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First Horizon Bank, Number of Fiduciary and Related Asset Accounts

2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,745,00060
Number of Managed Accounts$4,335,00050
Personal Trust and Agency Accounts$2,715,00024
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$23,00096
Employee Benefit-defined Benefit Accounts$19,00038
Number of other employee benefit and retirement-related accounts$919,00074
Corporate Trust and Agency Accounts$0160
Number of managed investment management and investment advisory agency accounts$447,000137
Number of foundation and endowment trust and agency accounts, managed assets$19,000226
Other Fiduciary Accounts$193,0009
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$892,00076
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$040
Number of Non-Managed Accounts$410,00094
Personal Trust and Agency Accounts$90,00078
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$64,00073
Employee Benefit-defined Benefit Accounts$51,00025
Number non-managed other employee benefit and retirement-related accounts$114,00080
Corporate Trust and Agency Accounts$0213
Number of investment management and advisory agency accounts, non-managed assets$86,00025
Number (#) individual retirement, health savings, and other similar accounts$1,000127
Other Fiduciary Accounts$4,00095
Memoranda
Custody and Safekeeping Accounts$588,00072
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$65,000171
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,763,00058
Number of Managed Accounts$4,354,00051
Personal Trust and Agency Accounts$2,716,00024
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$23,00093
Employee Benefit-defined Benefit Accounts$19,00038
Number of other employee benefit and retirement-related accounts$927,00069
Corporate Trust and Agency Accounts$071
Number of managed investment management and investment advisory agency accounts$459,000133
Number of foundation and endowment trust and agency accounts, managed assets$19,000188
Other Fiduciary Accounts$191,0009
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$900,00072
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$409,00089
Personal Trust and Agency Accounts$92,00057
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$63,00072
Employee Benefit-defined Benefit Accounts$51,00025
Number non-managed other employee benefit and retirement-related accounts$115,00057
Corporate Trust and Agency Accounts$0107
Number of investment management and advisory agency accounts, non-managed assets$83,00027
Number (#) individual retirement, health savings, and other similar accounts$1,00092
Other Fiduciary Accounts$4,00061
Memoranda
Custody and Safekeeping Accounts$592,00062
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$66,000105
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,680,00060
Number of Managed Accounts$4,261,00054
Personal Trust and Agency Accounts$2,783,00023
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$21,00098
Employee Benefit-defined Benefit Accounts$18,00039
Number of other employee benefit and retirement-related accounts$910,00072
Corporate Trust and Agency Accounts$076
Number of managed investment management and investment advisory agency accounts$434,000136
Number of foundation and endowment trust and agency accounts, managed assets$24,000183
Other Fiduciary Accounts$71,00016
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$885,00074
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$419,00088
Personal Trust and Agency Accounts$94,00061
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$63,00071
Employee Benefit-defined Benefit Accounts$50,00026
Number non-managed other employee benefit and retirement-related accounts$104,00067
Corporate Trust and Agency Accounts$0129
Number of investment management and advisory agency accounts, non-managed assets$83,00026
Number (#) individual retirement, health savings, and other similar accounts$3,00068
Other Fiduciary Accounts$22,00033
Memoranda
Custody and Safekeeping Accounts$587,00062
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$67,000118
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,676,00058
Number of Managed Accounts$4,266,00053
Personal Trust and Agency Accounts$2,809,00023
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$21,00096
Employee Benefit-defined Benefit Accounts$17,00041
Number of other employee benefit and retirement-related accounts$901,00073
Corporate Trust and Agency Accounts$070
Number of managed investment management and investment advisory agency accounts$427,000137
Number of foundation and endowment trust and agency accounts, managed assets$24,000173
Other Fiduciary Accounts$67,00015
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$876,00072
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$410,00089
Personal Trust and Agency Accounts$89,00058
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$62,00073
Employee Benefit-defined Benefit Accounts$50,00024
Number non-managed other employee benefit and retirement-related accounts$104,00063
Corporate Trust and Agency Accounts$0111
Number of investment management and advisory agency accounts, non-managed assets$81,00028
Number (#) individual retirement, health savings, and other similar accounts$3,00063
Other Fiduciary Accounts$21,00033
Memoranda
Custody and Safekeeping Accounts$590,00060
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$67,000110
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,672,00062
Number of Managed Accounts$4,251,00054
Personal Trust and Agency Accounts$2,828,00023
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$21,000103
Employee Benefit-defined Benefit Accounts$17,00042
Number of other employee benefit and retirement-related accounts$888,00072
Corporate Trust and Agency Accounts$0158
Number of managed investment management and investment advisory agency accounts$405,000142
Number of foundation and endowment trust and agency accounts, managed assets$24,000194
Other Fiduciary Accounts$68,00017
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$868,00072
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$044
Number of Non-Managed Accounts$421,00098
Personal Trust and Agency Accounts$94,00071
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$61,00076
Employee Benefit-defined Benefit Accounts$51,00023
Number non-managed other employee benefit and retirement-related accounts$109,00092
Corporate Trust and Agency Accounts$0228
Number of investment management and advisory agency accounts, non-managed assets$81,00031
Number (#) individual retirement, health savings, and other similar accounts$3,00073
Other Fiduciary Accounts$22,00042
Memoranda
Custody and Safekeeping Accounts$602,00067
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$73,000170
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,683,00059
Number of Managed Accounts$4,263,00054
Personal Trust and Agency Accounts$2,846,00023
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$22,00099
Employee Benefit-defined Benefit Accounts$17,00041
Number of other employee benefit and retirement-related accounts$894,00070
Corporate Trust and Agency Accounts$074
Number of managed investment management and investment advisory agency accounts$390,000145
Number of foundation and endowment trust and agency accounts, managed assets$24,000167
Other Fiduciary Accounts$70,00015
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$874,00072
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$420,00086
Personal Trust and Agency Accounts$97,00055
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$59,00074
Employee Benefit-defined Benefit Accounts$47,00026
Number non-managed other employee benefit and retirement-related accounts$112,00061
Corporate Trust and Agency Accounts$0117
Number of investment management and advisory agency accounts, non-managed assets$80,00028
Number (#) individual retirement, health savings, and other similar accounts$3,00065
Other Fiduciary Accounts$22,00036
Memoranda
Custody and Safekeeping Accounts$608,00057
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$75,000106
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,821,00091
Number of Managed Accounts$2,429,00088
Personal Trust and Agency Accounts$1,581,00033
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$19,000110
Employee Benefit-defined Benefit Accounts$17,00041
Number of other employee benefit and retirement-related accounts$409,000144
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$317,000168
Number of foundation and endowment trust and agency accounts, managed assets$19,000201
Other Fiduciary Accounts$67,00017
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$390,000140
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$392,00094
Personal Trust and Agency Accounts$96,00059
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$57,00078
Employee Benefit-defined Benefit Accounts$46,00026
Number non-managed other employee benefit and retirement-related accounts$108,00070
Corporate Trust and Agency Accounts$0133
Number of investment management and advisory agency accounts, non-managed assets$81,00028
Number (#) individual retirement, health savings, and other similar accounts$1,000102
Other Fiduciary Accounts$3,00074
Memoranda
Custody and Safekeeping Accounts$440,00066
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$60,000129
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,832,00090
Number of Managed Accounts$2,422,00087
Personal Trust and Agency Accounts$1,548,00034
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$19,000110
Employee Benefit-defined Benefit Accounts$16,00043
Number of other employee benefit and retirement-related accounts$408,000134
Corporate Trust and Agency Accounts$073
Number of managed investment management and investment advisory agency accounts$355,000155
Number of foundation and endowment trust and agency accounts, managed assets$19,000184
Other Fiduciary Accounts$57,00017
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$389,000136
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$410,00090
Personal Trust and Agency Accounts$105,00051
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$60,00074
Employee Benefit-defined Benefit Accounts$46,00025
Number non-managed other employee benefit and retirement-related accounts$113,00064
Corporate Trust and Agency Accounts$0116
Number of investment management and advisory agency accounts, non-managed assets$82,00028
Number (#) individual retirement, health savings, and other similar accounts$1,00095
Other Fiduciary Accounts$3,00066
Memoranda
Custody and Safekeeping Accounts$459,00068
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$65,000116
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$2,852,00094
Number of Managed Accounts$2,441,00089
Personal Trust and Agency Accounts$1,553,00036
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$19,000123
Employee Benefit-defined Benefit Accounts$16,00045
Number of other employee benefit and retirement-related accounts$418,000139
Corporate Trust and Agency Accounts$0158
Number of managed investment management and investment advisory agency accounts$358,000154
Number of foundation and endowment trust and agency accounts, managed assets$20,000207
Other Fiduciary Accounts$57,00021
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$399,000141
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$049
Number of Non-Managed Accounts$411,000101
Personal Trust and Agency Accounts$96,00078
