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First Commonwealth Bank, Number of Fiduciary and Related Asset Accounts

2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,182,000123
Number of Managed Accounts$2,075,000107
Personal Trust and Agency Accounts$459,000129
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000311
Employee Benefit-defined Benefit Accounts$13,00050
Number of other employee benefit and retirement-related accounts$706,00090
Corporate Trust and Agency Accounts$0158
Number of managed investment management and investment advisory agency accounts$762,00092
Number of foundation and endowment trust and agency accounts, managed assets$130,00060
Other Fiduciary Accounts$4,000109
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$703,00089
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$049
Number of Non-Managed Accounts$107,000252
Personal Trust and Agency Accounts$37,000168
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000276
Employee Benefit-defined Benefit Accounts$4,00070
Number non-managed other employee benefit and retirement-related accounts$60,000151
Corporate Trust and Agency Accounts$0235
Number of investment management and advisory agency accounts, non-managed assets$3,000214
Number (#) individual retirement, health savings, and other similar accounts$1,000125
Other Fiduciary Accounts$0181
Memoranda
Custody and Safekeeping Accounts$41,000307
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$60,000197
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,123,000123
Number of Managed Accounts$2,011,000107
Personal Trust and Agency Accounts$502,000114
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000231
Employee Benefit-defined Benefit Accounts$13,00049
Number of other employee benefit and retirement-related accounts$658,00092
Corporate Trust and Agency Accounts$079
Number of managed investment management and investment advisory agency accounts$792,00088
Number of foundation and endowment trust and agency accounts, managed assets$37,000137
Other Fiduciary Accounts$8,00052
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$655,00091
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$112,000180
Personal Trust and Agency Accounts$38,000102
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000208
Employee Benefit-defined Benefit Accounts$4,00063
Number non-managed other employee benefit and retirement-related accounts$64,00098
Corporate Trust and Agency Accounts$0114
Number of investment management and advisory agency accounts, non-managed assets$3,000134
Number (#) individual retirement, health savings, and other similar accounts$1,000103
Other Fiduciary Accounts$095
Memoranda
Custody and Safekeeping Accounts$38,000226
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$64,000116
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,078,000128
Number of Managed Accounts$1,960,000109
Personal Trust and Agency Accounts$493,000118
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000249
Employee Benefit-defined Benefit Accounts$13,00048
Number of other employee benefit and retirement-related accounts$632,00098
Corporate Trust and Agency Accounts$077
Number of managed investment management and investment advisory agency accounts$776,00086
Number of foundation and endowment trust and agency accounts, managed assets$37,000143
Other Fiduciary Accounts$8,00059
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$629,00094
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$118,000182
Personal Trust and Agency Accounts$39,000103
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000225
Employee Benefit-defined Benefit Accounts$4,00064
Number non-managed other employee benefit and retirement-related accounts$69,00095
Corporate Trust and Agency Accounts$0126
Number of investment management and advisory agency accounts, non-managed assets$3,000152
Number (#) individual retirement, health savings, and other similar accounts$1,000109
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$39,000241
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$69,000121
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,057,000130
Number of Managed Accounts$1,936,000109
Personal Trust and Agency Accounts$499,000115
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000252
Employee Benefit-defined Benefit Accounts$14,00050
Number of other employee benefit and retirement-related accounts$608,00097
Corporate Trust and Agency Accounts$077
Number of managed investment management and investment advisory agency accounts$773,00087
Number of foundation and endowment trust and agency accounts, managed assets$37,000143
Other Fiduciary Accounts$4,00075
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$604,00096
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$121,000187
Personal Trust and Agency Accounts$38,000105
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000227
Employee Benefit-defined Benefit Accounts$4,00068
Number non-managed other employee benefit and retirement-related accounts$73,00092
Corporate Trust and Agency Accounts$0129
Number of investment management and advisory agency accounts, non-managed assets$3,000150
Number (#) individual retirement, health savings, and other similar accounts$1,000111
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$42,000236
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$73,000119
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,043,000129
Number of Managed Accounts$1,916,000109
Personal Trust and Agency Accounts$507,000115
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000325
Employee Benefit-defined Benefit Accounts$14,00048
Number of other employee benefit and retirement-related accounts$592,00097
Corporate Trust and Agency Accounts$0155
Number of managed investment management and investment advisory agency accounts$761,00086
Number of foundation and endowment trust and agency accounts, managed assets$37,000148
Other Fiduciary Accounts$4,000102
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$588,00095
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$044
Number of Non-Managed Accounts$127,000230
Personal Trust and Agency Accounts$38,000165
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000278
Employee Benefit-defined Benefit Accounts$4,00073
Number non-managed other employee benefit and retirement-related accounts$77,000124
Corporate Trust and Agency Accounts$0243
Number of investment management and advisory agency accounts, non-managed assets$5,000187
Number (#) individual retirement, health savings, and other similar accounts$1,000129
Other Fiduciary Accounts$0180
Memoranda
Custody and Safekeeping Accounts$43,000298
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$77,000170
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$2,044,000124
Number of Managed Accounts$1,903,000108
Personal Trust and Agency Accounts$521,000111
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000258
Employee Benefit-defined Benefit Accounts$14,00047
Number of other employee benefit and retirement-related accounts$570,00098
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$756,00084
Number of foundation and endowment trust and agency accounts, managed assets$37,000139
Other Fiduciary Accounts$4,00072
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$566,00098
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$141,000168
Personal Trust and Agency Accounts$41,000103
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000228
Employee Benefit-defined Benefit Accounts$4,00068
Number non-managed other employee benefit and retirement-related accounts$87,00083
Corporate Trust and Agency Accounts$0131
Number of investment management and advisory agency accounts, non-managed assets$6,000127
Number (#) individual retirement, health savings, and other similar accounts$1,000105
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$42,000235
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$87,000111
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,036,000124
Number of Managed Accounts$1,879,000110
Personal Trust and Agency Accounts$531,000108
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000262
Employee Benefit-defined Benefit Accounts$14,00048
Number of other employee benefit and retirement-related accounts$541,000102
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$751,00085
Number of foundation and endowment trust and agency accounts, managed assets$37,000141
Other Fiduciary Accounts$4,00072
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$538,000101
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$157,000164
Personal Trust and Agency Accounts$44,00098
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000231
Employee Benefit-defined Benefit Accounts$4,00070
Number non-managed other employee benefit and retirement-related accounts$99,00078
Corporate Trust and Agency Accounts$0131
Number of investment management and advisory agency accounts, non-managed assets$7,000119
Number (#) individual retirement, health savings, and other similar accounts$1,000106
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$44,000232
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$99,000102
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,041,000125
Number of Managed Accounts$1,858,000110
Personal Trust and Agency Accounts$538,000107
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000264
Employee Benefit-defined Benefit Accounts$14,00050
Number of other employee benefit and retirement-related accounts$525,000102
Corporate Trust and Agency Accounts$085
Number of managed investment management and investment advisory agency accounts$739,00084
Number of foundation and endowment trust and agency accounts, managed assets$37,000142
Other Fiduciary Accounts$4,00071
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$522,00099
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$183,000153
