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First-Citizens Bank & Trust Company, Number of Fiduciary and Related Asset Accounts

2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,931,00059
Number of Managed Accounts$5,435,00043
Personal Trust and Agency Accounts$1,382,00050
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$187,00060
Employee Benefit-defined Benefit Accounts$54,00017
Number of other employee benefit and retirement-related accounts$1,226,00084
Corporate Trust and Agency Accounts$10,00045
Number of managed investment management and investment advisory agency accounts$2,143,00035
Number of foundation and endowment trust and agency accounts, managed assets$433,00021
Other Fiduciary Accounts$0249
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$1,212,00059
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$050
Number of Non-Managed Accounts$496,00088
Personal Trust and Agency Accounts$77,000111
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$143,00041
Employee Benefit-defined Benefit Accounts$2,000128
Number non-managed other employee benefit and retirement-related accounts$45,000211
Corporate Trust and Agency Accounts$0248
Number of investment management and advisory agency accounts, non-managed assets$176,00019
Number (#) individual retirement, health savings, and other similar accounts$53,00013
Other Fiduciary Accounts$0190
Memoranda
Custody and Safekeeping Accounts$362,00094
Fiduciary Accounts Held in Foreign Offices$038
# of Individual retirement,health savings and similar accounts, non-managed asts$39,000274
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,898,00061
Number of Managed Accounts$5,407,00047
Personal Trust and Agency Accounts$1,427,00047
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$179,00057
Employee Benefit-defined Benefit Accounts$53,00016
Number of other employee benefit and retirement-related accounts$1,202,00085
Corporate Trust and Agency Accounts$12,00027
Number of managed investment management and investment advisory agency accounts$2,103,00038
Number of foundation and endowment trust and agency accounts, managed assets$431,00020
Other Fiduciary Accounts$0112
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$1,186,00062
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$491,00085
Personal Trust and Agency Accounts$77,00085
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$145,00041
Employee Benefit-defined Benefit Accounts$2,000118
Number non-managed other employee benefit and retirement-related accounts$48,000110
Corporate Trust and Agency Accounts$0118
Number of investment management and advisory agency accounts, non-managed assets$166,00020
Number (#) individual retirement, health savings, and other similar accounts$53,00013
Other Fiduciary Accounts$095
Memoranda
Custody and Safekeeping Accounts$107,259,00015
Fiduciary Accounts Held in Foreign Offices$017
# of Individual retirement,health savings and similar accounts, non-managed asts$42,000182
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,851,00061
Number of Managed Accounts$5,351,00046
Personal Trust and Agency Accounts$1,440,00049
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$116,00072
Employee Benefit-defined Benefit Accounts$51,00016
Number of other employee benefit and retirement-related accounts$1,188,00086
Corporate Trust and Agency Accounts$15,00027
Number of managed investment management and investment advisory agency accounts$2,113,00037
Number of foundation and endowment trust and agency accounts, managed assets$428,00020
Other Fiduciary Accounts$0158
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$1,168,00062
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$500,00086
Personal Trust and Agency Accounts$84,00089
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$56,00074
Employee Benefit-defined Benefit Accounts$2,000126
Number non-managed other employee benefit and retirement-related accounts$47,000156
Corporate Trust and Agency Accounts$0169
Number of investment management and advisory agency accounts, non-managed assets$258,00013
Number (#) individual retirement, health savings, and other similar accounts$53,00013
Other Fiduciary Accounts$0135
Memoranda
Custody and Safekeeping Accounts$369,00077
Fiduciary Accounts Held in Foreign Offices$037
# of Individual retirement,health savings and similar accounts, non-managed asts$41,000201
2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,767,00064
Number of Managed Accounts$5,272,00048
Personal Trust and Agency Accounts$1,460,00041
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$111,00031
Employee Benefit-defined Benefit Accounts$51,00019
Number of other employee benefit and retirement-related accounts$1,162,00066
Corporate Trust and Agency Accounts$15,00026
Number of managed investment management and investment advisory agency accounts$2,068,00040
Number of foundation and endowment trust and agency accounts, managed assets$405,00024
Other Fiduciary Accounts$0108
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$1,144,00067
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$495,00087
Personal Trust and Agency Accounts$91,00071
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$60,00068
Employee Benefit-defined Benefit Accounts$2,00083
Number non-managed other employee benefit and retirement-related accounts$42,000111
Corporate Trust and Agency Accounts$0107
Number of investment management and advisory agency accounts, non-managed assets$247,00012
Number (#) individual retirement, health savings, and other similar accounts$53,00014
Other Fiduciary Accounts$092
Memoranda
Custody and Safekeeping Accounts$384,00079
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$36,000152
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,908,00071
Number of Managed Accounts$4,444,00056
Personal Trust and Agency Accounts$921,00076
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$153,00024
Employee Benefit-defined Benefit Accounts$48,00021
Number of other employee benefit and retirement-related accounts$1,071,00071
Corporate Trust and Agency Accounts$0160
Number of managed investment management and investment advisory agency accounts$1,861,00043
Number of foundation and endowment trust and agency accounts, managed assets$390,00026
Other Fiduciary Accounts$0220
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$1,060,00070
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$051
Number of Non-Managed Accounts$464,00095
Personal Trust and Agency Accounts$64,000120
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$148,00045
Employee Benefit-defined Benefit Accounts$2,00092
Number non-managed other employee benefit and retirement-related accounts$35,000198
Corporate Trust and Agency Accounts$0212
Number of investment management and advisory agency accounts, non-managed assets$163,00017
Number (#) individual retirement, health savings, and other similar accounts$52,00014
Other Fiduciary Accounts$0175
Memoranda
Custody and Safekeeping Accounts$262,000116
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$30,000276
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,781,00071
Number of Managed Accounts$4,324,00057
Personal Trust and Agency Accounts$919,00075
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$147,00026
Employee Benefit-defined Benefit Accounts$48,00023
Number of other employee benefit and retirement-related accounts$1,048,00071
Corporate Trust and Agency Accounts$076
Number of managed investment management and investment advisory agency accounts$1,785,00044
Number of foundation and endowment trust and agency accounts, managed assets$377,00028
Other Fiduciary Accounts$0105
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$1,037,00071
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$457,00091
Personal Trust and Agency Accounts$63,00096
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$149,00042
Employee Benefit-defined Benefit Accounts$2,00086
Number non-managed other employee benefit and retirement-related accounts$36,000127
Corporate Trust and Agency Accounts$0115
Number of investment management and advisory agency accounts, non-managed assets$156,00017
Number (#) individual retirement, health savings, and other similar accounts$51,00014
Other Fiduciary Accounts$098
Memoranda
Custody and Safekeeping Accounts$255,000100
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$31,000166
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,649,00063
Number of Managed Accounts$4,195,00054
Personal Trust and Agency Accounts$1,576,00034
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$99,00033
Employee Benefit-defined Benefit Accounts$44,00020
Number of other employee benefit and retirement-related accounts$1,010,00070
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$1,093,00064
Number of foundation and endowment trust and agency accounts, managed assets$373,00025
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$999,00071
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$454,00081
Personal Trust and Agency Accounts$140,00047
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$67,00069
Employee Benefit-defined Benefit Accounts$2,00080
Number non-managed other employee benefit and retirement-related accounts$38,000132
Corporate Trust and Agency Accounts$0126
Number of investment management and advisory agency accounts, non-managed assets$157,00015
Number (#) individual retirement, health savings, and other similar accounts$50,00014
Other Fiduciary Accounts$0109
Memoranda
Custody and Safekeeping Accounts$221,000102
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$32,000179
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,552,00063
Number of Managed Accounts$4,101,00055
Personal Trust and Agency Accounts$1,569,00035
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$101,00032
Employee Benefit-defined Benefit Accounts$36,00024
Number of other employee benefit and retirement-related accounts$989,00067
Corporate Trust and Agency Accounts$072
Number of managed investment management and investment advisory agency accounts$1,040,00067
Number of foundation and endowment trust and agency accounts, managed assets$366,00024
Other Fiduciary Accounts$0101
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$978,00068
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$451,00078
Personal Trust and Agency Accounts$139,00047
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$68,00070
Employee Benefit-defined Benefit Accounts$3,00070
Number non-managed other employee benefit and retirement-related accounts$36,000120
Corporate Trust and Agency Accounts$0109
Number of investment management and advisory agency accounts, non-managed assets$156,00015
Number (#) individual retirement, health savings, and other similar accounts$49,00014
Other Fiduciary Accounts$094
Memoranda
Custody and Safekeeping Accounts$241,00092
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$29,000170
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$4,449,00062
Number of Managed Accounts$3,976,00054
Personal Trust and Agency Accounts$1,532,00037
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$100,00033
Employee Benefit-defined Benefit Accounts$36,00025
Number of other employee benefit and retirement-related accounts$954,00069
Corporate Trust and Agency Accounts$0160
Number of managed investment management and investment advisory agency accounts$998,00068
Number of foundation and endowment trust and agency accounts, managed assets$356,00023
Other Fiduciary Accounts$0222
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$943,00070
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$040
Number of Non-Managed Accounts$473,00083
Personal Trust and Agency Accounts$136,00054
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$69,00072
Employee Benefit-defined Benefit Accounts$35,00028
Number non-managed other employee benefit and retirement-related accounts$37,000198
Corporate Trust and Agency Accounts$0213
Number of investment management and advisory agency accounts, non-managed assets$149,00015
Number (#) individual retirement, health savings, and other similar accounts$47,00014
Other Fiduciary Accounts$0174
Memoranda
Custody and Safekeeping Accounts$272,000103
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$30,000291
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$4,239,00069
Number of Managed Accounts$3,771,00059
Personal Trust and Agency Accounts$1,040,00058
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$93,00036
Employee Benefit-defined Benefit Accounts$36,00024