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$61,00078
Employee Benefit-defined Benefit Accounts$47,00027
Number non-managed other employee benefit and retirement-related accounts$120,00086
Corporate Trust and Agency Accounts$0235
Number of investment management and advisory agency accounts, non-managed assets$83,00027
Number (#) individual retirement, health savings, and other similar accounts$1,000125
Other Fiduciary Accounts$3,000110
Memoranda
Custody and Safekeeping Accounts$499,00077
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$72,000172
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$2,933,00088
Number of Managed Accounts$2,487,00085
Personal Trust and Agency Accounts$1,547,00038
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$19,000115
Employee Benefit-defined Benefit Accounts$16,00044
Number of other employee benefit and retirement-related accounts$436,000126
Corporate Trust and Agency Accounts$079
Number of managed investment management and investment advisory agency accounts$391,000144
Number of foundation and endowment trust and agency accounts, managed assets$20,000175
Other Fiduciary Accounts$58,00019
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$417,000127
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$446,00089
Personal Trust and Agency Accounts$118,00049
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$61,00073
Employee Benefit-defined Benefit Accounts$47,00025
Number non-managed other employee benefit and retirement-related accounts$129,00061
Corporate Trust and Agency Accounts$0114
Number of investment management and advisory agency accounts, non-managed assets$87,00026
Number (#) individual retirement, health savings, and other similar accounts$1,000103
Other Fiduciary Accounts$3,00067
Memoranda
Custody and Safekeeping Accounts$533,00065
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$80,000100
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$2,980,00088
Number of Managed Accounts$2,530,00084
Personal Trust and Agency Accounts$1,556,00039
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$24,000106
Employee Benefit-defined Benefit Accounts$15,00046
Number of other employee benefit and retirement-related accounts$450,000126
Corporate Trust and Agency Accounts$077
Number of managed investment management and investment advisory agency accounts$404,000137
Number of foundation and endowment trust and agency accounts, managed assets$21,000179
Other Fiduciary Accounts$60,00019
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$431,000126
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$450,00092
Personal Trust and Agency Accounts$123,00048
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$61,00074
Employee Benefit-defined Benefit Accounts$46,00025
Number non-managed other employee benefit and retirement-related accounts$130,00064
Corporate Trust and Agency Accounts$0126
Number of investment management and advisory agency accounts, non-managed assets$86,00029
Number (#) individual retirement, health savings, and other similar accounts$1,000109
Other Fiduciary Accounts$3,00076
Memoranda
Custody and Safekeeping Accounts$541,00065
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$81,000111
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$2,983,00089
Number of Managed Accounts$2,527,00082
Personal Trust and Agency Accounts$1,505,00038
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$24,000109
Employee Benefit-defined Benefit Accounts$15,00047
Number of other employee benefit and retirement-related accounts$457,000123
Corporate Trust and Agency Accounts$077
Number of managed investment management and investment advisory agency accounts$444,000130
Number of foundation and endowment trust and agency accounts, managed assets$21,000181
Other Fiduciary Accounts$61,00020
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$438,000126
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$456,00092
Personal Trust and Agency Accounts$131,00048
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$61,00077
Employee Benefit-defined Benefit Accounts$46,00025
Number non-managed other employee benefit and retirement-related accounts$131,00065
Corporate Trust and Agency Accounts$0129
Number of investment management and advisory agency accounts, non-managed assets$83,00030
Number (#) individual retirement, health savings, and other similar accounts$1,000111
Other Fiduciary Accounts$3,00079
Memoranda
Custody and Safekeeping Accounts$548,00063
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$82,000110
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$2,985,00092
Number of Managed Accounts$2,533,00080
Personal Trust and Agency Accounts$1,498,00038
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$24,000115
Employee Benefit-defined Benefit Accounts$15,00047
Number of other employee benefit and retirement-related accounts$460,000126
Corporate Trust and Agency Accounts$0155
Number of managed investment management and investment advisory agency accounts$456,000124
Number of foundation and endowment trust and agency accounts, managed assets$21,000197
Other Fiduciary Accounts$59,00017
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$442,000124
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$044
Number of Non-Managed Accounts$452,000102
Personal Trust and Agency Accounts$144,00053
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$61,00081
Employee Benefit-defined Benefit Accounts$45,00026
Number non-managed other employee benefit and retirement-related accounts$114,00097
Corporate Trust and Agency Accounts$0243
Number of investment management and advisory agency accounts, non-managed assets$83,00031
Number (#) individual retirement, health savings, and other similar accounts$1,000129
Other Fiduciary Accounts$4,000102
Memoranda
Custody and Safekeeping Accounts$545,00066
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$86,000153
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$3,079,00085
Number of Managed Accounts$2,618,00078
Personal Trust and Agency Accounts$1,558,00037
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$24,000109
Employee Benefit-defined Benefit Accounts$15,00044
Number of other employee benefit and retirement-related accounts$468,000116
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$537,000110
Number of foundation and endowment trust and agency accounts, managed assets$10,000221
Other Fiduciary Accounts$6,00061
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$450,000120
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$461,00094
Personal Trust and Agency Accounts$146,00049
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$59,00079
Employee Benefit-defined Benefit Accounts$48,00025
Number non-managed other employee benefit and retirement-related accounts$120,00067
Corporate Trust and Agency Accounts$0131
Number of investment management and advisory agency accounts, non-managed assets$84,00029
Number (#) individual retirement, health savings, and other similar accounts$1,000105
Other Fiduciary Accounts$3,00072
Memoranda
Custody and Safekeeping Accounts$545,00061
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$92,000103
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$3,106,00085
Number of Managed Accounts$2,645,00075
Personal Trust and Agency Accounts$1,593,00038
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$26,000109
Employee Benefit-defined Benefit Accounts$15,00044
Number of other employee benefit and retirement-related accounts$461,000119
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$534,000110
Number of foundation and endowment trust and agency accounts, managed assets$10,000226
Other Fiduciary Accounts$6,00057
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$442,000120
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$461,00093
Personal Trust and Agency Accounts$135,00051
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$71,00072
Employee Benefit-defined Benefit Accounts$48,00026
Number non-managed other employee benefit and retirement-related accounts$117,00067
Corporate Trust and Agency Accounts$0131
Number of investment management and advisory agency accounts, non-managed assets$86,00028
Number (#) individual retirement, health savings, and other similar accounts$1,000106
Other Fiduciary Accounts$3,00073
Memoranda
Custody and Safekeeping Accounts$561,00061
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$91,000109
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$3,121,00083
Number of Managed Accounts$2,668,00074
Personal Trust and Agency Accounts$1,604,00038
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$25,000113
Employee Benefit-defined Benefit Accounts$14,00050
Number of other employee benefit and retirement-related accounts$457,000120
Corporate Trust and Agency Accounts$085
Number of managed investment management and investment advisory agency accounts$555,000105
Number of foundation and endowment trust and agency accounts, managed assets$10,000224
Other Fiduciary Accounts$3,00083
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$442,000117
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$453,00094
Personal Trust and Agency Accounts$133,00052
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$57,00081
Employee Benefit-defined Benefit Accounts$48,00026
Number non-managed other employee benefit and retirement-related accounts$125,00065
Corporate Trust and Agency Accounts$0134
Number of investment management and advisory agency accounts, non-managed assets$86,00024
Number (#) individual retirement, health savings, and other similar accounts$1,000104
Other Fiduciary Accounts$3,00073
Memoranda
Custody and Safekeeping Accounts$557,00061
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$93,000107
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$3,159,00084
Number of Managed Accounts$2,685,00073
Personal Trust and Agency Accounts$1,618,00038
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$28,000107
Employee Benefit-defined Benefit Accounts$14,00052
Number of other employee benefit and retirement-related accounts$457,000118
Corporate Trust and Agency Accounts$0174
Number of managed investment management and investment advisory agency accounts$555,000107
Number of foundation and endowment trust and agency accounts, managed assets$10,000275
Other Fiduciary Accounts$3,000131
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$443,000118
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$047
Number of Non-Managed Accounts$474,00099
Personal Trust and Agency Accounts$134,00055
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$69,00075
Employee Benefit-defined Benefit Accounts$48,00027
Number non-managed other employee benefit and retirement-related accounts$130,00090
Corporate Trust and Agency Accounts$0255
Number of investment management and advisory agency accounts, non-managed assets$89,00028
Number (#) individual retirement, health savings, and other similar accounts$1,000129
Other Fiduciary Accounts$3,000118
Memoranda
Custody and Safekeeping Accounts$568,00066
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$95,000147
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$2,878,00088
Number of Managed Accounts$2,405,00083
Personal Trust and Agency Accounts$1,567,00039
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$28,00099
Employee Benefit-defined Benefit Accounts$14,00049
Number of other employee benefit and retirement-related accounts$345,000140
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$442,000127
