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First State Bank and Trust, Number of Fiduciary and Related Asset Accounts

2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,441,000182
Number of Managed Accounts$1,016,000204
Personal Trust and Agency Accounts$231,000239
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0412
Employee Benefit-defined Benefit Accounts$0229
Number of other employee benefit and retirement-related accounts$472,000173
Corporate Trust and Agency Accounts$0193
Number of managed investment management and investment advisory agency accounts$299,000194
Number of foundation and endowment trust and agency accounts, managed assets$14,000264
Other Fiduciary Accounts$0249
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$471,000141
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$050
Number of Non-Managed Accounts$425,000100
Personal Trust and Agency Accounts$385,00036
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000265
Employee Benefit-defined Benefit Accounts$1,000145
Number non-managed other employee benefit and retirement-related accounts$1,000565
Corporate Trust and Agency Accounts$0248
Number of investment management and advisory agency accounts, non-managed assets$0396
Number (#) individual retirement, health savings, and other similar accounts$37,00017
Other Fiduciary Accounts$0190
Memoranda
Custody and Safekeeping Accounts$254,000113
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$254,00099
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,415,000177
Number of Managed Accounts$995,000195
Personal Trust and Agency Accounts$218,000215
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0283
Employee Benefit-defined Benefit Accounts$0168
Number of other employee benefit and retirement-related accounts$465,000159
Corporate Trust and Agency Accounts$079
Number of managed investment management and investment advisory agency accounts$299,000183
Number of foundation and endowment trust and agency accounts, managed assets$13,000216
Other Fiduciary Accounts$0112
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$464,000124
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$420,00093
Personal Trust and Agency Accounts$388,00031
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000205
Employee Benefit-defined Benefit Accounts$1,000132
Number non-managed other employee benefit and retirement-related accounts$1,000280
Corporate Trust and Agency Accounts$0118
Number of investment management and advisory agency accounts, non-managed assets$0251
Number (#) individual retirement, health savings, and other similar accounts$29,00017
Other Fiduciary Accounts$095
Memoranda
Custody and Safekeeping Accounts$252,00094
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$252,00077
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,417,000180
Number of Managed Accounts$1,007,000195
Personal Trust and Agency Accounts$222,000229
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0328
Employee Benefit-defined Benefit Accounts$0184
Number of other employee benefit and retirement-related accounts$467,000168
Corporate Trust and Agency Accounts$0125
Number of managed investment management and investment advisory agency accounts$305,000186
Number of foundation and endowment trust and agency accounts, managed assets$13,000239
Other Fiduciary Accounts$0158
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$466,000130
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$410,00097
Personal Trust and Agency Accounts$376,00033
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000228
Employee Benefit-defined Benefit Accounts$1,000139
Number non-managed other employee benefit and retirement-related accounts$1,000362
Corporate Trust and Agency Accounts$0169
Number of investment management and advisory agency accounts, non-managed assets$0289
Number (#) individual retirement, health savings, and other similar accounts$31,00017
Other Fiduciary Accounts$0135
Memoranda
Custody and Safekeeping Accounts$256,00094
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$256,00085
2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,412,000183
Number of Managed Accounts$1,005,000195
Personal Trust and Agency Accounts$224,000212
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0248
Employee Benefit-defined Benefit Accounts$0171
Number of other employee benefit and retirement-related accounts$466,000132
Corporate Trust and Agency Accounts$074
Number of managed investment management and investment advisory agency accounts$303,000182
Number of foundation and endowment trust and agency accounts, managed assets$12,000221
Other Fiduciary Accounts$0108
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$465,000127
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$407,00096
Personal Trust and Agency Accounts$375,00026
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000206
Employee Benefit-defined Benefit Accounts$1,00098
Number non-managed other employee benefit and retirement-related accounts$1,000282
Corporate Trust and Agency Accounts$0107
Number of investment management and advisory agency accounts, non-managed assets$0208
Number (#) individual retirement, health savings, and other similar accounts$29,00017
Other Fiduciary Accounts$092
Memoranda
Custody and Safekeeping Accounts$251,00097
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$251,00047
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,385,000191
Number of Managed Accounts$999,000204
Personal Trust and Agency Accounts$225,000240
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0390
Employee Benefit-defined Benefit Accounts$0238
Number of other employee benefit and retirement-related accounts$462,000144
Corporate Trust and Agency Accounts$0160
Number of managed investment management and investment advisory agency accounts$301,000192
Number of foundation and endowment trust and agency accounts, managed assets$11,000288
Other Fiduciary Accounts$0220
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$461,000140
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$051
Number of Non-Managed Accounts$386,000107
Personal Trust and Agency Accounts$355,00031
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000283
Employee Benefit-defined Benefit Accounts$1,000106
Number non-managed other employee benefit and retirement-related accounts$1,000547
Corporate Trust and Agency Accounts$0212
Number of investment management and advisory agency accounts, non-managed assets$0360
Number (#) individual retirement, health savings, and other similar accounts$28,00016
Other Fiduciary Accounts$0175
Memoranda
Custody and Safekeeping Accounts$240,000123
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$240,00067
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,353,000193
Number of Managed Accounts$977,000201
Personal Trust and Agency Accounts$224,000217
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0260
Employee Benefit-defined Benefit Accounts$0181
Number of other employee benefit and retirement-related accounts$446,000137
Corporate Trust and Agency Accounts$076
Number of managed investment management and investment advisory agency accounts$297,000190
Number of foundation and endowment trust and agency accounts, managed assets$10,000239
Other Fiduciary Accounts$0105
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$445,000135
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$376,000103
Personal Trust and Agency Accounts$344,00030
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000223
Employee Benefit-defined Benefit Accounts$1,00099
Number non-managed other employee benefit and retirement-related accounts$1,000293
Corporate Trust and Agency Accounts$0115
Number of investment management and advisory agency accounts, non-managed assets$0208
Number (#) individual retirement, health savings, and other similar accounts$29,00017
Other Fiduciary Accounts$098
Memoranda
Custody and Safekeeping Accounts$245,000101
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$245,00050
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,331,000176
Number of Managed Accounts$964,000189
Personal Trust and Agency Accounts$229,000203
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0285
Employee Benefit-defined Benefit Accounts$0188
Number of other employee benefit and retirement-related accounts$435,000137
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$290,000184
Number of foundation and endowment trust and agency accounts, managed assets$10,000252
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$434,000134
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$367,00094
Personal Trust and Agency Accounts$335,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000238
Employee Benefit-defined Benefit Accounts$1,00092
Number non-managed other employee benefit and retirement-related accounts$1,000327
Corporate Trust and Agency Accounts$0126
Number of investment management and advisory agency accounts, non-managed assets$0230
Number (#) individual retirement, health savings, and other similar accounts$29,00016
Other Fiduciary Accounts$0109
Memoranda
Custody and Safekeeping Accounts$241,00095
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$241,00048
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,305,000180
Number of Managed Accounts$949,000185
Personal Trust and Agency Accounts$230,000193
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0250
Employee Benefit-defined Benefit Accounts$0174
Number of other employee benefit and retirement-related accounts$425,000135
Corporate Trust and Agency Accounts$072
Number of managed investment management and investment advisory agency accounts$284,000184
Number of foundation and endowment trust and agency accounts, managed assets$10,000221
Other Fiduciary Accounts$0101
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$424,000131
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$356,00096
Personal Trust and Agency Accounts$324,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000217
Employee Benefit-defined Benefit Accounts$1,00091
Number non-managed other employee benefit and retirement-related accounts$1,000281
Corporate Trust and Agency Accounts$0109
Number of investment management and advisory agency accounts, non-managed assets$0187
Number (#) individual retirement, health savings, and other similar accounts$29,00015
Other Fiduciary Accounts$094
Memoranda
Custody and Safekeeping Accounts$240,00093
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$240,00046
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,295,000184
Number of Managed Accounts$933,000195
Personal Trust and Agency Accounts$225,000218
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0389
Employee Benefit-defined Benefit Accounts$0238
Number of other employee benefit and retirement-related accounts$417,000149
Corporate Trust and Agency Accounts$0160
Number of managed investment management and investment advisory agency accounts$283,000190
Number of foundation and endowment trust and agency accounts, managed assets$8,000301
Other Fiduciary Accounts$0222
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$416,000144
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$040
Number of Non-Managed Accounts$362,000104
Personal Trust and Agency Accounts$330,00024
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000285
Employee Benefit-defined Benefit Accounts$1,000101
Number non-managed other employee benefit and retirement-related accounts$1,000557
Corporate Trust and Agency Accounts$0213
Number of investment management and advisory agency accounts, non-managed assets$0346
Number (#) individual retirement, health savings, and other similar accounts$29,00018
Other Fiduciary Accounts$0174
Memoranda
Custody and Safekeeping Accounts$248,000112
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$248,00061
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,273,000182
Number of Managed Accounts$907,000198
Personal Trust and Agency Accounts$225,000196
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0249
Employee Benefit-defined Benefit Accounts$0174
Number of other employee benefit and retirement-related accounts$403,000141
Corporate Trust and Agency Accounts$071
Number of managed investment management and investment advisory agency accounts$271,000186
Number of foundation and endowment trust and agency accounts, managed assets$8,000225
Other Fiduciary Accounts$097
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$402,000137
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$366,00094