Number of other employee benefit and retirement-related accounts$888,00075
Corporate Trust and Agency Accounts$071
Number of managed investment management and investment advisory agency accounts$1,373,00051
Number of foundation and endowment trust and agency accounts, managed assets$341,00023
Other Fiduciary Accounts$097
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$877,00076
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$468,00082
Personal Trust and Agency Accounts$76,00063
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$73,00064
Employee Benefit-defined Benefit Accounts$35,00029
Number non-managed other employee benefit and retirement-related accounts$38,000121
Corporate Trust and Agency Accounts$0107
Number of investment management and advisory agency accounts, non-managed assets$204,00013
Number (#) individual retirement, health savings, and other similar accounts$42,00014
Other Fiduciary Accounts$090
Memoranda
Custody and Safekeeping Accounts$281,00085
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$31,000163
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$4,133,00069
Number of Managed Accounts$3,666,00061
Personal Trust and Agency Accounts$1,009,00059
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$91,00039
Employee Benefit-defined Benefit Accounts$34,00025
Number of other employee benefit and retirement-related accounts$839,00082
Corporate Trust and Agency Accounts$076
Number of managed investment management and investment advisory agency accounts$1,359,00053
Number of foundation and endowment trust and agency accounts, managed assets$334,00024
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$828,00082
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$467,00084
Personal Trust and Agency Accounts$75,00068
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$74,00065
Employee Benefit-defined Benefit Accounts$35,00029
Number non-managed other employee benefit and retirement-related accounts$40,000125
Corporate Trust and Agency Accounts$0129
Number of investment management and advisory agency accounts, non-managed assets$202,00012
Number (#) individual retirement, health savings, and other similar accounts$41,00015
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$265,00091
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$33,000185
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$4,033,00070
Number of Managed Accounts$3,562,00061
Personal Trust and Agency Accounts$1,007,00057
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$87,00041
Employee Benefit-defined Benefit Accounts$30,00028
Number of other employee benefit and retirement-related accounts$769,00089
Corporate Trust and Agency Accounts$070
Number of managed investment management and investment advisory agency accounts$1,336,00053
Number of foundation and endowment trust and agency accounts, managed assets$333,00024
Other Fiduciary Accounts$098
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$758,00085
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$471,00084
Personal Trust and Agency Accounts$76,00062
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$75,00069
Employee Benefit-defined Benefit Accounts$34,00029
Number non-managed other employee benefit and retirement-related accounts$39,000128
Corporate Trust and Agency Accounts$0111
Number of investment management and advisory agency accounts, non-managed assets$207,00013
Number (#) individual retirement, health savings, and other similar accounts$40,00017
Other Fiduciary Accounts$088
Memoranda
Custody and Safekeeping Accounts$283,00086
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$32,000173
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,948,00072
Number of Managed Accounts$3,472,00066
Personal Trust and Agency Accounts$991,00060
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$84,00044
Employee Benefit-defined Benefit Accounts$29,00030
Number of other employee benefit and retirement-related accounts$737,00093
Corporate Trust and Agency Accounts$0158
Number of managed investment management and investment advisory agency accounts$1,303,00055
Number of foundation and endowment trust and agency accounts, managed assets$328,00024
Other Fiduciary Accounts$0217
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$727,00091
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$044
Number of Non-Managed Accounts$476,00092
Personal Trust and Agency Accounts$75,00086
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$78,00071
Employee Benefit-defined Benefit Accounts$34,00030
Number non-managed other employee benefit and retirement-related accounts$43,000193
Corporate Trust and Agency Accounts$0228
Number of investment management and advisory agency accounts, non-managed assets$206,00013
Number (#) individual retirement, health savings, and other similar accounts$40,00017
Other Fiduciary Accounts$0171
Memoranda
Custody and Safekeeping Accounts$266,000103
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$35,000283
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,981,00071
Number of Managed Accounts$3,499,00063
Personal Trust and Agency Accounts$969,00060
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$78,00045
Employee Benefit-defined Benefit Accounts$28,00031
Number of other employee benefit and retirement-related accounts$729,00089
Corporate Trust and Agency Accounts$074
Number of managed investment management and investment advisory agency accounts$1,362,00055
Number of foundation and endowment trust and agency accounts, managed assets$333,00022
Other Fiduciary Accounts$0101
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$719,00088
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$482,00084
Personal Trust and Agency Accounts$82,00061
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$74,00068
Employee Benefit-defined Benefit Accounts$34,00028
Number non-managed other employee benefit and retirement-related accounts$45,000119
Corporate Trust and Agency Accounts$0117
Number of investment management and advisory agency accounts, non-managed assets$207,00012
Number (#) individual retirement, health savings, and other similar accounts$40,00017
Other Fiduciary Accounts$088
Memoranda
Custody and Safekeeping Accounts$220,00094
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$37,000165
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,938,00070
Number of Managed Accounts$3,482,00063
Personal Trust and Agency Accounts$977,00063
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$81,00044
Employee Benefit-defined Benefit Accounts$27,00031
Number of other employee benefit and retirement-related accounts$696,00092
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$1,374,00054
Number of foundation and endowment trust and agency accounts, managed assets$327,00023
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$687,00089
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$456,00089
Personal Trust and Agency Accounts$80,00066
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$76,00071
Employee Benefit-defined Benefit Accounts$33,00029
Number non-managed other employee benefit and retirement-related accounts$41,000133
Corporate Trust and Agency Accounts$0133
Number of investment management and advisory agency accounts, non-managed assets$187,00013
Number (#) individual retirement, health savings, and other similar accounts$39,00018
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$191,000108
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$33,000188
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$3,966,00068
Number of Managed Accounts$3,523,00062
Personal Trust and Agency Accounts$1,005,00060
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$86,00043
Employee Benefit-defined Benefit Accounts$30,00028
Number of other employee benefit and retirement-related accounts$680,00092
Corporate Trust and Agency Accounts$073
Number of managed investment management and investment advisory agency accounts$1,396,00051
Number of foundation and endowment trust and agency accounts, managed assets$326,00023
Other Fiduciary Accounts$0109
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$666,00092
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$443,00087
Personal Trust and Agency Accounts$82,00062
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$79,00066
Employee Benefit-defined Benefit Accounts$33,00028
Number non-managed other employee benefit and retirement-related accounts$35,000139
Corporate Trust and Agency Accounts$0116
Number of investment management and advisory agency accounts, non-managed assets$177,00013
Number (#) individual retirement, health savings, and other similar accounts$37,00018
Other Fiduciary Accounts$094
Memoranda
Custody and Safekeeping Accounts$199,000101
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$27,000191
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$3,963,00069
Number of Managed Accounts$3,517,00059
Personal Trust and Agency Accounts$1,009,00061
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$88,00044
Employee Benefit-defined Benefit Accounts$31,00029
Number of other employee benefit and retirement-related accounts$676,00095
Corporate Trust and Agency Accounts$0158
Number of managed investment management and investment advisory agency accounts$1,386,00051
Number of foundation and endowment trust and agency accounts, managed assets$327,00022
Other Fiduciary Accounts$0226
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$663,00094
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$049
Number of Non-Managed Accounts$446,00096
Personal Trust and Agency Accounts$82,00086
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$83,00066
Employee Benefit-defined Benefit Accounts$33,00030
Number non-managed other employee benefit and retirement-related accounts$38,000210
Corporate Trust and Agency Accounts$0235
Number of investment management and advisory agency accounts, non-managed assets$174,00015
Number (#) individual retirement, health savings, and other similar accounts$36,00019
Other Fiduciary Accounts$0181
Memoranda
Custody and Safekeeping Accounts$202,000125
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$30,000315
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$4,970,00057
Number of Managed Accounts$4,521,00050
Personal Trust and Agency Accounts$1,181,00053
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$94,00041
Employee Benefit-defined Benefit Accounts$45,00025
Number of other employee benefit and retirement-related accounts$748,00083
Corporate Trust and Agency Accounts$079
Number of managed investment management and investment advisory agency accounts$2,031,00035
Number of foundation and endowment trust and agency accounts, managed assets$422,00019
Other Fiduciary Accounts$0110
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$735,00083
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$449,00088
Personal Trust and Agency Accounts$80,00064
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$87,00060
Employee Benefit-defined Benefit Accounts$33,00028
Number non-managed other employee benefit and retirement-related accounts$43,000126
Corporate Trust and Agency Accounts$0114
Number of investment management and advisory agency accounts, non-managed assets$169,00015
Number (#) individual retirement, health savings, and other similar accounts$37,00017
Other Fiduciary Accounts$095
Memoranda
Custody and Safekeeping Accounts$199,000103
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$35,000173
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$4,873,00059
Number of Managed Accounts$4,403,00051
Personal Trust and Agency Accounts$1,174,00052
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$95,00041
Employee Benefit-defined Benefit Accounts$43,00025
Number of other employee benefit and retirement-related accounts$756,00084
Corporate Trust and Agency Accounts$077
Number of managed investment management and investment advisory agency accounts$1,938,00035
Number of foundation and endowment trust and agency accounts, managed assets$397,00020
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$743,00081
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$470,00090
Personal Trust and Agency Accounts$82,00066
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$88,00063
Employee Benefit-defined Benefit Accounts$33,00028
Number non-managed other employee benefit and retirement-related accounts$50,000116
Corporate Trust and Agency Accounts$0126
Number of investment management and advisory agency accounts, non-managed assets$179,00016
