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First American Trust, FSB, Number of Fiduciary and Related Asset Accounts

2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,787,000146
Number of Managed Accounts$1,416,000140
Personal Trust and Agency Accounts$531,000110
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000193
Employee Benefit-defined Benefit Accounts$0238
Number of other employee benefit and retirement-related accounts$422,000147
Corporate Trust and Agency Accounts$0160
Number of managed investment management and investment advisory agency accounts$458,000135
Number of foundation and endowment trust and agency accounts, managed assets$0487
Other Fiduciary Accounts$0222
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$171,000258
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$040
Number of Non-Managed Accounts$371,000100
Personal Trust and Agency Accounts$367,00022
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000237
Employee Benefit-defined Benefit Accounts$1,000101
Number non-managed other employee benefit and retirement-related accounts$0595
Corporate Trust and Agency Accounts$0213
Number of investment management and advisory agency accounts, non-managed assets$0346
Number (#) individual retirement, health savings, and other similar accounts$0188
Other Fiduciary Accounts$0174
Memoranda
Custody and Safekeeping Accounts$35,000316
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0639
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,702,000147
Number of Managed Accounts$1,367,000140
Personal Trust and Agency Accounts$532,000108
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000162
Employee Benefit-defined Benefit Accounts$0174
Number of other employee benefit and retirement-related accounts$386,000146
Corporate Trust and Agency Accounts$071
Number of managed investment management and investment advisory agency accounts$444,000135
Number of foundation and endowment trust and agency accounts, managed assets$0274
Other Fiduciary Accounts$097
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$171,000215
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$335,000100
Personal Trust and Agency Accounts$331,00023
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000190
Employee Benefit-defined Benefit Accounts$1,00091
Number non-managed other employee benefit and retirement-related accounts$0284
Corporate Trust and Agency Accounts$0107
Number of investment management and advisory agency accounts, non-managed assets$0181
Number (#) individual retirement, health savings, and other similar accounts$0131
Other Fiduciary Accounts$090
Memoranda
Custody and Safekeeping Accounts$32,000224
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0295
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,651,000153
Number of Managed Accounts$1,331,000147
Personal Trust and Agency Accounts$532,000108
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000177
Employee Benefit-defined Benefit Accounts$0191
Number of other employee benefit and retirement-related accounts$369,000164
Corporate Trust and Agency Accounts$076
Number of managed investment management and investment advisory agency accounts$425,000139
Number of foundation and endowment trust and agency accounts, managed assets$0320
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$168,000244
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$320,000103
Personal Trust and Agency Accounts$316,00023
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000217
Employee Benefit-defined Benefit Accounts$1,00099
Number non-managed other employee benefit and retirement-related accounts$0334
Corporate Trust and Agency Accounts$0129
Number of investment management and advisory agency accounts, non-managed assets$0214
Number (#) individual retirement, health savings, and other similar accounts$0146
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$32,000251
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0352
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,715,000147
Number of Managed Accounts$1,411,000139
Personal Trust and Agency Accounts$543,000102
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000165
Employee Benefit-defined Benefit Accounts$0176
Number of other employee benefit and retirement-related accounts$414,000141
Corporate Trust and Agency Accounts$070
Number of managed investment management and investment advisory agency accounts$449,000135
Number of foundation and endowment trust and agency accounts, managed assets$0277
Other Fiduciary Accounts$098
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$169,000220
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$304,000106
Personal Trust and Agency Accounts$300,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000192
Employee Benefit-defined Benefit Accounts$1,00090
Number non-managed other employee benefit and retirement-related accounts$0290
Corporate Trust and Agency Accounts$0111
Number of investment management and advisory agency accounts, non-managed assets$0183
Number (#) individual retirement, health savings, and other similar accounts$0129
Other Fiduciary Accounts$088
Memoranda
Custody and Safekeeping Accounts$32,000229
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0299
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,693,000152
Number of Managed Accounts$1,395,000142
Personal Trust and Agency Accounts$538,000109
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000201
Employee Benefit-defined Benefit Accounts$0247
Number of other employee benefit and retirement-related accounts$413,000145
Corporate Trust and Agency Accounts$0158
Number of managed investment management and investment advisory agency accounts$439,000136
Number of foundation and endowment trust and agency accounts, managed assets$0489
Other Fiduciary Accounts$0217
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$174,000250
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$044
Number of Non-Managed Accounts$298,000123
Personal Trust and Agency Accounts$294,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000245
Employee Benefit-defined Benefit Accounts$1,000102
Number non-managed other employee benefit and retirement-related accounts$0604
Corporate Trust and Agency Accounts$0228
Number of investment management and advisory agency accounts, non-managed assets$0353
Number (#) individual retirement, health savings, and other similar accounts$0195
Other Fiduciary Accounts$0171
Memoranda
Custody and Safekeeping Accounts$33,000330
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0642
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,654,000151
Number of Managed Accounts$1,374,000141
Personal Trust and Agency Accounts$534,000107
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000168
Employee Benefit-defined Benefit Accounts$0178
Number of other employee benefit and retirement-related accounts$404,000138
Corporate Trust and Agency Accounts$074
Number of managed investment management and investment advisory agency accounts$431,000134
Number of foundation and endowment trust and agency accounts, managed assets$0277
Other Fiduciary Accounts$0101
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$173,000215
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$280,000110
Personal Trust and Agency Accounts$276,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000195
Employee Benefit-defined Benefit Accounts$1,00097
Number non-managed other employee benefit and retirement-related accounts$0293
Corporate Trust and Agency Accounts$0117
Number of investment management and advisory agency accounts, non-managed assets$0190
Number (#) individual retirement, health savings, and other similar accounts$0135
Other Fiduciary Accounts$088
Memoranda
Custody and Safekeeping Accounts$34,000226
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0304
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,590,000157
Number of Managed Accounts$1,336,000148
Personal Trust and Agency Accounts$530,000111
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000183
Employee Benefit-defined Benefit Accounts$0197
Number of other employee benefit and retirement-related accounts$376,000156
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$425,000136
Number of foundation and endowment trust and agency accounts, managed assets$0314
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$175,000230
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$254,000124
Personal Trust and Agency Accounts$250,00031
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000215
Employee Benefit-defined Benefit Accounts$1,00099
Number non-managed other employee benefit and retirement-related accounts$0335
Corporate Trust and Agency Accounts$0133
Number of investment management and advisory agency accounts, non-managed assets$0224
Number (#) individual retirement, health savings, and other similar accounts$0148
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$34,000251
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0353
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,536,000159
Number of Managed Accounts$1,290,000148
Personal Trust and Agency Accounts$524,000108
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000169
Employee Benefit-defined Benefit Accounts$0180
Number of other employee benefit and retirement-related accounts$338,000158
Corporate Trust and Agency Accounts$073
Number of managed investment management and investment advisory agency accounts$423,000134
Number of foundation and endowment trust and agency accounts, managed assets$0280
Other Fiduciary Accounts$0109
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$171,000214
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$246,000122
Personal Trust and Agency Accounts$242,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000191
Employee Benefit-defined Benefit Accounts$1,00095
Number non-managed other employee benefit and retirement-related accounts$0296
Corporate Trust and Agency Accounts$0116
Number of investment management and advisory agency accounts, non-managed assets$0191
Number (#) individual retirement, health savings, and other similar accounts$0140
Other Fiduciary Accounts$094
Memoranda
Custody and Safekeeping Accounts$31,000233
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0309
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,517,000166
Number of Managed Accounts$1,275,000155
Personal Trust and Agency Accounts$535,000109
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000209
Employee Benefit-defined Benefit Accounts$0257
Number of other employee benefit and retirement-related accounts$316,000185
Corporate Trust and Agency Accounts$0158
Number of managed investment management and investment advisory agency accounts$419,000137
Number of foundation and endowment trust and agency accounts, managed assets$0485