Personal Trust and Agency Accounts$334,00022
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000218
Employee Benefit-defined Benefit Accounts$1,00091
Number non-managed other employee benefit and retirement-related accounts$1,000273
Corporate Trust and Agency Accounts$0107
Number of investment management and advisory agency accounts, non-managed assets$0181
Number (#) individual retirement, health savings, and other similar accounts$29,00017
Other Fiduciary Accounts$090
Memoranda
Custody and Safekeeping Accounts$256,00089
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$256,00043
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,281,000184
Number of Managed Accounts$910,000203
Personal Trust and Agency Accounts$242,000197
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0292
Employee Benefit-defined Benefit Accounts$0191
Number of other employee benefit and retirement-related accounts$400,000148
Corporate Trust and Agency Accounts$076
Number of managed investment management and investment advisory agency accounts$261,000195
Number of foundation and endowment trust and agency accounts, managed assets$7,000261
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$399,000145
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$371,00093
Personal Trust and Agency Accounts$338,00022
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000248
Employee Benefit-defined Benefit Accounts$1,00099
Number non-managed other employee benefit and retirement-related accounts$1,000321
Corporate Trust and Agency Accounts$0129
Number of investment management and advisory agency accounts, non-managed assets$0214
Number (#) individual retirement, health savings, and other similar accounts$30,00018
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$261,00092
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$260,00049
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,263,000183
Number of Managed Accounts$896,000201
Personal Trust and Agency Accounts$243,000186
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0257
Employee Benefit-defined Benefit Accounts$0176
Number of other employee benefit and retirement-related accounts$389,000146
Corporate Trust and Agency Accounts$070
Number of managed investment management and investment advisory agency accounts$258,000192
Number of foundation and endowment trust and agency accounts, managed assets$6,000236
Other Fiduciary Accounts$098
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$388,000141
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$367,00094
Personal Trust and Agency Accounts$333,00023
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000218
Employee Benefit-defined Benefit Accounts$2,00079
Number non-managed other employee benefit and retirement-related accounts$1,000279
Corporate Trust and Agency Accounts$0111
Number of investment management and advisory agency accounts, non-managed assets$0183
Number (#) individual retirement, health savings, and other similar accounts$30,00020
Other Fiduciary Accounts$088
Memoranda
Custody and Safekeeping Accounts$252,00091
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$252,00048
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,265,000184
Number of Managed Accounts$889,000206
Personal Trust and Agency Accounts$247,000200
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0401
Employee Benefit-defined Benefit Accounts$0247
Number of other employee benefit and retirement-related accounts$386,000154
Corporate Trust and Agency Accounts$0158
Number of managed investment management and investment advisory agency accounts$250,000199
Number of foundation and endowment trust and agency accounts, managed assets$6,000324
Other Fiduciary Accounts$0217
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$385,000149
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$044
Number of Non-Managed Accounts$376,000104
Personal Trust and Agency Accounts$342,00024
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000295
Employee Benefit-defined Benefit Accounts$2,00089
Number non-managed other employee benefit and retirement-related accounts$1,000560
Corporate Trust and Agency Accounts$0228
Number of investment management and advisory agency accounts, non-managed assets$0353
Number (#) individual retirement, health savings, and other similar accounts$30,00019
Other Fiduciary Accounts$0171
Memoranda
Custody and Safekeeping Accounts$253,000107
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$253,00066
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,229,000185
Number of Managed Accounts$875,000199
Personal Trust and Agency Accounts$246,000183
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0256
Employee Benefit-defined Benefit Accounts$0178
Number of other employee benefit and retirement-related accounts$378,000146
Corporate Trust and Agency Accounts$074
Number of managed investment management and investment advisory agency accounts$245,000193
Number of foundation and endowment trust and agency accounts, managed assets$6,000236
Other Fiduciary Accounts$0101
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$377,000141
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$354,00097
Personal Trust and Agency Accounts$320,00024
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000220
Employee Benefit-defined Benefit Accounts$2,00083
Number non-managed other employee benefit and retirement-related accounts$1,000282
Corporate Trust and Agency Accounts$0117
Number of investment management and advisory agency accounts, non-managed assets$0190
Number (#) individual retirement, health savings, and other similar accounts$30,00020
Other Fiduciary Accounts$088
Memoranda
Custody and Safekeeping Accounts$252,00086
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$252,00050
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,215,000190
Number of Managed Accounts$857,000207
Personal Trust and Agency Accounts$243,000195
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0293
Employee Benefit-defined Benefit Accounts$0197
Number of other employee benefit and retirement-related accounts$370,000159
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$238,000202
Number of foundation and endowment trust and agency accounts, managed assets$6,000263
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$369,000151
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$358,000100
Personal Trust and Agency Accounts$324,00023
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000244
Employee Benefit-defined Benefit Accounts$2,00083
Number non-managed other employee benefit and retirement-related accounts$1,000320
Corporate Trust and Agency Accounts$0133
Number of investment management and advisory agency accounts, non-managed assets$0224
Number (#) individual retirement, health savings, and other similar accounts$30,00021
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$257,00087
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$257,00055
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,217,000188
Number of Managed Accounts$860,000198
Personal Trust and Agency Accounts$245,000181
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0257
Employee Benefit-defined Benefit Accounts$0180
Number of other employee benefit and retirement-related accounts$369,000148
Corporate Trust and Agency Accounts$073
Number of managed investment management and investment advisory agency accounts$240,000193
Number of foundation and endowment trust and agency accounts, managed assets$6,000238
Other Fiduciary Accounts$0109
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$368,000143
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$357,00098
Personal Trust and Agency Accounts$323,00023
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000218
Employee Benefit-defined Benefit Accounts$2,00078
Number non-managed other employee benefit and retirement-related accounts$1,000281
Corporate Trust and Agency Accounts$0116
Number of investment management and advisory agency accounts, non-managed assets$0191
Number (#) individual retirement, health savings, and other similar accounts$30,00020
Other Fiduciary Accounts$094
Memoranda
Custody and Safekeeping Accounts$259,00089
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$259,00053
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,210,000193
Number of Managed Accounts$850,000213
Personal Trust and Agency Accounts$248,000200
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0411
Employee Benefit-defined Benefit Accounts$0257
Number of other employee benefit and retirement-related accounts$358,000165
Corporate Trust and Agency Accounts$0158
Number of managed investment management and investment advisory agency accounts$238,000202
Number of foundation and endowment trust and agency accounts, managed assets$6,000324
Other Fiduciary Accounts$0226
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$357,000157
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$049
Number of Non-Managed Accounts$360,000112
Personal Trust and Agency Accounts$326,00024
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000310
Employee Benefit-defined Benefit Accounts$2,00088
Number non-managed other employee benefit and retirement-related accounts$1,000572
Corporate Trust and Agency Accounts$0235
Number of investment management and advisory agency accounts, non-managed assets$0362
Number (#) individual retirement, health savings, and other similar accounts$30,00020
Other Fiduciary Accounts$0181
Memoranda
Custody and Safekeeping Accounts$255,000108
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$255,00065
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,187,000188
Number of Managed Accounts$823,000207
Personal Trust and Agency Accounts$247,000187
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0259
Employee Benefit-defined Benefit Accounts$0184
Number of other employee benefit and retirement-related accounts$338,000156
Corporate Trust and Agency Accounts$079
Number of managed investment management and investment advisory agency accounts$232,000195
Number of foundation and endowment trust and agency accounts, managed assets$6,000236
Other Fiduciary Accounts$0110
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$337,000150
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$364,00099
Personal Trust and Agency Accounts$330,00020
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000225
Employee Benefit-defined Benefit Accounts$2,00078
Number non-managed other employee benefit and retirement-related accounts$1,000286
Corporate Trust and Agency Accounts$0114
Number of investment management and advisory agency accounts, non-managed assets$0191
Number (#) individual retirement, health savings, and other similar accounts$30,00019
Other Fiduciary Accounts$095
Memoranda
Custody and Safekeeping Accounts$265,00088
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$265,00048
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,177,000190
Number of Managed Accounts$808,000211
Personal Trust and Agency Accounts$251,000192
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0283
Employee Benefit-defined Benefit Accounts$0197
Number of other employee benefit and retirement-related accounts$327,000168
Corporate Trust and Agency Accounts$077
Number of managed investment management and investment advisory agency accounts$224,000200
Number of foundation and endowment trust and agency accounts, managed assets$6,000252
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$326,000162
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$369,00099
Personal Trust and Agency Accounts$335,00020
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000242
Employee Benefit-defined Benefit Accounts$2,00084
Number non-managed other employee benefit and retirement-related accounts$1,000311
Corporate Trust and Agency Accounts$0126
Number of investment management and advisory agency accounts, non-managed assets$0208
Number (#) individual retirement, health savings, and other similar accounts$30,00020
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$261,00093
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$261,00056
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,161,000188
Number of Managed Accounts$803,000213
Personal Trust and Agency Accounts$255,000191
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0282
Employee Benefit-defined Benefit Accounts$0197
Number of other employee benefit and retirement-related accounts$319,000170
Corporate Trust and Agency Accounts$077