Number of foundation and endowment trust and agency accounts, managed assets$6,000243
Other Fiduciary Accounts$3,00084
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$335,000139
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$473,00088
Personal Trust and Agency Accounts$135,00047
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$70,00073
Employee Benefit-defined Benefit Accounts$49,00027
Number non-managed other employee benefit and retirement-related accounts$125,00066
Corporate Trust and Agency Accounts$0132
Number of investment management and advisory agency accounts, non-managed assets$90,00025
Number (#) individual retirement, health savings, and other similar accounts$1,000109
Other Fiduciary Accounts$3,00078
Memoranda
Custody and Safekeeping Accounts$566,00062
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$95,000103
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$2,894,00084
Number of Managed Accounts$2,421,00079
Personal Trust and Agency Accounts$1,592,00039
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$27,000103
Employee Benefit-defined Benefit Accounts$16,00049
Number of other employee benefit and retirement-related accounts$338,000141
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$439,000124
Number of foundation and endowment trust and agency accounts, managed assets$6,000245
Other Fiduciary Accounts$3,00084
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$329,000137
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$473,00089
Personal Trust and Agency Accounts$131,00051
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$69,00072
Employee Benefit-defined Benefit Accounts$53,00026
Number non-managed other employee benefit and retirement-related accounts$125,00067
Corporate Trust and Agency Accounts$0130
Number of investment management and advisory agency accounts, non-managed assets$91,00023
Number (#) individual retirement, health savings, and other similar accounts$1,000113
Other Fiduciary Accounts$3,00078
Memoranda
Custody and Safekeeping Accounts$572,00061
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$95,000104
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,914,00081
Number of Managed Accounts$2,442,00078
Personal Trust and Agency Accounts$1,595,00039
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$28,000101
Employee Benefit-defined Benefit Accounts$15,00050
Number of other employee benefit and retirement-related accounts$343,000138
Corporate Trust and Agency Accounts$084
Number of managed investment management and investment advisory agency accounts$452,000119
Number of foundation and endowment trust and agency accounts, managed assets$6,000252
Other Fiduciary Accounts$3,00084
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$334,000137
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$472,00090
Personal Trust and Agency Accounts$133,00051
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$70,00071
Employee Benefit-defined Benefit Accounts$46,00028
Number non-managed other employee benefit and retirement-related accounts$126,00067
Corporate Trust and Agency Accounts$0130
Number of investment management and advisory agency accounts, non-managed assets$93,00022
Number (#) individual retirement, health savings, and other similar accounts$1,000111
Other Fiduciary Accounts$3,00078
Memoranda
Custody and Safekeeping Accounts$587,00063
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$96,000105
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,939,00083
Number of Managed Accounts$2,470,00075
Personal Trust and Agency Accounts$1,626,00039
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$30,000105
Employee Benefit-defined Benefit Accounts$15,00054
Number of other employee benefit and retirement-related accounts$343,000141
Corporate Trust and Agency Accounts$0181
Number of managed investment management and investment advisory agency accounts$447,000118
Number of foundation and endowment trust and agency accounts, managed assets$6,000320
Other Fiduciary Accounts$3,000129
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$334,000138
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$055
Number of Non-Managed Accounts$469,000102
Personal Trust and Agency Accounts$134,00060
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$70,00073
Employee Benefit-defined Benefit Accounts$44,00028
Number non-managed other employee benefit and retirement-related accounts$122,00097
Corporate Trust and Agency Accounts$0256
Number of investment management and advisory agency accounts, non-managed assets$95,00022
Number (#) individual retirement, health savings, and other similar accounts$1,000128
Other Fiduciary Accounts$3,000122
Memoranda
Custody and Safekeeping Accounts$598,00066
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$95,000160
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,992,00081
Number of Managed Accounts$2,512,00070
Personal Trust and Agency Accounts$1,671,00038
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$30,000100
Employee Benefit-defined Benefit Accounts$15,00052
Number of other employee benefit and retirement-related accounts$338,000140
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$449,000119
Number of foundation and endowment trust and agency accounts, managed assets$6,000247
Other Fiduciary Accounts$3,00081
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$329,000136
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$480,00090
Personal Trust and Agency Accounts$139,00050
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$70,00071
Employee Benefit-defined Benefit Accounts$44,00028
Number non-managed other employee benefit and retirement-related accounts$125,00068
Corporate Trust and Agency Accounts$0140
Number of investment management and advisory agency accounts, non-managed assets$98,00022
Number (#) individual retirement, health savings, and other similar accounts$1,000110
Other Fiduciary Accounts$3,00076
Memoranda
Custody and Safekeeping Accounts$598,00063
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$100,000106
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,996,00081
Number of Managed Accounts$2,517,00072
Personal Trust and Agency Accounts$1,685,00038
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$25,000114
Employee Benefit-defined Benefit Accounts$15,00053
Number of other employee benefit and retirement-related accounts$335,000138
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$448,000120
Number of foundation and endowment trust and agency accounts, managed assets$6,000246
Other Fiduciary Accounts$3,00085
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$326,000136
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$479,00090
Personal Trust and Agency Accounts$137,00052
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$67,00078
Employee Benefit-defined Benefit Accounts$44,00028
Number non-managed other employee benefit and retirement-related accounts$127,00069
Corporate Trust and Agency Accounts$0143
Number of investment management and advisory agency accounts, non-managed assets$100,00022
Number (#) individual retirement, health savings, and other similar accounts$1,000114
Other Fiduciary Accounts$3,00076
Memoranda
Custody and Safekeeping Accounts$599,00063
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$102,000104
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$3,050,00081
Number of Managed Accounts$2,542,00072
Personal Trust and Agency Accounts$1,719,00038
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$26,000116
Employee Benefit-defined Benefit Accounts$14,00057
Number of other employee benefit and retirement-related accounts$335,000140
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$439,000122
Number of foundation and endowment trust and agency accounts, managed assets$6,000247
Other Fiduciary Accounts$3,00090
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$326,000133
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$508,00090
Personal Trust and Agency Accounts$136,00054
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$92,00063
Employee Benefit-defined Benefit Accounts$44,00027
Number non-managed other employee benefit and retirement-related accounts$127,00073
Corporate Trust and Agency Accounts$0148
Number of investment management and advisory agency accounts, non-managed assets$105,00022
Number (#) individual retirement, health savings, and other similar accounts$1,000117
Other Fiduciary Accounts$3,00074
Memoranda
Custody and Safekeeping Accounts$613,00063
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$101,000102
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$3,107,00080
Number of Managed Accounts$2,599,00069
Personal Trust and Agency Accounts$1,780,00038
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$29,000117
Employee Benefit-defined Benefit Accounts$13,00062
Number of other employee benefit and retirement-related accounts$341,000139
Corporate Trust and Agency Accounts$0191
Number of managed investment management and investment advisory agency accounts$427,000123
Number of foundation and endowment trust and agency accounts, managed assets$6,000313
Other Fiduciary Accounts$3,000137
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$332,000133
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$060
Number of Non-Managed Accounts$508,00097
Personal Trust and Agency Accounts$136,00060
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$91,00071
Employee Benefit-defined Benefit Accounts$45,00028
Number non-managed other employee benefit and retirement-related accounts$128,000103
Corporate Trust and Agency Accounts$0270
Number of investment management and advisory agency accounts, non-managed assets$104,00022
Number (#) individual retirement, health savings, and other similar accounts$1,000138
Other Fiduciary Accounts$3,000127
Memoranda
Custody and Safekeeping Accounts$608,00070
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$102,000156
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$3,081,00080
Number of Managed Accounts$2,582,00069
Personal Trust and Agency Accounts$1,804,00036
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$29,000111
Employee Benefit-defined Benefit Accounts$12,00062
Number of other employee benefit and retirement-related accounts$330,000138
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$398,000124
Number of foundation and endowment trust and agency accounts, managed assets$6,000247
Other Fiduciary Accounts$3,00088
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$322,000130
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$499,00093
Personal Trust and Agency Accounts$128,00054
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$91,00066
Employee Benefit-defined Benefit Accounts$46,00028
Number non-managed other employee benefit and retirement-related accounts$126,00075
Corporate Trust and Agency Accounts$0146
Number of investment management and advisory agency accounts, non-managed assets$4,000131
Number (#) individual retirement, health savings, and other similar accounts$1,000118
Other Fiduciary Accounts$103,00023
Memoranda
Custody and Safekeeping Accounts$583,00066
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$100,000108
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$3,106,00081
Number of Managed Accounts$2,606,00070
Personal Trust and Agency Accounts$1,858,00036
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$29,000113
Employee Benefit-defined Benefit Accounts$12,00064
Number of other employee benefit and retirement-related accounts$321,000141