Number (#) individual retirement, health savings, and other similar accounts$38,00017
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$176,000115
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$42,000171
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$4,901,00059
Number of Managed Accounts$4,419,00050
Personal Trust and Agency Accounts$1,164,00051
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$97,00043
Employee Benefit-defined Benefit Accounts$47,00024
Number of other employee benefit and retirement-related accounts$767,00081
Corporate Trust and Agency Accounts$077
Number of managed investment management and investment advisory agency accounts$1,936,00035
Number of foundation and endowment trust and agency accounts, managed assets$408,00020
Other Fiduciary Accounts$0133
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$754,00083
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$482,00090
Personal Trust and Agency Accounts$82,00068
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$91,00064
Employee Benefit-defined Benefit Accounts$33,00030
Number non-managed other employee benefit and retirement-related accounts$53,000114
Corporate Trust and Agency Accounts$0129
Number of investment management and advisory agency accounts, non-managed assets$183,00015
Number (#) individual retirement, health savings, and other similar accounts$40,00018
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$167,000119
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$43,000167
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$4,920,00061
Number of Managed Accounts$4,418,00050
Personal Trust and Agency Accounts$1,175,00052
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$100,00043
Employee Benefit-defined Benefit Accounts$44,00027
Number of other employee benefit and retirement-related accounts$763,00079
Corporate Trust and Agency Accounts$0155
Number of managed investment management and investment advisory agency accounts$1,930,00035
Number of foundation and endowment trust and agency accounts, managed assets$406,00020
Other Fiduciary Accounts$0229
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$749,00081
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$044
Number of Non-Managed Accounts$502,00096
Personal Trust and Agency Accounts$95,00077
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$96,00064
Employee Benefit-defined Benefit Accounts$35,00029
Number non-managed other employee benefit and retirement-related accounts$64,000146
Corporate Trust and Agency Accounts$0243
Number of investment management and advisory agency accounts, non-managed assets$172,00017
Number (#) individual retirement, health savings, and other similar accounts$40,00019
Other Fiduciary Accounts$0180
Memoranda
Custody and Safekeeping Accounts$164,000139
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$52,000216
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$4,753,00062
Number of Managed Accounts$4,299,00051
Personal Trust and Agency Accounts$1,157,00053
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$94,00042
Employee Benefit-defined Benefit Accounts$43,00027
Number of other employee benefit and retirement-related accounts$713,00081
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$1,889,00037
Number of foundation and endowment trust and agency accounts, managed assets$403,00021
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$700,00080
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$454,00095
Personal Trust and Agency Accounts$93,00066
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$99,00060
Employee Benefit-defined Benefit Accounts$35,00029
Number non-managed other employee benefit and retirement-related accounts$33,000152
Corporate Trust and Agency Accounts$0131
Number of investment management and advisory agency accounts, non-managed assets$155,00017
Number (#) individual retirement, health savings, and other similar accounts$39,00019
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$171,000116
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$21,000222
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$4,719,00061
Number of Managed Accounts$4,292,00050
Personal Trust and Agency Accounts$1,157,00050
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$97,00042
Employee Benefit-defined Benefit Accounts$44,00027
Number of other employee benefit and retirement-related accounts$715,00080
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$1,878,00036
Number of foundation and endowment trust and agency accounts, managed assets$401,00020
Other Fiduciary Accounts$0124
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$702,00079
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$427,00096
Personal Trust and Agency Accounts$89,00066
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$99,00058
Employee Benefit-defined Benefit Accounts$36,00030
Number non-managed other employee benefit and retirement-related accounts$32,000157
Corporate Trust and Agency Accounts$1,000118
Number of investment management and advisory agency accounts, non-managed assets$143,00018
Number (#) individual retirement, health savings, and other similar accounts$27,00024
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$173,000113
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$20,000222
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$4,707,00062
Number of Managed Accounts$4,271,00050
Personal Trust and Agency Accounts$1,147,00051
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$83,00047
Employee Benefit-defined Benefit Accounts$46,00024
Number of other employee benefit and retirement-related accounts$724,00076
Corporate Trust and Agency Accounts$085
Number of managed investment management and investment advisory agency accounts$1,881,00036
Number of foundation and endowment trust and agency accounts, managed assets$390,00020
Other Fiduciary Accounts$0126
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$708,00076
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$436,00096
Personal Trust and Agency Accounts$87,00065
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$109,00058
Employee Benefit-defined Benefit Accounts$36,00031
Number non-managed other employee benefit and retirement-related accounts$31,000159
Corporate Trust and Agency Accounts$1,000117
Number of investment management and advisory agency accounts, non-managed assets$145,00017
Number (#) individual retirement, health savings, and other similar accounts$27,00024
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$196,000107
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$21,000220
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$4,658,00064
Number of Managed Accounts$4,227,00051
Personal Trust and Agency Accounts$1,153,00051
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$86,00043
Employee Benefit-defined Benefit Accounts$45,00027
Number of other employee benefit and retirement-related accounts$702,00077
Corporate Trust and Agency Accounts$0174
Number of managed investment management and investment advisory agency accounts$1,861,00037
Number of foundation and endowment trust and agency accounts, managed assets$380,00022
Other Fiduciary Accounts$0227
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$691,00077
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$047
Number of Non-Managed Accounts$431,000105
Personal Trust and Agency Accounts$87,00083
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$111,00061
Employee Benefit-defined Benefit Accounts$36,00031
Number non-managed other employee benefit and retirement-related accounts$31,000260
Corporate Trust and Agency Accounts$1,000205
Number of investment management and advisory agency accounts, non-managed assets$142,00019
Number (#) individual retirement, health savings, and other similar accounts$23,00027
Other Fiduciary Accounts$0192
Memoranda
Custody and Safekeeping Accounts$202,000122
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$21,000393
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$4,604,00065
Number of Managed Accounts$4,317,00050
Personal Trust and Agency Accounts$1,205,00046
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$87,00044
Employee Benefit-defined Benefit Accounts$46,00023
Number of other employee benefit and retirement-related accounts$718,00073
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$1,862,00037
Number of foundation and endowment trust and agency accounts, managed assets$399,00019
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$710,00074
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$287,000116
Personal Trust and Agency Accounts$35,000116
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$120,00057
Employee Benefit-defined Benefit Accounts$33,00031
Number non-managed other employee benefit and retirement-related accounts$21,000178
Corporate Trust and Agency Accounts$1,000117
Number of investment management and advisory agency accounts, non-managed assets$59,00036
Number (#) individual retirement, health savings, and other similar accounts$18,00033
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$203,000104
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$11,000265
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$4,541,00062
Number of Managed Accounts$4,260,00049
Personal Trust and Agency Accounts$1,193,00047
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$90,00043
Employee Benefit-defined Benefit Accounts$47,00023
Number of other employee benefit and retirement-related accounts$702,00075
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$1,837,00035
Number of foundation and endowment trust and agency accounts, managed assets$391,00021
Other Fiduciary Accounts$0127
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$694,00075
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$281,000117
Personal Trust and Agency Accounts$38,000107
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$124,00055
Employee Benefit-defined Benefit Accounts$33,00032
Number non-managed other employee benefit and retirement-related accounts$21,000183
Corporate Trust and Agency Accounts$1,000116
Number of investment management and advisory agency accounts, non-managed assets$55,00037
Number (#) individual retirement, health savings, and other similar accounts$9,00043
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$204,000104
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$4,672,00063
Number of Managed Accounts$4,392,00049
Personal Trust and Agency Accounts$1,251,00046
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$91,00044
Employee Benefit-defined Benefit Accounts$50,00022
Number of other employee benefit and retirement-related accounts$717,00069
Corporate Trust and Agency Accounts$084
Number of managed investment management and investment advisory agency accounts$1,894,00034
Number of foundation and endowment trust and agency accounts, managed assets$389,00020
Other Fiduciary Accounts$0122
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$709,00068
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$280,000118
Personal Trust and Agency Accounts$39,000106
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$126,00055
Employee Benefit-defined Benefit Accounts$33,00032
Number non-managed other employee benefit and retirement-related accounts$22,000181
Corporate Trust and Agency Accounts$1,000116
Number of investment management and advisory agency accounts, non-managed assets$50,00037
Number (#) individual retirement, health savings, and other similar accounts$9,00043
Other Fiduciary Accounts$0104
Memoranda
Custody and Safekeeping Accounts$210,000106
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$4,759,00061
Number of Managed Accounts$4,479,00049
Personal Trust and Agency Accounts$1,289,00044
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$87,00044
Employee Benefit-defined Benefit Accounts$56,00024
Number of other employee benefit and retirement-related accounts$726,00067
Corporate Trust and Agency Accounts$0181
Number of managed investment management and investment advisory agency accounts$1,901,00034
Number of foundation and endowment trust and agency accounts, managed assets$420,00018
Other Fiduciary Accounts$0216
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$718,00064
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$055
Number of Non-Managed Accounts$280,000136
Personal Trust and Agency Accounts$39,000168
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$133,00052
Employee Benefit-defined Benefit Accounts$33,00031