Number of managed investment management and investment advisory agency accounts$223,000201
Number of foundation and endowment trust and agency accounts, managed assets$6,000254
Other Fiduciary Accounts$0133
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$318,000165
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$358,000100
Personal Trust and Agency Accounts$322,00020
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000248
Employee Benefit-defined Benefit Accounts$2,00085
Number non-managed other employee benefit and retirement-related accounts$1,000313
Corporate Trust and Agency Accounts$0129
Number of investment management and advisory agency accounts, non-managed assets$0212
Number (#) individual retirement, health savings, and other similar accounts$32,00023
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$264,00093
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$264,00055
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,143,000195
Number of Managed Accounts$786,000214
Personal Trust and Agency Accounts$261,000196
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0425
Employee Benefit-defined Benefit Accounts$0267
Number of other employee benefit and retirement-related accounts$310,000177
Corporate Trust and Agency Accounts$0155
Number of managed investment management and investment advisory agency accounts$208,000211
Number of foundation and endowment trust and agency accounts, managed assets$7,000305
Other Fiduciary Accounts$0229
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$309,000168
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$044
Number of Non-Managed Accounts$357,000116
Personal Trust and Agency Accounts$321,00022
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000318
Employee Benefit-defined Benefit Accounts$2,00091
Number non-managed other employee benefit and retirement-related accounts$1,000586
Corporate Trust and Agency Accounts$0243
Number of investment management and advisory agency accounts, non-managed assets$0360
Number (#) individual retirement, health savings, and other similar accounts$32,00022
Other Fiduciary Accounts$0180
Memoranda
Custody and Safekeeping Accounts$274,000101
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$274,00066
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,113,000194
Number of Managed Accounts$770,000213
Personal Trust and Agency Accounts$265,000184
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0287
Employee Benefit-defined Benefit Accounts$0200
Number of other employee benefit and retirement-related accounts$301,000170
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$197,000215
Number of foundation and endowment trust and agency accounts, managed assets$7,000245
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$300,000164
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$343,000104
Personal Trust and Agency Accounts$315,00021
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000246
Employee Benefit-defined Benefit Accounts$2,00085
Number non-managed other employee benefit and retirement-related accounts$1,000310
Corporate Trust and Agency Accounts$0131
Number of investment management and advisory agency accounts, non-managed assets$0218
Number (#) individual retirement, health savings, and other similar accounts$24,00028
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$284,00088
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$284,00056
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,080,000202
Number of Managed Accounts$746,000218
Personal Trust and Agency Accounts$265,000189
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0290
Employee Benefit-defined Benefit Accounts$1,000156
Number of other employee benefit and retirement-related accounts$287,000175
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$186,000225
Number of foundation and endowment trust and agency accounts, managed assets$7,000246
Other Fiduciary Accounts$0124
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$285,000171
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$334,000106
Personal Trust and Agency Accounts$308,00022
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000249
Employee Benefit-defined Benefit Accounts$2,00088
Number non-managed other employee benefit and retirement-related accounts$0329
Corporate Trust and Agency Accounts$0131
Number of investment management and advisory agency accounts, non-managed assets$0218
Number (#) individual retirement, health savings, and other similar accounts$23,00028
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$285,00088
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$283,00057
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,050,000212
Number of Managed Accounts$714,000225
Personal Trust and Agency Accounts$258,000195
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0292
Employee Benefit-defined Benefit Accounts$0204
Number of other employee benefit and retirement-related accounts$270,000182
Corporate Trust and Agency Accounts$085
Number of managed investment management and investment advisory agency accounts$179,000226
Number of foundation and endowment trust and agency accounts, managed assets$7,000246
Other Fiduciary Accounts$0126
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$268,000176
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$336,000106
Personal Trust and Agency Accounts$310,00022
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000251
Employee Benefit-defined Benefit Accounts$2,00086
Number non-managed other employee benefit and retirement-related accounts$0333
Corporate Trust and Agency Accounts$0134
Number of investment management and advisory agency accounts, non-managed assets$0218
Number (#) individual retirement, health savings, and other similar accounts$23,00027
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$295,00085
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$293,00053
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,026,000226
Number of Managed Accounts$689,000241
Personal Trust and Agency Accounts$253,000206
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0440
Employee Benefit-defined Benefit Accounts$0275
Number of other employee benefit and retirement-related accounts$261,000195
Corporate Trust and Agency Accounts$0174
Number of managed investment management and investment advisory agency accounts$167,000244
Number of foundation and endowment trust and agency accounts, managed assets$8,000294
Other Fiduciary Accounts$0227
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$259,000188
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$047
Number of Non-Managed Accounts$337,000121
Personal Trust and Agency Accounts$307,00025
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000323
Employee Benefit-defined Benefit Accounts$2,00089
Number non-managed other employee benefit and retirement-related accounts$1,000597
Corporate Trust and Agency Accounts$2,000179
Number of investment management and advisory agency accounts, non-managed assets$2,000258
Number (#) individual retirement, health savings, and other similar accounts$22,00029
Other Fiduciary Accounts$0192
Memoranda
Custody and Safekeeping Accounts$295,00095
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$295,00067
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$966,000224
Number of Managed Accounts$625,000247
Personal Trust and Agency Accounts$243,000205
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0290
Employee Benefit-defined Benefit Accounts$0206
Number of other employee benefit and retirement-related accounts$224,000202
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$150,000244
Number of foundation and endowment trust and agency accounts, managed assets$8,000234
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$224,000195
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$341,000104
Personal Trust and Agency Accounts$310,00024
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000245
Employee Benefit-defined Benefit Accounts$2,00081
Number non-managed other employee benefit and retirement-related accounts$0325
Corporate Trust and Agency Accounts$3,00099
Number of investment management and advisory agency accounts, non-managed assets$3,000151
Number (#) individual retirement, health savings, and other similar accounts$22,00029
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$316,00081
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$316,00050
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$918,000231
Number of Managed Accounts$591,000252
Personal Trust and Agency Accounts$255,000196
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0295
Employee Benefit-defined Benefit Accounts$0205
Number of other employee benefit and retirement-related accounts$198,000217
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$130,000257
Number of foundation and endowment trust and agency accounts, managed assets$8,000235
Other Fiduciary Accounts$0127
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$198,000210
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$327,000106
Personal Trust and Agency Accounts$300,00025
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000245
Employee Benefit-defined Benefit Accounts$2,00080
Number non-managed other employee benefit and retirement-related accounts$0327
Corporate Trust and Agency Accounts$3,000100
Number of investment management and advisory agency accounts, non-managed assets$1,000190
Number (#) individual retirement, health savings, and other similar accounts$20,00032
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$338,00078
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$338,00048
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$837,000243
Number of Managed Accounts$491,000271
Personal Trust and Agency Accounts$251,000202
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0299
Employee Benefit-defined Benefit Accounts$0208
Number of other employee benefit and retirement-related accounts$146,000244
Corporate Trust and Agency Accounts$084
Number of managed investment management and investment advisory agency accounts$86,000296
Number of foundation and endowment trust and agency accounts, managed assets$8,000239
Other Fiduciary Accounts$0122
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$143,000237
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$346,000102
Personal Trust and Agency Accounts$319,00024
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000245
Employee Benefit-defined Benefit Accounts$2,00079
Number non-managed other employee benefit and retirement-related accounts$0331
Corporate Trust and Agency Accounts$3,000102
Number of investment management and advisory agency accounts, non-managed assets$1,000187
Number (#) individual retirement, health savings, and other similar accounts$20,00032
Other Fiduciary Accounts$0104
Memoranda
Custody and Safekeeping Accounts$385,00073
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$385,00045
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$747,000268
Number of Managed Accounts$371,000329
Personal Trust and Agency Accounts$251,000212
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0456
Employee Benefit-defined Benefit Accounts$0281
Number of other employee benefit and retirement-related accounts$69,000371
Corporate Trust and Agency Accounts$0181
Number of managed investment management and investment advisory agency accounts$43,000451
Number of foundation and endowment trust and agency accounts, managed assets$8,000294
Other Fiduciary Accounts$0216
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$68,000355
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$055
Number of Non-Managed Accounts$376,000116
Personal Trust and Agency Accounts$349,00023
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000298
Employee Benefit-defined Benefit Accounts$2,00088
Number non-managed other employee benefit and retirement-related accounts$0685
Corporate Trust and Agency Accounts$3,000174
Number of investment management and advisory agency accounts, non-managed assets$0371
Number (#) individual retirement, health savings, and other similar accounts$20,00031
Other Fiduciary Accounts$0194
Memoranda
Custody and Safekeeping Accounts$457,00074
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$457,00045
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$700,000267
Number of Managed Accounts$297,000326
Personal Trust and Agency Accounts$241,000205
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0301