Corporate Trust and Agency Accounts$090
Number of managed investment management and investment advisory agency accounts$377,000129
Number of foundation and endowment trust and agency accounts, managed assets$6,000247
Other Fiduciary Accounts$3,00089
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$312,000133
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$500,00093
Personal Trust and Agency Accounts$129,00055
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$87,00069
Employee Benefit-defined Benefit Accounts$46,00029
Number non-managed other employee benefit and retirement-related accounts$128,00071
Corporate Trust and Agency Accounts$0146
Number of investment management and advisory agency accounts, non-managed assets$5,000125
Number (#) individual retirement, health savings, and other similar accounts$1,000121
Other Fiduciary Accounts$104,00023
Memoranda
Custody and Safekeeping Accounts$592,00067
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$101,000103
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$3,134,00080
Number of Managed Accounts$2,629,00069
Personal Trust and Agency Accounts$1,901,00036
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$29,000115
Employee Benefit-defined Benefit Accounts$12,00067
Number of other employee benefit and retirement-related accounts$317,000140
Corporate Trust and Agency Accounts$090
Number of managed investment management and investment advisory agency accounts$360,000139
Number of foundation and endowment trust and agency accounts, managed assets$7,000242
Other Fiduciary Accounts$3,00091
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$312,000129
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$505,00094
Personal Trust and Agency Accounts$131,00054
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$87,00071
Employee Benefit-defined Benefit Accounts$46,00029
Number non-managed other employee benefit and retirement-related accounts$128,00076
Corporate Trust and Agency Accounts$0152
Number of investment management and advisory agency accounts, non-managed assets$6,000118
Number (#) individual retirement, health savings, and other similar accounts$1,000119
Other Fiduciary Accounts$106,00024
Memoranda
Custody and Safekeeping Accounts$589,00065
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$102,000107
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,149,00081
Number of Managed Accounts$2,625,00068
Personal Trust and Agency Accounts$1,944,00036
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$29,000116
Employee Benefit-defined Benefit Accounts$13,00065
Number of other employee benefit and retirement-related accounts$292,000155
Corporate Trust and Agency Accounts$0193
Number of managed investment management and investment advisory agency accounts$337,000147
Number of foundation and endowment trust and agency accounts, managed assets$7,000303
Other Fiduciary Accounts$3,000138
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$288,000141
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$063
Number of Non-Managed Accounts$524,000100
Personal Trust and Agency Accounts$133,00066
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$88,00073
Employee Benefit-defined Benefit Accounts$52,00029
Number non-managed other employee benefit and retirement-related accounts$130,000109
Corporate Trust and Agency Accounts$0275
Number of investment management and advisory agency accounts, non-managed assets$8,000152
Number (#) individual retirement, health savings, and other similar accounts$1,000144
Other Fiduciary Accounts$112,00029
Memoranda
Custody and Safekeeping Accounts$590,00075
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$104,000159
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,109,00079
Number of Managed Accounts$2,612,00068
Personal Trust and Agency Accounts$1,951,00036
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$29,000115
Employee Benefit-defined Benefit Accounts$12,00065
Number of other employee benefit and retirement-related accounts$283,000153
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$327,000153
Number of foundation and endowment trust and agency accounts, managed assets$7,000241
Other Fiduciary Accounts$3,00086
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$279,000137
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$497,00093
Personal Trust and Agency Accounts$133,00052
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$66,00082
Employee Benefit-defined Benefit Accounts$51,00030
Number non-managed other employee benefit and retirement-related accounts$127,00072
Corporate Trust and Agency Accounts$0144
Number of investment management and advisory agency accounts, non-managed assets$8,000107
Number (#) individual retirement, health savings, and other similar accounts$1,000121
Other Fiduciary Accounts$111,00022
Memoranda
Custody and Safekeeping Accounts$588,00063
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$101,000105
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,104,00080
Number of Managed Accounts$2,603,00066
Personal Trust and Agency Accounts$1,978,00035
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$29,000116
Employee Benefit-defined Benefit Accounts$12,00063
Number of other employee benefit and retirement-related accounts$261,000161
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$313,000157
Number of foundation and endowment trust and agency accounts, managed assets$7,000240
Other Fiduciary Accounts$3,00084
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$257,000147
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$501,00092
Personal Trust and Agency Accounts$131,00055
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$64,00082
Employee Benefit-defined Benefit Accounts$52,00028
Number non-managed other employee benefit and retirement-related accounts$132,00068
Corporate Trust and Agency Accounts$0147
Number of investment management and advisory agency accounts, non-managed assets$10,00094
Number (#) individual retirement, health savings, and other similar accounts$1,000120
Other Fiduciary Accounts$111,00021
Memoranda
Custody and Safekeeping Accounts$601,00062
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$107,000101
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,120,00081
Number of Managed Accounts$2,616,00067
Personal Trust and Agency Accounts$2,010,00034
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$29,000112
Employee Benefit-defined Benefit Accounts$12,00062
Number of other employee benefit and retirement-related accounts$249,000166
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$305,000158
Number of foundation and endowment trust and agency accounts, managed assets$7,000237
Other Fiduciary Accounts$4,00076
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$245,000154
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$504,00096
Personal Trust and Agency Accounts$130,00055
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$66,00084
Employee Benefit-defined Benefit Accounts$52,00029
Number non-managed other employee benefit and retirement-related accounts$133,00071
Corporate Trust and Agency Accounts$0143
Number of investment management and advisory agency accounts, non-managed assets$11,00088
Number (#) individual retirement, health savings, and other similar accounts$1,000115
Other Fiduciary Accounts$111,00025
Memoranda
Custody and Safekeeping Accounts$593,00062
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$108,000105
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,118,00083
Number of Managed Accounts$2,612,00066
Personal Trust and Agency Accounts$2,018,00034
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$31,000113
Employee Benefit-defined Benefit Accounts$13,00062
Number of other employee benefit and retirement-related accounts$246,000174
Corporate Trust and Agency Accounts$0208
Number of managed investment management and investment advisory agency accounts$293,000163
Number of foundation and endowment trust and agency accounts, managed assets$7,000298
Other Fiduciary Accounts$4,000120
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$241,000158
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$066
Number of Non-Managed Accounts$506,000108
Personal Trust and Agency Accounts$130,00069
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$68,00093
Employee Benefit-defined Benefit Accounts$55,00026
Number non-managed other employee benefit and retirement-related accounts$130,000108
Corporate Trust and Agency Accounts$0294
Number of investment management and advisory agency accounts, non-managed assets$10,000135
Number (#) individual retirement, health savings, and other similar accounts$1,000140
Other Fiduciary Accounts$112,00029
Memoranda
Custody and Safekeeping Accounts$594,00068
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$106,000162
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$3,123,00079
Number of Managed Accounts$2,625,00067
Personal Trust and Agency Accounts$2,037,00034
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$32,000106
Employee Benefit-defined Benefit Accounts$13,00061
Number of other employee benefit and retirement-related accounts$231,000168
Corporate Trust and Agency Accounts$092
Number of managed investment management and investment advisory agency accounts$299,000152
Number of foundation and endowment trust and agency accounts, managed assets$9,000211
Other Fiduciary Accounts$4,00069
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$226,000153
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$498,00094
Personal Trust and Agency Accounts$130,00054
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$70,00084
Employee Benefit-defined Benefit Accounts$54,00029
Number non-managed other employee benefit and retirement-related accounts$125,00075
Corporate Trust and Agency Accounts$0145
Number of investment management and advisory agency accounts, non-managed assets$7,000111
Number (#) individual retirement, health savings, and other similar accounts$0154
Other Fiduciary Accounts$112,00023
Memoranda
Custody and Safekeeping Accounts$588,00059
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$103,000108
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$3,138,00079
Number of Managed Accounts$2,633,00065
Personal Trust and Agency Accounts$2,044,00034
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$32,000105
Employee Benefit-defined Benefit Accounts$15,00052
Number of other employee benefit and retirement-related accounts$229,000164
Corporate Trust and Agency Accounts$093
Number of managed investment management and investment advisory agency accounts$299,000152
Number of foundation and endowment trust and agency accounts, managed assets$9,000214
Other Fiduciary Accounts$5,00067
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$224,000149
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$505,00093
Personal Trust and Agency Accounts$130,00055
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$73,00085
Employee Benefit-defined Benefit Accounts$53,00031
Number non-managed other employee benefit and retirement-related accounts$123,00079
Corporate Trust and Agency Accounts$0143
Number of investment management and advisory agency accounts, non-managed assets$8,000103
Number (#) individual retirement, health savings, and other similar accounts$3,00086
Other Fiduciary Accounts$115,00023
Memoranda
Custody and Safekeeping Accounts$592,00057
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$102,000112
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$3,152,00079