Other Fiduciary Accounts$0226
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$167,000250
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$049
Number of Non-Managed Accounts$242,000149
Personal Trust and Agency Accounts$238,00034
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000253
Employee Benefit-defined Benefit Accounts$1,000112
Number non-managed other employee benefit and retirement-related accounts$0616
Corporate Trust and Agency Accounts$0235
Number of investment management and advisory agency accounts, non-managed assets$0362
Number (#) individual retirement, health savings, and other similar accounts$0204
Other Fiduciary Accounts$0181
Memoranda
Custody and Safekeeping Accounts$31,000341
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0659
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,562,000157
Number of Managed Accounts$1,280,000148
Personal Trust and Agency Accounts$566,000101
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000175
Employee Benefit-defined Benefit Accounts$0184
Number of other employee benefit and retirement-related accounts$300,000177
Corporate Trust and Agency Accounts$079
Number of managed investment management and investment advisory agency accounts$409,000135
Number of foundation and endowment trust and agency accounts, managed assets$0281
Other Fiduciary Accounts$0110
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$166,000217
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$282,000113
Personal Trust and Agency Accounts$277,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000190
Employee Benefit-defined Benefit Accounts$1,000101
Number non-managed other employee benefit and retirement-related accounts$0301
Corporate Trust and Agency Accounts$0114
Number of investment management and advisory agency accounts, non-managed assets$0191
Number (#) individual retirement, health savings, and other similar accounts$0143
Other Fiduciary Accounts$095
Memoranda
Custody and Safekeeping Accounts$39,000224
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0314
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,479,000163
Number of Managed Accounts$1,256,000152
Personal Trust and Agency Accounts$568,000102
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000184
Employee Benefit-defined Benefit Accounts$0197
Number of other employee benefit and retirement-related accounts$284,000189
Corporate Trust and Agency Accounts$077
Number of managed investment management and investment advisory agency accounts$399,000141
Number of foundation and endowment trust and agency accounts, managed assets$0308
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$167,000231
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$223,000133
Personal Trust and Agency Accounts$218,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000209
Employee Benefit-defined Benefit Accounts$1,000102
Number non-managed other employee benefit and retirement-related accounts$0325
Corporate Trust and Agency Accounts$0126
Number of investment management and advisory agency accounts, non-managed assets$0208
Number (#) individual retirement, health savings, and other similar accounts$0149
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$39,000241
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0346
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,471,000162
Number of Managed Accounts$1,246,000153
Personal Trust and Agency Accounts$570,000101
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000188
Employee Benefit-defined Benefit Accounts$0197
Number of other employee benefit and retirement-related accounts$276,000189
Corporate Trust and Agency Accounts$077
Number of managed investment management and investment advisory agency accounts$395,000138
Number of foundation and endowment trust and agency accounts, managed assets$0312
Other Fiduciary Accounts$0133
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$173,000230
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$225,000134
Personal Trust and Agency Accounts$220,00033
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000211
Employee Benefit-defined Benefit Accounts$1,000104
Number non-managed other employee benefit and retirement-related accounts$0328
Corporate Trust and Agency Accounts$0129
Number of investment management and advisory agency accounts, non-managed assets$0212
Number (#) individual retirement, health savings, and other similar accounts$0151
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$39,000242
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0350
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,449,000167
Number of Managed Accounts$1,227,000155
Personal Trust and Agency Accounts$545,000107
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000193
Employee Benefit-defined Benefit Accounts$0267
Number of other employee benefit and retirement-related accounts$270,000199
Corporate Trust and Agency Accounts$0155
Number of managed investment management and investment advisory agency accounts$405,000134
Number of foundation and endowment trust and agency accounts, managed assets$0494
Other Fiduciary Accounts$0229
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$173,000247
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$044
Number of Non-Managed Accounts$222,000163
Personal Trust and Agency Accounts$216,00036
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000247
Employee Benefit-defined Benefit Accounts$1,000114
Number non-managed other employee benefit and retirement-related accounts$1,000586
Corporate Trust and Agency Accounts$0243
Number of investment management and advisory agency accounts, non-managed assets$0360
Number (#) individual retirement, health savings, and other similar accounts$0205
Other Fiduciary Accounts$0180
Memoranda
Custody and Safekeeping Accounts$40,000310
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$1,000642
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,430,000164
Number of Managed Accounts$1,216,000153
Personal Trust and Agency Accounts$533,000108
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000176
Employee Benefit-defined Benefit Accounts$0200
Number of other employee benefit and retirement-related accounts$264,000189
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$412,000133
Number of foundation and endowment trust and agency accounts, managed assets$0311
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$173,000230
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$214,000140
Personal Trust and Agency Accounts$208,00035
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000211
Employee Benefit-defined Benefit Accounts$1,000105
Number non-managed other employee benefit and retirement-related accounts$1,000310
Corporate Trust and Agency Accounts$0131
Number of investment management and advisory agency accounts, non-managed assets$0218
Number (#) individual retirement, health savings, and other similar accounts$0150
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$43,000231
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$1,000339
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,391,000169
Number of Managed Accounts$1,182,000160
Personal Trust and Agency Accounts$531,000108
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000176
Employee Benefit-defined Benefit Accounts$0205
Number of other employee benefit and retirement-related accounts$248,000194
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$396,000139
Number of foundation and endowment trust and agency accounts, managed assets$0312
Other Fiduciary Accounts$0124
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$171,000232
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$209,000141
Personal Trust and Agency Accounts$202,00036
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000214
Employee Benefit-defined Benefit Accounts$1,000105
Number non-managed other employee benefit and retirement-related accounts$2,000303
Corporate Trust and Agency Accounts$0131
Number of investment management and advisory agency accounts, non-managed assets$0218
Number (#) individual retirement, health savings, and other similar accounts$0153
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$46,000226
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$2,000333
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$1,363,000172
Number of Managed Accounts$1,149,000161
Personal Trust and Agency Accounts$526,000111
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000179
Employee Benefit-defined Benefit Accounts$0204
Number of other employee benefit and retirement-related accounts$236,000197
Corporate Trust and Agency Accounts$085
Number of managed investment management and investment advisory agency accounts$380,000141
Number of foundation and endowment trust and agency accounts, managed assets$0308
Other Fiduciary Accounts$0126
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$163,000230
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$214,000142
Personal Trust and Agency Accounts$201,00036
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000213
Employee Benefit-defined Benefit Accounts$1,000105
Number non-managed other employee benefit and retirement-related accounts$8,000252
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$0150
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$50,000216
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$8,000287
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$1,350,000178
Number of Managed Accounts$1,131,000163
Personal Trust and Agency Accounts$520,000115
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000209
Employee Benefit-defined Benefit Accounts$0275
Number of other employee benefit and retirement-related accounts$229,000214
Corporate Trust and Agency Accounts$0174
Number of managed investment management and investment advisory agency accounts$376,000143
Number of foundation and endowment trust and agency accounts, managed assets$0492
Other Fiduciary Accounts$0227
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$162,000251
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$047
Number of Non-Managed Accounts$219,000166
Personal Trust and Agency Accounts$200,00042
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000237
Employee Benefit-defined Benefit Accounts$1,000118
Number non-managed other employee benefit and retirement-related accounts$13,000385
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$0206
Other Fiduciary Accounts$0192
Memoranda
Custody and Safekeeping Accounts$51,000276
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$13,000462
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$1,336,000176
Number of Managed Accounts$1,127,000161
Personal Trust and Agency Accounts$530,000111
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000189