Employee Benefit-defined Benefit Accounts$0214
Number of other employee benefit and retirement-related accounts$32,000336
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$17,000352
Number of foundation and endowment trust and agency accounts, managed assets$7,000239
Other Fiduciary Accounts$0118
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$31,000321
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$403,000102
Personal Trust and Agency Accounts$375,00021
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000235
Employee Benefit-defined Benefit Accounts$2,00086
Number non-managed other employee benefit and retirement-related accounts$0334
Corporate Trust and Agency Accounts$3,000105
Number of investment management and advisory agency accounts, non-managed assets$1,000187
Number (#) individual retirement, health savings, and other similar accounts$20,00032
Other Fiduciary Accounts$0102
Memoranda
Custody and Safekeeping Accounts$487,00066
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$487,00036
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$652,000277
Number of Managed Accounts$244,000346
Personal Trust and Agency Accounts$238,000211
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0306
Employee Benefit-defined Benefit Accounts$0220
Number of other employee benefit and retirement-related accounts$1,000372
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$0379
Number of foundation and endowment trust and agency accounts, managed assets$5,000254
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,000356
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$408,000103
Personal Trust and Agency Accounts$383,00023
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000240
Employee Benefit-defined Benefit Accounts$2,00085
Number non-managed other employee benefit and retirement-related accounts$0338
Corporate Trust and Agency Accounts$2,000114
Number of investment management and advisory agency accounts, non-managed assets$0223
Number (#) individual retirement, health savings, and other similar accounts$19,00033
Other Fiduciary Accounts$0102
Memoranda
Custody and Safekeeping Accounts$497,00066
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$497,00038
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$655,000277
Number of Managed Accounts$246,000346
Personal Trust and Agency Accounts$239,000210
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0307
Employee Benefit-defined Benefit Accounts$0220
Number of other employee benefit and retirement-related accounts$2,000370
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$0378
Number of foundation and endowment trust and agency accounts, managed assets$5,000255
Other Fiduciary Accounts$0126
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$2,000352
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$409,000104
Personal Trust and Agency Accounts$385,00023
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000243
Employee Benefit-defined Benefit Accounts$2,00084
Number non-managed other employee benefit and retirement-related accounts$0337
Corporate Trust and Agency Accounts$2,000113
Number of investment management and advisory agency accounts, non-managed assets$0226
Number (#) individual retirement, health savings, and other similar accounts$18,00034
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$498,00068
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$498,00037
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$671,000289
Number of Managed Accounts$241,000430
Personal Trust and Agency Accounts$235,000228
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0476
Employee Benefit-defined Benefit Accounts$0299
Number of other employee benefit and retirement-related accounts$1,000646
Corporate Trust and Agency Accounts$0191
Number of managed investment management and investment advisory agency accounts$0726
Number of foundation and endowment trust and agency accounts, managed assets$5,000333
Other Fiduciary Accounts$0237
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,000597
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$060
Number of Non-Managed Accounts$430,000111
Personal Trust and Agency Accounts$385,00026
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$26,000138
Employee Benefit-defined Benefit Accounts$3,00082
Number non-managed other employee benefit and retirement-related accounts$0702
Corporate Trust and Agency Accounts$2,000196
Number of investment management and advisory agency accounts, non-managed assets$0395
Number (#) individual retirement, health savings, and other similar accounts$14,00032
Other Fiduciary Accounts$0200
Memoranda
Custody and Safekeeping Accounts$501,00074
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$501,00042
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$666,000277
Number of Managed Accounts$234,000347
Personal Trust and Agency Accounts$228,000221
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0306
Employee Benefit-defined Benefit Accounts$0218
Number of other employee benefit and retirement-related accounts$1,000370
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$0374
Number of foundation and endowment trust and agency accounts, managed assets$5,000254
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,000352
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$432,000102
Personal Trust and Agency Accounts$386,00025
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$26,000131
Employee Benefit-defined Benefit Accounts$3,00077
Number non-managed other employee benefit and retirement-related accounts$0331
Corporate Trust and Agency Accounts$0146
Number of investment management and advisory agency accounts, non-managed assets$0221
Number (#) individual retirement, health savings, and other similar accounts$17,00031
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$490,00069
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$490,00037
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$647,000281
Number of Managed Accounts$224,000352
Personal Trust and Agency Accounts$218,000225
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0311
Employee Benefit-defined Benefit Accounts$0218
Number of other employee benefit and retirement-related accounts$1,000374
Corporate Trust and Agency Accounts$090
Number of managed investment management and investment advisory agency accounts$0377
Number of foundation and endowment trust and agency accounts, managed assets$5,000254
Other Fiduciary Accounts$0133
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,000348
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$423,000102
Personal Trust and Agency Accounts$377,00026
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$26,000133
Employee Benefit-defined Benefit Accounts$3,00078
Number non-managed other employee benefit and retirement-related accounts$0333
Corporate Trust and Agency Accounts$0146
Number of investment management and advisory agency accounts, non-managed assets$0219
Number (#) individual retirement, health savings, and other similar accounts$17,00032
Other Fiduciary Accounts$0111
Memoranda
Custody and Safekeeping Accounts$478,00071
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$478,00036
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$639,000284
Number of Managed Accounts$214,000354
Personal Trust and Agency Accounts$208,000234
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0310
Employee Benefit-defined Benefit Accounts$0219
Number of other employee benefit and retirement-related accounts$1,000370
Corporate Trust and Agency Accounts$090
Number of managed investment management and investment advisory agency accounts$0375
Number of foundation and endowment trust and agency accounts, managed assets$5,000251
Other Fiduciary Accounts$0128
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0349
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$425,000106
Personal Trust and Agency Accounts$380,00026
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$25,000138
Employee Benefit-defined Benefit Accounts$2,00087
Number non-managed other employee benefit and retirement-related accounts$0338
Corporate Trust and Agency Accounts$0152
Number of investment management and advisory agency accounts, non-managed assets$0219
Number (#) individual retirement, health savings, and other similar accounts$18,00030
Other Fiduciary Accounts$0108
Memoranda
Custody and Safekeeping Accounts$463,00069
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$463,00038
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$634,000305
Number of Managed Accounts$219,000463
Personal Trust and Agency Accounts$211,000245
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0488
Employee Benefit-defined Benefit Accounts$0307
Number of other employee benefit and retirement-related accounts$1,000663
Corporate Trust and Agency Accounts$0193
Number of managed investment management and investment advisory agency accounts$0749
Number of foundation and endowment trust and agency accounts, managed assets$7,000303
Other Fiduciary Accounts$0236
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0629
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$063
Number of Non-Managed Accounts$415,000120
Personal Trust and Agency Accounts$374,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$24,000151
Employee Benefit-defined Benefit Accounts$2,00093
Number non-managed other employee benefit and retirement-related accounts$0734
Corporate Trust and Agency Accounts$0275
Number of investment management and advisory agency accounts, non-managed assets$0382
Number (#) individual retirement, health savings, and other similar accounts$15,00032
Other Fiduciary Accounts$0217
Memoranda
Custody and Safekeeping Accounts$463,00078
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$463,00041
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$620,000286
Number of Managed Accounts$223,000355
Personal Trust and Agency Accounts$211,000228
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0307
Employee Benefit-defined Benefit Accounts$0224
Number of other employee benefit and retirement-related accounts$1,000370
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$0375
Number of foundation and endowment trust and agency accounts, managed assets$11,000214
Other Fiduciary Accounts$0128
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0350
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$397,000107
Personal Trust and Agency Accounts$360,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$23,000142
Employee Benefit-defined Benefit Accounts$2,00084
Number non-managed other employee benefit and retirement-related accounts$1,000319
Corporate Trust and Agency Accounts$0144
Number of investment management and advisory agency accounts, non-managed assets$0215
Number (#) individual retirement, health savings, and other similar accounts$11,00039
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$453,00066
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$452,00037
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$604,000289
Number of Managed Accounts$216,000356
Personal Trust and Agency Accounts$204,000237
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0311
Employee Benefit-defined Benefit Accounts$0227
Number of other employee benefit and retirement-related accounts$1,000372
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$0375
Number of foundation and endowment trust and agency accounts, managed assets$11,000213
Other Fiduciary Accounts$0124
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0350
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$388,000106
Personal Trust and Agency Accounts$352,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$23,000141
Employee Benefit-defined Benefit Accounts$2,00083
Number non-managed other employee benefit and retirement-related accounts$1,000321
Corporate Trust and Agency Accounts$0147
Number of investment management and advisory agency accounts, non-managed assets$0220
Number (#) individual retirement, health savings, and other similar accounts$10,00040
Other Fiduciary Accounts$0110
Memoranda
Custody and Safekeeping Accounts$438,00069
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$437,00037
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$612,000288
Number of Managed Accounts$224,000354
Personal Trust and Agency Accounts$211,000234
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0315
Employee Benefit-defined Benefit Accounts$0230
Number of other employee benefit and retirement-related accounts$1,000376