Number of Managed Accounts$2,639,00064
Personal Trust and Agency Accounts$2,052,00033
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$34,00099
Employee Benefit-defined Benefit Accounts$16,00050
Number of other employee benefit and retirement-related accounts$223,000167
Corporate Trust and Agency Accounts$093
Number of managed investment management and investment advisory agency accounts$300,000152
Number of foundation and endowment trust and agency accounts, managed assets$9,000214
Other Fiduciary Accounts$5,00070
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$218,000151
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$513,00096
Personal Trust and Agency Accounts$130,00052
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$73,00085
Employee Benefit-defined Benefit Accounts$53,00027
Number non-managed other employee benefit and retirement-related accounts$130,00080
Corporate Trust and Agency Accounts$0140
Number of investment management and advisory agency accounts, non-managed assets$11,00087
Number (#) individual retirement, health savings, and other similar accounts$3,00086
Other Fiduciary Accounts$113,00023
Memoranda
Custody and Safekeeping Accounts$596,00057
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$109,000111
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$3,144,00079
Number of Managed Accounts$2,637,00061
Personal Trust and Agency Accounts$2,040,00033
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$36,000102
Employee Benefit-defined Benefit Accounts$16,00054
Number of other employee benefit and retirement-related accounts$225,000180
Corporate Trust and Agency Accounts$0221
Number of managed investment management and investment advisory agency accounts$305,000155
Number of foundation and endowment trust and agency accounts, managed assets$9,000270
Other Fiduciary Accounts$6,00090
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$219,000160
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$071
Number of Non-Managed Accounts$507,000107
Personal Trust and Agency Accounts$132,00073
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$70,00096
Employee Benefit-defined Benefit Accounts$54,00026
Number non-managed other employee benefit and retirement-related accounts$125,000121
Corporate Trust and Agency Accounts$0295
Number of investment management and advisory agency accounts, non-managed assets$10,000143
Number (#) individual retirement, health savings, and other similar accounts$4,00081
Other Fiduciary Accounts$112,00029
Memoranda
Custody and Safekeeping Accounts$620,00071
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$103,000190
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,158,00076
Number of Managed Accounts$2,641,00060
Personal Trust and Agency Accounts$2,047,00033
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$35,00097
Employee Benefit-defined Benefit Accounts$16,00051
Number of other employee benefit and retirement-related accounts$224,000162
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$303,000149
Number of foundation and endowment trust and agency accounts, managed assets$9,000206
Other Fiduciary Accounts$7,00054
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$218,000147
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$517,00089
Personal Trust and Agency Accounts$134,00054
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$73,00083
Employee Benefit-defined Benefit Accounts$54,00029
Number non-managed other employee benefit and retirement-related accounts$128,00072
Corporate Trust and Agency Accounts$0131
Number of investment management and advisory agency accounts, non-managed assets$13,00084
Number (#) individual retirement, health savings, and other similar accounts$4,00070
Other Fiduciary Accounts$111,00023
Memoranda
Custody and Safekeeping Accounts$640,00056
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$107,000108
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$3,214,00075
Number of Managed Accounts$2,670,00059
Personal Trust and Agency Accounts$2,075,00033
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$36,000101
Employee Benefit-defined Benefit Accounts$16,00052
Number of other employee benefit and retirement-related accounts$225,000159
Corporate Trust and Agency Accounts$085
Number of managed investment management and investment advisory agency accounts$302,000150
Number of foundation and endowment trust and agency accounts, managed assets$9,000200
Other Fiduciary Accounts$7,00052
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$219,000145
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$544,00088
Personal Trust and Agency Accounts$136,00053
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$91,00077
Employee Benefit-defined Benefit Accounts$58,00028
Number non-managed other employee benefit and retirement-related accounts$129,00079
Corporate Trust and Agency Accounts$0137
Number of investment management and advisory agency accounts, non-managed assets$14,00078
Number (#) individual retirement, health savings, and other similar accounts$4,00068
Other Fiduciary Accounts$112,00022
Memoranda
Custody and Safekeeping Accounts$667,00055
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$108,000110
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$3,254,00076
Number of Managed Accounts$2,707,00058
Personal Trust and Agency Accounts$2,094,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$55,00075
Employee Benefit-defined Benefit Accounts$16,00055
Number of other employee benefit and retirement-related accounts$227,000156
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$300,000148
Number of foundation and endowment trust and agency accounts, managed assets$9,000204
Other Fiduciary Accounts$6,00053
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$221,000142
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$547,00088
Personal Trust and Agency Accounts$133,00054
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$94,00079
Employee Benefit-defined Benefit Accounts$60,00028
Number non-managed other employee benefit and retirement-related accounts$133,00071
Corporate Trust and Agency Accounts$0139
Number of investment management and advisory agency accounts, non-managed assets$13,00079
Number (#) individual retirement, health savings, and other similar accounts$4,00068
Other Fiduciary Accounts$110,00022
Memoranda
Custody and Safekeeping Accounts$663,00055
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$111,000103
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$3,306,00078
Number of Managed Accounts$2,748,00058
Personal Trust and Agency Accounts$2,126,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$58,00081
Employee Benefit-defined Benefit Accounts$12,00069
Number of other employee benefit and retirement-related accounts$232,000163
Corporate Trust and Agency Accounts$0226
Number of managed investment management and investment advisory agency accounts$306,000146
Number of foundation and endowment trust and agency accounts, managed assets$8,000272
Other Fiduciary Accounts$6,00090
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$224,000153
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$067
Number of Non-Managed Accounts$558,000101
Personal Trust and Agency Accounts$137,00068
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$96,00084
Employee Benefit-defined Benefit Accounts$61,00027
Number non-managed other employee benefit and retirement-related accounts$136,000111
Corporate Trust and Agency Accounts$0326
Number of investment management and advisory agency accounts, non-managed assets$15,00099
Number (#) individual retirement, health savings, and other similar accounts$4,00074
Other Fiduciary Accounts$109,00028
Memoranda
Custody and Safekeeping Accounts$666,00063
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$114,000170
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$3,395,00076
Number of Managed Accounts$2,819,00059
Personal Trust and Agency Accounts$2,169,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$59,00074
Employee Benefit-defined Benefit Accounts$12,00064
Number of other employee benefit and retirement-related accounts$240,000146
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$326,000135
Number of foundation and endowment trust and agency accounts, managed assets$8,000201
Other Fiduciary Accounts$5,00059
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$232,000133
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$576,00086
Personal Trust and Agency Accounts$144,00051
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$98,00075
Employee Benefit-defined Benefit Accounts$61,00027
Number non-managed other employee benefit and retirement-related accounts$143,00066
Corporate Trust and Agency Accounts$0146
Number of investment management and advisory agency accounts, non-managed assets$16,00062
Number (#) individual retirement, health savings, and other similar accounts$4,00071
Other Fiduciary Accounts$110,00021
Memoranda
Custody and Safekeeping Accounts$689,00057
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$121,00093
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$3,463,00075
Number of Managed Accounts$2,879,00059
Personal Trust and Agency Accounts$2,209,00033
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$64,00066
Employee Benefit-defined Benefit Accounts$12,00065
Number of other employee benefit and retirement-related accounts$242,000144
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$340,000130
Number of foundation and endowment trust and agency accounts, managed assets$8,000199
Other Fiduciary Accounts$4,00064
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$232,000135
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$584,00090
Personal Trust and Agency Accounts$141,00053
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$108,00071
Employee Benefit-defined Benefit Accounts$61,00028
Number non-managed other employee benefit and retirement-related accounts$149,00066
Corporate Trust and Agency Accounts$0146
Number of investment management and advisory agency accounts, non-managed assets$14,00071
Number (#) individual retirement, health savings, and other similar accounts$4,00066
Other Fiduciary Accounts$107,00022
Memoranda
Custody and Safekeeping Accounts$692,00058
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$127,00087
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,499,00075
Number of Managed Accounts$2,921,00057
Personal Trust and Agency Accounts$2,239,00033
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$64,00066
Employee Benefit-defined Benefit Accounts$13,00061
Number of other employee benefit and retirement-related accounts$243,000136
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$353,000126
Number of foundation and endowment trust and agency accounts, managed assets$6,000215
Other Fiduciary Accounts$3,00066
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$233,000126
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$578,00090
Personal Trust and Agency Accounts$144,00055
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$109,00073
Employee Benefit-defined Benefit Accounts$60,00029
Number non-managed other employee benefit and retirement-related accounts$147,00069
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$6,00054
Other Fiduciary Accounts$112,00024
Memoranda
Custody and Safekeeping Accounts$709,00057
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$125,00086
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,546,00077
Number of Managed Accounts$2,934,00055