Personal Trust and Agency Accounts$53,00090
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000231
Employee Benefit-defined Benefit Accounts$4,00070
Number non-managed other employee benefit and retirement-related accounts$112,00073
Corporate Trust and Agency Accounts$0134
Number of investment management and advisory agency accounts, non-managed assets$11,00099
Number (#) individual retirement, health savings, and other similar accounts$1,000104
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$49,000219
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$112,00093
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,036,000126
Number of Managed Accounts$1,848,000108
Personal Trust and Agency Accounts$545,000107
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000336
Employee Benefit-defined Benefit Accounts$14,00052
Number of other employee benefit and retirement-related accounts$519,000102
Corporate Trust and Agency Accounts$0174
Number of managed investment management and investment advisory agency accounts$729,00082
Number of foundation and endowment trust and agency accounts, managed assets$36,000152
Other Fiduciary Accounts$4,000115
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$516,000102
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$047
Number of Non-Managed Accounts$188,000188
Personal Trust and Agency Accounts$49,000130
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000283
Employee Benefit-defined Benefit Accounts$4,00076
Number non-managed other employee benefit and retirement-related accounts$121,00096
Corporate Trust and Agency Accounts$0255
Number of investment management and advisory agency accounts, non-managed assets$11,000130
Number (#) individual retirement, health savings, and other similar accounts$1,000129
Other Fiduciary Accounts$0192
Memoranda
Custody and Safekeeping Accounts$52,000272
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$121,000126
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,046,000120
Number of Managed Accounts$1,842,000107
Personal Trust and Agency Accounts$549,000105
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000262
Employee Benefit-defined Benefit Accounts$14,00049
Number of other employee benefit and retirement-related accounts$510,00099
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$729,00082
Number of foundation and endowment trust and agency accounts, managed assets$34,000150
Other Fiduciary Accounts$5,00067
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$507,00099
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$204,000141
Personal Trust and Agency Accounts$60,00081
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000229
Employee Benefit-defined Benefit Accounts$4,00069
Number non-managed other employee benefit and retirement-related accounts$126,00065
Corporate Trust and Agency Accounts$0132
Number of investment management and advisory agency accounts, non-managed assets$11,00097
Number (#) individual retirement, health savings, and other similar accounts$1,000109
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$60,000195
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$126,00083
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,040,000115
Number of Managed Accounts$1,835,000101
Personal Trust and Agency Accounts$554,000102
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000260
Employee Benefit-defined Benefit Accounts$14,00054
Number of other employee benefit and retirement-related accounts$503,00099
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$721,00079
Number of foundation and endowment trust and agency accounts, managed assets$35,000146
Other Fiduciary Accounts$7,00060
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$500,00098
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$205,000139
Personal Trust and Agency Accounts$57,00083
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000231
Employee Benefit-defined Benefit Accounts$4,00069
Number non-managed other employee benefit and retirement-related accounts$130,00064
Corporate Trust and Agency Accounts$0130
Number of investment management and advisory agency accounts, non-managed assets$11,00093
Number (#) individual retirement, health savings, and other similar accounts$1,000113
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$64,000187
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$130,00081
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,593,000149
Number of Managed Accounts$1,552,000119
Personal Trust and Agency Accounts$412,000136
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000268
Employee Benefit-defined Benefit Accounts$14,00054
Number of other employee benefit and retirement-related accounts$453,000104
Corporate Trust and Agency Accounts$084
Number of managed investment management and investment advisory agency accounts$630,00087
Number of foundation and endowment trust and agency accounts, managed assets$35,000143
Other Fiduciary Accounts$7,00060
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$451,000101
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$41,000275
Personal Trust and Agency Accounts$15,000170
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0273
Employee Benefit-defined Benefit Accounts$4,00065
Number non-managed other employee benefit and retirement-related accounts$16,000203
Corporate Trust and Agency Accounts$0130
Number of investment management and advisory agency accounts, non-managed assets$5,000130
Number (#) individual retirement, health savings, and other similar accounts$1,000111
Other Fiduciary Accounts$0104
Memoranda
Custody and Safekeeping Accounts$30,000255
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$16,000237
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,589,000151
Number of Managed Accounts$1,545,000117
Personal Trust and Agency Accounts$415,000138
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000353
Employee Benefit-defined Benefit Accounts$14,00058
Number of other employee benefit and retirement-related accounts$445,000107
Corporate Trust and Agency Accounts$0181
Number of managed investment management and investment advisory agency accounts$629,00086
Number of foundation and endowment trust and agency accounts, managed assets$34,000154
Other Fiduciary Accounts$7,00087
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$443,000103
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$629,00030
Number of Non-Managed Accounts$44,000450
Personal Trust and Agency Accounts$15,000302
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0435
Employee Benefit-defined Benefit Accounts$4,00071
Number non-managed other employee benefit and retirement-related accounts$17,000364
Corporate Trust and Agency Accounts$0256
Number of investment management and advisory agency accounts, non-managed assets$7,000158
Number (#) individual retirement, health savings, and other similar accounts$1,000128
Other Fiduciary Accounts$0194
Memoranda
Custody and Safekeeping Accounts$31,000363
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$17,000433
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,597,000144
Number of Managed Accounts$1,552,000114
Personal Trust and Agency Accounts$427,000134
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000268
Employee Benefit-defined Benefit Accounts$14,00055
Number of other employee benefit and retirement-related accounts$443,000106
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$626,00083
Number of foundation and endowment trust and agency accounts, managed assets$34,000145
Other Fiduciary Accounts$7,00057
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$441,000100
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$45,000278
Personal Trust and Agency Accounts$15,000180
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0279
Employee Benefit-defined Benefit Accounts$4,00067
Number non-managed other employee benefit and retirement-related accounts$17,000208
Corporate Trust and Agency Accounts$0140
Number of investment management and advisory agency accounts, non-managed assets$8,000103
Number (#) individual retirement, health savings, and other similar accounts$1,000110
Other Fiduciary Accounts$0102
Memoranda
Custody and Safekeeping Accounts$32,000249
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$17,000243
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,644,000139
Number of Managed Accounts$1,597,000111
Personal Trust and Agency Accounts$432,000135
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000270
Employee Benefit-defined Benefit Accounts$14,00057
Number of other employee benefit and retirement-related accounts$452,000103
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$656,00082
Number of foundation and endowment trust and agency accounts, managed assets$35,000144
Other Fiduciary Accounts$7,00064
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$450,00099
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$47,000279
Personal Trust and Agency Accounts$19,000163
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0281
Employee Benefit-defined Benefit Accounts$2,00085
Number non-managed other employee benefit and retirement-related accounts$17,000212
Corporate Trust and Agency Accounts$0143
Number of investment management and advisory agency accounts, non-managed assets$8,000105
Number (#) individual retirement, health savings, and other similar accounts$1,000114
Other Fiduciary Accounts$0102
Memoranda
Custody and Safekeeping Accounts$32,000255
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$17,000247
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,700,000136
Number of Managed Accounts$1,630,000111
Personal Trust and Agency Accounts$441,000133
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000270
Employee Benefit-defined Benefit Accounts$14,00057
Number of other employee benefit and retirement-related accounts$463,000100