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$0379
Number of foundation and endowment trust and agency accounts, managed assets$12,000206
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0356
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$388,000110
Personal Trust and Agency Accounts$352,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$21,000150
Employee Benefit-defined Benefit Accounts$2,00085
Number non-managed other employee benefit and retirement-related accounts$1,000325
Corporate Trust and Agency Accounts$0143
Number of investment management and advisory agency accounts, non-managed assets$0214
Number (#) individual retirement, health savings, and other similar accounts$10,00039
Other Fiduciary Accounts$2,00091
Memoranda
Custody and Safekeeping Accounts$440,00068
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$439,00039
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$602,000313
Number of Managed Accounts$224,000445
Personal Trust and Agency Accounts$211,000250
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0514
Employee Benefit-defined Benefit Accounts$0320
Number of other employee benefit and retirement-related accounts$1,000681
Corporate Trust and Agency Accounts$0208
Number of managed investment management and investment advisory agency accounts$0761
Number of foundation and endowment trust and agency accounts, managed assets$12,000242
Other Fiduciary Accounts$0240
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0636
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$066
Number of Non-Managed Accounts$378,000126
Personal Trust and Agency Accounts$342,00030
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$21,000173
Employee Benefit-defined Benefit Accounts$2,00097
Number non-managed other employee benefit and retirement-related accounts$1,000704
Corporate Trust and Agency Accounts$0294
Number of investment management and advisory agency accounts, non-managed assets$0395
Number (#) individual retirement, health savings, and other similar accounts$10,00045
Other Fiduciary Accounts$2,000148
Memoranda
Custody and Safekeeping Accounts$439,00076
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$438,00046
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$580,000288
Number of Managed Accounts$219,000339
Personal Trust and Agency Accounts$206,000235
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0302
Employee Benefit-defined Benefit Accounts$0220
Number of other employee benefit and retirement-related accounts$1,000355
Corporate Trust and Agency Accounts$092
Number of managed investment management and investment advisory agency accounts$0359
Number of foundation and endowment trust and agency accounts, managed assets$12,000200
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0336
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$361,000109
Personal Trust and Agency Accounts$325,00030
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$21,000148
Employee Benefit-defined Benefit Accounts$2,00086
Number non-managed other employee benefit and retirement-related accounts$1,000311
Corporate Trust and Agency Accounts$0145
Number of investment management and advisory agency accounts, non-managed assets$0205
Number (#) individual retirement, health savings, and other similar accounts$10,00041
Other Fiduciary Accounts$2,00084
Memoranda
Custody and Safekeeping Accounts$430,00068
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$429,00037
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$573,000292
Number of Managed Accounts$215,000341
Personal Trust and Agency Accounts$202,000232
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0304
Employee Benefit-defined Benefit Accounts$0220
Number of other employee benefit and retirement-related accounts$1,000357
Corporate Trust and Agency Accounts$093
Number of managed investment management and investment advisory agency accounts$0360
Number of foundation and endowment trust and agency accounts, managed assets$12,000197
Other Fiduciary Accounts$0119
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0334
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$358,000110
Personal Trust and Agency Accounts$322,00030
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$21,000146
Employee Benefit-defined Benefit Accounts$3,00080
Number non-managed other employee benefit and retirement-related accounts$1,000310
Corporate Trust and Agency Accounts$0143
Number of investment management and advisory agency accounts, non-managed assets$0204
Number (#) individual retirement, health savings, and other similar accounts$9,00042
Other Fiduciary Accounts$2,00088
Memoranda
Custody and Safekeeping Accounts$422,00068
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$421,00039
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$563,000295
Number of Managed Accounts$212,000342
Personal Trust and Agency Accounts$199,000239
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0304
Employee Benefit-defined Benefit Accounts$0219
Number of other employee benefit and retirement-related accounts$1,000359
Corporate Trust and Agency Accounts$093
Number of managed investment management and investment advisory agency accounts$0363
Number of foundation and endowment trust and agency accounts, managed assets$12,000196
Other Fiduciary Accounts$0118
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0334
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$351,000117
Personal Trust and Agency Accounts$313,00031
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$23,000145
Employee Benefit-defined Benefit Accounts$3,00079
Number non-managed other employee benefit and retirement-related accounts$1,000308
Corporate Trust and Agency Accounts$0140
Number of investment management and advisory agency accounts, non-managed assets$0206
Number (#) individual retirement, health savings, and other similar accounts$9,00041
Other Fiduciary Accounts$2,00090
Memoranda
Custody and Safekeeping Accounts$417,00069
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$416,00042
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$565,000326
Number of Managed Accounts$206,000470
Personal Trust and Agency Accounts$192,000274
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000415
Employee Benefit-defined Benefit Accounts$1,000221
Number of other employee benefit and retirement-related accounts$0725
Corporate Trust and Agency Accounts$0221
Number of managed investment management and investment advisory agency accounts$0772
Number of foundation and endowment trust and agency accounts, managed assets$11,000245
Other Fiduciary Accounts$1,000192
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0635
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$071
Number of Non-Managed Accounts$359,000137
Personal Trust and Agency Accounts$324,00033
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$22,000177
Employee Benefit-defined Benefit Accounts$2,00098
Number non-managed other employee benefit and retirement-related accounts$1,000716
Corporate Trust and Agency Accounts$0295
Number of investment management and advisory agency accounts, non-managed assets$0418
Number (#) individual retirement, health savings, and other similar accounts$10,00040
Other Fiduciary Accounts$0221
Memoranda
Custody and Safekeeping Accounts$405,00082
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$406,00055
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$541,000292
Number of Managed Accounts$197,000335
Personal Trust and Agency Accounts$183,000243
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000273
Employee Benefit-defined Benefit Accounts$1,000180
Number of other employee benefit and retirement-related accounts$0349
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$0344
Number of foundation and endowment trust and agency accounts, managed assets$11,000195
Other Fiduciary Accounts$1,00092
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0318
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$344,000116
Personal Trust and Agency Accounts$313,00031
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$19,000159
Employee Benefit-defined Benefit Accounts$2,00089
Number non-managed other employee benefit and retirement-related accounts$0314
Corporate Trust and Agency Accounts$0131
Number of investment management and advisory agency accounts, non-managed assets$0210
Number (#) individual retirement, health savings, and other similar accounts$10,00040
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$397,00069
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$397,00045
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$540,000291
Number of Managed Accounts$198,000331
Personal Trust and Agency Accounts$184,000239
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000274
Employee Benefit-defined Benefit Accounts$1,000182
Number of other employee benefit and retirement-related accounts$0352
Corporate Trust and Agency Accounts$085
Number of managed investment management and investment advisory agency accounts$0348
Number of foundation and endowment trust and agency accounts, managed assets$11,000191
Other Fiduciary Accounts$1,00095
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0319
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$342,000118
Personal Trust and Agency Accounts$309,00030
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$19,000160
Employee Benefit-defined Benefit Accounts$2,00090
Number non-managed other employee benefit and retirement-related accounts$2,000292
Corporate Trust and Agency Accounts$0137
Number of investment management and advisory agency accounts, non-managed assets$0204
Number (#) individual retirement, health savings, and other similar accounts$10,00040
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$397,00069
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$397,00044
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$533,000291
Number of Managed Accounts$189,000330
Personal Trust and Agency Accounts$175,000244
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000274
Employee Benefit-defined Benefit Accounts$1,000183
Number of other employee benefit and retirement-related accounts$0351
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$0346
Number of foundation and endowment trust and agency accounts, managed assets$11,000192
Other Fiduciary Accounts$1,00095
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0318
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$344,000116
Personal Trust and Agency Accounts$311,00029
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$19,000160
Employee Benefit-defined Benefit Accounts$2,00091
Number non-managed other employee benefit and retirement-related accounts$2,000287
Corporate Trust and Agency Accounts$0139
Number of investment management and advisory agency accounts, non-managed assets$0202
Number (#) individual retirement, health savings, and other similar accounts$10,00039
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$391,00069
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$391,00042
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$527,000347
Number of Managed Accounts$189,000493
Personal Trust and Agency Accounts$175,000287
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000430
Employee Benefit-defined Benefit Accounts$1,000228
Number of other employee benefit and retirement-related accounts$0749
Corporate Trust and Agency Accounts$0226
Number of managed investment management and investment advisory agency accounts$0787
Number of foundation and endowment trust and agency accounts, managed assets$11,000233
Other Fiduciary Accounts$1,000185
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0656
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$067
Number of Non-Managed Accounts$338,000145
Personal Trust and Agency Accounts$305,00031
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$19,000190
Employee Benefit-defined Benefit Accounts$2,000102
Number non-managed other employee benefit and retirement-related accounts$2,000673
Corporate Trust and Agency Accounts$0326
Number of investment management and advisory agency accounts, non-managed assets$0414
Number (#) individual retirement, health savings, and other similar accounts$10,00039
Other Fiduciary Accounts$0233
Memoranda
Custody and Safekeeping Accounts$395,00081
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$395,00050
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$525,000296
Number of Managed Accounts$188,000332