Employee Benefit-defined Benefit Accounts$1,000161
Number of other employee benefit and retirement-related accounts$227,000199
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$363,000144
Number of foundation and endowment trust and agency accounts, managed assets$0304
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$167,000227
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$209,000138
Personal Trust and Agency Accounts$190,00036
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000202
Employee Benefit-defined Benefit Accounts$1,000101
Number non-managed other employee benefit and retirement-related accounts$13,000214
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$0152
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$56,000205
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000257
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,318,000175
Number of Managed Accounts$1,115,000158
Personal Trust and Agency Accounts$542,000105
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000187
Employee Benefit-defined Benefit Accounts$1,000160
Number of other employee benefit and retirement-related accounts$211,000209
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$355,000148
Number of foundation and endowment trust and agency accounts, managed assets$0305
Other Fiduciary Accounts$0127
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$165,000227
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$203,000142
Personal Trust and Agency Accounts$185,00039
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000203
Employee Benefit-defined Benefit Accounts$1,000101
Number non-managed other employee benefit and retirement-related accounts$12,000225
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$0153
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$63,000189
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$11,000267
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$1,297,000176
Number of Managed Accounts$1,104,000158
Personal Trust and Agency Accounts$550,000100
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000192
Employee Benefit-defined Benefit Accounts$1,000158
Number of other employee benefit and retirement-related accounts$200,000213
Corporate Trust and Agency Accounts$084
Number of managed investment management and investment advisory agency accounts$347,000148
Number of foundation and endowment trust and agency accounts, managed assets$0310
Other Fiduciary Accounts$0122
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$166,000227
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$193,000145
Personal Trust and Agency Accounts$174,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000203
Employee Benefit-defined Benefit Accounts$1,00098
Number non-managed other employee benefit and retirement-related accounts$13,000220
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$0152
Other Fiduciary Accounts$0104
Memoranda
Custody and Safekeeping Accounts$61,000197
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$11,000268
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$1,285,000178
Number of Managed Accounts$1,099,000158
Personal Trust and Agency Accounts$548,000103
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000211
Employee Benefit-defined Benefit Accounts$2,000151
Number of other employee benefit and retirement-related accounts$197,000222
Corporate Trust and Agency Accounts$0181
Number of managed investment management and investment advisory agency accounts$346,000148
Number of foundation and endowment trust and agency accounts, managed assets$0494
Other Fiduciary Accounts$0216
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$163,000240
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$055
Number of Non-Managed Accounts$186,000189
Personal Trust and Agency Accounts$167,00052
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000240
Employee Benefit-defined Benefit Accounts$1,000116
Number non-managed other employee benefit and retirement-related accounts$13,000404
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$0203
Other Fiduciary Accounts$0194
Memoranda
Custody and Safekeeping Accounts$60,000262
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$11,000505
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$1,246,000177
Number of Managed Accounts$1,064,000163
Personal Trust and Agency Accounts$542,000101
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000189
Employee Benefit-defined Benefit Accounts$2,000137
Number of other employee benefit and retirement-related accounts$185,000210
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$329,000157
Number of foundation and endowment trust and agency accounts, managed assets$0300
Other Fiduciary Accounts$0118
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$154,000226
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$182,000154
Personal Trust and Agency Accounts$163,00042
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000202
Employee Benefit-defined Benefit Accounts$1,000107
Number non-managed other employee benefit and retirement-related accounts$13,000228
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$0155
Other Fiduciary Accounts$0102
Memoranda
Custody and Safekeeping Accounts$61,000199
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$11,000278
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$1,233,000179
Number of Managed Accounts$1,059,000164
Personal Trust and Agency Accounts$553,000102
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000196
Employee Benefit-defined Benefit Accounts$2,000140
Number of other employee benefit and retirement-related accounts$177,000221
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$321,000160
Number of foundation and endowment trust and agency accounts, managed assets$0301
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$148,000230
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$174,000160
Personal Trust and Agency Accounts$155,00044
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000205
Employee Benefit-defined Benefit Accounts$1,000107
Number non-managed other employee benefit and retirement-related accounts$13,000232
Corporate Trust and Agency Accounts$0143
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$0102
Memoranda
Custody and Safekeeping Accounts$61,000199
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$11,000282
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$1,228,000178
Number of Managed Accounts$1,062,000161
Personal Trust and Agency Accounts$567,00098
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000198
Employee Benefit-defined Benefit Accounts$2,000141
Number of other employee benefit and retirement-related accounts$173,000219
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$314,000162
Number of foundation and endowment trust and agency accounts, managed assets$0299
Other Fiduciary Accounts$0126
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$146,000227
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$166,000164
Personal Trust and Agency Accounts$146,00047
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000208
Employee Benefit-defined Benefit Accounts$1,000107
Number non-managed other employee benefit and retirement-related accounts$14,000225
Corporate Trust and Agency Accounts$0148
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$099
Memoranda
Custody and Safekeeping Accounts$62,000202
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000274
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$1,226,000184
Number of Managed Accounts$1,040,000163
Personal Trust and Agency Accounts$546,000106
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000232
Employee Benefit-defined Benefit Accounts$2,000161
Number of other employee benefit and retirement-related accounts$173,000234
Corporate Trust and Agency Accounts$0191
Number of managed investment management and investment advisory agency accounts$313,000163
Number of foundation and endowment trust and agency accounts, managed assets$0494
Other Fiduciary Accounts$0237
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$146,000245
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$060
Number of Non-Managed Accounts$186,000199
Personal Trust and Agency Accounts$166,00050
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000263
Employee Benefit-defined Benefit Accounts$1,000123
Number non-managed other employee benefit and retirement-related accounts$14,000416
Corporate Trust and Agency Accounts$0270
Number of investment management and advisory agency accounts, non-managed assets$0395
Number (#) individual retirement, health savings, and other similar accounts$0210
Other Fiduciary Accounts$0200
Memoranda
Custody and Safekeeping Accounts$63,000259
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000518
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,227,000179
Number of Managed Accounts$1,037,000158
Personal Trust and Agency Accounts$547,00099
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000203
Employee Benefit-defined Benefit Accounts$2,000140
Number of other employee benefit and retirement-related accounts$168,000220
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$314,000157
Number of foundation and endowment trust and agency accounts, managed assets$0296
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$143,000228
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$190,000154
Personal Trust and Agency Accounts$170,00044
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000214
Employee Benefit-defined Benefit Accounts$1,000110
Number non-managed other employee benefit and retirement-related accounts$14,000220
Corporate Trust and Agency Accounts$0146
Number of investment management and advisory agency accounts, non-managed assets$0221
Number (#) individual retirement, health savings, and other similar accounts$0154
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$66,000196
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000272
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,249,000180
Number of Managed Accounts$1,062,000160
Personal Trust and Agency Accounts$569,00099
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000201
Employee Benefit-defined Benefit Accounts$2,000141
Number of other employee benefit and retirement-related accounts$170,000219
Corporate Trust and Agency Accounts$090
Number of managed investment management and investment advisory agency accounts$315,000160
Number of foundation and endowment trust and agency accounts, managed assets$0295
Other Fiduciary Accounts$0133
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$145,000226
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$187,000152
Personal Trust and Agency Accounts$167,00045
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000216