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$672,00083
Number of foundation and endowment trust and agency accounts, managed assets$33,000146
Other Fiduciary Accounts$6,00072
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$461,00093
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$70,000236
Personal Trust and Agency Accounts$37,000114
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0284
Employee Benefit-defined Benefit Accounts$2,00084
Number non-managed other employee benefit and retirement-related accounts$18,000210
Corporate Trust and Agency Accounts$0148
Number of investment management and advisory agency accounts, non-managed assets$12,00089
Number (#) individual retirement, health savings, and other similar accounts$1,000117
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$28,000265
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$18,000243
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,738,000135
Number of Managed Accounts$1,663,000108
Personal Trust and Agency Accounts$453,000133
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000372
Employee Benefit-defined Benefit Accounts$12,00066
Number of other employee benefit and retirement-related accounts$474,000101
Corporate Trust and Agency Accounts$0191
Number of managed investment management and investment advisory agency accounts$687,00078
Number of foundation and endowment trust and agency accounts, managed assets$33,000150
Other Fiduciary Accounts$3,000137
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$472,00094
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$060
Number of Non-Managed Accounts$75,000333
Personal Trust and Agency Accounts$37,000180
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0464
Employee Benefit-defined Benefit Accounts$2,00093
Number non-managed other employee benefit and retirement-related accounts$19,000369
Corporate Trust and Agency Accounts$0270
Number of investment management and advisory agency accounts, non-managed assets$16,000100
Number (#) individual retirement, health savings, and other similar accounts$1,000138
Other Fiduciary Accounts$0200
Memoranda
Custody and Safekeeping Accounts$33,000363
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$19,000446
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,785,000131
Number of Managed Accounts$1,708,000105
Personal Trust and Agency Accounts$465,000127
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000275
Employee Benefit-defined Benefit Accounts$11,00064
Number of other employee benefit and retirement-related accounts$491,00095
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$705,00078
Number of foundation and endowment trust and agency accounts, managed assets$33,000145
Other Fiduciary Accounts$2,00098
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$489,00088
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$77,000220
Personal Trust and Agency Accounts$38,000109
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0286
Employee Benefit-defined Benefit Accounts$2,00090
Number non-managed other employee benefit and retirement-related accounts$20,000199
Corporate Trust and Agency Accounts$0146
Number of investment management and advisory agency accounts, non-managed assets$16,00078
Number (#) individual retirement, health savings, and other similar accounts$1,000118
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$34,000256
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$20,000236
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,850,000130
Number of Managed Accounts$1,762,000105
Personal Trust and Agency Accounts$483,000121
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000276
Employee Benefit-defined Benefit Accounts$11,00066
Number of other employee benefit and retirement-related accounts$501,00094
Corporate Trust and Agency Accounts$090
Number of managed investment management and investment advisory agency accounts$732,00075
Number of foundation and endowment trust and agency accounts, managed assets$33,000149
Other Fiduciary Accounts$1,000107
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$499,00087
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$88,000207
Personal Trust and Agency Accounts$45,000104
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000258
Employee Benefit-defined Benefit Accounts$2,00090
Number non-managed other employee benefit and retirement-related accounts$20,000196
Corporate Trust and Agency Accounts$0146
Number of investment management and advisory agency accounts, non-managed assets$18,00071
Number (#) individual retirement, health savings, and other similar accounts$2,000103
Other Fiduciary Accounts$0111
Memoranda
Custody and Safekeeping Accounts$35,000256
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$20,000231
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,864,000127
Number of Managed Accounts$1,773,000103
Personal Trust and Agency Accounts$495,000115
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000273
Employee Benefit-defined Benefit Accounts$11,00069
Number of other employee benefit and retirement-related accounts$493,00091
Corporate Trust and Agency Accounts$090
Number of managed investment management and investment advisory agency accounts$739,00072
Number of foundation and endowment trust and agency accounts, managed assets$33,000144
Other Fiduciary Accounts$1,000106
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$491,00083
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$91,000205
Personal Trust and Agency Accounts$46,000103
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000258
Employee Benefit-defined Benefit Accounts$2,00087
Number non-managed other employee benefit and retirement-related accounts$22,000191
Corporate Trust and Agency Accounts$0152
Number of investment management and advisory agency accounts, non-managed assets$18,00074
Number (#) individual retirement, health savings, and other similar accounts$2,000103
Other Fiduciary Accounts$0108
Memoranda
Custody and Safekeeping Accounts$40,000248
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$22,000229
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,877,000126
Number of Managed Accounts$1,786,000101
Personal Trust and Agency Accounts$503,000115
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000378
Employee Benefit-defined Benefit Accounts$12,00071
Number of other employee benefit and retirement-related accounts$496,00090
Corporate Trust and Agency Accounts$0193
Number of managed investment management and investment advisory agency accounts$740,00072
Number of foundation and endowment trust and agency accounts, managed assets$33,000145
Other Fiduciary Accounts$1,000191
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$494,00083
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$740,00038
Number of Non-Managed Accounts$91,000307
Personal Trust and Agency Accounts$46,000165
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000373
Employee Benefit-defined Benefit Accounts$2,00093
Number non-managed other employee benefit and retirement-related accounts$21,000364
Corporate Trust and Agency Accounts$0275
Number of investment management and advisory agency accounts, non-managed assets$19,00087
Number (#) individual retirement, health savings, and other similar accounts$2,000116
Other Fiduciary Accounts$0217
Memoranda
Custody and Safekeeping Accounts$40,000347
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$21,000429
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,930,000118
Number of Managed Accounts$1,831,00098
Personal Trust and Agency Accounts$501,000111
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000253
Employee Benefit-defined Benefit Accounts$24,00041
Number of other employee benefit and retirement-related accounts$506,00082
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$763,00073
Number of foundation and endowment trust and agency accounts, managed assets$34,000138
Other Fiduciary Accounts$1,000106
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$504,00075
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$99,000202
Personal Trust and Agency Accounts$45,000108
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000208
Employee Benefit-defined Benefit Accounts$2,00084
Number non-managed other employee benefit and retirement-related accounts$24,000185
Corporate Trust and Agency Accounts$0144
Number of investment management and advisory agency accounts, non-managed assets$19,00072
Number (#) individual retirement, health savings, and other similar accounts$2,000103
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$45,000241
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$24,000219
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,950,000116
Number of Managed Accounts$1,849,00097
Personal Trust and Agency Accounts$505,000110
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000220
Employee Benefit-defined Benefit Accounts$22,00043
Number of other employee benefit and retirement-related accounts$505,00079
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$778,00072
Number of foundation and endowment trust and agency accounts, managed assets$34,000134
Other Fiduciary Accounts$1,000102
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$503,00073
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$101,000198
Personal Trust and Agency Accounts$46,000107
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000209
Employee Benefit-defined Benefit Accounts$2,00083
Number non-managed other employee benefit and retirement-related accounts$23,000187
Corporate Trust and Agency Accounts$0147
Number of investment management and advisory agency accounts, non-managed assets$21,00066
Number (#) individual retirement, health savings, and other similar accounts$2,000102
Other Fiduciary Accounts$0110
Memoranda
Custody and Safekeeping Accounts$44,000246