Number non-managed other employee benefit and retirement-related accounts$20,000345
Corporate Trust and Agency Accounts$1,000211
Number of investment management and advisory agency accounts, non-managed assets$45,00042
Number (#) individual retirement, health savings, and other similar accounts$9,00045
Other Fiduciary Accounts$0194
Memoranda
Custody and Safekeeping Accounts$212,000123
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$9,000525
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$5,119,00058
Number of Managed Accounts$4,831,00042
Personal Trust and Agency Accounts$1,405,00041
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$85,00043
Employee Benefit-defined Benefit Accounts$56,00022
Number of other employee benefit and retirement-related accounts$779,00062
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$2,053,00033
Number of foundation and endowment trust and agency accounts, managed assets$453,00017
Other Fiduciary Accounts$0118
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$771,00056
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$288,000118
Personal Trust and Agency Accounts$40,000110
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$140,00049
Employee Benefit-defined Benefit Accounts$30,00035
Number non-managed other employee benefit and retirement-related accounts$21,000190
Corporate Trust and Agency Accounts$2,000115
Number of investment management and advisory agency accounts, non-managed assets$47,00039
Number (#) individual retirement, health savings, and other similar accounts$8,00047
Other Fiduciary Accounts$0102
Memoranda
Custody and Safekeeping Accounts$212,000110
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000269
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$5,113,00057
Number of Managed Accounts$4,822,00041
Personal Trust and Agency Accounts$1,415,00041
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$94,00040
Employee Benefit-defined Benefit Accounts$56,00021
Number of other employee benefit and retirement-related accounts$799,00062
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$1,996,00032
Number of foundation and endowment trust and agency accounts, managed assets$462,00017
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$791,00057
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$291,000117
Personal Trust and Agency Accounts$40,000112
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$142,00049
Employee Benefit-defined Benefit Accounts$28,00037
Number non-managed other employee benefit and retirement-related accounts$22,000191
Corporate Trust and Agency Accounts$2,000114
Number of investment management and advisory agency accounts, non-managed assets$46,00039
Number (#) individual retirement, health savings, and other similar accounts$11,00040
Other Fiduciary Accounts$0102
Memoranda
Custody and Safekeeping Accounts$218,000106
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$13,000267
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$5,053,00058
Number of Managed Accounts$4,746,00042
Personal Trust and Agency Accounts$1,422,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$83,00048
Employee Benefit-defined Benefit Accounts$58,00022
Number of other employee benefit and retirement-related accounts$795,00061
Corporate Trust and Agency Accounts$1,00071
Number of managed investment management and investment advisory agency accounts$1,940,00032
Number of foundation and endowment trust and agency accounts, managed assets$447,00018
Other Fiduciary Accounts$0126
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$787,00056
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$307,000112
Personal Trust and Agency Accounts$39,000111
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$155,00047
Employee Benefit-defined Benefit Accounts$28,00035
Number non-managed other employee benefit and retirement-related accounts$25,000183
Corporate Trust and Agency Accounts$2,000113
Number of investment management and advisory agency accounts, non-managed assets$47,00040
Number (#) individual retirement, health savings, and other similar accounts$11,00038
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$221,000108
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$16,000253
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$5,006,00055
Number of Managed Accounts$4,696,00042
Personal Trust and Agency Accounts$1,421,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$81,00050
Employee Benefit-defined Benefit Accounts$58,00025
Number of other employee benefit and retirement-related accounts$791,00058
Corporate Trust and Agency Accounts$1,000136
Number of managed investment management and investment advisory agency accounts$1,913,00032
Number of foundation and endowment trust and agency accounts, managed assets$429,00019
Other Fiduciary Accounts$2,000160
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$783,00053
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$060
Number of Non-Managed Accounts$310,000127
Personal Trust and Agency Accounts$28,000220
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$155,00048
Employee Benefit-defined Benefit Accounts$28,00035
Number non-managed other employee benefit and retirement-related accounts$46,000215
Corporate Trust and Agency Accounts$2,000196
Number of investment management and advisory agency accounts, non-managed assets$28,00069
Number (#) individual retirement, health savings, and other similar accounts$12,00036
Other Fiduciary Accounts$11,00082
Memoranda
Custody and Safekeeping Accounts$212,000126
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$18,000452
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$5,117,00051
Number of Managed Accounts$4,801,00038
Personal Trust and Agency Accounts$1,446,00039
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$75,00055
Employee Benefit-defined Benefit Accounts$28,00034
Number of other employee benefit and retirement-related accounts$860,00051
Corporate Trust and Agency Accounts$1,00074
Number of managed investment management and investment advisory agency accounts$1,970,00031
Number of foundation and endowment trust and agency accounts, managed assets$420,00020
Other Fiduciary Accounts$1,000107
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$838,00049
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$316,000112
Personal Trust and Agency Accounts$28,000138
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$151,00048
Employee Benefit-defined Benefit Accounts$22,00042
Number non-managed other employee benefit and retirement-related accounts$61,000110
Corporate Trust and Agency Accounts$2,000116
Number of investment management and advisory agency accounts, non-managed assets$28,00053
Number (#) individual retirement, health savings, and other similar accounts$12,00038
Other Fiduciary Accounts$12,00053
Memoranda
Custody and Safekeeping Accounts$213,000112
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$21,000227
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$5,079,00053
Number of Managed Accounts$4,765,00040
Personal Trust and Agency Accounts$1,445,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$80,00050
Employee Benefit-defined Benefit Accounts$27,00036
Number of other employee benefit and retirement-related accounts$847,00053
Corporate Trust and Agency Accounts$1,00073
Number of managed investment management and investment advisory agency accounts$1,941,00032
Number of foundation and endowment trust and agency accounts, managed assets$423,00020
Other Fiduciary Accounts$1,000107
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$822,00049
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$314,000114
Personal Trust and Agency Accounts$28,000140
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$155,00048
Employee Benefit-defined Benefit Accounts$23,00041
Number non-managed other employee benefit and retirement-related accounts$58,000112
Corporate Trust and Agency Accounts$1,000127
Number of investment management and advisory agency accounts, non-managed assets$27,00053
Number (#) individual retirement, health savings, and other similar accounts$10,00044
Other Fiduciary Accounts$12,00054
Memoranda
Custody and Safekeeping Accounts$210,000113
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$21,000225
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$4,683,00058
Number of Managed Accounts$4,383,00044
Personal Trust and Agency Accounts$1,379,00041
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$81,00047
Employee Benefit-defined Benefit Accounts$28,00035
Number of other employee benefit and retirement-related accounts$757,00058
Corporate Trust and Agency Accounts$4,00051
Number of managed investment management and investment advisory agency accounts$1,791,00035
Number of foundation and endowment trust and agency accounts, managed assets$342,00025
Other Fiduciary Accounts$1,000106
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$749,00053
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$300,000124
Personal Trust and Agency Accounts$25,000145
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$165,00049
Employee Benefit-defined Benefit Accounts$27,00038
Number non-managed other employee benefit and retirement-related accounts$35,000154
Corporate Trust and Agency Accounts$1,000131
Number of investment management and advisory agency accounts, non-managed assets$24,00055
Number (#) individual retirement, health savings, and other similar accounts$12,00037
Other Fiduciary Accounts$11,00058
Memoranda
Custody and Safekeeping Accounts$203,000113
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$53,000151
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$3,606,00073
Number of Managed Accounts$3,314,00055
Personal Trust and Agency Accounts$1,197,00054
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$82,00051
Employee Benefit-defined Benefit Accounts$23,00049
Number of other employee benefit and retirement-related accounts$500,00087
Corporate Trust and Agency Accounts$0193
Number of managed investment management and investment advisory agency accounts$1,225,00049
Number of foundation and endowment trust and agency accounts, managed assets$287,00026
Other Fiduciary Accounts$0236
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$495,00082
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$063
Number of Non-Managed Accounts$292,000152
Personal Trust and Agency Accounts$36,000194
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$156,00050
Employee Benefit-defined Benefit Accounts$28,00037
Number non-managed other employee benefit and retirement-related accounts$36,000260
Corporate Trust and Agency Accounts$2,000203
Number of investment management and advisory agency accounts, non-managed assets$25,00071
Number (#) individual retirement, health savings, and other similar accounts$9,00048
Other Fiduciary Accounts$0217
Memoranda
Custody and Safekeeping Accounts$152,000160
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$3,629,00069
Number of Managed Accounts$3,345,00052
Personal Trust and Agency Accounts$1,225,00051
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$79,00057
Employee Benefit-defined Benefit Accounts$23,00045
Number of other employee benefit and retirement-related accounts$507,00081
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$1,222,00052
Number of foundation and endowment trust and agency accounts, managed assets$289,00027
Other Fiduciary Accounts$0128
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$502,00077
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$284,000128
Personal Trust and Agency Accounts$35,000125
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$153,00050
Employee Benefit-defined Benefit Accounts$27,00039
Number non-managed other employee benefit and retirement-related accounts$34,000154
Corporate Trust and Agency Accounts$1,000127
Number of investment management and advisory agency accounts, non-managed assets$25,00057
Number (#) individual retirement, health savings, and other similar accounts$9,00044
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$152,000127
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$9,000291
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$3,664,00068
Number of Managed Accounts$3,389,00050
Personal Trust and Agency Accounts$1,267,00049
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$79,00052
Employee Benefit-defined Benefit Accounts$21,00044
Number of other employee benefit and retirement-related accounts$504,00080
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$1,259,00047