Employee Benefit-defined Benefit Accounts$1,000111
Number non-managed other employee benefit and retirement-related accounts$14,000221
Corporate Trust and Agency Accounts$0146
Number of investment management and advisory agency accounts, non-managed assets$0219
Number (#) individual retirement, health savings, and other similar accounts$0156
Other Fiduciary Accounts$0111
Memoranda
Custody and Safekeeping Accounts$61,000206
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000272
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,258,000178
Number of Managed Accounts$1,093,000156
Personal Trust and Agency Accounts$602,00093
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000205
Employee Benefit-defined Benefit Accounts$2,000144
Number of other employee benefit and retirement-related accounts$174,000214
Corporate Trust and Agency Accounts$090
Number of managed investment management and investment advisory agency accounts$309,000163
Number of foundation and endowment trust and agency accounts, managed assets$0292
Other Fiduciary Accounts$0128
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$146,000221
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$165,000166
Personal Trust and Agency Accounts$145,00049
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000217
Employee Benefit-defined Benefit Accounts$1,000110
Number non-managed other employee benefit and retirement-related accounts$14,000228
Corporate Trust and Agency Accounts$0152
Number of investment management and advisory agency accounts, non-managed assets$0219
Number (#) individual retirement, health savings, and other similar accounts$0156
Other Fiduciary Accounts$0108
Memoranda
Custody and Safekeeping Accounts$60,000204
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000274
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,300,000177
Number of Managed Accounts$1,143,000152
Personal Trust and Agency Accounts$636,00091
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,000196
Employee Benefit-defined Benefit Accounts$3,000139
Number of other employee benefit and retirement-related accounts$179,000225
Corporate Trust and Agency Accounts$0193
Number of managed investment management and investment advisory agency accounts$315,000159
Number of foundation and endowment trust and agency accounts, managed assets$0495
Other Fiduciary Accounts$0236
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$122,000264
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$063
Number of Non-Managed Accounts$157,000228
Personal Trust and Agency Accounts$136,00062
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000258
Employee Benefit-defined Benefit Accounts$1,000126
Number non-managed other employee benefit and retirement-related accounts$14,000434
Corporate Trust and Agency Accounts$0275
Number of investment management and advisory agency accounts, non-managed assets$0382
Number (#) individual retirement, health savings, and other similar accounts$0222
Other Fiduciary Accounts$0217
Memoranda
Custody and Safekeeping Accounts$60,000270
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$11,000548
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,307,000171
Number of Managed Accounts$1,173,000150
Personal Trust and Agency Accounts$675,00084
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,000178
Employee Benefit-defined Benefit Accounts$4,000112
Number of other employee benefit and retirement-related accounts$177,000211
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$307,000163
Number of foundation and endowment trust and agency accounts, managed assets$0293
Other Fiduciary Accounts$0128
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$121,000232
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$134,000176
Personal Trust and Agency Accounts$114,00058
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000216
Employee Benefit-defined Benefit Accounts$1,000110
Number non-managed other employee benefit and retirement-related accounts$13,000230
Corporate Trust and Agency Accounts$0144
Number of investment management and advisory agency accounts, non-managed assets$0215
Number (#) individual retirement, health savings, and other similar accounts$0160
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$65,000196
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$11,000278
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,323,000171
Number of Managed Accounts$1,192,000144
Personal Trust and Agency Accounts$690,00082
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,000177
Employee Benefit-defined Benefit Accounts$4,000109
Number of other employee benefit and retirement-related accounts$179,000208
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$309,000159
Number of foundation and endowment trust and agency accounts, managed assets$0291
Other Fiduciary Accounts$0124
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$130,000222
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$131,000175
Personal Trust and Agency Accounts$111,00062
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000214
Employee Benefit-defined Benefit Accounts$1,000111
Number non-managed other employee benefit and retirement-related accounts$13,000229
Corporate Trust and Agency Accounts$0147
Number of investment management and advisory agency accounts, non-managed assets$0220
Number (#) individual retirement, health savings, and other similar accounts$0156
Other Fiduciary Accounts$0110
Memoranda
Custody and Safekeeping Accounts$64,000200
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000274
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,367,000168
Number of Managed Accounts$1,237,000141
Personal Trust and Agency Accounts$725,00077
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,000177
Employee Benefit-defined Benefit Accounts$4,000109
Number of other employee benefit and retirement-related accounts$186,000202
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$312,000155
Number of foundation and endowment trust and agency accounts, managed assets$0290
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$140,000213
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$130,000180
Personal Trust and Agency Accounts$110,00062
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000216
Employee Benefit-defined Benefit Accounts$1,000109
Number non-managed other employee benefit and retirement-related accounts$13,000231
Corporate Trust and Agency Accounts$0143
Number of investment management and advisory agency accounts, non-managed assets$0214
Number (#) individual retirement, health savings, and other similar accounts$0159
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$66,000200
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000273
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,385,000168
Number of Managed Accounts$1,256,000137
Personal Trust and Agency Accounts$744,00073
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$11,000192
Employee Benefit-defined Benefit Accounts$4,000122
Number of other employee benefit and retirement-related accounts$188,000211
Corporate Trust and Agency Accounts$0208
Number of managed investment management and investment advisory agency accounts$309,000156
Number of foundation and endowment trust and agency accounts, managed assets$0489
Other Fiduciary Accounts$0240
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$140,000238
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$066
Number of Non-Managed Accounts$129,000259
Personal Trust and Agency Accounts$109,00079
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000268
Employee Benefit-defined Benefit Accounts$1,000126
Number non-managed other employee benefit and retirement-related accounts$13,000446
Corporate Trust and Agency Accounts$0294
Number of investment management and advisory agency accounts, non-managed assets$0395
Number (#) individual retirement, health savings, and other similar accounts$0221
Other Fiduciary Accounts$0215
Memoranda
Custody and Safekeeping Accounts$68,000271
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000548
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,379,000160
Number of Managed Accounts$1,254,000133
Personal Trust and Agency Accounts$740,00072
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$11,000170
Employee Benefit-defined Benefit Accounts$4,000111
Number of other employee benefit and retirement-related accounts$187,000192
Corporate Trust and Agency Accounts$092
Number of managed investment management and investment advisory agency accounts$312,000150
Number of foundation and endowment trust and agency accounts, managed assets$0274
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$143,000202
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$125,000190
Personal Trust and Agency Accounts$105,00061
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000204
Employee Benefit-defined Benefit Accounts$1,000105
Number non-managed other employee benefit and retirement-related accounts$13,000220
Corporate Trust and Agency Accounts$0145
Number of investment management and advisory agency accounts, non-managed assets$0205
Number (#) individual retirement, health savings, and other similar accounts$0154
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$67,000198
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000267
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,389,000157
Number of Managed Accounts$1,262,000126
Personal Trust and Agency Accounts$749,00071
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$11,000174
Employee Benefit-defined Benefit Accounts$4,000114
Number of other employee benefit and retirement-related accounts$189,000188
Corporate Trust and Agency Accounts$093
Number of managed investment management and investment advisory agency accounts$309,000148
Number of foundation and endowment trust and agency accounts, managed assets$0274
Other Fiduciary Accounts$0119
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$145,000197
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$127,000193
Personal Trust and Agency Accounts$107,00063
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000204
Employee Benefit-defined Benefit Accounts$1,000106
Number non-managed other employee benefit and retirement-related accounts$13,000220
Corporate Trust and Agency Accounts$0143
Number of investment management and advisory agency accounts, non-managed assets$0204
Number (#) individual retirement, health savings, and other similar accounts$0155
Other Fiduciary Accounts$0104
Memoranda
Custody and Safekeeping Accounts$68,000197
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000270
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,394,000159
Number of Managed Accounts$1,265,000122
Personal Trust and Agency Accounts$761,00070
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$11,000176