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$23,000223
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,989,000116
Number of Managed Accounts$1,879,00096
Personal Trust and Agency Accounts$513,000107
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000225
Employee Benefit-defined Benefit Accounts$22,00044
Number of other employee benefit and retirement-related accounts$512,00079
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$792,00069
Number of foundation and endowment trust and agency accounts, managed assets$34,000129
Other Fiduciary Accounts$2,00090
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$510,00073
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$110,000200
Personal Trust and Agency Accounts$46,000107
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000180
Employee Benefit-defined Benefit Accounts$2,00085
Number non-managed other employee benefit and retirement-related accounts$24,000186
Corporate Trust and Agency Accounts$0143
Number of investment management and advisory agency accounts, non-managed assets$23,00062
Number (#) individual retirement, health savings, and other similar accounts$2,00097
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$44,000251
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$24,000223
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,017,000116
Number of Managed Accounts$1,889,00095
Personal Trust and Agency Accounts$513,000107
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000260
Employee Benefit-defined Benefit Accounts$23,00045
Number of other employee benefit and retirement-related accounts$509,00076
Corporate Trust and Agency Accounts$0208
Number of managed investment management and investment advisory agency accounts$803,00067
Number of foundation and endowment trust and agency accounts, managed assets$34,000135
Other Fiduciary Accounts$2,000151
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$507,00071
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$803,00039
Number of Non-Managed Accounts$128,000263
Personal Trust and Agency Accounts$46,000175
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$29,000152
Employee Benefit-defined Benefit Accounts$2,00097
Number non-managed other employee benefit and retirement-related accounts$24,000343
Corporate Trust and Agency Accounts$0294
Number of investment management and advisory agency accounts, non-managed assets$25,00075
Number (#) individual retirement, health savings, and other similar accounts$2,000112
Other Fiduciary Accounts$0215
Memoranda
Custody and Safekeeping Accounts$53,000312
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$24,000417
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,093,000108
Number of Managed Accounts$1,942,00089
Personal Trust and Agency Accounts$522,000100
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000201
Employee Benefit-defined Benefit Accounts$23,00042
Number of other employee benefit and retirement-related accounts$507,00072
Corporate Trust and Agency Accounts$092
Number of managed investment management and investment advisory agency accounts$846,00060
Number of foundation and endowment trust and agency accounts, managed assets$34,000122
Other Fiduciary Accounts$3,00077
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$505,00067
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$151,000171
Personal Trust and Agency Accounts$46,000111
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$50,000110
Employee Benefit-defined Benefit Accounts$2,00086
Number non-managed other employee benefit and retirement-related accounts$25,000182
Corporate Trust and Agency Accounts$0145
Number of investment management and advisory agency accounts, non-managed assets$26,00056
Number (#) individual retirement, health savings, and other similar accounts$2,00098
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$61,000209
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$25,000218
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,154,000105
Number of Managed Accounts$1,987,00086
Personal Trust and Agency Accounts$534,00098
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000191
Employee Benefit-defined Benefit Accounts$24,00042
Number of other employee benefit and retirement-related accounts$512,00069
Corporate Trust and Agency Accounts$093
Number of managed investment management and investment advisory agency accounts$872,00059
Number of foundation and endowment trust and agency accounts, managed assets$34,000125
Other Fiduciary Accounts$3,00076
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$510,00063
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$167,000166
Personal Trust and Agency Accounts$46,000109
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$60,00096
Employee Benefit-defined Benefit Accounts$2,00090
Number non-managed other employee benefit and retirement-related accounts$29,000172
Corporate Trust and Agency Accounts$0143
Number of investment management and advisory agency accounts, non-managed assets$28,00052
Number (#) individual retirement, health savings, and other similar accounts$2,00099
Other Fiduciary Accounts$0104
Memoranda
Custody and Safekeeping Accounts$63,000210
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$29,000207
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,102,000107
Number of Managed Accounts$1,932,00086
Personal Trust and Agency Accounts$534,00099
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,000182
Employee Benefit-defined Benefit Accounts$24,00043
Number of other employee benefit and retirement-related accounts$492,00066
Corporate Trust and Agency Accounts$093
Number of managed investment management and investment advisory agency accounts$837,00062
Number of foundation and endowment trust and agency accounts, managed assets$34,000125
Other Fiduciary Accounts$1,000101
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$490,00062
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$170,000167
Personal Trust and Agency Accounts$44,000110
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$65,00095
Employee Benefit-defined Benefit Accounts$2,00088
Number non-managed other employee benefit and retirement-related accounts$29,000174
Corporate Trust and Agency Accounts$0140
Number of investment management and advisory agency accounts, non-managed assets$28,00056
Number (#) individual retirement, health savings, and other similar accounts$2,00099
Other Fiduciary Accounts$0110
Memoranda
Custody and Safekeeping Accounts$59,000214
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$29,000209
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,091,000109
Number of Managed Accounts$1,907,00084
Personal Trust and Agency Accounts$540,00099
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000188
Employee Benefit-defined Benefit Accounts$24,00044
Number of other employee benefit and retirement-related accounts$475,00069
Corporate Trust and Agency Accounts$0221
Number of managed investment management and investment advisory agency accounts$820,00061
Number of foundation and endowment trust and agency accounts, managed assets$34,000132
Other Fiduciary Accounts$1,000192
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$473,00062
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$820,00041
Number of Non-Managed Accounts$184,000224
Personal Trust and Agency Accounts$45,000184
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$74,00094
Employee Benefit-defined Benefit Accounts$2,00098
Number non-managed other employee benefit and retirement-related accounts$33,000301
Corporate Trust and Agency Accounts$0295
Number of investment management and advisory agency accounts, non-managed assets$28,00065
Number (#) individual retirement, health savings, and other similar accounts$2,000115
Other Fiduciary Accounts$0221
Memoranda
Custody and Safekeeping Accounts$53,000325
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$33,000363
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,079,000105
Number of Managed Accounts$1,881,00084
Personal Trust and Agency Accounts$548,00097
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$14,000155
Employee Benefit-defined Benefit Accounts$24,00042
Number of other employee benefit and retirement-related accounts$471,00069
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$788,00065
Number of foundation and endowment trust and agency accounts, managed assets$35,000120
Other Fiduciary Accounts$1,00092
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$469,00062
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$198,000151
Personal Trust and Agency Accounts$48,000100
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$86,00076
Employee Benefit-defined Benefit Accounts$2,00089
Number non-managed other employee benefit and retirement-related accounts$32,000162
Corporate Trust and Agency Accounts$0131
Number of investment management and advisory agency accounts, non-managed assets$28,00050
Number (#) individual retirement, health savings, and other similar accounts$2,00091
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$42,000239
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$32,000192
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,068,000104
Number of Managed Accounts$1,865,00083
Personal Trust and Agency Accounts$566,00094
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$14,000164
Employee Benefit-defined Benefit Accounts$24,00041
Number of other employee benefit and retirement-related accounts$462,00070
Corporate Trust and Agency Accounts$085
Number of managed investment management and investment advisory agency accounts$763,00065
Number of foundation and endowment trust and agency accounts, managed assets$35,000117
Other Fiduciary Accounts$1,00095
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$460,00062
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$203,000148
Personal Trust and Agency Accounts$47,000102