Number of foundation and endowment trust and agency accounts, managed assets$259,00027
Other Fiduciary Accounts$0124
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$461,00083
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$275,000127
Personal Trust and Agency Accounts$35,000124
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$154,00050
Employee Benefit-defined Benefit Accounts$27,00039
Number non-managed other employee benefit and retirement-related accounts$27,000176
Corporate Trust and Agency Accounts$1,000127
Number of investment management and advisory agency accounts, non-managed assets$23,00064
Number (#) individual retirement, health savings, and other similar accounts$8,00049
Other Fiduciary Accounts$0110
Memoranda
Custody and Safekeeping Accounts$152,000128
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$8,000301
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$3,842,00066
Number of Managed Accounts$3,568,00050
Personal Trust and Agency Accounts$1,328,00045
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$79,00057
Employee Benefit-defined Benefit Accounts$22,00044
Number of other employee benefit and retirement-related accounts$542,00073
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$1,316,00046
Number of foundation and endowment trust and agency accounts, managed assets$281,00026
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$498,00075
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$274,000129
Personal Trust and Agency Accounts$33,000132
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$160,00048
Employee Benefit-defined Benefit Accounts$25,00040
Number non-managed other employee benefit and retirement-related accounts$26,000178
Corporate Trust and Agency Accounts$1,000121
Number of investment management and advisory agency accounts, non-managed assets$22,00063
Number (#) individual retirement, health savings, and other similar accounts$7,00049
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$148,000128
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$9,000298
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$3,965,00065
Number of Managed Accounts$3,684,00050
Personal Trust and Agency Accounts$1,368,00043
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$78,00061
Employee Benefit-defined Benefit Accounts$23,00045
Number of other employee benefit and retirement-related accounts$558,00067
Corporate Trust and Agency Accounts$0208
Number of managed investment management and investment advisory agency accounts$1,363,00043
Number of foundation and endowment trust and agency accounts, managed assets$294,00025
Other Fiduciary Accounts$0240
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$553,00063
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$066
Number of Non-Managed Accounts$281,000154
Personal Trust and Agency Accounts$35,000213
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$159,00048
Employee Benefit-defined Benefit Accounts$25,00041
Number non-managed other employee benefit and retirement-related accounts$28,000312
Corporate Trust and Agency Accounts$1,000237
Number of investment management and advisory agency accounts, non-managed assets$26,00074
Number (#) individual retirement, health savings, and other similar accounts$7,00056
Other Fiduciary Accounts$0215
Memoranda
Custody and Safekeeping Accounts$148,000167
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$10,000585
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$4,031,00062
Number of Managed Accounts$3,739,00049
Personal Trust and Agency Accounts$1,397,00043
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$77,00058
Employee Benefit-defined Benefit Accounts$23,00042
Number of other employee benefit and retirement-related accounts$568,00063
Corporate Trust and Agency Accounts$092
Number of managed investment management and investment advisory agency accounts$1,382,00043
Number of foundation and endowment trust and agency accounts, managed assets$292,00025
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$542,00061
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$292,000123
Personal Trust and Agency Accounts$42,000118
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$172,00046
Employee Benefit-defined Benefit Accounts$29,00040
Number non-managed other employee benefit and retirement-related accounts$21,000190
Corporate Trust and Agency Accounts$1,000120
Number of investment management and advisory agency accounts, non-managed assets$21,00065
Number (#) individual retirement, health savings, and other similar accounts$6,00055
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$134,000137
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$9,000286
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$4,033,00062
Number of Managed Accounts$3,753,00047
Personal Trust and Agency Accounts$1,393,00044
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$81,00054
Employee Benefit-defined Benefit Accounts$23,00043
Number of other employee benefit and retirement-related accounts$562,00062
Corporate Trust and Agency Accounts$093
Number of managed investment management and investment advisory agency accounts$1,406,00042
Number of foundation and endowment trust and agency accounts, managed assets$288,00024
Other Fiduciary Accounts$0119
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$558,00057
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$280,000127
Personal Trust and Agency Accounts$43,000116
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$158,00049
Employee Benefit-defined Benefit Accounts$30,00041
Number non-managed other employee benefit and retirement-related accounts$20,000195
Corporate Trust and Agency Accounts$1,000120
Number of investment management and advisory agency accounts, non-managed assets$21,00069
Number (#) individual retirement, health savings, and other similar accounts$7,00051
Other Fiduciary Accounts$0104
Memoranda
Custody and Safekeeping Accounts$151,000127
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$9,000284
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$4,025,00060
Number of Managed Accounts$3,757,00045
Personal Trust and Agency Accounts$1,409,00041
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$82,00053
Employee Benefit-defined Benefit Accounts$23,00045
Number of other employee benefit and retirement-related accounts$560,00060
Corporate Trust and Agency Accounts$093
Number of managed investment management and investment advisory agency accounts$1,400,00042
Number of foundation and endowment trust and agency accounts, managed assets$283,00024
Other Fiduciary Accounts$0118
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$556,00056
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$268,000133
Personal Trust and Agency Accounts$40,000116
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$154,00051
Employee Benefit-defined Benefit Accounts$28,00040
Number non-managed other employee benefit and retirement-related accounts$16,000216
Corporate Trust and Agency Accounts$1,000119
Number of investment management and advisory agency accounts, non-managed assets$23,00061
Number (#) individual retirement, health savings, and other similar accounts$6,00057
Other Fiduciary Accounts$0110
Memoranda
Custody and Safekeeping Accounts$149,000127
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$6,000305
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$4,031,00060
Number of Managed Accounts$3,767,00045
Personal Trust and Agency Accounts$1,444,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$84,00054
Employee Benefit-defined Benefit Accounts$22,00047
Number of other employee benefit and retirement-related accounts$563,00061
Corporate Trust and Agency Accounts$2,000124
Number of managed investment management and investment advisory agency accounts$1,381,00042
Number of foundation and endowment trust and agency accounts, managed assets$271,00025
Other Fiduciary Accounts$0246
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$547,00055
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$071
Number of Non-Managed Accounts$264,000178
Personal Trust and Agency Accounts$35,000214
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$154,00055
Employee Benefit-defined Benefit Accounts$29,00041
Number non-managed other employee benefit and retirement-related accounts$16,000426
Corporate Trust and Agency Accounts$1,000241
Number of investment management and advisory agency accounts, non-managed assets$23,00080
Number (#) individual retirement, health savings, and other similar accounts$6,00058
Other Fiduciary Accounts$0221
Memoranda
Custody and Safekeeping Accounts$173,000149
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$5,000666
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$3,981,00058
Number of Managed Accounts$3,711,00043
Personal Trust and Agency Accounts$1,432,00042
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$90,00049
Employee Benefit-defined Benefit Accounts$21,00043
Number of other employee benefit and retirement-related accounts$537,00059
Corporate Trust and Agency Accounts$2,00062
Number of managed investment management and investment advisory agency accounts$1,357,00040
Number of foundation and endowment trust and agency accounts, managed assets$272,00024
Other Fiduciary Accounts$0115
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$527,00055
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$270,000128
Personal Trust and Agency Accounts$35,000115
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$155,00051
Employee Benefit-defined Benefit Accounts$27,00043
Number non-managed other employee benefit and retirement-related accounts$23,000180
Corporate Trust and Agency Accounts$1,000114
Number of investment management and advisory agency accounts, non-managed assets$23,00058
Number (#) individual retirement, health savings, and other similar accounts$6,00057
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$176,000114
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$6,000289
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$4,069,00059
Number of Managed Accounts$3,689,00043
Personal Trust and Agency Accounts$1,484,00042
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$90,00050
Employee Benefit-defined Benefit Accounts$21,00042
Number of other employee benefit and retirement-related accounts$522,00059
Corporate Trust and Agency Accounts$085
Number of managed investment management and investment advisory agency accounts$1,319,00044
Number of foundation and endowment trust and agency accounts, managed assets$253,00022
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$515,00053
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$380,000109
Personal Trust and Agency Accounts$50,00092
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$153,00050
Employee Benefit-defined Benefit Accounts$24,00046
Number non-managed other employee benefit and retirement-related accounts$22,000186
Corporate Trust and Agency Accounts$103,00055
Number of investment management and advisory agency accounts, non-managed assets$21,00062
Number (#) individual retirement, health savings, and other similar accounts$7,00048
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$179,000120
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$5,000295
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$4,041,00061
Number of Managed Accounts$3,671,00044
Personal Trust and Agency Accounts$1,495,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$91,00048
Employee Benefit-defined Benefit Accounts$21,00041
Number of other employee benefit and retirement-related accounts$516,00059
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$1,296,00044
Number of foundation and endowment trust and agency accounts, managed assets$252,00022
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$509,00053
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$370,000112
Personal Trust and Agency Accounts$54,00088
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$152,00054
Employee Benefit-defined Benefit Accounts$25,00044
Number non-managed other employee benefit and retirement-related accounts$18,000198
Corporate Trust and Agency Accounts$106,00055
Number of investment management and advisory agency accounts, non-managed assets$8,00098
Number (#) individual retirement, health savings, and other similar accounts$7,00047
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$186,000114
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$5,000296
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$4,036,00062
Number of Managed Accounts$3,720,00042