Employee Benefit-defined Benefit Accounts$4,000112
Number of other employee benefit and retirement-related accounts$185,000188
Corporate Trust and Agency Accounts$093
Number of managed investment management and investment advisory agency accounts$304,000149
Number of foundation and endowment trust and agency accounts, managed assets$0276
Other Fiduciary Accounts$0118
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$148,000192
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$129,000191
Personal Trust and Agency Accounts$109,00059
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000206
Employee Benefit-defined Benefit Accounts$1,000105
Number non-managed other employee benefit and retirement-related accounts$13,000223
Corporate Trust and Agency Accounts$0140
Number of investment management and advisory agency accounts, non-managed assets$0206
Number (#) individual retirement, health savings, and other similar accounts$0158
Other Fiduciary Accounts$0110
Memoranda
Custody and Safekeeping Accounts$73,000195
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000274
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,389,000164
Number of Managed Accounts$1,262,000127
Personal Trust and Agency Accounts$762,00072
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$11,000194
Employee Benefit-defined Benefit Accounts$5,000110
Number of other employee benefit and retirement-related accounts$182,000205
Corporate Trust and Agency Accounts$0221
Number of managed investment management and investment advisory agency accounts$302,000156
Number of foundation and endowment trust and agency accounts, managed assets$0482
Other Fiduciary Accounts$0246
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$148,000213
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$071
Number of Non-Managed Accounts$127,000277
Personal Trust and Agency Accounts$106,00087
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000283
Employee Benefit-defined Benefit Accounts$1,000130
Number non-managed other employee benefit and retirement-related accounts$14,000446
Corporate Trust and Agency Accounts$0295
Number of investment management and advisory agency accounts, non-managed assets$0418
Number (#) individual retirement, health savings, and other similar accounts$0220
Other Fiduciary Accounts$0221
Memoranda
Custody and Safekeeping Accounts$66,000285
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$13,000541
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,376,000156
Number of Managed Accounts$1,245,000127
Personal Trust and Agency Accounts$744,00072
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$12,000164
Employee Benefit-defined Benefit Accounts$5,000104
Number of other employee benefit and retirement-related accounts$181,000187
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$303,000149
Number of foundation and endowment trust and agency accounts, managed assets$0262
Other Fiduciary Accounts$0115
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$149,000184
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$131,000180
Personal Trust and Agency Accounts$110,00058
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000206
Employee Benefit-defined Benefit Accounts$1,000106
Number non-managed other employee benefit and retirement-related accounts$14,000216
Corporate Trust and Agency Accounts$0131
Number of investment management and advisory agency accounts, non-managed assets$0210
Number (#) individual retirement, health savings, and other similar accounts$0149
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$65,000201
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$13,000258
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,384,000151
Number of Managed Accounts$1,256,000123
Personal Trust and Agency Accounts$747,00072
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$12,000171
Employee Benefit-defined Benefit Accounts$5,000103
Number of other employee benefit and retirement-related accounts$183,000181
Corporate Trust and Agency Accounts$085
Number of managed investment management and investment advisory agency accounts$309,000146
Number of foundation and endowment trust and agency accounts, managed assets$0262
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$149,000185
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$128,000187
Personal Trust and Agency Accounts$107,00060
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000212
Employee Benefit-defined Benefit Accounts$1,000105
Number non-managed other employee benefit and retirement-related accounts$14,000221
Corporate Trust and Agency Accounts$0137
Number of investment management and advisory agency accounts, non-managed assets$0204
Number (#) individual retirement, health savings, and other similar accounts$0147
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$63,000205
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$13,000263
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,439,000148
Number of Managed Accounts$1,302,000121
Personal Trust and Agency Accounts$788,00069
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$12,000171
Employee Benefit-defined Benefit Accounts$5,000106
Number of other employee benefit and retirement-related accounts$178,000180
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$319,000142
Number of foundation and endowment trust and agency accounts, managed assets$0265
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$149,000179
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$137,000181
Personal Trust and Agency Accounts$115,00059
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000202
Employee Benefit-defined Benefit Accounts$1,000108
Number non-managed other employee benefit and retirement-related accounts$14,000220
Corporate Trust and Agency Accounts$0139
Number of investment management and advisory agency accounts, non-managed assets$0202
Number (#) individual retirement, health savings, and other similar accounts$0148
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$62,000207
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$13,000264
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,446,000151
Number of Managed Accounts$1,305,000121
Personal Trust and Agency Accounts$783,00072
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$12,000200
Employee Benefit-defined Benefit Accounts$5,000116
Number of other employee benefit and retirement-related accounts$180,000195
Corporate Trust and Agency Accounts$0226
Number of managed investment management and investment advisory agency accounts$325,000138
Number of foundation and endowment trust and agency accounts, managed assets$0473
Other Fiduciary Accounts$0233
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$154,000199
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$067
Number of Non-Managed Accounts$141,000256
Personal Trust and Agency Accounts$117,00077
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000254
Employee Benefit-defined Benefit Accounts$1,000131
Number non-managed other employee benefit and retirement-related accounts$14,000456
Corporate Trust and Agency Accounts$0326
Number of investment management and advisory agency accounts, non-managed assets$0414
Number (#) individual retirement, health savings, and other similar accounts$0211
Other Fiduciary Accounts$0233
Memoranda
Custody and Safekeeping Accounts$60,000303
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$13,000553
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,447,000144
Number of Managed Accounts$1,304,000123
Personal Trust and Agency Accounts$782,00073
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$12,000173
Employee Benefit-defined Benefit Accounts$5,000108
Number of other employee benefit and retirement-related accounts$182,000175
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$323,000138
Number of foundation and endowment trust and agency accounts, managed assets$0264
Other Fiduciary Accounts$0106
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$157,000169
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$143,000178
Personal Trust and Agency Accounts$119,00061
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000194
Employee Benefit-defined Benefit Accounts$1,000111
Number non-managed other employee benefit and retirement-related accounts$14,000223
Corporate Trust and Agency Accounts$0146
Number of investment management and advisory agency accounts, non-managed assets$0189
Number (#) individual retirement, health savings, and other similar accounts$0143
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$59,000210
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$13,000257
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,465,000147
Number of Managed Accounts$1,321,000121
Personal Trust and Agency Accounts$796,00073
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$12,000175
Employee Benefit-defined Benefit Accounts$6,00091
Number of other employee benefit and retirement-related accounts$179,000178
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$328,000136
Number of foundation and endowment trust and agency accounts, managed assets$0262
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$157,000171
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$144,000178
Personal Trust and Agency Accounts$120,00062
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000195
Employee Benefit-defined Benefit Accounts$1,000112
Number non-managed other employee benefit and retirement-related accounts$14,000229
Corporate Trust and Agency Accounts$0146
Number of investment management and advisory agency accounts, non-managed assets$0185
Number (#) individual retirement, health savings, and other similar accounts$0139
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$64,000206
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$13,000259
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,499,000141
Number of Managed Accounts$1,359,000115
Personal Trust and Agency Accounts$819,00069
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000166
Employee Benefit-defined Benefit Accounts$7,00086
Number of other employee benefit and retirement-related accounts$180,000177
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$340,000128
Number of foundation and endowment trust and agency accounts, managed assets$0266
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$157,000162
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$140,000185
Personal Trust and Agency Accounts$115,00066
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000196
Employee Benefit-defined Benefit Accounts$1,000115
Number non-managed other employee benefit and retirement-related accounts$15,000221
Corporate Trust and Agency Accounts$0150
Number of investment management and advisory agency accounts, non-managed assets$0182