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$87,00079
Employee Benefit-defined Benefit Accounts$2,00090
Number non-managed other employee benefit and retirement-related accounts$34,000156
Corporate Trust and Agency Accounts$0137
Number of investment management and advisory agency accounts, non-managed assets$31,00045
Number (#) individual retirement, health savings, and other similar accounts$2,00091
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$42,000244
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$34,000186
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,061,000102
Number of Managed Accounts$1,856,00083
Personal Trust and Agency Accounts$569,00093
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$14,000161
Employee Benefit-defined Benefit Accounts$24,00039
Number of other employee benefit and retirement-related accounts$455,00069
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$754,00063
Number of foundation and endowment trust and agency accounts, managed assets$39,000109
Other Fiduciary Accounts$1,00095
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$453,00062
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$205,000151
Personal Trust and Agency Accounts$46,00098
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$87,00081
Employee Benefit-defined Benefit Accounts$2,00091
Number non-managed other employee benefit and retirement-related accounts$38,000151
Corporate Trust and Agency Accounts$0139
Number of investment management and advisory agency accounts, non-managed assets$30,00048
Number (#) individual retirement, health savings, and other similar accounts$2,00092
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$42,000246
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$38,000180
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,075,000104
Number of Managed Accounts$1,862,00082
Personal Trust and Agency Accounts$584,00093
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$14,000186
Employee Benefit-defined Benefit Accounts$24,00040
Number of other employee benefit and retirement-related accounts$456,00068
Corporate Trust and Agency Accounts$0226
Number of managed investment management and investment advisory agency accounts$744,00065
Number of foundation and endowment trust and agency accounts, managed assets$39,000113
Other Fiduciary Accounts$1,000185
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$454,00063
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$744,00042
Number of Non-Managed Accounts$213,000199
Personal Trust and Agency Accounts$50,000158
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$87,00088
Employee Benefit-defined Benefit Accounts$2,000102
Number non-managed other employee benefit and retirement-related accounts$39,000283
Corporate Trust and Agency Accounts$0326
Number of investment management and advisory agency accounts, non-managed assets$33,00053
Number (#) individual retirement, health savings, and other similar accounts$2,000112
Other Fiduciary Accounts$0233
Memoranda
Custody and Safekeeping Accounts$42,000376
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$39,000344
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,102,000101
Number of Managed Accounts$1,876,00083
Personal Trust and Agency Accounts$1,338,00050
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$15,000161
Employee Benefit-defined Benefit Accounts$24,00038
Number of other employee benefit and retirement-related accounts$458,00067
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$0358
Number of foundation and endowment trust and agency accounts, managed assets$40,000105
Other Fiduciary Accounts$1,00090
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$456,00060
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$226,000142
Personal Trust and Agency Accounts$92,00072
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$89,00081
Employee Benefit-defined Benefit Accounts$2,00094
Number non-managed other employee benefit and retirement-related accounts$41,000144
Corporate Trust and Agency Accounts$0146
Number of investment management and advisory agency accounts, non-managed assets$0189
Number (#) individual retirement, health savings, and other similar accounts$2,00097
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$43,000242
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$41,000169
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,092,000103
Number of Managed Accounts$1,853,00087
Personal Trust and Agency Accounts$1,339,00050
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$15,000160
Employee Benefit-defined Benefit Accounts$24,00039
Number of other employee benefit and retirement-related accounts$434,00075
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$0362
Number of foundation and endowment trust and agency accounts, managed assets$40,000101
Other Fiduciary Accounts$1,00094
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$432,00066
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$239,000140
Personal Trust and Agency Accounts$97,00075
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$94,00081
Employee Benefit-defined Benefit Accounts$2,00096
Number non-managed other employee benefit and retirement-related accounts$44,000145
Corporate Trust and Agency Accounts$0146
Number of investment management and advisory agency accounts, non-managed assets$0185
Number (#) individual retirement, health savings, and other similar accounts$2,00095
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$46,000238
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$44,000162
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,091,00099
Number of Managed Accounts$1,845,00085
Personal Trust and Agency Accounts$1,338,00051
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$16,000152
Employee Benefit-defined Benefit Accounts$24,00040
Number of other employee benefit and retirement-related accounts$423,00073
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$0368
Number of foundation and endowment trust and agency accounts, managed assets$42,00099
Other Fiduciary Accounts$2,00079
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$421,00066
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$246,000141
Personal Trust and Agency Accounts$98,00074
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$101,00076
Employee Benefit-defined Benefit Accounts$2,00097
Number non-managed other employee benefit and retirement-related accounts$43,000148
Corporate Trust and Agency Accounts$0150
Number of investment management and advisory agency accounts, non-managed assets$0182
Number (#) individual retirement, health savings, and other similar accounts$2,00093
Other Fiduciary Accounts$0109
Memoranda
Custody and Safekeeping Accounts$45,000243
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$43,000165
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$2,099,000103
Number of Managed Accounts$1,847,00083
Personal Trust and Agency Accounts$623,00089
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$17,000181
Employee Benefit-defined Benefit Accounts$25,00043
Number of other employee benefit and retirement-related accounts$410,00079
Corporate Trust and Agency Accounts$0246
Number of managed investment management and investment advisory agency accounts$728,00064
Number of foundation and endowment trust and agency accounts, managed assets$42,000105
Other Fiduciary Accounts$2,000165
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$408,00069
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$079
Number of Non-Managed Accounts$252,000184
Personal Trust and Agency Accounts$63,000140
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$109,00079
Employee Benefit-defined Benefit Accounts$2,000110
Number non-managed other employee benefit and retirement-related accounts$43,000276
Corporate Trust and Agency Accounts$0347
Number of investment management and advisory agency accounts, non-managed assets$33,00052
Number (#) individual retirement, health savings, and other similar accounts$2,000110
Other Fiduciary Accounts$0239
Memoranda
Custody and Safekeeping Accounts$43,000391
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$43,000330
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$2,036,00099
Number of Managed Accounts$1,773,00084
Personal Trust and Agency Accounts$1,299,00051
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$20,000136
Employee Benefit-defined Benefit Accounts$25,00041
Number of other employee benefit and retirement-related accounts$386,00083
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$0354
Number of foundation and endowment trust and agency accounts, managed assets$41,00099
Other Fiduciary Accounts$2,00083
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$384,00074
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$263,000141
Personal Trust and Agency Accounts$98,00078
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$117,00071
Employee Benefit-defined Benefit Accounts$2,00097
Number non-managed other employee benefit and retirement-related accounts$44,000141
Corporate Trust and Agency Accounts$0159
Number of investment management and advisory agency accounts, non-managed assets$0167
Number (#) individual retirement, health savings, and other similar accounts$2,00091
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$41,000252
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$44,000160
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,896,000108
Number of Managed Accounts$1,618,00090
Personal Trust and Agency Accounts$1,172,00057
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$22,000130
Employee Benefit-defined Benefit Accounts$25,00040
Number of other employee benefit and retirement-related accounts$353,00086
Corporate Trust and Agency Accounts$095
Number of managed investment management and investment advisory agency accounts$0356