Personal Trust and Agency Accounts$174,000244
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000274
Employee Benefit-defined Benefit Accounts$1,000186
Number of other employee benefit and retirement-related accounts$0352
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$0358
Number of foundation and endowment trust and agency accounts, managed assets$11,000182
Other Fiduciary Accounts$1,00090
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0320
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$337,000116
Personal Trust and Agency Accounts$304,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$19,000159
Employee Benefit-defined Benefit Accounts$2,00094
Number non-managed other employee benefit and retirement-related accounts$2,000294
Corporate Trust and Agency Accounts$0146
Number of investment management and advisory agency accounts, non-managed assets$0189
Number (#) individual retirement, health savings, and other similar accounts$10,00039
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$400,00073
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$400,00040
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$927,000214
Number of Managed Accounts$191,000335
Personal Trust and Agency Accounts$177,000248
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000280
Employee Benefit-defined Benefit Accounts$1,000189
Number of other employee benefit and retirement-related accounts$0358
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$0362
Number of foundation and endowment trust and agency accounts, managed assets$11,000180
Other Fiduciary Accounts$1,00094
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0322
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$736,00080
Personal Trust and Agency Accounts$302,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$19,000163
Employee Benefit-defined Benefit Accounts$2,00096
Number non-managed other employee benefit and retirement-related accounts$403,00035
Corporate Trust and Agency Accounts$0146
Number of investment management and advisory agency accounts, non-managed assets$0185
Number (#) individual retirement, health savings, and other similar accounts$10,00040
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$0372
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$401,00037
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$988,000205
Number of Managed Accounts$204,000340
Personal Trust and Agency Accounts$190,000244
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000285
Employee Benefit-defined Benefit Accounts$1,000191
Number of other employee benefit and retirement-related accounts$0363
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$0368
Number of foundation and endowment trust and agency accounts, managed assets$11,000182
Other Fiduciary Accounts$1,00096
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0325
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$784,00078
Personal Trust and Agency Accounts$317,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$19,000166
Employee Benefit-defined Benefit Accounts$2,00097
Number non-managed other employee benefit and retirement-related accounts$429,00034
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$17,00031
Other Fiduciary Accounts$0109
Memoranda
Custody and Safekeeping Accounts$0376
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$427,00036
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$953,000226
Number of Managed Accounts$199,000493
Personal Trust and Agency Accounts$185,000291
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000461
Employee Benefit-defined Benefit Accounts$1,000240
Number of other employee benefit and retirement-related accounts$0767
Corporate Trust and Agency Accounts$0246
Number of managed investment management and investment advisory agency accounts$0826
Number of foundation and endowment trust and agency accounts, managed assets$11,000237
Other Fiduciary Accounts$1,000195
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0656
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$079
Number of Non-Managed Accounts$754,00091
Personal Trust and Agency Accounts$300,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$18,000201
Employee Benefit-defined Benefit Accounts$2,000110
Number non-managed other employee benefit and retirement-related accounts$418,00045
Corporate Trust and Agency Accounts$0347
Number of investment management and advisory agency accounts, non-managed assets$0407
Number (#) individual retirement, health savings, and other similar accounts$16,00034
Other Fiduciary Accounts$0239
Memoranda
Custody and Safekeeping Accounts$0873
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$416,00049
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$922,000216
Number of Managed Accounts$198,000322
Personal Trust and Agency Accounts$184,000242
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000277
Employee Benefit-defined Benefit Accounts$1,000189
Number of other employee benefit and retirement-related accounts$0349
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$0354
Number of foundation and endowment trust and agency accounts, managed assets$11,000178
Other Fiduciary Accounts$1,00095
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0312
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$724,00082
Personal Trust and Agency Accounts$296,00030
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$18,000163
Employee Benefit-defined Benefit Accounts$2,00097
Number non-managed other employee benefit and retirement-related accounts$398,00035
Corporate Trust and Agency Accounts$0159
Number of investment management and advisory agency accounts, non-managed assets$0167
Number (#) individual retirement, health savings, and other similar accounts$10,00042
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$0370
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$396,00040
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$935,000213
Number of Managed Accounts$196,000324
Personal Trust and Agency Accounts$182,000243
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000278
Employee Benefit-defined Benefit Accounts$1,000189
Number of other employee benefit and retirement-related accounts$0350
Corporate Trust and Agency Accounts$095
Number of managed investment management and investment advisory agency accounts$0356
Number of foundation and endowment trust and agency accounts, managed assets$11,000177
Other Fiduciary Accounts$1,00098
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0307
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$739,00083
Personal Trust and Agency Accounts$294,00030
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$18,000165
Employee Benefit-defined Benefit Accounts$2,000103
Number non-managed other employee benefit and retirement-related accounts$415,00035
Corporate Trust and Agency Accounts$0164
Number of investment management and advisory agency accounts, non-managed assets$0170
Number (#) individual retirement, health savings, and other similar accounts$10,00045
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$0370
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$413,00038
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$941,000211
Number of Managed Accounts$195,000331
Personal Trust and Agency Accounts$181,000247
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000280
Employee Benefit-defined Benefit Accounts$1,000188
Number of other employee benefit and retirement-related accounts$0356
Corporate Trust and Agency Accounts$091
Number of managed investment management and investment advisory agency accounts$0359
Number of foundation and endowment trust and agency accounts, managed assets$11,000175
Other Fiduciary Accounts$1,00098
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0310
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$746,00085
Personal Trust and Agency Accounts$295,00031
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$30,000147
Employee Benefit-defined Benefit Accounts$2,000102
Number non-managed other employee benefit and retirement-related accounts$409,00035
Corporate Trust and Agency Accounts$0163
Number of investment management and advisory agency accounts, non-managed assets$0165
Number (#) individual retirement, health savings, and other similar accounts$10,00044
Other Fiduciary Accounts$0116
Memoranda
Custody and Safekeeping Accounts$0377
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$398,00038
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$954,000226
Number of Managed Accounts$194,000509
Personal Trust and Agency Accounts$180,000299
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000478
Employee Benefit-defined Benefit Accounts$1,000248
Number of other employee benefit and retirement-related accounts$0788
Corporate Trust and Agency Accounts$0253
Number of managed investment management and investment advisory agency accounts$0836
Number of foundation and endowment trust and agency accounts, managed assets$11,000220
Other Fiduciary Accounts$1,000200
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0655
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$082
Number of Non-Managed Accounts$760,00096
Personal Trust and Agency Accounts$304,00034
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$30,000170
Employee Benefit-defined Benefit Accounts$2,000122
Number non-managed other employee benefit and retirement-related accounts$414,00048
Corporate Trust and Agency Accounts$0372
Number of investment management and advisory agency accounts, non-managed assets$0358
Number (#) individual retirement, health savings, and other similar accounts$10,00048
Other Fiduciary Accounts$0229
Memoranda
Custody and Safekeeping Accounts$0883
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$414,00052
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$949,000215
Number of Managed Accounts$194,000321
Personal Trust and Agency Accounts$188,000242
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000276
Employee Benefit-defined Benefit Accounts$1,000184
Number of other employee benefit and retirement-related accounts$3,000327
Corporate Trust and Agency Accounts$098
Number of managed investment management and investment advisory agency accounts$0353
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,00097
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$755,00084
Personal Trust and Agency Accounts$309,00035
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$30,000143
Employee Benefit-defined Benefit Accounts$2,000106
Number non-managed other employee benefit and retirement-related accounts$414,00036
Corporate Trust and Agency Accounts$0163
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0117
Memoranda
Custody and Safekeeping Accounts$0362
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$965,000215
Number of Managed Accounts$202,000323
Personal Trust and Agency Accounts$196,000242
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000286
Employee Benefit-defined Benefit Accounts$1,000186
Number of other employee benefit and retirement-related accounts$3,000331
Corporate Trust and Agency Accounts$0100
Number of managed investment management and investment advisory agency accounts$0360
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,00097
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$763,00082
Personal Trust and Agency Accounts$304,00035
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$32,000143
Employee Benefit-defined Benefit Accounts$2,000107
Number non-managed other employee benefit and retirement-related accounts$425,00033
Corporate Trust and Agency Accounts$0164
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0117
Memoranda
Custody and Safekeeping Accounts$0375
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$967,000216
Number of Managed Accounts$211,000321
Personal Trust and Agency Accounts$205,000239
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000285
Employee Benefit-defined Benefit Accounts$1,000188
Number of other employee benefit and retirement-related accounts$3,000333
Corporate Trust and Agency Accounts$099
Number of managed investment management and investment advisory agency accounts$0362
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,00099
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$756,00081
Personal Trust and Agency Accounts$301,00035
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$34,000140
Employee Benefit-defined Benefit Accounts$2,000112
Number non-managed other employee benefit and retirement-related accounts$419,00036