Personal Trust and Agency Accounts$2,269,00033
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$63,00081
Employee Benefit-defined Benefit Accounts$13,00066
Number of other employee benefit and retirement-related accounts$250,000140
Corporate Trust and Agency Accounts$0246
Number of managed investment management and investment advisory agency accounts$330,000135
Number of foundation and endowment trust and agency accounts, managed assets$6,000308
Other Fiduciary Accounts$3,000140
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$239,000130
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$079
Number of Non-Managed Accounts$612,000101
Personal Trust and Agency Accounts$140,00068
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$114,00075
Employee Benefit-defined Benefit Accounts$62,00028
Number non-managed other employee benefit and retirement-related accounts$165,000100
Corporate Trust and Agency Accounts$0347
Number of investment management and advisory agency accounts, non-managed assets$17,00087
Number (#) individual retirement, health savings, and other similar accounts$6,00060
Other Fiduciary Accounts$108,00034
Memoranda
Custody and Safekeeping Accounts$719,00058
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$138,000135
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,582,00073
Number of Managed Accounts$2,962,00053
Personal Trust and Agency Accounts$2,288,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$64,00072
Employee Benefit-defined Benefit Accounts$13,00061
Number of other employee benefit and retirement-related accounts$249,000132
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$337,000123
Number of foundation and endowment trust and agency accounts, managed assets$6,000211
Other Fiduciary Accounts$5,00062
Memoranda
Fiduciary Accounts Held in Foreign Offices$08
Number of Individual retirement, health savings, and similar accounts,managed assets$238,000119
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$620,00089
Personal Trust and Agency Accounts$145,00058
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$128,00064
Employee Benefit-defined Benefit Accounts$62,00027
Number non-managed other employee benefit and retirement-related accounts$161,00066
Corporate Trust and Agency Accounts$0159
Number of investment management and advisory agency accounts, non-managed assets$18,00053
Number (#) individual retirement, health savings, and other similar accounts$6,00054
Other Fiduciary Accounts$100,00028
Memoranda
Custody and Safekeeping Accounts$721,00055
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$134,00083
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,645,00072
Number of Managed Accounts$3,014,00052
Personal Trust and Agency Accounts$2,328,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$67,00066
Employee Benefit-defined Benefit Accounts$13,00065
Number of other employee benefit and retirement-related accounts$249,000129
Corporate Trust and Agency Accounts$095
Number of managed investment management and investment advisory agency accounts$345,000123
Number of foundation and endowment trust and agency accounts, managed assets$7,000204
Other Fiduciary Accounts$5,00064
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assets$238,000116
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$631,00089
Personal Trust and Agency Accounts$149,00056
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$135,00061
Employee Benefit-defined Benefit Accounts$60,00028
Number non-managed other employee benefit and retirement-related accounts$162,00064
Corporate Trust and Agency Accounts$0164
Number of investment management and advisory agency accounts, non-managed assets$18,00055
Number (#) individual retirement, health savings, and other similar accounts$4,00070
Other Fiduciary Accounts$103,00028
Memoranda
Custody and Safekeeping Accounts$742,00054
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$135,00071
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,701,00073
Number of Managed Accounts$3,075,00051
Personal Trust and Agency Accounts$2,373,00031
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$68,00065
Employee Benefit-defined Benefit Accounts$13,00067
Number of other employee benefit and retirement-related accounts$255,000124
Corporate Trust and Agency Accounts$091
Number of managed investment management and investment advisory agency accounts$352,000123
Number of foundation and endowment trust and agency accounts, managed assets$9,000187
Other Fiduciary Accounts$5,00063
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assets$244,000109
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$626,00091
Personal Trust and Agency Accounts$147,00055
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$138,00061
Employee Benefit-defined Benefit Accounts$60,00029
Number non-managed other employee benefit and retirement-related accounts$157,00063
Corporate Trust and Agency Accounts$0163
Number of investment management and advisory agency accounts, non-managed assets$19,00045
Number (#) individual retirement, health savings, and other similar accounts$5,00063
Other Fiduciary Accounts$100,00031
Memoranda
Custody and Safekeeping Accounts$741,00055
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$131,00072
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,800,00078
Number of Managed Accounts$3,150,00055
Personal Trust and Agency Accounts$2,438,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$70,00074
Employee Benefit-defined Benefit Accounts$11,00074
Number of other employee benefit and retirement-related accounts$261,000130
Corporate Trust and Agency Accounts$0253
Number of managed investment management and investment advisory agency accounts$356,000120
Number of foundation and endowment trust and agency accounts, managed assets$9,000240
Other Fiduciary Accounts$5,000118
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assets$247,000115
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$082
Number of Non-Managed Accounts$650,000103
Personal Trust and Agency Accounts$149,00065
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$150,00063
Employee Benefit-defined Benefit Accounts$59,00029
Number non-managed other employee benefit and retirement-related accounts$168,000100
Corporate Trust and Agency Accounts$0372
Number of investment management and advisory agency accounts, non-managed assets$19,00071
Number (#) individual retirement, health savings, and other similar accounts$5,00068
Other Fiduciary Accounts$100,00037
Memoranda
Custody and Safekeeping Accounts$746,00058
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$141,000133
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,811,00074
Number of Managed Accounts$3,174,00053
Personal Trust and Agency Accounts$2,466,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$72,00066
Employee Benefit-defined Benefit Accounts$11,00067
Number of other employee benefit and retirement-related accounts$250,000124
Corporate Trust and Agency Accounts$098
Number of managed investment management and investment advisory agency accounts$365,000131
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$10,00053
Memoranda
Fiduciary Accounts Held in Foreign Offices$010
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$637,00093
Personal Trust and Agency Accounts$159,00062
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$151,00063
Employee Benefit-defined Benefit Accounts$59,00033
Number non-managed other employee benefit and retirement-related accounts$168,00060
Corporate Trust and Agency Accounts$0163
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$100,00035
Memoranda
Custody and Safekeeping Accounts$766,00056
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,905,00076
Number of Managed Accounts$3,263,00055
Personal Trust and Agency Accounts$2,533,00035
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$77,00065
Employee Benefit-defined Benefit Accounts$11,00071
Number of other employee benefit and retirement-related accounts$259,000120
Corporate Trust and Agency Accounts$0100
Number of managed investment management and investment advisory agency accounts$373,000130
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$10,00053
Memoranda
Fiduciary Accounts Held in Foreign Offices$010
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$642,00091
Personal Trust and Agency Accounts$162,00060
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$154,00063
Employee Benefit-defined Benefit Accounts$59,00034
Number non-managed other employee benefit and retirement-related accounts$152,00069
Corporate Trust and Agency Accounts$0164
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$115,00035
Memoranda
Custody and Safekeeping Accounts$772,00060
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,014,00071
Number of Managed Accounts$3,362,00053
Personal Trust and Agency Accounts$2,600,00034
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$85,00062
Employee Benefit-defined Benefit Accounts$13,00066
Number of other employee benefit and retirement-related accounts$271,000111
Corporate Trust and Agency Accounts$099
Number of managed investment management and investment advisory agency accounts$382,000129
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$11,00052
Memoranda
Fiduciary Accounts Held in Foreign Offices$010
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$652,00089
Personal Trust and Agency Accounts$170,00058
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$158,00064
Employee Benefit-defined Benefit Accounts$59,00033
Number non-managed other employee benefit and retirement-related accounts$153,00072
Corporate Trust and Agency Accounts$0163
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$112,00035
Memoranda
Custody and Safekeeping Accounts$776,00060
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,058,00077
Number of Managed Accounts$3,403,00054
Personal Trust and Agency Accounts$2,627,00034
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$93,00058
Employee Benefit-defined Benefit Accounts$13,00071
Number of other employee benefit and retirement-related accounts$281,000114
Corporate Trust and Agency Accounts$0267
Number of managed investment management and investment advisory agency accounts$383,000133
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$6,000107
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$655,000111
Personal Trust and Agency Accounts$175,00066
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$164,00064
Employee Benefit-defined Benefit Accounts$58,00041
Number non-managed other employee benefit and retirement-related accounts$167,000112
Corporate Trust and Agency Accounts$0375
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$91,00046
Memoranda
Custody and Safekeeping Accounts$762,00066
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,140,00071
Number of Managed Accounts$3,478,00054
Personal Trust and Agency Accounts$2,680,00034
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$93,00056
Employee Benefit-defined Benefit Accounts$14,00062
Number of other employee benefit and retirement-related accounts$282,000105
Corporate Trust and Agency Accounts$0108
Number of managed investment management and investment advisory agency accounts$403,000123
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$6,00072
Memoranda
Fiduciary Accounts Held in Foreign Offices$010
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$662,00096
Personal Trust and Agency Accounts$173,00061
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$168,00059