Number of foundation and endowment trust and agency accounts, managed assets$44,00091
Other Fiduciary Accounts$2,00085
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$351,00076
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$278,000135
Personal Trust and Agency Accounts$101,00075
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$123,00066
Employee Benefit-defined Benefit Accounts$2,000103
Number non-managed other employee benefit and retirement-related accounts$45,000143
Corporate Trust and Agency Accounts$3,000129
Number of investment management and advisory agency accounts, non-managed assets$0170
Number (#) individual retirement, health savings, and other similar accounts$4,00070
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$47,000244
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$45,000156
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,784,000116
Number of Managed Accounts$1,478,000100
Personal Trust and Agency Accounts$1,076,00059
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$22,000131
Employee Benefit-defined Benefit Accounts$25,00042
Number of other employee benefit and retirement-related accounts$308,000103
Corporate Trust and Agency Accounts$091
Number of managed investment management and investment advisory agency accounts$0359
Number of foundation and endowment trust and agency accounts, managed assets$44,00092
Other Fiduciary Accounts$3,00075
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$306,00089
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$306,000129
Personal Trust and Agency Accounts$127,00059
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$125,00066
Employee Benefit-defined Benefit Accounts$2,000102
Number non-managed other employee benefit and retirement-related accounts$45,000133
Corporate Trust and Agency Accounts$3,000129
Number of investment management and advisory agency accounts, non-managed assets$0165
Number (#) individual retirement, health savings, and other similar accounts$4,00074
Other Fiduciary Accounts$0116
Memoranda
Custody and Safekeeping Accounts$46,000252
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$44,000150
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,649,000140
Number of Managed Accounts$1,342,000117
Personal Trust and Agency Accounts$663,00088
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$22,000164
Employee Benefit-defined Benefit Accounts$25,00045
Number of other employee benefit and retirement-related accounts$265,000126
Corporate Trust and Agency Accounts$0253
Number of managed investment management and investment advisory agency accounts$320,000137
Number of foundation and endowment trust and agency accounts, managed assets$44,00093
Other Fiduciary Accounts$3,000146
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$263,000107
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$082
Number of Non-Managed Accounts$307,000175
Personal Trust and Agency Accounts$57,000161
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$124,00073
Employee Benefit-defined Benefit Accounts$2,000122
Number non-managed other employee benefit and retirement-related accounts$46,000267
Corporate Trust and Agency Accounts$3,000247
Number of investment management and advisory agency accounts, non-managed assets$71,00020
Number (#) individual retirement, health savings, and other similar accounts$4,00078
Other Fiduciary Accounts$0229
Memoranda
Custody and Safekeeping Accounts$45,000386
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$45,000321
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,593,000133
Number of Managed Accounts$1,310,000114
Personal Trust and Agency Accounts$657,00090
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000167
Employee Benefit-defined Benefit Accounts$26,00040
Number of other employee benefit and retirement-related accounts$256,000118
Corporate Trust and Agency Accounts$098
Number of managed investment management and investment advisory agency accounts$358,000132
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$283,000135
Personal Trust and Agency Accounts$108,00075
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$120,00070
Employee Benefit-defined Benefit Accounts$0156
Number non-managed other employee benefit and retirement-related accounts$46,000142
Corporate Trust and Agency Accounts$9,000106
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$73,000201
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,590,000130
Number of Managed Accounts$1,309,000122
Personal Trust and Agency Accounts$661,00096
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$34,000111
Employee Benefit-defined Benefit Accounts$26,00041
Number of other employee benefit and retirement-related accounts$233,000132
Corporate Trust and Agency Accounts$0100
Number of managed investment management and investment advisory agency accounts$355,000134
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$281,000138
Personal Trust and Agency Accounts$106,00082
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$121,00073
Employee Benefit-defined Benefit Accounts$0155
Number non-managed other employee benefit and retirement-related accounts$45,000145
Corporate Trust and Agency Accounts$9,000107
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$73,000212
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,604,000126
Number of Managed Accounts$1,323,000119
Personal Trust and Agency Accounts$678,00094
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$14,000172
Employee Benefit-defined Benefit Accounts$26,00043
Number of other employee benefit and retirement-related accounts$250,000124
Corporate Trust and Agency Accounts$099
Number of managed investment management and investment advisory agency accounts$355,000135
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$281,000137
Personal Trust and Agency Accounts$105,00085
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$122,00073
Employee Benefit-defined Benefit Accounts$0154
Number non-managed other employee benefit and retirement-related accounts$45,000145
Corporate Trust and Agency Accounts$9,000109
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$75,000206
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,631,000140
Number of Managed Accounts$1,347,000119
Personal Trust and Agency Accounts$700,00096
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$26,000155
Employee Benefit-defined Benefit Accounts$25,00048
Number of other employee benefit and retirement-related accounts$233,000144
Corporate Trust and Agency Accounts$0267
Number of managed investment management and investment advisory agency accounts$363,000138
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$284,000187
Personal Trust and Agency Accounts$108,000107
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$122,00078
Employee Benefit-defined Benefit Accounts$0235
Number non-managed other employee benefit and retirement-related accounts$45,000297
Corporate Trust and Agency Accounts$9,000175
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$78,000286
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,642,000128
Number of Managed Accounts$1,345,000116
Personal Trust and Agency Accounts$704,00090
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$26,000135
Employee Benefit-defined Benefit Accounts$25,00045
Number of other employee benefit and retirement-related accounts$227,000134
Corporate Trust and Agency Accounts$0108
Number of managed investment management and investment advisory agency accounts$363,000134
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$297,000140
Personal Trust and Agency Accounts$103,00088
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$133,00065
Employee Benefit-defined Benefit Accounts$0163
Number non-managed other employee benefit and retirement-related accounts$48,000155
Corporate Trust and Agency Accounts$13,000103
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$75,000217
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,651,000132
Number of Managed Accounts$1,349,000118
Personal Trust and Agency Accounts$715,00090
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$26,000137
Employee Benefit-defined Benefit Accounts$24,00046
Number of other employee benefit and retirement-related accounts$218,000139
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$366,000134
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$302,000142
Personal Trust and Agency Accounts$107,00086
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$133,00070
Employee Benefit-defined Benefit Accounts$0167
Number non-managed other employee benefit and retirement-related accounts$49,000149
Corporate Trust and Agency Accounts$13,000103
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$82,000205
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,653,000134
Number of Managed Accounts$1,352,000121
Personal Trust and Agency Accounts$705,00091
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$26,000134
Employee Benefit-defined Benefit Accounts$23,00048
Number of other employee benefit and retirement-related accounts$225,000133
Corporate Trust and Agency Accounts$0103
Number of managed investment management and investment advisory agency accounts$373,000134
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$301,000142
Personal Trust and Agency Accounts$106,00085
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$17,000195
Employee Benefit-defined Benefit Accounts$114,00030
Number non-managed other employee benefit and retirement-related accounts$51,000144
Corporate Trust and Agency Accounts$13,000104
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$75,000215
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,650,000139
Number of Managed Accounts$1,356,000120
Personal Trust and Agency Accounts$704,00094
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$27,000164
Employee Benefit-defined Benefit Accounts$23,00049
