employee benefit and retirement-related accounts$706,00022
Corporate Trust and Agency Accounts$14,000118
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0134
Memoranda
Custody and Safekeeping Accounts$1,819,00043
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$22,693,00023
Number of Managed Accounts$12,839,00019
Personal Trust and Agency Accounts$7,371,00018
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$335,00016
Employee Benefit-defined Benefit Accounts$203,00012
Number of other employee benefit and retirement-related accounts$1,289,00016
Corporate Trust and Agency Accounts$0114
Number of managed investment management and investment advisory agency accounts$3,620,00019
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$21,00052
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$9,854,00029
Personal Trust and Agency Accounts$7,837,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$934,00029
Employee Benefit-defined Benefit Accounts$335,00019
Number non-managed other employee benefit and retirement-related accounts$735,00022
Corporate Trust and Agency Accounts$13,000121
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0136
Memoranda
Custody and Safekeeping Accounts$1,829,00039
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$24,528,00024
Number of Managed Accounts$13,921,00021
Personal Trust and Agency Accounts$7,614,00019
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$702,0006
Employee Benefit-defined Benefit Accounts$246,00014
Number of other employee benefit and retirement-related accounts$1,395,00018
Corporate Trust and Agency Accounts$0116
Number of managed investment management and investment advisory agency accounts$3,930,00020
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$34,00041
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$10,607,00024
Personal Trust and Agency Accounts$7,846,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,574,00019
Employee Benefit-defined Benefit Accounts$369,00020
Number non-managed other employee benefit and retirement-related accounts$804,00022
Corporate Trust and Agency Accounts$14,000117
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0132
Memoranda
Custody and Safekeeping Accounts$1,842,00043
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$25,166,00026
Number of Managed Accounts$13,666,00021
Personal Trust and Agency Accounts$7,344,00021
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,029,0004
Employee Benefit-defined Benefit Accounts$241,00016
Number of other employee benefit and retirement-related accounts$1,337,00018
Corporate Trust and Agency Accounts$0312
Number of managed investment management and investment advisory agency accounts$3,679,00021
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$36,00053
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$11,500,00025
Personal Trust and Agency Accounts$7,844,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,427,00017
Employee Benefit-defined Benefit Accounts$384,00020
Number non-managed other employee benefit and retirement-related accounts$831,00031
Corporate Trust and Agency Accounts$14,000158
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0286
Memoranda
Custody and Safekeeping Accounts$1,802,00043
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$28,046,00023
Number of Managed Accounts$14,037,00020
Personal Trust and Agency Accounts$7,574,00019
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,554,0002
Employee Benefit-defined Benefit Accounts$249,00016
Number of other employee benefit and retirement-related accounts$1,431,00018
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$3,098,00021
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$131,00025
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$14,009,00019
Personal Trust and Agency Accounts$7,858,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,858,00010
Employee Benefit-defined Benefit Accounts$374,00020
Number non-managed other employee benefit and retirement-related accounts$872,00023
Corporate Trust and Agency Accounts$47,00085
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0126
Memoranda
Custody and Safekeeping Accounts$1,823,00043
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$28,625,00022
Number of Managed Accounts$14,173,00020
Personal Trust and Agency Accounts$7,554,00019
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,667,0002
Employee Benefit-defined Benefit Accounts$275,00015
Number of other employee benefit and retirement-related accounts$1,461,00017
Corporate Trust and Agency Accounts$0113
Number of managed investment management and investment advisory agency accounts$3,082,00021
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$134,00025
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$14,452,00019
Personal Trust and Agency Accounts$7,900,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,216,0008
Employee Benefit-defined Benefit Accounts$389,00020
Number non-managed other employee benefit and retirement-related accounts$899,00025
Corporate Trust and Agency Accounts$48,00087
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0128
Memoranda
Custody and Safekeeping Accounts$1,858,00043
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$34,230,00021
Number of Managed Accounts$14,622,00019
Personal Trust and Agency Accounts$7,514,00019
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,200,0002
Employee Benefit-defined Benefit Accounts$267,00015
Number of other employee benefit and retirement-related accounts$1,443,00016
Corporate Trust and Agency Accounts$0110
Number of managed investment management and investment advisory agency accounts$3,065,00021
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$133,00025
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$19,608,00018
Personal Trust and Agency Accounts$7,937,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,267,0008
Employee Benefit-defined Benefit Accounts$417,00020
Number non-managed other employee benefit and retirement-related accounts$929,00024
Corporate Trust and Agency Accounts$5,057,00012
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$1,000119
Memoranda
Custody and Safekeeping Accounts$1,986,00043
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$35,700,00020