Corporate Trust and Agency Accounts$0163
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0120
Memoranda
Custody and Safekeeping Accounts$0378
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,023,000227
Number of Managed Accounts$226,000478
Personal Trust and Agency Accounts$220,000265
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000496
Employee Benefit-defined Benefit Accounts$1,000246
Number of other employee benefit and retirement-related accounts$3,000685
Corporate Trust and Agency Accounts$0267
Number of managed investment management and investment advisory agency accounts$0851
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,000214
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$797,00098
Personal Trust and Agency Accounts$306,00038
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$38,000164
Employee Benefit-defined Benefit Accounts$2,000143
Number non-managed other employee benefit and retirement-related accounts$451,00047
Corporate Trust and Agency Accounts$0375
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0263
Memoranda
Custody and Safekeeping Accounts$0882
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,051,000203
Number of Managed Accounts$238,000334
Personal Trust and Agency Accounts$232,000234
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000302
Employee Benefit-defined Benefit Accounts$1,000191
Number of other employee benefit and retirement-related accounts$3,000358
Corporate Trust and Agency Accounts$0108
Number of managed investment management and investment advisory agency accounts$0390
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,000106
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$813,00084
Personal Trust and Agency Accounts$308,00036
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$41,000136
Employee Benefit-defined Benefit Accounts$2,000114
Number non-managed other employee benefit and retirement-related accounts$462,00036
Corporate Trust and Agency Accounts$0174
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0132
Memoranda
Custody and Safekeeping Accounts$0397
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,034,000208
Number of Managed Accounts$237,000339
Personal Trust and Agency Accounts$230,000235
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000304
Employee Benefit-defined Benefit Accounts$1,000194
Number of other employee benefit and retirement-related accounts$4,000363
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$0394
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,000106
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$797,00084
Personal Trust and Agency Accounts$303,00036
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$40,000145
Employee Benefit-defined Benefit Accounts$2,000119
Number non-managed other employee benefit and retirement-related accounts$452,00040
Corporate Trust and Agency Accounts$0177
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0136
Memoranda
Custody and Safekeeping Accounts$0401
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,010,000216
Number of Managed Accounts$237,000342
Personal Trust and Agency Accounts$230,000243
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000307
Employee Benefit-defined Benefit Accounts$1,000195
Number of other employee benefit and retirement-related accounts$4,000369
Corporate Trust and Agency Accounts$0103
Number of managed investment management and investment advisory agency accounts$0400
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,000108
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$773,00085
Personal Trust and Agency Accounts$292,00037
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$39,000144
Employee Benefit-defined Benefit Accounts$2,000119
Number non-managed other employee benefit and retirement-related accounts$440,00040
Corporate Trust and Agency Accounts$0179
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0134
Memoranda
Custody and Safekeeping Accounts$0408
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,015,000220
Number of Managed Accounts$234,000474
Personal Trust and Agency Accounts$227,000266
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000519
Employee Benefit-defined Benefit Accounts$1,000249
Number of other employee benefit and retirement-related accounts$4,000675
Corporate Trust and Agency Accounts$0273
Number of managed investment management and investment advisory agency accounts$0881
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,000234
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$781,00096
Personal Trust and Agency Accounts$293,00042
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$39,000170
Employee Benefit-defined Benefit Accounts$2,000145
Number non-managed other employee benefit and retirement-related accounts$447,00051
Corporate Trust and Agency Accounts$0389
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0264
Memoranda
Custody and Safekeeping Accounts$0913
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$997,000204
Number of Managed Accounts$231,000334
Personal Trust and Agency Accounts$224,000236
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000294
Employee Benefit-defined Benefit Accounts$1,000193
Number of other employee benefit and retirement-related accounts$4,000347
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$0380
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,000109
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$766,00082
Personal Trust and Agency Accounts$287,00034
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$35,000154
Employee Benefit-defined Benefit Accounts$2,000119
Number non-managed other employee benefit and retirement-related accounts$442,00036
Corporate Trust and Agency Accounts$0189
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0127
Memoranda
Custody and Safekeeping Accounts$0393
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$987,000208
Number of Managed Accounts$223,000336
Personal Trust and Agency Accounts$216,000242
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000305
Employee Benefit-defined Benefit Accounts$1,000195
Number of other employee benefit and retirement-related accounts$4,000351
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$0385
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,000111
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$764,00082
Personal Trust and Agency Accounts$280,00035
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$35,000156
Employee Benefit-defined Benefit Accounts$2,000124
Number non-managed other employee benefit and retirement-related accounts$447,00035
Corporate Trust and Agency Accounts$0192
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0125
Memoranda
Custody and Safekeeping Accounts$0402
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$965,000206
Number of Managed Accounts$222,000341
Personal Trust and Agency Accounts$217,000243
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000309
Employee Benefit-defined Benefit Accounts$1,000198
Number of other employee benefit and retirement-related accounts$2,000361
Corporate Trust and Agency Accounts$0102
Number of managed investment management and investment advisory agency accounts$0386
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,000112
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$743,00086
Personal Trust and Agency Accounts$273,00034
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$34,000160
Employee Benefit-defined Benefit Accounts$2,000124
Number non-managed other employee benefit and retirement-related accounts$434,00037
Corporate Trust and Agency Accounts$0190
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0121
Memoranda
Custody and Safekeeping Accounts$0400
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$943,000230
Number of Managed Accounts$221,000481
Personal Trust and Agency Accounts$216,000270
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000560
Employee Benefit-defined Benefit Accounts$1,000267
Number of other employee benefit and retirement-related accounts$2,000716
Corporate Trust and Agency Accounts$0281
Number of managed investment management and investment advisory agency accounts$0891
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,000234
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$722,000102
Personal Trust and Agency Accounts$266,00035
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$33,000195
Employee Benefit-defined Benefit Accounts$2,000156
Number non-managed other employee benefit and retirement-related accounts$421,00049
Corporate Trust and Agency Accounts$0403
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0263
Memoranda
Custody and Safekeeping Accounts$0951
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$934,000214
Number of Managed Accounts$219,000331
Personal Trust and Agency Accounts$214,000247
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000300
Employee Benefit-defined Benefit Accounts$1,000202
Number of other employee benefit and retirement-related accounts$2,000345
Corporate Trust and Agency Accounts$0101
Number of managed investment management and investment advisory agency accounts$0365
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,000112
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$715,00091
Personal Trust and Agency Accounts$266,00034
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$32,000168
Employee Benefit-defined Benefit Accounts$2,000131
Number non-managed other employee benefit and retirement-related accounts$415,00040
Corporate Trust and Agency Accounts$0192
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0121
Memoranda
Custody and Safekeeping Accounts$0389
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$919,000223
Number of Managed Accounts$220,000337
Personal Trust and Agency Accounts$215,000257
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000307
Employee Benefit-defined Benefit Accounts$1,000211
Number of other employee benefit and retirement-related accounts$2,000350
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$0369
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,000118
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$699,00093
Personal Trust and Agency Accounts$260,00034
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$30,000175
Employee Benefit-defined Benefit Accounts$2,000138
Number non-managed other employee benefit and retirement-related accounts$407,00039
Corporate Trust and Agency Accounts$0194
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0129
Memoranda
Custody and Safekeeping Accounts$0396
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$884,000234
Number of Managed Accounts$215,000345
Personal Trust and Agency Accounts$210,000264
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000317
Employee Benefit-defined Benefit Accounts$1,000211
Number of other employee benefit and retirement-related accounts$2,000360
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$0379
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,000122
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$669,00095
Personal Trust and Agency Accounts$239,00039
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$30,000183
Employee Benefit-defined Benefit Accounts$2,000136
Number non-managed other employee benefit and retirement-related accounts$398,00040
Corporate Trust and Agency Accounts$0196
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0129
Memoranda
Custody and Safekeeping Accounts$0406
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$849,000263
Number of Managed Accounts$213,000512
Personal Trust and Agency Accounts$209,000305
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000603
Employee Benefit-defined Benefit Accounts$1,000298
Number of other employee benefit and retirement-related accounts$1,000767
Corporate Trust and Agency Accounts$0303
Number of managed investment management and investment advisory agency accounts$0919
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,000252
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$636,000113
Personal Trust and Agency Accounts$227,00044
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$30,000221
Employee Benefit-defined Benefit Accounts$2,000173
Number non-managed other employee benefit and retirement-related accounts$377,00051
Corporate Trust and Agency Accounts$0423
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0282
Memoranda
Custody and Safekeeping Accounts$0974
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$831,000236