Personal Trust and Agency Accounts$1,527,00041
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$95,00051
Employee Benefit-defined Benefit Accounts$20,00044
Number of other employee benefit and retirement-related accounts$519,00060
Corporate Trust and Agency Accounts$0226
Number of managed investment management and investment advisory agency accounts$1,315,00044
Number of foundation and endowment trust and agency accounts, managed assets$244,00023
Other Fiduciary Accounts$0233
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$510,00055
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$067
Number of Non-Managed Accounts$316,000153
Personal Trust and Agency Accounts$44,000178
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$149,00054
Employee Benefit-defined Benefit Accounts$23,00045
Number non-managed other employee benefit and retirement-related accounts$13,000468
Corporate Trust and Agency Accounts$68,00065
Number of investment management and advisory agency accounts, non-managed assets$12,000115
Number (#) individual retirement, health savings, and other similar accounts$7,00050
Other Fiduciary Accounts$0233
Memoranda
Custody and Safekeeping Accounts$190,000139
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$6,000657
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$4,064,00063
Number of Managed Accounts$3,749,00044
Personal Trust and Agency Accounts$1,542,00042
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$96,00044
Employee Benefit-defined Benefit Accounts$20,00043
Number of other employee benefit and retirement-related accounts$536,00060
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$1,312,00045
Number of foundation and endowment trust and agency accounts, managed assets$243,00024
Other Fiduciary Accounts$0106
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$498,00056
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$315,000122
Personal Trust and Agency Accounts$48,00099
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$152,00054
Employee Benefit-defined Benefit Accounts$23,00046
Number non-managed other employee benefit and retirement-related accounts$10,000247
Corporate Trust and Agency Accounts$67,00058
Number of investment management and advisory agency accounts, non-managed assets$9,00091
Number (#) individual retirement, health savings, and other similar accounts$6,00055
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$190,000114
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$5,000294
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$4,019,00065
Number of Managed Accounts$3,710,00044
Personal Trust and Agency Accounts$1,545,00043
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$110,00039
Employee Benefit-defined Benefit Accounts$20,00044
Number of other employee benefit and retirement-related accounts$511,00061
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$1,341,00045
Number of foundation and endowment trust and agency accounts, managed assets$183,00028
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$494,00057
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$309,000124
Personal Trust and Agency Accounts$52,000100
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$146,00057
Employee Benefit-defined Benefit Accounts$22,00048
Number non-managed other employee benefit and retirement-related accounts$9,000254
Corporate Trust and Agency Accounts$67,00060
Number of investment management and advisory agency accounts, non-managed assets$10,00081
Number (#) individual retirement, health savings, and other similar accounts$3,00082
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$191,000112
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$5,000295
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$3,904,00067
Number of Managed Accounts$3,589,00047
Personal Trust and Agency Accounts$1,540,00042
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$97,00046
Employee Benefit-defined Benefit Accounts$21,00044
Number of other employee benefit and retirement-related accounts$501,00060
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$1,250,00047
Number of foundation and endowment trust and agency accounts, managed assets$180,00029
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$479,00055
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$315,000124
Personal Trust and Agency Accounts$54,00097
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$149,00058
Employee Benefit-defined Benefit Accounts$23,00047
Number non-managed other employee benefit and retirement-related accounts$11,000246
Corporate Trust and Agency Accounts$65,00059
Number of investment management and advisory agency accounts, non-managed assets$10,00078
Number (#) individual retirement, health savings, and other similar accounts$3,00081
Other Fiduciary Accounts$0109
Memoranda
Custody and Safekeeping Accounts$191,000110
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$6,000286
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,820,00071
Number of Managed Accounts$3,490,00047
Personal Trust and Agency Accounts$1,525,00042
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$96,00053
Employee Benefit-defined Benefit Accounts$21,00049
Number of other employee benefit and retirement-related accounts$495,00060
Corporate Trust and Agency Accounts$0246
Number of managed investment management and investment advisory agency accounts$1,191,00048
Number of foundation and endowment trust and agency accounts, managed assets$162,00029
Other Fiduciary Accounts$0259
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$470,00055
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$079
Number of Non-Managed Accounts$330,000151
Personal Trust and Agency Accounts$55,000158
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$143,00061
Employee Benefit-defined Benefit Accounts$22,00049
Number non-managed other employee benefit and retirement-related accounts$15,000459
Corporate Trust and Agency Accounts$81,00063
Number of investment management and advisory agency accounts, non-managed assets$12,000114
Number (#) individual retirement, health savings, and other similar accounts$2,000110
Other Fiduciary Accounts$0239
Memoranda
Custody and Safekeeping Accounts$192,000138
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$6,000656
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$4,269,00063
Number of Managed Accounts$3,743,00043
Personal Trust and Agency Accounts$1,801,00038
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$96,00050
Employee Benefit-defined Benefit Accounts$22,00043
Number of other employee benefit and retirement-related accounts$493,00057
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$1,170,00047
Number of foundation and endowment trust and agency accounts, managed assets$161,00030
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$468,00054
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$526,00095
Personal Trust and Agency Accounts$59,00094
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$152,00057
Employee Benefit-defined Benefit Accounts$23,00047
Number non-managed other employee benefit and retirement-related accounts$27,000170
Corporate Trust and Agency Accounts$263,00039
Number of investment management and advisory agency accounts, non-managed assets$0167
Number (#) individual retirement, health savings, and other similar accounts$2,00091
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$179,000120
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$7,000270
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$4,158,00065
Number of Managed Accounts$3,527,00045
Personal Trust and Agency Accounts$1,552,00043
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$105,00046
Employee Benefit-defined Benefit Accounts$23,00043
Number of other employee benefit and retirement-related accounts$494,00057
Corporate Trust and Agency Accounts$095
Number of managed investment management and investment advisory agency accounts$1,189,00046
Number of foundation and endowment trust and agency accounts, managed assets$164,00030
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$486,00051
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$631,00089
Personal Trust and Agency Accounts$58,00097
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$150,00058
Employee Benefit-defined Benefit Accounts$23,00049
Number non-managed other employee benefit and retirement-related accounts$25,000175
Corporate Trust and Agency Accounts$367,00034
Number of investment management and advisory agency accounts, non-managed assets$0170
Number (#) individual retirement, health savings, and other similar accounts$8,00048
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$170,000122
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$8,000260
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$4,088,00067
Number of Managed Accounts$3,285,00048
Personal Trust and Agency Accounts$1,429,00045
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$99,00047
Employee Benefit-defined Benefit Accounts$22,00046
Number of other employee benefit and retirement-related accounts$465,00059
Corporate Trust and Agency Accounts$091
Number of managed investment management and investment advisory agency accounts$1,108,00047
Number of foundation and endowment trust and agency accounts, managed assets$162,00030
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$452,00051
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$803,00081
Personal Trust and Agency Accounts$54,000103
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$153,00056
Employee Benefit-defined Benefit Accounts$23,00049
Number non-managed other employee benefit and retirement-related accounts$14,000213
Corporate Trust and Agency Accounts$551,00030
Number of investment management and advisory agency accounts, non-managed assets$0165
Number (#) individual retirement, health savings, and other similar accounts$8,00049
Other Fiduciary Accounts$0116
Memoranda
Custody and Safekeeping Accounts$153,000129
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$4,000278
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$5,015,00060
Number of Managed Accounts$3,213,00053
Personal Trust and Agency Accounts$1,419,00050
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$98,00058
Employee Benefit-defined Benefit Accounts$22,00050
Number of other employee benefit and retirement-related accounts$440,00064
Corporate Trust and Agency Accounts$0253
Number of managed investment management and investment advisory agency accounts$1,074,00047
Number of foundation and endowment trust and agency accounts, managed assets$160,00033
Other Fiduciary Accounts$0261
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$429,00057
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$082
Number of Non-Managed Accounts$1,802,00058
Personal Trust and Agency Accounts$48,000185
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$137,00068
Employee Benefit-defined Benefit Accounts$22,00049
Number non-managed other employee benefit and retirement-related accounts$15,000466
Corporate Trust and Agency Accounts$1,576,00023
Number of investment management and advisory agency accounts, non-managed assets$0358
Number (#) individual retirement, health savings, and other similar accounts$4,00078
Other Fiduciary Accounts$0229
Memoranda
Custody and Safekeeping Accounts$171,000160
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$4,000684
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$4,352,00067
Number of Managed Accounts$3,164,00055
Personal Trust and Agency Accounts$1,500,00045
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$97,00053
Employee Benefit-defined Benefit Accounts$21,00048
Number of other employee benefit and retirement-related accounts$430,00065
Corporate Trust and Agency Accounts$2,00069
Number of managed investment management and investment advisory agency accounts$1,114,00052
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$1,188,00063
Personal Trust and Agency Accounts$67,000100
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$145,00066
Employee Benefit-defined Benefit Accounts$21,00051
Number non-managed other employee benefit and retirement-related accounts$17,000206
Corporate Trust and Agency Accounts$938,00026
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$163,000125
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$4,287,00070
Number of Managed Accounts$3,081,00059
Personal Trust and Agency Accounts$1,504,00047
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$95,00054