Number of Managed Accounts$15,253,00019
Personal Trust and Agency Accounts$7,587,00021
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,738,0002
Employee Benefit-defined Benefit Accounts$288,00010
Number of other employee benefit and retirement-related accounts$1,439,00016
Corporate Trust and Agency Accounts$35,00049
Number of managed investment management and investment advisory agency accounts$3,030,00023
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$136,00035
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$20,447,00017
Personal Trust and Agency Accounts$7,947,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,082,0007
Employee Benefit-defined Benefit Accounts$414,00021
Number non-managed other employee benefit and retirement-related accounts$947,00033
Corporate Trust and Agency Accounts$6,056,00011
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$1,000250
Memoranda
Custody and Safekeeping Accounts$2,015,00047
Fiduciary Accounts Held in Foreign Offices$016
# 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$34,906,00020
Number of Managed Accounts$15,319,00017
Personal Trust and Agency Accounts$7,569,00020
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,755,0002
Employee Benefit-defined Benefit Accounts$293,00011
Number of other employee benefit and retirement-related accounts$1,454,00016
Corporate Trust and Agency Accounts$58,00024
Number of managed investment management and investment advisory agency accounts$3,036,00021
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$154,00031
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$19,587,00017
Personal Trust and Agency Accounts$7,894,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,845,0007
Employee Benefit-defined Benefit Accounts$24,00070
Number non-managed other employee benefit and retirement-related accounts$949,00026
Corporate Trust and Agency Accounts$5,874,0009
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$1,000137
Memoranda
Custody and Safekeeping Accounts$1,992,00044
Fiduciary Accounts Held in Foreign Offices$016
# 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$35,705,00021
Number of Managed Accounts$15,600,00017
Personal Trust and Agency Accounts$7,540,00020
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,027,0002
Employee Benefit-defined Benefit Accounts$327,00013
Number of other employee benefit and retirement-related accounts$1,430,00016
Corporate Trust and Agency Accounts$56,00025
Number of managed investment management and investment advisory agency accounts$3,064,00021
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$156,00026
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$20,105,00018
Personal Trust and Agency Accounts$7,935,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,609,0007
Employee Benefit-defined Benefit Accounts$459,00017
Number non-managed other employee benefit and retirement-related accounts$1,010,00028
Corporate Trust and Agency Accounts$6,091,00011
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$1,000140
Memoranda
Custody and Safekeeping Accounts$2,083,00047
Fiduciary Accounts Held in Foreign Offices$016
# 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$35,583,00021
Number of Managed Accounts$15,692,00017
Personal Trust and Agency Accounts$7,217,00019
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,193,0002
Employee Benefit-defined Benefit Accounts$308,00013
Number of other employee benefit and retirement-related accounts$1,451,00016
Corporate Trust and Agency Accounts$51,00029
Number of managed investment management and investment advisory agency accounts$3,316,00018
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$156,00027
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$19,891,00017
Personal Trust and Agency Accounts$7,894,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,340,0009
Employee Benefit-defined Benefit Accounts$463,00014
Number non-managed other employee benefit and retirement-related accounts$1,026,00029
Corporate Trust and Agency Accounts$6,168,00010
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$2,102,00046
Fiduciary Accounts Held in Foreign Offices$016
# 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$35,163,00021
Number of Managed Accounts$15,275,00017
Personal Trust and Agency Accounts$6,913,00021
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,297,0002
Employee Benefit-defined Benefit Accounts$282,00013
Number of other employee benefit and retirement-related accounts$1,362,00017
Corporate Trust and Agency Accounts$51,00041
Number of managed investment management and investment advisory agency accounts$3,300,00019
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$70,00047
Memoranda
Fiduciary Accounts Held in Foreign Offices$017
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$19,888,00016
Personal Trust and Agency Accounts$7,873,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,207,0009
Employee Benefit-defined Benefit Accounts$460,00015
Number non-managed other employee benefit and retirement-related accounts$1,056,00032
Corporate Trust and Agency Accounts$6,292,00010
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$2,134,00046
Fiduciary Accounts Held in Foreign Offices$017
# 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$32,622,00018
Number of Managed Accounts$14,642,00019
Personal Trust and Agency Accounts$6,769,00020
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,262,0002
Employee Benefit-defined Benefit Accounts$240,00017
Number of other employee benefit and retirement-related accounts$1,217,00018
Corporate Trust and Agency Accounts$27,00075
Number of managed investment management and investment advisory agency accounts$3,058,00020
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$69,00048
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$17,980,00015
Personal Trust and Agency Accounts$7,545,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,012,0007
Employee Benefit-defined Benefit Accounts$450,00018
Number non-managed other employee benefit and retirement-related accounts$1,251,00025
Corporate Trust and Agency Accounts$5,722,00010
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$2,102,00036
Fiduciary Accounts Held in Foreign Offices$016
# 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