Number (#) individual retirement, health savings, and other similar accounts$0137
Other Fiduciary Accounts$0109
Memoranda
Custody and Safekeeping Accounts$62,000211
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$14,000248
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,479,000150
Number of Managed Accounts$1,331,000120
Personal Trust and Agency Accounts$795,00075
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000209
Employee Benefit-defined Benefit Accounts$7,00095
Number of other employee benefit and retirement-related accounts$178,000197
Corporate Trust and Agency Accounts$0246
Number of managed investment management and investment advisory agency accounts$338,000132
Number of foundation and endowment trust and agency accounts, managed assets$0476
Other Fiduciary Accounts$0259
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$148,000198
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$079
Number of Non-Managed Accounts$148,000265
Personal Trust and Agency Accounts$122,00082
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,000256
Employee Benefit-defined Benefit Accounts$1,000146
Number non-managed other employee benefit and retirement-related accounts$15,000459
Corporate Trust and Agency Accounts$0347
Number of investment management and advisory agency accounts, non-managed assets$0407
Number (#) individual retirement, health savings, and other similar accounts$0201
Other Fiduciary Accounts$0239
Memoranda
Custody and Safekeeping Accounts$62,000318
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$14,000539
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,491,000140
Number of Managed Accounts$1,337,000114
Personal Trust and Agency Accounts$802,00074
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000168
Employee Benefit-defined Benefit Accounts$7,00089
Number of other employee benefit and retirement-related accounts$175,000166
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$340,000122
Number of foundation and endowment trust and agency accounts, managed assets$0263
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$151,000159
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$154,000182
Personal Trust and Agency Accounts$126,00061
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,000192
Employee Benefit-defined Benefit Accounts$1,000118
Number non-managed other employee benefit and retirement-related accounts$17,000201
Corporate Trust and Agency Accounts$0159
Number of investment management and advisory agency accounts, non-managed assets$0167
Number (#) individual retirement, health savings, and other similar accounts$0137
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$62,000214
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$16,000231
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,512,000140
Number of Managed Accounts$1,354,000111
Personal Trust and Agency Accounts$798,00073
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000167
Employee Benefit-defined Benefit Accounts$7,00093
Number of other employee benefit and retirement-related accounts$172,000169
Corporate Trust and Agency Accounts$095
Number of managed investment management and investment advisory agency accounts$364,000117
Number of foundation and endowment trust and agency accounts, managed assets$0264
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$154,000157
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$158,000176
Personal Trust and Agency Accounts$128,00060
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,000192
Employee Benefit-defined Benefit Accounts$1,000122
Number non-managed other employee benefit and retirement-related accounts$19,000192
Corporate Trust and Agency Accounts$0164
Number of investment management and advisory agency accounts, non-managed assets$0170
Number (#) individual retirement, health savings, and other similar accounts$0133
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$69,000203
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$16,000225
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,525,000140
Number of Managed Accounts$1,369,000112
Personal Trust and Agency Accounts$813,00073
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$14,000157
Employee Benefit-defined Benefit Accounts$7,00095
Number of other employee benefit and retirement-related accounts$180,000167
Corporate Trust and Agency Accounts$091
Number of managed investment management and investment advisory agency accounts$355,000121
Number of foundation and endowment trust and agency accounts, managed assets$0260
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$166,000152
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$156,000181
Personal Trust and Agency Accounts$124,00062
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,000196
Employee Benefit-defined Benefit Accounts$1,000119
Number non-managed other employee benefit and retirement-related accounts$21,000185
Corporate Trust and Agency Accounts$0163
Number of investment management and advisory agency accounts, non-managed assets$0165
Number (#) individual retirement, health savings, and other similar accounts$0136
Other Fiduciary Accounts$0116
Memoranda
Custody and Safekeeping Accounts$79,000192
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$20,000204
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,517,000149
Number of Managed Accounts$1,363,000115
Personal Trust and Agency Accounts$805,00078
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$14,000206
Employee Benefit-defined Benefit Accounts$7,000101
Number of other employee benefit and retirement-related accounts$181,000185
Corporate Trust and Agency Accounts$0253
Number of managed investment management and investment advisory agency accounts$356,000120
Number of foundation and endowment trust and agency accounts, managed assets$0459
Other Fiduciary Accounts$0261
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$173,000162
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$082
Number of Non-Managed Accounts$154,000260
Personal Trust and Agency Accounts$122,00079
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,000266
Employee Benefit-defined Benefit Accounts$1,000153
Number non-managed other employee benefit and retirement-related accounts$21,000401
Corporate Trust and Agency Accounts$0372
Number of investment management and advisory agency accounts, non-managed assets$0358
Number (#) individual retirement, health savings, and other similar accounts$0193
Other Fiduciary Accounts$0229
Memoranda
Custody and Safekeeping Accounts$93,000251
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$20,000468
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,550,000137
Number of Managed Accounts$1,388,000110
Personal Trust and Agency Accounts$820,00073
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$21,000142
Employee Benefit-defined Benefit Accounts$8,00081
Number of other employee benefit and retirement-related accounts$172,000163
Corporate Trust and Agency Accounts$098
Number of managed investment management and investment advisory agency accounts$367,000130
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$162,000173
Personal Trust and Agency Accounts$126,00066
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$15,000178
Employee Benefit-defined Benefit Accounts$1,000121
Number non-managed other employee benefit and retirement-related accounts$20,000195
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$0117
Memoranda
Custody and Safekeeping Accounts$94,000175
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,562,000134
Number of Managed Accounts$1,397,000112
Personal Trust and Agency Accounts$817,00078
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$21,000148
Employee Benefit-defined Benefit Accounts$8,00082
Number of other employee benefit and retirement-related accounts$178,000164
Corporate Trust and Agency Accounts$0100
Number of managed investment management and investment advisory agency accounts$373,000130
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0115
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$165,000178
Personal Trust and Agency Accounts$128,00068
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$15,000188
Employee Benefit-defined Benefit Accounts$1,000123
Number non-managed other employee benefit and retirement-related accounts$21,000194
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$93,000181
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,567,000130
Number of Managed Accounts$1,395,000111
Personal Trust and Agency Accounts$833,00076
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$20,000150
Employee Benefit-defined Benefit Accounts$7,00096
Number of other employee benefit and retirement-related accounts$171,000164
Corporate Trust and Agency Accounts$099
Number of managed investment management and investment advisory agency accounts$364,000132
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0119
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$172,000172
Personal Trust and Agency Accounts$132,00068
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$17,000180
Employee Benefit-defined Benefit Accounts$1,000122
Number non-managed other employee benefit and retirement-related accounts$22,000186
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$90,000183
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,601,000142
Number of Managed Accounts$1,425,000109
Personal Trust and Agency Accounts$848,00080
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$21,000177
Employee Benefit-defined Benefit Accounts$8,00095
Number of other employee benefit and retirement-related accounts$168,000194
Corporate Trust and Agency Accounts$0267
Number of managed investment management and investment advisory agency accounts$380,000135
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0285
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$176,000244
Personal Trust and Agency Accounts$135,00084
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$18,000228
Employee Benefit-defined Benefit Accounts$1,000169
Number non-managed other employee benefit and retirement-related accounts$22,000408
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$94,000249
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,584,000135
Number of Managed Accounts$1,410,000110
Personal Trust and Agency Accounts$852,00078
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$16,000168
Employee Benefit-defined Benefit Accounts$8,00089
Number of other employee benefit and retirement-related accounts$160,000173
Corporate Trust and Agency Accounts$0108
Number of managed investment management and investment advisory agency accounts$374,000132
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0120
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$174,000175