Employee Benefit-defined Benefit Accounts$21,00047
Number of other employee benefit and retirement-related accounts$421,00069
Corporate Trust and Agency Accounts$2,00071
Number of managed investment management and investment advisory agency accounts$1,038,00058
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$1,206,00062
Personal Trust and Agency Accounts$66,000103
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$137,00067
Employee Benefit-defined Benefit Accounts$22,00050
Number non-managed other employee benefit and retirement-related accounts$20,000199
Corporate Trust and Agency Accounts$961,00024
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$163,000136
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$4,282,00067
Number of Managed Accounts$3,060,00058
Personal Trust and Agency Accounts$1,520,00047
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$92,00056
Employee Benefit-defined Benefit Accounts$22,00047
Number of other employee benefit and retirement-related accounts$424,00071
Corporate Trust and Agency Accounts$2,00071
Number of managed investment management and investment advisory agency accounts$1,000,00059
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$1,222,00057
Personal Trust and Agency Accounts$66,000103
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$133,00069
Employee Benefit-defined Benefit Accounts$22,00051
Number non-managed other employee benefit and retirement-related accounts$23,000182
Corporate Trust and Agency Accounts$978,00025
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$173,000136
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$4,277,00073
Number of Managed Accounts$3,070,00059
Personal Trust and Agency Accounts$1,536,00048
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$92,00061
Employee Benefit-defined Benefit Accounts$21,00053
Number of other employee benefit and retirement-related accounts$422,00076
Corporate Trust and Agency Accounts$0267
Number of managed investment management and investment advisory agency accounts$999,00061
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$1,207,00071
Personal Trust and Agency Accounts$64,000167
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$130,00074
Employee Benefit-defined Benefit Accounts$23,00060
Number non-managed other employee benefit and retirement-related accounts$20,000422
Corporate Trust and Agency Accounts$970,00026
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$177,000165
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$4,193,00069
Number of Managed Accounts$3,083,00059
Personal Trust and Agency Accounts$1,556,00049
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$96,00054
Employee Benefit-defined Benefit Accounts$21,00048
Number of other employee benefit and retirement-related accounts$427,00071
Corporate Trust and Agency Accounts$2,00078
Number of managed investment management and investment advisory agency accounts$981,00062
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$1,110,00069
Personal Trust and Agency Accounts$62,000110
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$126,00069
Employee Benefit-defined Benefit Accounts$22,00052
Number non-managed other employee benefit and retirement-related accounts$17,000225
Corporate Trust and Agency Accounts$883,00028
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$180,000136
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$4,182,00072
Number of Managed Accounts$3,057,00059
Personal Trust and Agency Accounts$1,578,00048
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$90,00060
Employee Benefit-defined Benefit Accounts$21,00049
Number of other employee benefit and retirement-related accounts$417,00071
Corporate Trust and Agency Accounts$2,00077
Number of managed investment management and investment advisory agency accounts$949,00066
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$1,125,00068
Personal Trust and Agency Accounts$62,000111
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$122,00075
Employee Benefit-defined Benefit Accounts$22,00055
Number non-managed other employee benefit and retirement-related accounts$14,000238
Corporate Trust and Agency Accounts$905,00029
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$182,000136
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$3,895,00076
Number of Managed Accounts$2,766,00067
Personal Trust and Agency Accounts$1,437,00053
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$93,00061
Employee Benefit-defined Benefit Accounts$25,00045
Number of other employee benefit and retirement-related accounts$383,00076
Corporate Trust and Agency Accounts$2,00075
Number of managed investment management and investment advisory agency accounts$826,00067
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$1,129,00067
Personal Trust and Agency Accounts$60,000110
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$122,00073
Employee Benefit-defined Benefit Accounts$27,00051
Number non-managed other employee benefit and retirement-related accounts$8,000265
Corporate Trust and Agency Accounts$912,00030
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$177,000142
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$3,908,00078
Number of Managed Accounts$2,786,00066
Personal Trust and Agency Accounts$1,515,00053
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$80,00075
Employee Benefit-defined Benefit Accounts$20,00051
Number of other employee benefit and retirement-related accounts$378,00075
Corporate Trust and Agency Accounts$0273
Number of managed investment management and investment advisory agency accounts$793,00068
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$1,122,00075
Personal Trust and Agency Accounts$60,000184
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$100,00096
Employee Benefit-defined Benefit Accounts$22,00062
Number non-managed other employee benefit and retirement-related accounts$16,000470
Corporate Trust and Agency Accounts$924,00028
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$194,000161
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$3,906,00071
Number of Managed Accounts$2,771,00064
Personal Trust and Agency Accounts$1,525,00051
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$88,00065
Employee Benefit-defined Benefit Accounts$14,00063
Number of other employee benefit and retirement-related accounts$347,00076
Corporate Trust and Agency Accounts$2,00074
Number of managed investment management and investment advisory agency accounts$795,00066
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$1,135,00066
Personal Trust and Agency Accounts$64,000107
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$106,00081
Employee Benefit-defined Benefit Accounts$24,00056
Number non-managed other employee benefit and retirement-related accounts$16,000218
Corporate Trust and Agency Accounts$925,00028
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$200,000129
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$3,791,00075
Number of Managed Accounts$2,647,00066
Personal Trust and Agency Accounts$1,490,00052
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$92,00058
Employee Benefit-defined Benefit Accounts$15,00063
Number of other employee benefit and retirement-related accounts$316,00085
Corporate Trust and Agency Accounts$2,00078
Number of managed investment management and investment advisory agency accounts$732,00067
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$1,144,00064
Personal Trust and Agency Accounts$68,000106
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$109,00083
Employee Benefit-defined Benefit Accounts$27,00056
Number non-managed other employee benefit and retirement-related accounts$9,000257
Corporate Trust and Agency Accounts$931,00028
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$200,000137
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$3,683,00074
Number of Managed Accounts$2,542,00065
Personal Trust and Agency Accounts$1,469,00054
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$90,00067
Employee Benefit-defined Benefit Accounts$15,00064
Number of other employee benefit and retirement-related accounts$296,00086
Corporate Trust and Agency Accounts$3,00069
Number of managed investment management and investment advisory agency accounts$669,00071
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$1,141,00063
Personal Trust and Agency Accounts$72,000105
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$106,00084
Employee Benefit-defined Benefit Accounts$27,00059
Number non-managed other employee benefit and retirement-related accounts$9,000256
Corporate Trust and Agency Accounts$927,00028
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$193,000134
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$3,487,00080
Number of Managed Accounts$2,364,00070
Personal Trust and Agency Accounts$1,384,00056
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$83,00078
Employee Benefit-defined Benefit Accounts$17,00064
Number of other employee benefit and retirement-related accounts$274,00096
Corporate Trust and Agency Accounts$5,000137
Number of managed investment management and investment advisory agency accounts$601,00076
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$1,123,00075
Personal Trust and Agency Accounts$77,000150
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$104,00097
Employee Benefit-defined Benefit Accounts$27,00065
Number non-managed other employee benefit and retirement-related accounts$9,000544
Corporate Trust and Agency Accounts$906,00028
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$200,000164
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$3,522,00085
Number of Managed Accounts$2,424,00073
Personal Trust and Agency Accounts$1,473,00059
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$82,00078
Employee Benefit-defined Benefit Accounts$17,00063
Number of other employee benefit and retirement-related accounts$270,00099
Corporate Trust and Agency Accounts$6,00061
Number of managed investment management and investment advisory agency accounts$576,00080
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$1,098,00070
Personal Trust and Agency Accounts$69,000109
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$105,00092
Employee Benefit-defined Benefit Accounts$25,00061
Number non-managed other employee benefit and retirement-related accounts$9,000247
Corporate Trust and Agency Accounts$890,00030
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$193,000130
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$3,463,00088
Number of Managed Accounts$2,365,00076
Personal Trust and Agency Accounts$1,472,00064
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$82,00079
Employee Benefit-defined Benefit Accounts$17,00067
Number of other employee benefit and retirement-related accounts$246,000107
Corporate Trust and Agency Accounts$6,00063
Number of managed investment management and investment advisory agency accounts$542,00085
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$1,098,00070
Personal Trust and Agency Accounts$68,000113
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$105,00098
Employee Benefit-defined Benefit Accounts$25,00067
Number non-managed other employee benefit and retirement-related accounts$9,000252
Corporate Trust and Agency Accounts$891,00030
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$195,000134
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$3,365,00089
Number of Managed Accounts$2,274,00076
Personal Trust and Agency Accounts$1,431,00065
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$81,00079
Employee Benefit-defined Benefit Accounts$17,00068
Number of other employee benefit and retirement-related accounts$234,000108
Corporate Trust and Agency Accounts$6,00063
Number of managed investment management and investment advisory agency accounts$505,00091
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$1,091,00069
Personal Trust and Agency Accounts$61,000121
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$103,000101
Employee Benefit-defined Benefit Accounts$25,00064
Number non-managed other employee benefit and retirement-related accounts$9,000251
Corporate Trust and Agency Accounts$893,00028
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$206,000128
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$3,202,00097
Number of Managed Accounts$2,181,00082
Personal Trust and Agency Accounts$1,321,00071
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$149,00049
Employee Benefit-defined Benefit Accounts$19,00067
Number of other employee benefit and retirement-related accounts$226,000110