Number of other employee benefit and retirement-related accounts$222,000139
Corporate Trust and Agency Accounts$0273
Number of managed investment management and investment advisory agency accounts$380,000131
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$294,000191
Personal Trust and Agency Accounts$100,000117
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$131,00079
Employee Benefit-defined Benefit Accounts$0244
Number non-managed other employee benefit and retirement-related accounts$50,000268
Corporate Trust and Agency Accounts$13,000155
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$74,000306
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,664,000125
Number of Managed Accounts$1,364,000116
Personal Trust and Agency Accounts$704,00091
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$34,000128
Employee Benefit-defined Benefit Accounts$24,00047
Number of other employee benefit and retirement-related accounts$228,000121
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$374,000129
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$300,000135
Personal Trust and Agency Accounts$98,00082
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$20,000184
Employee Benefit-defined Benefit Accounts$116,00028
Number non-managed other employee benefit and retirement-related accounts$51,000140
Corporate Trust and Agency Accounts$15,000104
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$76,000212
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,985,000117
Number of Managed Accounts$1,379,000116
Personal Trust and Agency Accounts$708,00093
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$34,000133
Employee Benefit-defined Benefit Accounts$26,00047
Number of other employee benefit and retirement-related accounts$231,000119
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$380,000122
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$606,00095
Personal Trust and Agency Accounts$94,00093
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$20,000191
Employee Benefit-defined Benefit Accounts$118,00030
Number non-managed other employee benefit and retirement-related accounts$51,000145
Corporate Trust and Agency Accounts$323,00043
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$85,000205
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,971,000115
Number of Managed Accounts$1,366,000116
Personal Trust and Agency Accounts$713,00094
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$36,000130
Employee Benefit-defined Benefit Accounts$14,00068
Number of other employee benefit and retirement-related accounts$226,000119
Corporate Trust and Agency Accounts$0102
Number of managed investment management and investment advisory agency accounts$377,000119
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$605,00093
Personal Trust and Agency Accounts$93,00092
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$21,000195
Employee Benefit-defined Benefit Accounts$120,00029
Number non-managed other employee benefit and retirement-related accounts$51,000143
Corporate Trust and Agency Accounts$320,00042
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$86,000204
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,970,000119
Number of Managed Accounts$1,370,000115
Personal Trust and Agency Accounts$711,00099
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$33,000162
Employee Benefit-defined Benefit Accounts$17,00064
Number of other employee benefit and retirement-related accounts$222,000128
Corporate Trust and Agency Accounts$0281
Number of managed investment management and investment advisory agency accounts$387,000118
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$600,000113
Personal Trust and Agency Accounts$93,000129
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$19,000252
Employee Benefit-defined Benefit Accounts$118,00035
Number non-managed other employee benefit and retirement-related accounts$53,000264
Corporate Trust and Agency Accounts$317,00045
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$84,000276
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,962,000120
Number of Managed Accounts$1,355,000122
Personal Trust and Agency Accounts$716,000102
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$30,000147
Employee Benefit-defined Benefit Accounts$14,00076
Number of other employee benefit and retirement-related accounts$221,000119
Corporate Trust and Agency Accounts$0101
Number of managed investment management and investment advisory agency accounts$374,000122
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$607,00099
Personal Trust and Agency Accounts$95,00092
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$19,000207
Employee Benefit-defined Benefit Accounts$120,00033
Number non-managed other employee benefit and retirement-related accounts$56,000140
Corporate Trust and Agency Accounts$317,00046
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$85,000199
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,992,000123
Number of Managed Accounts$1,367,000123
Personal Trust and Agency Accounts$735,000102
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$37,000129
Employee Benefit-defined Benefit Accounts$14,00079
Number of other employee benefit and retirement-related accounts$209,000127
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$372,000126
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$625,00097
Personal Trust and Agency Accounts$96,00094
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$19,000210
Employee Benefit-defined Benefit Accounts$128,00034
Number non-managed other employee benefit and retirement-related accounts$60,000138
Corporate Trust and Agency Accounts$322,00047
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$94,000196
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,004,000120
Number of Managed Accounts$1,370,000120
Personal Trust and Agency Accounts$740,000101
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$32,000151
Employee Benefit-defined Benefit Accounts$14,00081
Number of other employee benefit and retirement-related accounts$209,000122
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$375,000122
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$634,00097
Personal Trust and Agency Accounts$98,00093
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$149,00082
Employee Benefit-defined Benefit Accounts$0185
Number non-managed other employee benefit and retirement-related accounts$60,000141
Corporate Trust and Agency Accounts$327,00046
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0129
Memoranda
Custody and Safekeeping Accounts$97,000196
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$01,867
Fiduciary or related activity$01,792
Number of Fiduciary Accounts and Related Asset Accounts$01,788
Number of Managed Accounts$01,678
Personal Trust and Agency Accounts$01,622
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0756
Employee Benefit-defined Benefit Accounts$0446
Number of other employee benefit and retirement-related accounts$0819
Corporate Trust and Agency Accounts$0303
Number of managed investment management and investment advisory agency accounts$0919
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$01,373
Personal Trust and Agency Accounts$01,023
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0690
Employee Benefit-defined Benefit Accounts$0282
Number non-managed other employee benefit and retirement-related accounts$0867
Corporate Trust and Agency Accounts$0423
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$0974
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$01,877
Fiduciary or related activity$01,783
Number of Fiduciary Accounts and Related Asset Accounts$0444
Number of Managed Accounts$0422
Personal Trust and Agency Accounts$0411
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0329
Employee Benefit-defined Benefit Accounts$0246
Number of other employee benefit and retirement-related accounts$0357
Corporate Trust and Agency Accounts$0110
Number of managed investment management and investment advisory agency accounts$0370
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$0414
Personal Trust and Agency Accounts$0339
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0332
Employee Benefit-defined Benefit Accounts$0188
Number non-managed other employee benefit and retirement-related accounts$0324
Corporate Trust and Agency Accounts$0200
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0134
Memoranda
Custody and Safekeeping Accounts$0397
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$01,881
Fiduciary or related activity$01,792
Number of Fiduciary Accounts and Related Asset Accounts$0460
Number of Managed Accounts$0435
Personal Trust and Agency Accounts$0423
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0344
Employee Benefit-defined Benefit Accounts$0251
Number of other employee benefit and retirement-related accounts$0373
Corporate Trust and Agency Accounts$0114
Number of managed investment management and investment advisory agency accounts$0384
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$0431
Personal Trust and Agency Accounts$0351
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0346
Employee Benefit-defined Benefit Accounts$0181
Number non-managed other employee benefit and retirement-related accounts$0335
Corporate Trust and Agency Accounts$0207
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$0414
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$01,895
Fiduciary or related activity$01,801
Number of Fiduciary Accounts and Related Asset Accounts$0465
Number of Managed Accounts$0438
Personal Trust and Agency Accounts$0424
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0343
Employee Benefit-defined Benefit Accounts$0254
Number of other employee benefit and retirement-related accounts$0372
Corporate Trust and Agency Accounts$0116