Employee Benefit-defined Benefit Accounts$63,00035
Number non-managed other employee benefit and retirement-related accounts$173,00067
Corporate Trust and Agency Accounts$0174
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$85,00036
Memoranda
Custody and Safekeeping Accounts$792,00061
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,223,00071
Number of Managed Accounts$3,555,00053
Personal Trust and Agency Accounts$2,728,00033
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$103,00050
Employee Benefit-defined Benefit Accounts$14,00061
Number of other employee benefit and retirement-related accounts$287,000101
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$417,000120
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$6,00070
Memoranda
Fiduciary Accounts Held in Foreign Offices$011
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$668,00094
Personal Trust and Agency Accounts$173,00056
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$174,00060
Employee Benefit-defined Benefit Accounts$57,00039
Number non-managed other employee benefit and retirement-related accounts$180,00065
Corporate Trust and Agency Accounts$0177
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$84,00034
Memoranda
Custody and Safekeeping Accounts$809,00062
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,357,00070
Number of Managed Accounts$3,680,00052
Personal Trust and Agency Accounts$2,805,00034
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$115,00045
Employee Benefit-defined Benefit Accounts$14,00059
Number of other employee benefit and retirement-related accounts$301,00096
Corporate Trust and Agency Accounts$0103
Number of managed investment management and investment advisory agency accounts$439,000115
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$6,00074
Memoranda
Fiduciary Accounts Held in Foreign Offices$012
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$677,00092
Personal Trust and Agency Accounts$167,00055
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$176,00059
Employee Benefit-defined Benefit Accounts$56,00040
Number non-managed other employee benefit and retirement-related accounts$194,00061
Corporate Trust and Agency Accounts$0179
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$84,00038
Memoranda
Custody and Safekeeping Accounts$821,00060
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,434,00071
Number of Managed Accounts$3,757,00051
Personal Trust and Agency Accounts$2,850,00036
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$119,00048
Employee Benefit-defined Benefit Accounts$17,00057
Number of other employee benefit and retirement-related accounts$308,00096
Corporate Trust and Agency Accounts$0273
Number of managed investment management and investment advisory agency accounts$456,000108
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$7,000123
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$677,000105
Personal Trust and Agency Accounts$163,00065
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$185,00061
Employee Benefit-defined Benefit Accounts$49,00046
Number non-managed other employee benefit and retirement-related accounts$192,000101
Corporate Trust and Agency Accounts$0389
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$88,00049
Memoranda
Custody and Safekeeping Accounts$821,00066
Fiduciary Accounts Held in Foreign Offices$012
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,480,00067
Number of Managed Accounts$3,810,00048
Personal Trust and Agency Accounts$2,887,00036
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$120,00047
Employee Benefit-defined Benefit Accounts$18,00052
Number of other employee benefit and retirement-related accounts$316,00088
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$462,000105
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$7,00076
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$670,00089
Personal Trust and Agency Accounts$155,00054
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$186,00058
Employee Benefit-defined Benefit Accounts$48,00044
Number non-managed other employee benefit and retirement-related accounts$193,00062
Corporate Trust and Agency Accounts$0189
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$88,00036
Memoranda
Custody and Safekeeping Accounts$838,00056
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$4,541,00068
Number of Managed Accounts$3,864,00049
Personal Trust and Agency Accounts$2,929,00038
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$124,00045
Employee Benefit-defined Benefit Accounts$18,00055
Number of other employee benefit and retirement-related accounts$315,00086
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$471,000101
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$7,00071
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$677,00091
Personal Trust and Agency Accounts$160,00057
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$188,00060
Employee Benefit-defined Benefit Accounts$47,00047
Number non-managed other employee benefit and retirement-related accounts$194,00063
Corporate Trust and Agency Accounts$0192
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$88,00032
Memoranda
Custody and Safekeeping Accounts$848,00059
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$4,463,00066
Number of Managed Accounts$3,865,00047
Personal Trust and Agency Accounts$2,946,00038
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$128,00047
Employee Benefit-defined Benefit Accounts$16,00061
Number of other employee benefit and retirement-related accounts$304,00084
Corporate Trust and Agency Accounts$0102
Number of managed investment management and investment advisory agency accounts$463,000103
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$8,00071
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$598,00094
Personal Trust and Agency Accounts$161,00054
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$184,00063
Employee Benefit-defined Benefit Accounts$46,00047
Number non-managed other employee benefit and retirement-related accounts$121,00089
Corporate Trust and Agency Accounts$0190
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$86,00033
Memoranda
Custody and Safekeeping Accounts$467,00077
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$4,598,00067
Number of Managed Accounts$3,910,00047
Personal Trust and Agency Accounts$2,993,00039
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$138,00048
Employee Benefit-defined Benefit Accounts$20,00059
Number of other employee benefit and retirement-related accounts$311,00086
Corporate Trust and Agency Accounts$0281
Number of managed investment management and investment advisory agency accounts$435,000108
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$13,00085
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$688,000104
Personal Trust and Agency Accounts$161,00065
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$199,00065
Employee Benefit-defined Benefit Accounts$46,00055
Number non-managed other employee benefit and retirement-related accounts$178,000104
Corporate Trust and Agency Accounts$0403
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$104,00044
Memoranda
Custody and Safekeeping Accounts$832,00066
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$4,701,00068
Number of Managed Accounts$4,009,00050
Personal Trust and Agency Accounts$3,078,00041
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$143,00044
Employee Benefit-defined Benefit Accounts$21,00057
Number of other employee benefit and retirement-related accounts$321,00084
Corporate Trust and Agency Accounts$0101
Number of managed investment management and investment advisory agency accounts$439,000107
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$7,00072
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$692,00092
Personal Trust and Agency Accounts$152,00056
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$201,00063
Employee Benefit-defined Benefit Accounts$46,00048
Number non-managed other employee benefit and retirement-related accounts$187,00065
Corporate Trust and Agency Accounts$0192
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$106,00035
Memoranda
Custody and Safekeeping Accounts$865,00058
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$4,775,00069
Number of Managed Accounts$4,073,00049
Personal Trust and Agency Accounts$3,155,00042
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$141,00043
Employee Benefit-defined Benefit Accounts$22,00059
Number of other employee benefit and retirement-related accounts$325,00085
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$424,000115
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$6,00087
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$702,00092
Personal Trust and Agency Accounts$140,00062
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$196,00067
Employee Benefit-defined Benefit Accounts$53,00055
Number non-managed other employee benefit and retirement-related accounts$211,00063
Corporate Trust and Agency Accounts$0194
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$102,00035
Memoranda
Custody and Safekeeping Accounts$934,00056
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$4,892,00066
Number of Managed Accounts$4,125,00051
Personal Trust and Agency Accounts$3,200,00043
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$144,00046
Employee Benefit-defined Benefit Accounts$24,00058
Number of other employee benefit and retirement-related accounts$337,00078
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$413,000115
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$7,00084
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$767,00089
Personal Trust and Agency Accounts$187,00052
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$201,00064
Employee Benefit-defined Benefit Accounts$52,00052
Number non-managed other employee benefit and retirement-related accounts$227,00058
Corporate Trust and Agency Accounts$0196
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$100,00035
Memoranda
Custody and Safekeeping Accounts$966,00054
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,051,00066
Number of Managed Accounts$4,243,00052
Personal Trust and Agency Accounts$3,301,00043
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$150,00048
Employee Benefit-defined Benefit Accounts$24,00062
Number of other employee benefit and retirement-related accounts$352,00076
Corporate Trust and Agency Accounts$0303
Number of managed investment management and investment advisory agency accounts$409,000111
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$7,000136
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$808,000100
Personal Trust and Agency Accounts$207,00052
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$219,00063
Employee Benefit-defined Benefit Accounts$59,00052
Number non-managed other employee benefit and retirement-related accounts$227,00089
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$96,00047
Memoranda
Custody and Safekeeping Accounts$993,00059
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,303,00060
Number of Managed Accounts$4,444,00047
Personal Trust and Agency Accounts$3,452,00036
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$168,00039
Employee Benefit-defined Benefit Accounts$24,00057
Number of other employee benefit and retirement-related accounts$372,00071
Corporate Trust and Agency Accounts$0110
Number of managed investment management and investment advisory agency accounts$422,000103