Corporate Trust and Agency Accounts$6,000131
Number of managed investment management and investment advisory agency accounts$460,00095
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$1,021,00082
Personal Trust and Agency Accounts$56,000196
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$54,000153
Employee Benefit-defined Benefit Accounts$23,00068
Number non-managed other employee benefit and retirement-related accounts$11,000545
Corporate Trust and Agency Accounts$877,00028
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$204,000162
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$3,095,00092
Number of Managed Accounts$2,075,00084
Personal Trust and Agency Accounts$1,269,00069
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$137,00048
Employee Benefit-defined Benefit Accounts$20,00061
Number of other employee benefit and retirement-related accounts$209,000109
Corporate Trust and Agency Accounts$10,00055
Number of managed investment management and investment advisory agency accounts$430,000102
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$1,020,00069
Personal Trust and Agency Accounts$60,000121
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$52,000141
Employee Benefit-defined Benefit Accounts$22,00064
Number non-managed other employee benefit and retirement-related accounts$11,000241
Corporate Trust and Agency Accounts$875,00028
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$223,000122
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,996,00091
Number of Managed Accounts$1,963,00085
Personal Trust and Agency Accounts$1,233,00068
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$139,00049
Employee Benefit-defined Benefit Accounts$20,00063
Number of other employee benefit and retirement-related accounts$180,000131
Corporate Trust and Agency Accounts$10,00056
Number of managed investment management and investment advisory agency accounts$381,000110
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$1,033,00071
Personal Trust and Agency Accounts$61,000119
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$54,000135
Employee Benefit-defined Benefit Accounts$21,00065
Number non-managed other employee benefit and retirement-related accounts$14,000241
Corporate Trust and Agency Accounts$883,00027
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$217,000124
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,899,00097
Number of Managed Accounts$1,876,00093
Personal Trust and Agency Accounts$1,189,00071
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$143,00049
Employee Benefit-defined Benefit Accounts$19,00068
Number of other employee benefit and retirement-related accounts$156,000147
Corporate Trust and Agency Accounts$10,00056
Number of managed investment management and investment advisory agency accounts$359,000116
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$1,023,00074
Personal Trust and Agency Accounts$61,000123
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$59,000135
Employee Benefit-defined Benefit Accounts$20,00068
Number non-managed other employee benefit and retirement-related accounts$21,000215
Corporate Trust and Agency Accounts$862,00029
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$209,000132
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,938,000105
Number of Managed Accounts$1,849,00096
Personal Trust and Agency Accounts$1,229,00076
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$136,00054
Employee Benefit-defined Benefit Accounts$23,00067
Number of other employee benefit and retirement-related accounts$148,000178
Corporate Trust and Agency Accounts$10,000101
Number of managed investment management and investment advisory agency accounts$303,000138
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$1,089,00084
Personal Trust and Agency Accounts$63,000197
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$63,000148
Employee Benefit-defined Benefit Accounts$24,00072
Number non-managed other employee benefit and retirement-related accounts$18,000471
Corporate Trust and Agency Accounts$866,00030
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$55,00070
Memoranda
Custody and Safekeeping Accounts$199,000166
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,800,00098
Number of Managed Accounts$1,815,00093
Personal Trust and Agency Accounts$1,191,00077
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$143,00050
Employee Benefit-defined Benefit Accounts$20,00064
Number of other employee benefit and retirement-related accounts$147,000144
Corporate Trust and Agency Accounts$11,00050
Number of managed investment management and investment advisory agency accounts$303,000130
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$985,00085
Personal Trust and Agency Accounts$50,000133
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$52,000151
Employee Benefit-defined Benefit Accounts$21,00067
Number non-managed other employee benefit and retirement-related accounts$13,000242
Corporate Trust and Agency Accounts$849,00029
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$200,000146
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,747,000101
Number of Managed Accounts$1,750,00098
Personal Trust and Agency Accounts$1,168,00080
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$136,00050
Employee Benefit-defined Benefit Accounts$20,00065
Number of other employee benefit and retirement-related accounts$144,000148
Corporate Trust and Agency Accounts$11,00050
Number of managed investment management and investment advisory agency accounts$271,000147
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$997,00087
Personal Trust and Agency Accounts$46,000143
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$68,000132
Employee Benefit-defined Benefit Accounts$21,00069
Number non-managed other employee benefit and retirement-related accounts$12,000250
Corporate Trust and Agency Accounts$850,00033
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$227,000135
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,608,000104
Number of Managed Accounts$1,645,000102
Personal Trust and Agency Accounts$1,089,00085
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$222,00034
Employee Benefit-defined Benefit Accounts$16,00080
Number of other employee benefit and retirement-related accounts$123,000161
Corporate Trust and Agency Accounts$15,00044
Number of managed investment management and investment advisory agency accounts$180,000187
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$963,00089
Personal Trust and Agency Accounts$38,000153
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$70,000138
Employee Benefit-defined Benefit Accounts$17,00072
Number non-managed other employee benefit and retirement-related accounts$15,000236
Corporate Trust and Agency Accounts$823,00035
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$179,000152
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$2,639,000115
Number of Managed Accounts$1,642,000110
Personal Trust and Agency Accounts$1,166,00085
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$186,00044
Employee Benefit-defined Benefit Accounts$11,00098
Number of other employee benefit and retirement-related accounts$70,000290
Corporate Trust and Agency Accounts$11,000106
Number of managed investment management and investment advisory agency accounts$198,000192
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$997,00099
Personal Trust and Agency Accounts$39,000270
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$86,000137
Employee Benefit-defined Benefit Accounts$3,000158
Number non-managed other employee benefit and retirement-related accounts$13,000537
Corporate Trust and Agency Accounts$856,00037
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$224,000169
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$2,607,000111
Number of Managed Accounts$1,610,000113
Personal Trust and Agency Accounts$1,166,00084
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$187,00045
Employee Benefit-defined Benefit Accounts$10,000101
Number of other employee benefit and retirement-related accounts$70,000226
Corporate Trust and Agency Accounts$11,00053
Number of managed investment management and investment advisory agency accounts$166,000197
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$997,00094
Personal Trust and Agency Accounts$39,000163
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$86,000133
Employee Benefit-defined Benefit Accounts$3,000143
Number non-managed other employee benefit and retirement-related accounts$13,000249
Corporate Trust and Agency Accounts$856,00039
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$256,000128
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$2,644,000111
Number of Managed Accounts$1,666,000108
Personal Trust and Agency Accounts$1,102,00092
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$220,00040
Employee Benefit-defined Benefit Accounts$16,00086
Number of other employee benefit and retirement-related accounts$129,000159
Corporate Trust and Agency Accounts$15,00052
Number of managed investment management and investment advisory agency accounts$184,000188
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$978,00096
Personal Trust and Agency Accounts$39,000171
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$76,000149
Employee Benefit-defined Benefit Accounts$17,00080
Number non-managed other employee benefit and retirement-related accounts$15,000243
Corporate Trust and Agency Accounts$831,00041
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$182,000158
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$2,622,000113
Number of Managed Accounts$1,644,000117
Personal Trust and Agency Accounts$1,102,00094
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$221,00045
Employee Benefit-defined Benefit Accounts$16,00087
Number of other employee benefit and retirement-related accounts$124,000162
Corporate Trust and Agency Accounts$15,00056
Number of managed investment management and investment advisory agency accounts$162,000204
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$4,000112
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$978,00095
Personal Trust and Agency Accounts$39,000173
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$76,000154
Employee Benefit-defined Benefit Accounts$17,00080
Number non-managed other employee benefit and retirement-related accounts$15,000249
Corporate Trust and Agency Accounts$831,00042
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$257,000130
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$2,716,000117
Number of Managed Accounts$1,666,000121
Personal Trust and Agency Accounts$1,088,00097
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$246,00043
Employee Benefit-defined Benefit Accounts$14,00099
Number of other employee benefit and retirement-related accounts$126,000196
Corporate Trust and Agency Accounts$15,000104
Number of managed investment management and investment advisory agency accounts$177,000220
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$1,050,000100
Personal Trust and Agency Accounts$39,000293
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$79,000167
Employee Benefit-defined Benefit Accounts$15,000100
Number non-managed other employee benefit and retirement-related accounts$16,000502
Corporate Trust and Agency Accounts$845,00040
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$56,00075
Memoranda
Custody and Safekeeping Accounts$184,000206
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,915,00099
Number of Managed Accounts$1,687,000105
Personal Trust and Agency Accounts$1,095,00089
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$321,00037
Employee Benefit-defined Benefit Accounts$14,00099
Number of other employee benefit and retirement-related accounts$129,000178
Corporate Trust and Agency Accounts$18,00092
Number of managed investment management and investment advisory agency accounts$106,000268
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$4,000215
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,228,00084
Personal Trust and Agency Accounts$40,000253
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$92,000147
Employee Benefit-defined Benefit Accounts$14,000101
Number non-managed other employee benefit and retirement-related accounts$22,000435
Corporate Trust and Agency Accounts$889,00041
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$171,00035
Memoranda
Custody and Safekeeping Accounts$105,000281
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