Personal Trust and Agency Accounts$135,00073
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$15,000200
Employee Benefit-defined Benefit Accounts$1,000133
Number non-managed other employee benefit and retirement-related accounts$23,000199
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$94,000186
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,592,000138
Number of Managed Accounts$1,419,000108
Personal Trust and Agency Accounts$867,00079
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$17,000166
Employee Benefit-defined Benefit Accounts$8,00091
Number of other employee benefit and retirement-related accounts$158,000174
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$369,000133
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0123
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$173,000177
Personal Trust and Agency Accounts$133,00068
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$15,000205
Employee Benefit-defined Benefit Accounts$1,000134
Number non-managed other employee benefit and retirement-related accounts$24,000202
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$97,000189
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,567,000139
Number of Managed Accounts$1,398,000113
Personal Trust and Agency Accounts$857,00078
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$17,000168
Employee Benefit-defined Benefit Accounts$8,00089
Number of other employee benefit and retirement-related accounts$152,000175
Corporate Trust and Agency Accounts$0103
Number of managed investment management and investment advisory agency accounts$364,000135
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0128
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$169,000180
Personal Trust and Agency Accounts$131,00068
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$15,000204
Employee Benefit-defined Benefit Accounts$1,000138
Number non-managed other employee benefit and retirement-related accounts$22,000207
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$95,000193
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,532,000148
Number of Managed Accounts$1,367,000118
Personal Trust and Agency Accounts$848,00080
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$17,000223
Employee Benefit-defined Benefit Accounts$8,00098
Number of other employee benefit and retirement-related accounts$143,000207
Corporate Trust and Agency Accounts$0273
Number of managed investment management and investment advisory agency accounts$351,000138
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0300
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$165,000262
Personal Trust and Agency Accounts$124,00086
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$16,000249
Employee Benefit-defined Benefit Accounts$1,000179
Number non-managed other employee benefit and retirement-related accounts$24,000404
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$96,000257
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,508,000140
Number of Managed Accounts$1,344,000120
Personal Trust and Agency Accounts$838,00079
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$18,000172
Employee Benefit-defined Benefit Accounts$9,00084
Number of other employee benefit and retirement-related accounts$138,000179
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$341,000139
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0121
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$164,000179
Personal Trust and Agency Accounts$123,00067
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$17,000195
Employee Benefit-defined Benefit Accounts$1,000136
Number non-managed other employee benefit and retirement-related accounts$22,000194
Corporate Trust and Agency Accounts$1,000173
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$105,000177
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,464,000149
Number of Managed Accounts$1,300,000124
Personal Trust and Agency Accounts$811,00080
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$18,000175
Employee Benefit-defined Benefit Accounts$9,00087
Number of other employee benefit and retirement-related accounts$133,000184
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$329,000143
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0124
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$164,000185
Personal Trust and Agency Accounts$121,00069
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$19,000196
Employee Benefit-defined Benefit Accounts$1,000141
Number non-managed other employee benefit and retirement-related accounts$22,000200
Corporate Trust and Agency Accounts$1,000176
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$99,000188
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,456,000147
Number of Managed Accounts$1,284,000123
Personal Trust and Agency Accounts$789,00082
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$18,000177
Employee Benefit-defined Benefit Accounts$8,00092
Number of other employee benefit and retirement-related accounts$132,000184
Corporate Trust and Agency Accounts$0102
Number of managed investment management and investment advisory agency accounts$337,000133
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0119
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$172,000181
Personal Trust and Agency Accounts$125,00066
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$23,000182
Employee Benefit-defined Benefit Accounts$1,000143
Number non-managed other employee benefit and retirement-related accounts$22,000206
Corporate Trust and Agency Accounts$1,000175
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$104,000186
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,432,000163
Number of Managed Accounts$1,253,000128
Personal Trust and Agency Accounts$770,00088
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$18,000229
Employee Benefit-defined Benefit Accounts$8,000108
Number of other employee benefit and retirement-related accounts$126,000217
Corporate Trust and Agency Accounts$0281
Number of managed investment management and investment advisory agency accounts$331,000135
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0293
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$179,000255
Personal Trust and Agency Accounts$134,00083
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$23,000228
Employee Benefit-defined Benefit Accounts$1,000186
Number non-managed other employee benefit and retirement-related accounts$20,000430
Corporate Trust and Agency Accounts$1,000338
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$96,000256
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,405,000157
Number of Managed Accounts$1,222,000133
Personal Trust and Agency Accounts$741,00096
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$18,000184
Employee Benefit-defined Benefit Accounts$8,00097
Number of other employee benefit and retirement-related accounts$125,000187
Corporate Trust and Agency Accounts$0101
Number of managed investment management and investment advisory agency accounts$330,000135
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0122
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$183,000186
Personal Trust and Agency Accounts$138,00063
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$23,000193
Employee Benefit-defined Benefit Accounts$1,000148
Number non-managed other employee benefit and retirement-related accounts$21,000206
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$97,000185
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,377,000161
Number of Managed Accounts$1,198,000142
Personal Trust and Agency Accounts$735,000102
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$18,000189
Employee Benefit-defined Benefit Accounts$9,000102
Number of other employee benefit and retirement-related accounts$119,000194
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$317,000140
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$179,000194
Personal Trust and Agency Accounts$133,00068
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$23,000192
Employee Benefit-defined Benefit Accounts$1,000156
Number non-managed other employee benefit and retirement-related accounts$22,000208
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$97,000194
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,341,000166
Number of Managed Accounts$1,157,000147
Personal Trust and Agency Accounts$708,000105
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$17,000199
Employee Benefit-defined Benefit Accounts$9,000101
Number of other employee benefit and retirement-related accounts$115,000197
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$308,000143
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0139
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$184,000195
Personal Trust and Agency Accounts$137,00065
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$24,000194
Employee Benefit-defined Benefit Accounts$1,000154
Number non-managed other employee benefit and retirement-related accounts$22,000210
Corporate Trust and Agency Accounts$0196
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$104,000185
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,353,000172
Number of Managed Accounts$1,163,000146
Personal Trust and Agency Accounts$713,000108
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$17,000264
Employee Benefit-defined Benefit Accounts$9,000109
Number of other employee benefit and retirement-related accounts$116,000223
Corporate Trust and Agency Accounts$0303
Number of managed investment management and investment advisory agency accounts$308,000137
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0320
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$190,000264
Personal Trust and Agency Accounts$142,00081
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$24,000243
Employee Benefit-defined Benefit Accounts$1,000201
Number non-managed other employee benefit and retirement-related accounts$22,000430
Corporate Trust and Agency Accounts$1,000354
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0282
Memoranda
Custody and Safekeeping Accounts$104,000249
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,355,000156
Number of Managed Accounts$1,166,000140
Personal Trust and Agency Accounts$706,000108
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$19,000191
Employee Benefit-defined Benefit Accounts$9,000100
Number of other employee benefit and retirement-related accounts$117,000175
Corporate Trust and Agency Accounts$0110
Number of managed investment management and investment advisory agency accounts$315,000133
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0135
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$189,000189
Personal Trust and Agency Accounts$142,00066
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$24,000194