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$6,00085
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$859,00080
Personal Trust and Agency Accounts$227,00041
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$214,00061
Employee Benefit-defined Benefit Accounts$61,00048
Number non-managed other employee benefit and retirement-related accounts$262,00050
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$95,00035
Memoranda
Custody and Safekeeping Accounts$1,078,00051
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,411,00057
Number of Managed Accounts$4,550,00045
Personal Trust and Agency Accounts$3,553,00035
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$170,00038
Employee Benefit-defined Benefit Accounts$24,00057
Number of other employee benefit and retirement-related accounts$372,00068
Corporate Trust and Agency Accounts$0114
Number of managed investment management and investment advisory agency accounts$425,000101
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$6,00088
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$861,00080
Personal Trust and Agency Accounts$219,00043
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$220,00061
Employee Benefit-defined Benefit Accounts$57,00050
Number non-managed other employee benefit and retirement-related accounts$270,00050
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$95,00036
Memoranda
Custody and Safekeeping Accounts$1,054,00050
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,477,00058
Number of Managed Accounts$4,559,00047
Personal Trust and Agency Accounts$3,576,00036
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$172,00040
Employee Benefit-defined Benefit Accounts$26,00058
Number of other employee benefit and retirement-related accounts$379,00069
Corporate Trust and Agency Accounts$0116
Number of managed investment management and investment advisory agency accounts$400,000104
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$6,00086
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$918,00085
Personal Trust and Agency Accounts$249,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$228,00065
Employee Benefit-defined Benefit Accounts$68,00047
Number non-managed other employee benefit and retirement-related accounts$279,00049
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$94,00039
Memoranda
Custody and Safekeeping Accounts$989,00055
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,540,00065
Number of Managed Accounts$4,594,00050
Personal Trust and Agency Accounts$3,630,00039
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$168,00042
Employee Benefit-defined Benefit Accounts$24,00065
Number of other employee benefit and retirement-related accounts$384,00069
Corporate Trust and Agency Accounts$0312
Number of managed investment management and investment advisory agency accounts$383,000106
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$5,000157
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$946,00097
Personal Trust and Agency Accounts$255,00043
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$240,00069
Employee Benefit-defined Benefit Accounts$68,00051
Number non-managed other employee benefit and retirement-related accounts$290,00073
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$93,00052
Memoranda
Custody and Safekeeping Accounts$980,00058
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,619,00058
Number of Managed Accounts$4,671,00048
Personal Trust and Agency Accounts$3,675,00037
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$168,00042
Employee Benefit-defined Benefit Accounts$23,00061
Number of other employee benefit and retirement-related accounts$385,00068
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$420,00092
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$948,00088
Personal Trust and Agency Accounts$259,00039
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$237,00067
Employee Benefit-defined Benefit Accounts$68,00044
Number non-managed other employee benefit and retirement-related accounts$311,00049
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$73,00039
Memoranda
Custody and Safekeeping Accounts$1,059,00057
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,541,00060
Number of Managed Accounts$4,622,00047
Personal Trust and Agency Accounts$3,689,00036
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$168,00041
Employee Benefit-defined Benefit Accounts$31,00049
Number of other employee benefit and retirement-related accounts$383,00066
Corporate Trust and Agency Accounts$0113
Number of managed investment management and investment advisory agency accounts$340,000108
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$11,00068
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$919,00093
Personal Trust and Agency Accounts$248,00041
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$211,00068
Employee Benefit-defined Benefit Accounts$75,00044
Number non-managed other employee benefit and retirement-related accounts$303,00051
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$82,00039
Memoranda
Custody and Safekeeping Accounts$1,021,00057
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,506,00062
Number of Managed Accounts$4,553,00048
Personal Trust and Agency Accounts$3,644,00037
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$168,00044
Employee Benefit-defined Benefit Accounts$37,00047
Number of other employee benefit and retirement-related accounts$372,00065
Corporate Trust and Agency Accounts$0110
Number of managed investment management and investment advisory agency accounts$320,000120
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$12,00067
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$953,00090
Personal Trust and Agency Accounts$260,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$192,00078
Employee Benefit-defined Benefit Accounts$100,00038
Number non-managed other employee benefit and retirement-related accounts$317,00049
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$84,00040
Memoranda
Custody and Safekeeping Accounts$1,017,00059
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,488,00067
Number of Managed Accounts$4,547,00051
Personal Trust and Agency Accounts$3,627,00039
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$167,00046
Employee Benefit-defined Benefit Accounts$38,00053
Number of other employee benefit and retirement-related accounts$387,00064
Corporate Trust and Agency Accounts$0340
Number of managed investment management and investment advisory agency accounts$316,000123
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$12,000122
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$941,000103
Personal Trust and Agency Accounts$255,00051
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$237,00078
Employee Benefit-defined Benefit Accounts$103,00040
Number non-managed other employee benefit and retirement-related accounts$320,00069
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$26,00097
Memoranda
Custody and Safekeeping Accounts$1,008,00064
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,000,00070
Number of Managed Accounts$4,256,00052
Personal Trust and Agency Accounts$3,493,00042
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$99,00077
Employee Benefit-defined Benefit Accounts$38,00051
Number of other employee benefit and retirement-related accounts$390,00058
Corporate Trust and Agency Accounts$0121
Number of managed investment management and investment advisory agency accounts$236,000161
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$744,000105
Personal Trust and Agency Accounts$257,00043
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$215,00085
Employee Benefit-defined Benefit Accounts$83,00043
Number non-managed other employee benefit and retirement-related accounts$101,000110
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$88,00046
Memoranda
Custody and Safekeeping Accounts$1,567,00047
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,199,00072
Number of Managed Accounts$4,401,00052
Personal Trust and Agency Accounts$3,579,00041
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$130,00066
Employee Benefit-defined Benefit Accounts$35,00052
Number of other employee benefit and retirement-related accounts$415,00057
Corporate Trust and Agency Accounts$0129
Number of managed investment management and investment advisory agency accounts$242,000155
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$798,000104
Personal Trust and Agency Accounts$270,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$281,00075
Employee Benefit-defined Benefit Accounts$60,00051
Number non-managed other employee benefit and retirement-related accounts$103,000118
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$84,00044
Memoranda
Custody and Safekeeping Accounts$1,564,00049
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,310,00072
Number of Managed Accounts$4,545,00052
Personal Trust and Agency Accounts$3,702,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$130,00074
Employee Benefit-defined Benefit Accounts$35,00053
Number of other employee benefit and retirement-related accounts$413,00055
Corporate Trust and Agency Accounts$0138
Number of managed investment management and investment advisory agency accounts$265,000141
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$765,000106
Personal Trust and Agency Accounts$236,00044
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$294,00075
Employee Benefit-defined Benefit Accounts$67,00051
Number non-managed other employee benefit and retirement-related accounts$103,000117
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$65,00054
Memoranda
Custody and Safekeeping Accounts$1,573,00050
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,372,00075
Number of Managed Accounts$4,600,00054
Personal Trust and Agency Accounts$3,748,00041
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$141,00077
Employee Benefit-defined Benefit Accounts$35,00059
Number of other employee benefit and retirement-related accounts$413,00058
Corporate Trust and Agency Accounts$0378
Number of managed investment management and investment advisory agency accounts$263,000147
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$772,000117
Personal Trust and Agency Accounts$228,00055
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$302,00080
Employee Benefit-defined Benefit Accounts$67,00060
Number non-managed other employee benefit and retirement-related accounts$108,000182
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$67,00069
Memoranda
Custody and Safekeeping Accounts$1,593,00049
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,023,00071
Number of Managed Accounts$4,207,00051
Personal Trust and Agency Accounts$3,334,00042
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$174,00080
Employee Benefit-defined Benefit Accounts$50,00053
Number of other employee benefit and retirement-related accounts$414,00057
Corporate Trust and Agency Accounts$0351
Number of managed investment management and investment advisory agency accounts$235,000148
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$816,000109
Personal Trust and Agency Accounts$166,00074
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$384,00056
Employee Benefit-defined Benefit Accounts$63,00063
Number non-managed other employee benefit and retirement-related accounts$136,000149
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$67,00064
Memoranda
Custody and Safekeeping Accounts$1,670,00037
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