Number of managed investment management and investment advisory agency accounts$0383
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$0433
Personal Trust and Agency Accounts$0353
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0342
Employee Benefit-defined Benefit Accounts$0184
Number non-managed other employee benefit and retirement-related accounts$0336
Corporate Trust and Agency Accounts$0209
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$0414
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$01,898
Fiduciary or related activity$01,821
Number of Fiduciary Accounts and Related Asset Accounts$01,812
Number of Managed Accounts$01,698
Personal Trust and Agency Accounts$01,639
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0767
Employee Benefit-defined Benefit Accounts$0445
Number of other employee benefit and retirement-related accounts$0797
Corporate Trust and Agency Accounts$0312
Number of managed investment management and investment advisory agency accounts$0911
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$01,368
Personal Trust and Agency Accounts$01,017
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0701
Employee Benefit-defined Benefit Accounts$0292
Number non-managed other employee benefit and retirement-related accounts$0864
Corporate Trust and Agency Accounts$0423
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0286
Memoranda
Custody and Safekeeping Accounts$01,000
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$01,908
Fiduciary or related activity$01,824
Number of Fiduciary Accounts and Related Asset Accounts$0453
Number of Managed Accounts$0424
Personal Trust and Agency Accounts$0411
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0338
Employee Benefit-defined Benefit Accounts$0243
Number of other employee benefit and retirement-related accounts$0357
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$0367
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$0423
Personal Trust and Agency Accounts$0346
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0334
Employee Benefit-defined Benefit Accounts$0189
Number non-managed other employee benefit and retirement-related accounts$0327
Corporate Trust and Agency Accounts$0201
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$0404
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$01,920
Fiduciary or related activity$01,840
Number of Fiduciary Accounts and Related Asset Accounts$0462
Number of Managed Accounts$0429
Personal Trust and Agency Accounts$0418
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0338
Employee Benefit-defined Benefit Accounts$0247
Number of other employee benefit and retirement-related accounts$0357
Corporate Trust and Agency Accounts$0113
Number of managed investment management and investment advisory agency accounts$0372
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$0432
Personal Trust and Agency Accounts$0352
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0343
Employee Benefit-defined Benefit Accounts$0195
Number non-managed other employee benefit and retirement-related accounts$0338
Corporate Trust and Agency Accounts$0206
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$0409
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$01,930
Fiduciary or related activity$01,848
Number of Fiduciary Accounts and Related Asset Accounts$0473
Number of Managed Accounts$0438
Personal Trust and Agency Accounts$0426
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0344
Employee Benefit-defined Benefit Accounts$0247
Number of other employee benefit and retirement-related accounts$0364
Corporate Trust and Agency Accounts$0110
Number of managed investment management and investment advisory agency accounts$0380
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$0438
Personal Trust and Agency Accounts$0364
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0347
Employee Benefit-defined Benefit Accounts$0195
Number non-managed other employee benefit and retirement-related accounts$0340
Corporate Trust and Agency Accounts$0205
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$0417
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$01,948
Fiduciary or related activity$01,873
Number of Fiduciary Accounts and Related Asset Accounts$01,865
Number of Managed Accounts$01,742
Personal Trust and Agency Accounts$01,694
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0794
Employee Benefit-defined Benefit Accounts$0450
Number of other employee benefit and retirement-related accounts$0809
Corporate Trust and Agency Accounts$0340
Number of managed investment management and investment advisory agency accounts$0932
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$01,417
Personal Trust and Agency Accounts$01,047
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0727
Employee Benefit-defined Benefit Accounts$0304
Number non-managed other employee benefit and retirement-related accounts$0880
Corporate Trust and Agency Accounts$0460
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$01,025
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$01,971
Fiduciary or related activity$01,895
Number of Fiduciary Accounts and Related Asset Accounts$0473
Number of Managed Accounts$0442
Personal Trust and Agency Accounts$0432
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0347
Employee Benefit-defined Benefit Accounts$0256
Number of other employee benefit and retirement-related accounts$0364
Corporate Trust and Agency Accounts$0121
Number of managed investment management and investment advisory agency accounts$0379
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$0446
Personal Trust and Agency Accounts$0370
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0351
Employee Benefit-defined Benefit Accounts$0213
Number non-managed other employee benefit and retirement-related accounts$0350
Corporate Trust and Agency Accounts$0209
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$0430
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$01,985
Fiduciary or related activity$01,908
Number of Fiduciary Accounts and Related Asset Accounts$0474
Number of Managed Accounts$0446
Personal Trust and Agency Accounts$0436
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0353
Employee Benefit-defined Benefit Accounts$0257
Number of other employee benefit and retirement-related accounts$0369
Corporate Trust and Agency Accounts$0129
Number of managed investment management and investment advisory agency accounts$0387
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$0448
Personal Trust and Agency Accounts$0377
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0354
Employee Benefit-defined Benefit Accounts$0214
Number non-managed other employee benefit and retirement-related accounts$0350
Corporate Trust and Agency Accounts$0211
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$0431
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$02,011
Fiduciary or related activity$01,921
Number of Fiduciary Accounts and Related Asset Accounts$0491
Number of Managed Accounts$0461
Personal Trust and Agency Accounts$0450
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0360
Employee Benefit-defined Benefit Accounts$0261
Number of other employee benefit and retirement-related accounts$0377
Corporate Trust and Agency Accounts$0138
Number of managed investment management and investment advisory agency accounts$0391
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0156
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0460
Personal Trust and Agency Accounts$0390
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0359
Employee Benefit-defined Benefit Accounts$0215
Number non-managed other employee benefit and retirement-related accounts$0355
Corporate Trust and Agency Accounts$0216
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0158
Memoranda
Custody and Safekeeping Accounts$0442
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$02,027
Fiduciary or related activity$01,927
Number of Fiduciary Accounts and Related Asset Accounts$01,919
Number of Managed Accounts$01,796
Personal Trust and Agency Accounts$01,748
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0834
Employee Benefit-defined Benefit Accounts$0477
Number of other employee benefit and retirement-related accounts$0820
Corporate Trust and Agency Accounts$0378
Number of managed investment management and investment advisory agency accounts$0941
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$01,465
Personal Trust and Agency Accounts$01,072
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0764
Employee Benefit-defined Benefit Accounts$0309
Number non-managed other employee benefit and retirement-related accounts$0883
Corporate Trust and Agency Accounts$0452
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0305
Memoranda
Custody and Safekeeping Accounts$01,048
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$01,948
Fiduciary or related activity$01,876
Number of Fiduciary Accounts and Related Asset Accounts$01,869
Number of Managed Accounts$01,766
Personal Trust and Agency Accounts$01,716
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0815
Employee Benefit-defined Benefit Accounts$0447
Number of other employee benefit and retirement-related accounts$0769
Corporate Trust and Agency Accounts$0351
Number of managed investment management and investment advisory agency accounts$0858
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0365
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$01,385
Personal Trust and Agency Accounts$0999
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0726
Employee Benefit-defined Benefit Accounts$0284
Number non-managed other employee benefit and retirement-related accounts$0833
Corporate Trust and Agency Accounts$0450
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0297
Memoranda
Custody and Safekeeping Accounts$0971
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