Employee Benefit-defined Benefit Accounts$1,000153
Number non-managed other employee benefit and retirement-related accounts$22,000203
Corporate Trust and Agency Accounts$0200
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$104,000177
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,341,000161
Number of Managed Accounts$1,152,000142
Personal Trust and Agency Accounts$703,000108
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$19,000201
Employee Benefit-defined Benefit Accounts$8,000104
Number of other employee benefit and retirement-related accounts$114,000180
Corporate Trust and Agency Accounts$0114
Number of managed investment management and investment advisory agency accounts$308,000137
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0140
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$189,000192
Personal Trust and Agency Accounts$140,00064
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$25,000183
Employee Benefit-defined Benefit Accounts$1,000151
Number non-managed other employee benefit and retirement-related accounts$22,000210
Corporate Trust and Agency Accounts$1,000187
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$105,000181
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,311,000164
Number of Managed Accounts$1,121,000144
Personal Trust and Agency Accounts$690,000114
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$17,000211
Employee Benefit-defined Benefit Accounts$8,000107
Number of other employee benefit and retirement-related accounts$108,000181
Corporate Trust and Agency Accounts$0116
Number of managed investment management and investment advisory agency accounts$298,000142
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0144
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$190,000192
Personal Trust and Agency Accounts$140,00068
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$26,000184
Employee Benefit-defined Benefit Accounts$1,000152
Number non-managed other employee benefit and retirement-related accounts$22,000212
Corporate Trust and Agency Accounts$1,000186
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$105,000182
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,340,000176
Number of Managed Accounts$1,144,000144
Personal Trust and Agency Accounts$710,000116
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$18,000261
Employee Benefit-defined Benefit Accounts$6,000137
Number of other employee benefit and retirement-related accounts$113,000214
Corporate Trust and Agency Accounts$0312
Number of managed investment management and investment advisory agency accounts$297,000140
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0337
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$196,000263
Personal Trust and Agency Accounts$137,00093
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$26,000233
Employee Benefit-defined Benefit Accounts$1,000206
Number non-managed other employee benefit and retirement-related accounts$31,000372
Corporate Trust and Agency Accounts$1,000351
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$114,000238
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,308,000164
Number of Managed Accounts$1,122,000144
Personal Trust and Agency Accounts$691,000116
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$18,000206
Employee Benefit-defined Benefit Accounts$6,000123
Number of other employee benefit and retirement-related accounts$110,000175
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$297,000134
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$186,000195
Personal Trust and Agency Accounts$128,00077
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$26,000190
Employee Benefit-defined Benefit Accounts$1,000156
Number non-managed other employee benefit and retirement-related accounts$30,000190
Corporate Trust and Agency Accounts$1,000183
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$115,000183
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,317,000164
Number of Managed Accounts$1,136,000144
Personal Trust and Agency Accounts$708,000115
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$19,000207
Employee Benefit-defined Benefit Accounts$6,000121
Number of other employee benefit and retirement-related accounts$111,000174
Corporate Trust and Agency Accounts$0113
Number of managed investment management and investment advisory agency accounts$292,000136
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0127
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$181,000204
Personal Trust and Agency Accounts$122,00080
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$27,000196
Employee Benefit-defined Benefit Accounts$1,000164
Number non-managed other employee benefit and retirement-related accounts$30,000198
Corporate Trust and Agency Accounts$1,000188
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$117,000183
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,269,000169
Number of Managed Accounts$1,105,000145
Personal Trust and Agency Accounts$690,000118
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$21,000210
Employee Benefit-defined Benefit Accounts$4,000139
Number of other employee benefit and retirement-related accounts$105,000175
Corporate Trust and Agency Accounts$0110
Number of managed investment management and investment advisory agency accounts$285,000137
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$164,000218
Personal Trust and Agency Accounts$102,00092
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$29,000196
Employee Benefit-defined Benefit Accounts$2,000144
Number non-managed other employee benefit and retirement-related accounts$30,000196
Corporate Trust and Agency Accounts$1,000193
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$118,000190
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,267,000188
Number of Managed Accounts$1,090,000152
Personal Trust and Agency Accounts$704,000121
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$21,000274
Employee Benefit-defined Benefit Accounts$4,000166
Number of other employee benefit and retirement-related accounts$103,000219
Corporate Trust and Agency Accounts$0340
Number of managed investment management and investment advisory agency accounts$258,000157
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0331
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$177,000296
Personal Trust and Agency Accounts$115,000115
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$28,000244
Employee Benefit-defined Benefit Accounts$2,000181
Number non-managed other employee benefit and retirement-related accounts$31,000397
Corporate Trust and Agency Accounts$1,000384
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0293
Memoranda
Custody and Safekeeping Accounts$136,000228
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,269,000181
Number of Managed Accounts$1,088,000152
Personal Trust and Agency Accounts$706,000121
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$21,000224
Employee Benefit-defined Benefit Accounts$4,000152
Number of other employee benefit and retirement-related accounts$107,000175
Corporate Trust and Agency Accounts$0121
Number of managed investment management and investment advisory agency accounts$250,000152
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0143
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$181,000215
Personal Trust and Agency Accounts$117,00090
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$30,000206
Employee Benefit-defined Benefit Accounts$1,000181
Number non-managed other employee benefit and retirement-related accounts$32,000198
Corporate Trust and Agency Accounts$1,000201
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0152
Memoranda
Custody and Safekeeping Accounts$137,000185
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,270,000182
Number of Managed Accounts$1,095,000153
Personal Trust and Agency Accounts$711,000124
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$23,000218
Employee Benefit-defined Benefit Accounts$6,000131
Number of other employee benefit and retirement-related accounts$108,000175
Corporate Trust and Agency Accounts$0129
Number of managed investment management and investment advisory agency accounts$247,000150
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0151
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$175,000232
Personal Trust and Agency Accounts$118,00092
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$29,000213
Employee Benefit-defined Benefit Accounts$1,000178
Number non-managed other employee benefit and retirement-related accounts$26,000221
Corporate Trust and Agency Accounts$1,000200
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0161
Memoranda
Custody and Safekeeping Accounts$145,000182
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,298,000183
Number of Managed Accounts$1,118,000156
Personal Trust and Agency Accounts$733,000123
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$23,000224
Employee Benefit-defined Benefit Accounts$5,000147
Number of other employee benefit and retirement-related accounts$107,000180
Corporate Trust and Agency Accounts$0138
Number of managed investment management and investment advisory agency accounts$250,000152
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0156
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$180,000238
Personal Trust and Agency Accounts$123,00089
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$28,000217
Employee Benefit-defined Benefit Accounts$1,000178
Number non-managed other employee benefit and retirement-related accounts$28,000218
Corporate Trust and Agency Accounts$0216
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$148,000186
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,310,000195
Number of Managed Accounts$1,125,000163
Personal Trust and Agency Accounts$743,000125
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$23,000280
Employee Benefit-defined Benefit Accounts$5,000169
Number of other employee benefit and retirement-related accounts$107,000226
Corporate Trust and Agency Accounts$0378
Number of managed investment management and investment advisory agency accounts$247,000158
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0352
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$185,000310
Personal Trust and Agency Accounts$128,000114
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$31,000256
Employee Benefit-defined Benefit Accounts$1,000230
Number non-managed other employee benefit and retirement-related accounts$25,000434
Corporate Trust and Agency Accounts$0452
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$143,000245
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2001-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01,869
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
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