Number of Managed Accounts$213,000335
Personal Trust and Agency Accounts$193,000266
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$14,000215
Employee Benefit-defined Benefit Accounts$1,000208
Number of other employee benefit and retirement-related accounts$1,000349
Corporate Trust and Agency Accounts$0110
Number of managed investment management and investment advisory agency accounts$3,000361
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,000117
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$618,00094
Personal Trust and Agency Accounts$237,00038
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$18,000215
Employee Benefit-defined Benefit Accounts$0188
Number non-managed other employee benefit and retirement-related accounts$363,00040
Corporate Trust and Agency Accounts$0200
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0134
Memoranda
Custody and Safekeeping Accounts$0397
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$808,000240
Number of Managed Accounts$217,000344
Personal Trust and Agency Accounts$197,000268
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$14,000225
Employee Benefit-defined Benefit Accounts$1,000208
Number of other employee benefit and retirement-related accounts$1,000365
Corporate Trust and Agency Accounts$0114
Number of managed investment management and investment advisory agency accounts$3,000376
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,000120
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$591,000101
Personal Trust and Agency Accounts$228,00041
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$18,000212
Employee Benefit-defined Benefit Accounts$0181
Number non-managed other employee benefit and retirement-related accounts$345,00044
Corporate Trust and Agency Accounts$0207
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0136
Memoranda
Custody and Safekeeping Accounts$0414
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$789,000247
Number of Managed Accounts$220,000346
Personal Trust and Agency Accounts$200,000271
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$14,000225
Employee Benefit-defined Benefit Accounts$1,000211
Number of other employee benefit and retirement-related accounts$1,000365
Corporate Trust and Agency Accounts$0116
Number of managed investment management and investment advisory agency accounts$3,000374
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,000125
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$569,000109
Personal Trust and Agency Accounts$215,00047
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$18,000210
Employee Benefit-defined Benefit Accounts$0184
Number non-managed other employee benefit and retirement-related accounts$336,00044
Corporate Trust and Agency Accounts$0209
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0132
Memoranda
Custody and Safekeeping Accounts$0414
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$774,000271
Number of Managed Accounts$219,000494
Personal Trust and Agency Accounts$199,000319
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$14,000290
Employee Benefit-defined Benefit Accounts$1,000298
Number of other employee benefit and retirement-related accounts$1,000750
Corporate Trust and Agency Accounts$0312
Number of managed investment management and investment advisory agency accounts$3,000833
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,000260
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$555,000133
Personal Trust and Agency Accounts$209,00053
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$18,000276
Employee Benefit-defined Benefit Accounts$0292
Number non-managed other employee benefit and retirement-related accounts$328,00064
Corporate Trust and Agency Accounts$0423
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0286
Memoranda
Custody and Safekeeping Accounts$01,000
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$765,000246
Number of Managed Accounts$226,000328
Personal Trust and Agency Accounts$207,000265
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000224
Employee Benefit-defined Benefit Accounts$1,000204
Number of other employee benefit and retirement-related accounts$1,000349
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$3,000359
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,000110
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$539,000113
Personal Trust and Agency Accounts$202,00056
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$17,000219
Employee Benefit-defined Benefit Accounts$0189
Number non-managed other employee benefit and retirement-related accounts$320,00048
Corporate Trust and Agency Accounts$0201
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0126
Memoranda
Custody and Safekeeping Accounts$0404
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$748,000254
Number of Managed Accounts$228,000332
Personal Trust and Agency Accounts$209,000268
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000232
Employee Benefit-defined Benefit Accounts$1,000208
Number of other employee benefit and retirement-related accounts$1,000348
Corporate Trust and Agency Accounts$0113
Number of managed investment management and investment advisory agency accounts$3,000363
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,000111
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$520,000118
Personal Trust and Agency Accounts$197,00056
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000239
Employee Benefit-defined Benefit Accounts$0195
Number non-managed other employee benefit and retirement-related accounts$310,00050
Corporate Trust and Agency Accounts$0206
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0128
Memoranda
Custody and Safekeeping Accounts$0409
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$866,000234
Number of Managed Accounts$340,000306
Personal Trust and Agency Accounts$226,000261
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$21,000210
Employee Benefit-defined Benefit Accounts$1,000210
Number of other employee benefit and retirement-related accounts$88,000195
Corporate Trust and Agency Accounts$0110
Number of managed investment management and investment advisory agency accounts$3,000368
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,000114
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$526,000119
Personal Trust and Agency Accounts$204,00052
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000247
Employee Benefit-defined Benefit Accounts$0195
Number non-managed other employee benefit and retirement-related accounts$309,00050
Corporate Trust and Agency Accounts$0205
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0134
Memoranda
Custody and Safekeeping Accounts$0417
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$862,000268
Number of Managed Accounts$346,000372
Personal Trust and Agency Accounts$231,000297
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$21,000274
Employee Benefit-defined Benefit Accounts$1,000303
Number of other employee benefit and retirement-related accounts$88,000246
Corporate Trust and Agency Accounts$0340
Number of managed investment management and investment advisory agency accounts$4,000841
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,000263
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$516,000150
Personal Trust and Agency Accounts$204,00062
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000332
Employee Benefit-defined Benefit Accounts$0304
Number non-managed other employee benefit and retirement-related accounts$299,00074
Corporate Trust and Agency Accounts$0460
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0293
Memoranda
Custody and Safekeeping Accounts$01,025
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$847,000247
Number of Managed Accounts$344,000309
Personal Trust and Agency Accounts$229,000272
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$21,000224
Employee Benefit-defined Benefit Accounts$1,000218
Number of other employee benefit and retirement-related accounts$88,000195
Corporate Trust and Agency Accounts$0121
Number of managed investment management and investment advisory agency accounts$4,000368
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,000132
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$503,000139
Personal Trust and Agency Accounts$198,00055
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000257
Employee Benefit-defined Benefit Accounts$0213
Number non-managed other employee benefit and retirement-related accounts$292,00052
Corporate Trust and Agency Accounts$0209
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0152
Memoranda
Custody and Safekeeping Accounts$0430
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$834,000257
Number of Managed Accounts$342,000313
Personal Trust and Agency Accounts$227,000277
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$21,000227
Employee Benefit-defined Benefit Accounts$1,000217
Number of other employee benefit and retirement-related accounts$88,000200
Corporate Trust and Agency Accounts$0129
Number of managed investment management and investment advisory agency accounts$4,000372
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,000136
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$492,000142
Personal Trust and Agency Accounts$196,00056
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$11,000268
Employee Benefit-defined Benefit Accounts$0214
Number non-managed other employee benefit and retirement-related accounts$285,00057
Corporate Trust and Agency Accounts$0211
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0161
Memoranda
Custody and Safekeeping Accounts$0431
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$858,000256
Number of Managed Accounts$354,000317
Personal Trust and Agency Accounts$239,000275
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$21,000233
Employee Benefit-defined Benefit Accounts$1,000226
Number of other employee benefit and retirement-related accounts$88,000194
Corporate Trust and Agency Accounts$0138
Number of managed investment management and investment advisory agency accounts$4,000371
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,000140
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$504,000137
Personal Trust and Agency Accounts$196,00054
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$19,000241
Employee Benefit-defined Benefit Accounts$0215
Number non-managed other employee benefit and retirement-related accounts$289,00058
Corporate Trust and Agency Accounts$0216
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0158
Memoranda
Custody and Safekeeping Accounts$0442
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$837,000288
Number of Managed Accounts$349,000390
Personal Trust and Agency Accounts$234,000307
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$21,000296
Employee Benefit-defined Benefit Accounts$1,000329
Number of other employee benefit and retirement-related accounts$88,000250
Corporate Trust and Agency Accounts$0378
Number of managed investment management and investment advisory agency accounts$4,000840
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,000284
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$488,000161
Personal Trust and Agency Accounts$190,00070
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$19,000304
Employee Benefit-defined Benefit Accounts$0309
Number non-managed other employee benefit and retirement-related accounts$279,00076
Corporate Trust and Agency Accounts$0452
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0305
Memoranda
Custody and Safekeeping Accounts$01,048
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$771,000287
Number of Managed Accounts$381,000352
Personal Trust and Agency Accounts$272,000260
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$98,000124
Employee Benefit-defined Benefit Accounts$0447
Number of other employee benefit and retirement-related accounts$0769
Corporate Trust and Agency Accounts$0351
Number of managed investment management and investment advisory agency accounts$11,000672
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$390,000175
Personal Trust and Agency Accounts$144,00092
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0726
Employee Benefit-defined Benefit Accounts$0284
Number non-managed other employee benefit and retirement-related accounts$246,00092
Corporate Trust and Agency Accounts$0450
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0297
Memoranda
Custody and Safekeeping Accounts$0971
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA